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• Installing SharePoint 2010 and PowerPivot for SharePoint on Windows 7

  - by smisner

  Many people like me want (or need) to do their business intelligence development work on a laptop. As someone who frequently speaks at various events or teaches classes on all subjects related to the Microsoft business intelligence stack, I need a way to run multiple server products on my laptop with reasonable performance. Once upon a time, that requirement meant only that I had to load the current version of SQL Server and the client tools of choice. In today's post, I'll review my latest experience with trying to make the newly released Microsoft BI products work with a Windows 7 operating system.The entrance of Microsoft Office SharePoint Server 2007 into the BI stack complicated matters and I started using Virtual Server to establish a "suitable" environment. As part of the team that delivered a lot of education as part of the Yukon pre-launch activities (that would be SQL Server 2005 for the uninitiated), I was working with four - yes, four - virtual servers. That was a pretty brutal workload for a 2GB laptop, which worked if I was very, very careful. It could also be a finicky and unreliable configuration as I learned to my dismay at one TechEd session several years ago when I had to reboot a very carefully cached set of servers just minutes before my session started. Although it worked, it came back to life very, very slowly much to the displeasure of the audience. They couldn't possibly have been less pleased than me.At that moment, I resolved to get the beefiest environment I could afford and consolidate to a single virtual server. Enter the 4GB 64-bit laptop to preserve my sanity and my livelihood. Likewise, for SQL Server 2008, I managed to keep everything within a single virtual server and I could function reasonably well with this approach.Now we have SQL Server 2008 R2 plus Office SharePoint Server 2010. That means a 64-bit operating system. Period. That means no more Virtual Server. That means I must use Hyper-V or another alternative. I've heard alternatives exist, but my few dabbles in this area did not yield positive results. It might have been just me having issues rather than any failure of those technologies to adequately support the requirements.My first run at working with the new BI stack configuration was to set up a 64-bit 4GB laptop with a dual-boot to run Windows Server 2008 R2 with Hyper-V. However, I was generally not happy with running Windows Server 2008 R2 on my laptop. For one, I couldn't put it into sleep mode, which is helpful if I want to prepare for a presentation beforehand and then walk to the podium without the need to hold my laptop in its open state along the way (my strategy at the TechEd session long, long ago). Secondly, it was finicky with projectors. I had issues from time to time and while I always eventually got it to work, I didn't appreciate those nerve-wracking moments wondering whether this would be the time that it wouldn't work.Somewhere along the way, I learned that it was possible to load SharePoint 2010 in a Windows 7 which piqued my interest. I had just acquired a new laptop running Windows 7 64-bit, and thought surely running the BI stack natively on my laptop must be better than running Hyper-V. (I have not tried booting to Hyper-V VHD yet, but that's on my list of things to try so the jury of one is still out on this approach.) Recently, I had to build up a server with the RTM versions of SQL Server 2008 R2 and Sharepoint Server 2010 and decided to follow suit on my Windows 7 Ultimate 64-bit laptop. The process is slightly different, but I'm happy to report that it IS possible, although I had some fits and starts along the way.DISCLAIMER: These products are NOT intended to be run in production mode on the Windows 7 operating system. The configuration described in this post is strictly for development or learning purposes and not supported by Microsoft. If you have trouble, you will NOT get help from them. I might be able to help, but I provide no guarantees of my ability or availablity to help. I won't provide the step-by-step instructions in this post as there are other resources that provide these details, but I will provide an overview of my approach, point you to the relevant resources, describe some of the problems I encountered, and explain how I addressed those problems to achieve my desired goal.Because my goal was not simply to set up SharePoint Server 2010 on my laptop, but specifically PowerPivot for SharePoint, I started out by referring to the installation instructions at the PowerPiovt-Info site, but mainly to confirm that I was performing steps in the proper sequence. I didn't perform the steps in Part 1 because those steps are applicable only to a server operating system which I am not running on my laptop. Then, the instructions in Part 2, won't work exactly as written for the same reason. Instead, I followed the instructions on MSDN, Setting Up the Development Environment for SharePoint 2010 on Windows Vista, Windows 7, and Windows Server 2008. In general, I found the following differences in installation steps from the steps at PowerPivot-Info:You must copy the SharePoint installation media to the local drive so that you can edit the config.xml to allow installation on a Windows client.You also have to manually install the prerequisites. The instructions provides links to each item that you must manually