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Mastering OLAP Reports: Parameterized Grouping

September 23, 2008

About the Series ...

This article is a member of the series MSSQL Server Reporting Services. The series is designed to introduce MSSQL Server Reporting Services (“Reporting Services”), presenting an overview of its features, with tips and techniques for real-world use. For more information on the series in general, please see my initial Database Journal article, A New Paradigm for Enterprise Reporting. For the software components, samples and tools needed to complete the hands-on portion of this article see BlackBelt Administration: Linked Reports in Report Manager, another article within this series.

About the Mastering OLAP Reporting Articles ...

One of the first things that become clear to “early adopters” of Reporting Services is that the “knowledgebase” for Analysis Services reporting with this tool is, to say the least, sparse. As I stated in my article, Mastering OLAP Reporting: Cascading Prompts (where I treated the subject of cascading parameters for Reporting Services 2000), the purpose of the Mastering OLAP Reporting subset of my Reporting Services series is to focus on techniques for using Reporting Services for OLAP reporting. In many cases, which I try to outline in my articles at appropriate junctures, the functionality of well-established, but expensive, solutions, such as Cognos PowerPlay, can be met in most respects by Reporting Services – at a tiny fraction of the cost.

The vacuum of documentation in this arena, even taking into consideration the release of several books surrounding Reporting Services in recent years, continues to represent a serious “undersell” of Reporting Services, from an OLAP reporting perspective. I hope to contribute to making this arena more accessible for everyone, and to share my implementation and conversion experiences as the series evolves. In the meantime, we can rest assured that the OLAP potential in Reporting Services will contribute significantly to the inevitable commoditization of business intelligence, via the integrated Microsoft BI solution.

For more information about the Mastering OLAP Reporting articles, see the section entitled “About the Mastering OLAP Reporting Articles” in my article Ad Hoc TopCount and BottomCount Parameters.

Overview

In recent articles within this series, we have focused upon various aspects of parameterization within the Reporting Services environment. In some cases we have supported parameterization from structures completely contained within Reporting Services, and in others we have created parameter (predominantly picklist) support from within other layers of the integrated Microsoft business intelligence solution. As many of us are aware, enterprise reporting applications typically allow for parameterization (via what are sometimes known as “prompts” or “parameter prompts”) to enable information consumers to quickly find the information they need from a report. These parameters, whose values are physically passed to an axis specification or a slicer in the dataset query, often act to put filters into place “on the fly;” the “filters” are thus enacted when the consumer types or selects a value, or a series of values, at run time.

Because they allow information consumers to assume a role in guiding the delivery of information – and add a “self-serve” component to the reporting experience - parameterization in general is a popular topic in the forums and newsgroups of most enterprise reporting applications. My first exposure to the concepts of parameterization was in working with very early versions of Cognos Impromptu. My continued application of those concepts over the succeeding years within Cognos, Crystal, Business Objects, MicroStrategy, and several more specialized applications, has given me a great appreciation for the opportunities that exist in the business environment for effective parameterization. Whether the reports are to be printed, displayed on screen, or any of the other options for production / deployment, it’s easy to see the value that parameterization can add in making the selection and delivery of enterprise data more focused and consumer-friendly.

While I have extended parameterization concepts into many arenas, none have captured my attention as much as their deployment within the integrated Analysis Services / Reporting Services pairing. These applications work together to provide business intelligence in a way that is powerful and highly flexible. Indeed, I often advise clients who are attempting to locate a consultant to implement the integrated Microsoft BI solution (composed of MSSQL Server, MSSQL Server Analysis Services, and Reporting Services) to seek a “multidimensional architect” - a practitioner who has a good working knowledge of each of the components, and who can determine where, among three or more possible “logical layers,” to place which components so as to optimize the system as a whole.

NOTE: For details surrounding hands-on approaches (as you will see, they are Legion) to the mechanics behind supporting parameterization, (including the generation of picklists) in Reporting Services, see these articles in MSSQL Server Reporting Services series here at Database Journal:

Throughout various articles of this series, we have generated simple lists to provide virtually all we need to support parameterization within Reporting Services and other enterprise reporting applications. In this article, we will perform an examination of the straightforward mechanics behind the parameterization of grouping, and sorting of the members within the group we select. We will get hands-on exposure to parameterizing grouping within a preexisting sample OLAP report. Beginning with the general concepts, we will continue into a practice session where we set up a scenario, within which we work with a basic OLAP report, to expose the steps involved. In examining the rudiments of grouping parameterization within an OLAP report containing a matrix data region, we will:

  • Open the sample Report Server project, AdventureWorks Sample Reports, and ascertain connectivity of its shared Analysis Services data source;
  • Create a clone of an existing sample Analysis Services report, containing a matrix data region, with which to perform our practice exercise;
  • Make structural modifications to the clone report, to prepare for our practice exercise session with parameters;
  • Perform a brief overview of the concepts behind ad hoc grouping, which we will use to support the stated reporting needs of a hypothetical client;
  • Modify the existing dataset within, and add a new dataset to, the sample report clone, to support group and group member sorting parameterization;
  • Make modifications to the report layout to support the stated client reporting needs;
  • Add Report Parameters to support ad hoc group and group member sorting selection;
  • Modify matrix settings to fully enable the newly supported group and group member sorting parameterization;
  • Modify the face of the report to dynamically reflect grouping parameter selections made at run time.
  • Discuss the results obtained with the development techniques that we exploit throughout our practice session.







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