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Posted Aug 21, 2006

Mastering OLAP Reporting: Prototype KPIs in Reporting Services - Page 4

By William Pearson

Add a New Reporting Services Project

We will add a new Report Server project, within which we will craft a basic report to present an approach for rapid KPI creation.

1.  Right-click the Solution 'RS032_Adventure Works level, atop the tree within the Solution Explorer.

2.  Select Add --> New Project ... from the cascading context menus that appear, as depicted in Illustration 25.

Illustration 25: Adding a Project to the Solution ...

The Add New Project dialog appears.

3.  Within the Templates pane, select Report Server Project.

4.  Type the following into the Name box underneath the Templates pane:

RS032 Simple KPIs

5.  Navigate to a desired location, using the Browse button to the right of the Location box, as necessary, for the new Project file.

The Add New Project dialog appears, with our input, similar to that shown in Illustration 26.

Illustration 26: Adding a New Report Server Project ...

6.  Click OK to create the new Report Server Project.

The RS032 Simple KPIs Report Server Project appears, with associated object folders, in Solution Explorer, as depicted in Illustration 27.

Illustration 27: The New Report Server Project within the Solution Explorer

We will next create a shared Data Source within the new Report Server Project. This will be the last of our preparatory steps for working with KPIs in a new report.

Create an Analysis Services Shared Data Source

1.  Within the Solution Explorer tree, just underneath the new RS032 Simple KPIs Report Server Project, right-click the Shared Data Sources folder.

2.  Select Add New Data Source ... from the cascading context menus that appear, as shown in Illustration 28.

Illustration 28: Adding a New Shared Data Source

The Shared Data Source dialog opens, defaulted to the General tab.

3.  Type the following into the Name box on the General tab.

RS032_Adventure Works DW

4.  Select the following in the Type box, just beneath the Name box:

Microsoft SQL Server Analysis Services

5.  Click the Edit button to the right of the Connection string box, underneath the Type box.

6.  Click the Edit button on the Shared Data Source dialog.

The Connection Properties dialog opens.

7.  Type the correct server / instance name into the Server name box of the Connection Properties dialog. (Mine is MOTHER1\MSSQL2K5, as before).

8.  In the Connect to a database section in the bottom half of the dialog, in the selector box labeled Select or enter a database name, select RS032_Adventure Works DW.

The Connection Properties dialog appears, with our settings, similar to those depicted in Illustration 29.

Illustration 29: The Connection Properties Dialog with Example Settings ...

9.  Ensure that authentication settings are correct for the local environment, as we did for the relational data source above

10.  Click the Test Connection button.

A message box appears, indicating that the Test connection succeeded, assuming that our changes (or lack of same, as appropriate) are appropriate. The message box appears as shown in Illustration 30.

Illustration 30: Testing Positive for Connectivity ...

11.  Click OK to dismiss the message box.

12.  Click OK to accept changes, and to dismiss the Connection Properties dialog.

The Shared Data Source dialog appears, with modified settings, similar to that shown in Illustration 31.

Illustration 31: The Shared Data Source Dialog with Modified Settings ...

13.  Click OK to close the Shared Data Source dialog, and to return to the development environment.

We are now ready to create a basic report, and to gain some exposure to creating KPIs in Reporting Services.

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