install and provides a command-line instruction to execute which enables required Windows features.I will digress for a moment to save you some grief in the sequence of steps to perform. I discovered later that a missing step in the MSDN instructions is to install the November CTP Reporting Services add-in for SharePoint. When I went to test my SharePoint site (I believe I tested after I had a successful PowerPivot installation), I ran into the following error: Could not load file or assembly 'RSSharePointSoapProxy, Version=10.0.0.0, Culture=neutral, PublicKeyToken=89845dcd8080cc91' or one of its dependencies. The system cannot find the file specified. I was rather surprised that Reporting Services was required. Then I found an article by Alan le Marquand, Working Together: SQL Server 2008 R2 Reporting Services Integration in SharePoint 2010,that instructed readers to install the November add-in. My first reaction was, "Really?!?" But I confirmed it in another TechNet article on hardware and software requirements for SharePoint Server 2010. It doesn't refer explicitly to the November CTP but following the link took me there. (Interestingly, I retested today and there's no longer any reference to the November CTP. Here's the link to download the latest and greatest Reporting Services Add-in for SharePoint Technologies 2010.) You don't need to download the add-in anymore if you're doing a regular server-based installation of SharePoint because it installs as part of the prerequisites automatically.When it was time to start the installation of SharePoint, I deviated from the MSDN instructions and from the PowerPivot-Info instructions:On the Choose the installation you want page of the installation wizard, I chose Server Farm.On the Server Type page, I chose Complete.At the end of the installation, I did not run the configuration wizard.Returning to the PowerPivot-Info instructions, I tried to follow the instructions in Part 3 which describe installing SQL Server 2008 R2 with the PowerPivot option. These instructions tell you to choose the New Server option on the Setup Role page where you add PowerPivot for SharePoint. However, I ran into problems with this approach and got installation errors at the end.It wasn't until much later as I was investigating an error that I encountered Dave Wickert's post that installing PowerPivot for SharePoint on Windows 7 is unsupported. Uh oh. But he did want to hear about it if anyone succeeded, so I decided to take the plunge. Perseverance paid off, and I can happily inform Dave that it does work so far. I haven't tested absolutely everything with PowerPivot for SharePoint but have successfully deployed a workbook and viewed the PowerPivot Management Dashboard. I have not yet tested the data refresh feature, but I have installed. Continue reading to see how I accomplished my objective.I unintalled SQL Server 2008 R2 and started again. I had different problems which I don't recollect now. However, I uninstalled again and approached installation from a different angle and my next attempt succeeded. The downside of this approach is that you must do all of the things yourself that are done automatically when you install PowerPivot as a new server. Here are the steps that I followed:Install SQL Server 2008 R2 to get a database engine instance installed.Run the SharePoint configuration wizard to set up the SharePoint databases.In Central Administration, create a Web application using classic mode authentication as per a TechNet article on PowerPivot Authentication and Authorization.Then I followed the steps I found at How to: Install PowerPivot for SharePoint on an Existing SharePoint Server. Especially important to note - you must launch setup by using Run as administrator. I did not have to manually deploy the PowerPivot solution as the instructions specify, but it's good to know about this step because it tells you where to look in Central Administration to confirm a successful deployment.I did spot some incorrect steps in the instructions (at the time of this writing) in How To: Configure Stored Credentials for PowerPivot Data Refresh. Specifically, in the section entitled Step 1: Create a target application and set the credentials, both steps 10 and 12 are incorrect. They tell you to provide an actual Windows user name and password on the page where you are simply defining the prompts for your application in the Secure Store Service. To add the Windows user name and password that you want to associate with the application - after you have successfully created the target application - you select the target application and then click Set credentials in the ribbon.Lastly, I followed the instructions at How to: Install Office Data Connectivity Components on a PowerPivot server. However, I have yet to test this in my current environment.I did have several stops and starts throughout this process and edited those out to spare you from reading non-essential information. I believe the explanation I have provided here accurately reflect the steps I followed to produce a working configuration. If you follow these steps and get a different result, please let me know so that together we can work through the issue and correct these instructions. I'm sure there are many other folks in the Microsoft BI community that will appreciate the ability to set up the BI stack in a Windows 7 environment for development or learning purposes. Share this post: email it! | bookmark it! | digg it! | reddit! | kick it! | live it!

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• Reporting Services - It's a Wrap!

  - by smisner

  If you have any experience at all with Reporting Services, you have probably developed a report using the matrix data region. It's handy when you want to generate columns dynamically based on data. If users view a matrix report online, they can scroll horizontally to view all columns and all is well. But if they want to print the report, the experience is completely different and you'll have to decide how you want to handle dynamic columns. By default, when a user prints a matrix report for which the number of columns exceeds the width of the page, Reporting Services determines how many columns can fit on the page and renders one or more separate pages for the additional columns. In this post, I'll explain two techniques for managing dynamic columns. First, I'll show how to use the RepeatRowHeaders property to make it easier to read a report when columns span multiple pages, and then I'll show you how to "wrap" columns so that you can avoid the horizontal page break. Included with this post are the sample RDLs for download. First, let's look at the default behavior of a matrix. A matrix that has too many columns for one printed page (or output to page-based renderer like PDF or Word) will be rendered such that the first page with the row group headers and the inital set of columns, as shown in Figure 1. The second page continues by rendering the next set of columns that can fit on the page, as shown in Figure 2.This pattern continues until all columns are rendered. The problem with the default behavior is that you've lost the context of employee and sales order - the row headers - on the second page. That makes it hard for users to read this report because the layout requires them to flip back and forth between the current page and the first page of the report. You can fix this behavior by finding the RepeatRowHeaders of the tablix report item and changing its value to True. The second (and subsequent pages) of the matrix now look like the image shown in Figure 3. The problem with this approach is that the number of printed pages to flip through is unpredictable when you have a large number of potential columns. What if you want to include all columns on the same page? You can take advantage of the repeating behavior of a tablix and get repeating columns by embedding one tablix inside of another. For this example, I'm using SQL Server 2008 R2 Reporting Services. You can get similar results with SQL Server 2008. (In fact, you could probably do something similar in SQL Server 2005, but I haven't tested it. The steps would be slightly different because you would be working with the old-style matrix as compared to the new-style tablix discussed in this post.) I created a dataset that queries AdventureWorksDW2008 tables: SELECT TOP (100) e.LastName + ', ' + e.FirstName AS EmployeeName, d.FullDateAlternateKey, f.SalesOrderNumber, p.EnglishProductName, sum(SalesAmount) as SalesAmount FROM FactResellerSales AS f INNER JOIN DimProduct AS p ON p.ProductKey = f.ProductKey INNER JOIN DimDate AS d ON d.DateKey = f.OrderDateKey INNER JOIN DimEmployee AS e ON e.EmployeeKey = f.EmployeeKey GROUP BY p.EnglishProductName, d.FullDateAlternateKey, e.LastName + ', ' + e.FirstName, f.SalesOrderNumber ORDER BY EmployeeName, f.SalesOrderNumber, p.EnglishProductName To start the report: Add a matrix to the report body and drag Employee Name to the row header, which also creates a group. Next drag SalesOrderNumber below Employee Name in the Row Groups panel, which creates a second group and a second column in the row header section of the matrix, as shown in Figure 4. Now for some trickiness. Add another column to the row headers. This new column will be associated with the existing EmployeeName group rather than causing BIDS to create a new group. To do this, right-click on the EmployeeName textbox in the bottom row, point to Insert Column, and then click Inside Group-Right. Then add the SalesOrderNumber field to this new column. By doing this, you're creating a report that repeats a set of columns for each EmployeeName/SalesOrderNumber combination that appears in the data. Next, modify the first row group's expression to group on both EmployeeName and SalesOrderNumber. In the Row Groups section, right-click EmployeeName, click Group Properties, click the Add button, and select [SalesOrderNumber]. Now you need to configure the columns to repeat. Rather than use the Columns group of the matrix like you might expect, you're going to use the textbox that belongs to the second group of the tablix as a location for embedding other report items. First, clear out the text that's currently in the third column - SalesOrderNumber - because it's already added as a separate textbox in this report design. Then drag and drop a matrix into that textbox, as shown in Figure 5. Again, you need to do some tricks here to get the appearance and behavior right. We don't really want repeating rows in the embedded matrix, so follow these steps: Click on the Rows label which then displays RowGroup in the Row Groups pane below the report body. Right-click on RowGroup,click Delete Group, and select the option to delete associated rows and columns. As a result, you get a modified matrix which has only a ColumnGroup in it, with a row above a double-dashed line for the column group and a row below the line for the aggregated data. Let's continue: Drag EnglishProductName to the data textbox (below the line). Add a second data row by right-clicking EnglishProductName, pointing to Insert Row, and clicking Below. Add the SalesAmount field to the new data textbox. Now eliminate the column group row without eliminating the group. To do this, right-click the row above the double-dashed line, click Delete Rows, and then select Delete Rows Only in the message box. Now you're ready for the fit and finish phase: Resize the column containing the embedded matrix so that it fits completely. Also, the final column in the matrix is for the column group. You can't delete this column, but you can make it as small as possible. Just click on the matrix to display the row and column handles, and then drag the right edge of the rightmost column to the left to make the column virtually disappear. Next, configure the groups so that the columns of the embedded matrix will wrap. In the Column Groups pane, right-click ColumnGroup1 and click on the expression button (labeled fx) to the right of Group On [EnglishProductName]. Replace the expression with the following: =RowNumber("SalesOrderNumber" ). We use SalesOrderNumber here because that is the name of the group that "contains" the embedded matrix. The next step is to configure the number of columns to display before wrapping. Click any cell in the matrix that is not inside the embedded matrix, and then double-click the second group in the Row Groups pane - SalesOrderNumber. Change the group expression to the following expression: =Ceiling(RowNumber("EmployeeName")/3) The last step is to apply formatting. In my example, I set the SalesAmount textbox's Format property to C2 and also right-aligned the text in both the EnglishProductName and the SalesAmount textboxes. And voila - Figure 6 shows a matrix report with wrapping columns. Share this post: email it! | bookmark it! | digg it! | reddit! | kick it! | live it!

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• SQL Server 2008 R2 Reporting Services - The Word is But a Stage (T-SQL Tuesday #006)

  - by smisner

  Host Michael Coles (blog|twitter) has selected LOB data as the topic for this month's T-SQL Tuesday, so I'll take this opportunity to post an overview of reporting with spatial data types. As part of my work with SQL Server 2008 R2 Reporting Services, I've been exploring the use of spatial data types in the new map data region. You can create a map using any of the following data sources: Map Gallery - a set of Shapefiles for the United States only that ships with Reporting Services ESRI Shapefile - a .shp file conforming to the Environmental Systems Research Institute, Inc. (ESRI) shapefile spatial data format SQL Server spatial data - a query that includes SQLGeography or SQLGeometry data types Rob Farley (blog|twitter) points out today in his T-SQL Tuesday post that using the SQL geography field is a preferable alternative to ESRI shapefiles for storing spatial data in SQL Server. So how do you get spatial data? If you don't already have a GIS application in-house, you can find a variety of sources. Here are a few to get you started: US Census Bureau Website, http://www.census.gov/geo/www/tiger/ Global Administrative Areas Spatial Database, http://biogeo.berkeley.edu/gadm/ Digital Chart of the World Data Server, http://www.maproom.psu.edu/dcw/ In a recent post by Pinal Dave (blog|twitter), you can find a link to free shapefiles for download and a tutorial for using Shape2SQL, a free tool to convert shapefiles into SQL Server data. In my post today, I'll show you how to use combine spatial data that describes boundaries with spatial data in AdventureWorks2008R2 that identifies stores locations to embed a map in a report. Preparing the spatial data First, I downloaded Shapefile data for the administrative boundaries in France and unzipped the data to a local folder. Then I used Shape2SQL to upload the data into a SQL Server database called Spatial. I'm not sure of the reason why, but I had to uncheck the option to create a spatial index to upload the data. Otherwise, the upload appeared to run successfully, but no table appeared in my database. The zip file that I downloaded contained three files, but I didn't know what was in them until I used Shape2SQL to upload the data into tables. Then I found that FRA_adm0 contains spatial data for the country of France, FRA_adm1 contains spatial data for each region, and FRA_adm2 contains spatial data for each department (a subdivision of region). Next I prepared my SQL query containing sales data for fictional stores selling Adventure Works products in France. The Person.Address table in the AdventureWorks2008R2 database (which you can download from Codeplex) contains a SpatialLocation column which I joined - along with several other tables - to the Sales.Customer and Sales.Store tables. I'll be able to superimpose this data on a map to see where these stores are located. I included the SQL script for this query (as well as the spatial data for France) in the downloadable project that I created for this post. Step 1: Using the Map Wizard to Create a Map of France You can build a map without using the wizard, but I find it's rather useful in this case. Whether you use Business Intelligence Development Studio (BIDS) or Report Builder 3.0, the map wizard is the same. I used BIDS so that I could create a project that includes all the files related to this post. To get started, I added an empty report template to the project and named it France Stores. Then I opened the Toolbox window and dragged the Map item to the report body which starts the wizard. Here are the steps to perform to create a map of France: On the Choose a source of spatial data page of the wizard, select SQL Server spatial query, and click Next. On the Choose a dataset with SQL Server spatial data page, select Add a new dataset with SQL Server spatial data. On the Choose a connection to a SQL Server spatial data source page, select New. In the Data Source Properties dialog box, on the General page, add a connecton string like this (changing your server name if necessary): Data Source=(local);Initial Catalog=Spatial Click OK and then click Next. On the Design a query page, add a query for the country shape, like this: select * from fra_adm1 Click Next. The map wizard reads the spatial data and renders it for you on the Choose spatial data and map view options page, as shown below. You have the option to add a Bing Maps layer which shows surrounding countries. Depending on the type of Bing Maps layer that you choose to add (from Road, Aerial, or Hybrid) and the zoom percentage you select, you can view city names and roads and various boundaries. To keep from cluttering my map, I'm going to omit the Bing Maps layer in this example, but I do recommend that you experiment with this feature. It's a nice integration feature. Use the + or - button to rexize the map as needed. (I used the + button to increase the size of the map until its edges were just inside the boundaries of the visible map area (which is called the viewport). You can eliminate the color scale and distance scale boxes that appear in the map area later. Select the Embed map data in this report for faster rendering. The spatial data won't be changing, so there's no need to leave it in the database. However, it does increase the size of the RDL. Click Next. On the Choose map visualization page, select Basic Map. We'll add data for visualization later. For now, we have just the outline of France to serve as the foundation layer for our map. Click Next, and then click Finish. Now click the color scale box in the lower left corner of the map, and press the Delete key to remove it. Then repeat to remove the distance scale box in the lower right corner of the map. Step 2: Add a Map Layer to an Existing Map The map data region allows you to add multiple layers. Each layer is associated with a different data set. Thus far, we have the spatial data that defines the regional boundaries in the first map layer. Now I'll add in another layer for the store locations by following these steps: If the Map Layers windows is not visible, click the report body, and then click twice anywhere on the map data region to display it. Click on the New Layer Wizard button in the Map layers window. And then we start over again with the process by choosing a spatial data source. Select SQL Server spatial query, and click Next. Select Add a new dataset with SQL Server spatial data, and click Next. Click New, add a connection string to the AdventureWorks2008R2 database, and click Next. Add a query with spatial data (like the one I included in the downloadable project), and click Next. The location data now appears as another layer on top of the regional map created earlier. Use the + button to resize the map again to fill as much of the viewport as possible without cutting off edges of the map. You might need to drag the map within the viewport to center it properly. Select Embed map data in this report, and click Next. On the Choose map visualization page, select Basic Marker Map, and click Next. On the Choose color theme and data visualization page, in the Marker drop-down list, change the marker to diamond. There's no particular reason for a diamond; I think it stands out a little better than a circle on this map. Clear the Single color map checkbox as another way to distinguish the markers from the map. You can of course create an analytical map instead, which would change the size and/or color of the markers according to criteria that you specify, such as sales volume of each store, but I'll save that exploration for another post on another day. Click Finish and then click Preview to see the rendered report. Et voilà...c'est fini. Yes, it's a very simple map at this point, but there are many other things you can do to enhance the map. I'll create a series of posts to explore the possibilities. Share this post: email it! | bookmark it! | digg it! | reddit! | kick it! | live it!

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• I Hereby Resolve… (T-SQL Tuesday #14)

  - by smisner

  It’s time for another T-SQL Tuesday, hosted this month by Jen McCown (blog|twitter), on the topic of resolutions. Specifically, “what techie resolutions have you been pondering, and why?” I like that word – pondering – because I ponder a lot. And while there are many things that I do already because of my job, there are many more things that I ponder about doing…if only I had the time. Then I ponder about making time, but then it’s back to work! In 2010, I was moderately more successful in making time for things that I ponder about than I had been in years past, and I hope to continue that trend in 2011. If Jen hadn’t settled on this topic, I could keep my ponderings to myself and no one would ever know the outcome, but she’s egged me on (and everyone else that chooses to participate)! So here goes… For me, having resolve to do something means that I wouldn’t be doing that something as part of my ordinary routine. It takes extra effort to make time for it. It’s not something that I do once and check off a list, but something that I need to commit to over a period of time. So with that in mind, I hereby resolve… To Learn Something New… One of the things I love about my job is that I get to do a lot of things outside of my ordinary routine. It’s a veritable smorgasbord of opportunity! So what more could I possibly add to that list of things to do? Well, the more I learn, the more I realize I have so much more to learn. It would be much easier to remain in ignorant bliss, but I was born to learn. Constantly. (And apparently to teach, too– my father will tell you that as a small child, I had the neighborhood kids gathered together to play school – in the summer. I’m sure they loved that – but they did it!) These are some of things that I want to dedicate some time to learning this year: Spatial data. I have a good understanding of how maps in Reporting Services works, and I can cobble together a simple T-SQL spatial query, but I know I’m only scratching the surface here. Rob Farley (blog|twitter) posted interesting examples of combining maps and PivotViewer, and I think there’s so many more creative possibilities. I’ve always felt that pictures (including charts and maps) really help people get their minds wrapped around data better, and because a lot of data has a geographic aspect to it, I believe developing some expertise here will be beneficial to my work. PivotViewer. Not only is PivotViewer combined with maps a useful way to visualize data, but it’s an interesting way to work with data. If you haven’t seen it yet, check out this interactive demonstration using Netflx OData feed. According to Rob Farley, learning how to work with PivotViewer isn’t trivial. Just the type of challenge I like! Security. You’ve heard of the accidental DBA? Well, I am the accidental security person – is there a word for that role? My eyes used to glaze over when having to study about security, or  when reading anything about it. Then I had a problem long ago that no one could figure out – not even the vendor’s tech support – until I rolled up my sleeves and painstakingly worked through the myriad of potential problems to resolve a very thorny security issue. I learned a lot in the process, and have been able to share what I’ve learned with a lot of people. But I’m not convinced their eyes weren’t glazing over, too. I don’t take it personally – it’s just a very dry topic! So in addition to deepening my understanding about security, I want to find a way to make the subject as it relates to SQL Server and business intelligence more accessible and less boring. Well, there’s actually a lot more that I could put on this list, and a lot more things I have plans to do this coming year, but I run the risk of overcommitting myself. And then I wouldn’t have time… To Have Fun! My name is Stacia and I’m a workaholic. When I love what I do, it’s difficult to separate out the work time from the fun time. But there are some things that I’ve been meaning to do that aren’t related to business intelligence for which I really need to develop some resolve. And they are techie resolutions, too, in a roundabout sort of way! Photography. When my husband and I went on an extended camping trip in 2009 to Yellowstone and the Grand Tetons, I had a nice little digital camera that took decent pictures. But then I saw the gorgeous cameras that other tourists were toting around and decided I needed one too. So I bought a Nikon D90 and have started to learn to use it, but I’m definitely still in the beginning stages. I traveled so much in 2010 and worked on two book projects that I didn’t have a lot of free time to devote to it. I was very inspired by Kimberly Tripp’s (blog|twitter) and Paul Randal’s (blog|twitter) photo-adventure in Alaska, though, and plan to spend some dedicated time with my camera this year. (And hopefully before I move to Alaska – nothing set in stone yet, but we hope to move to a remote location – with Internet access – later this year!) Astronomy. I have this cool telescope, but it suffers the same fate as my camera. I have been gone too much and busy with other things that I haven’t had time to work with it. I’ll figure out how it works, and then so much time passes by that I forget how to use it. I have this crazy idea that I can actually put the camera and the telescope together for astrophotography, but I think I need to start simple by learning how to use each component individually. As long as I’m living in Las Vegas, I know I’ll have clear skies for nighttime viewing, but when we move to Alaska, we’ll be living in a rain forest. I have no idea what my opportunities will be like there – except I know that when the sky is clear, it will be far more amazing than anything I can see in Vegas – even out in the desert - because I’ll be so far away from city light pollution. I’ve been contemplating putting together a blog on these topics as I learn. As many of my fellow bloggers in the SQL Server community know, sometimes the best way to learn something is to sit down and write about it. I’m just stumped by coming up with a clever name for the new blog, which I was thinking about inaugurating with my move to Alaska. Except that I don’t know when that will be exactly, so we’ll just have to wait and see which comes first!

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• Laissez les bon temps rouler! (Microsoft BI Conference 2010)

  - by smisner

  "Laissez les bons temps rouler" is a Cajun phrase that I heard frequently when I lived in New Orleans in the mid-1990s. It means "Let the good times roll!" and encapsulates a feeling of happy expectation. As I met with many of my peers and new acquaintances at the Microsoft BI Conference last week, this phrase kept running through my mind as people spoke about their plans in their respective businesses, the benefits and opportunities that the recent releases in the BI stack are providing, and their expectations about the future of the BI stack. Notwithstanding some jabs here and there to point out the platform is neither perfect now nor will be anytime soon (along with admissions that the competitors are also not perfect), and notwithstanding several missteps by the event organizers (which I don't care to enumerate), the overarching mood at the conference was positive. It was a refreshing change from the doom and gloom hovering over several conferences that I attended in 2009. Although many people expect economic hardships to continue over the coming year or so, everyone I know in the BI field is busier than ever and expects to stay busy for quite a while. Self-Service BI Self-service was definitely a theme of the BI conference. In the keynote, Ted Kummert opened with a look back to a fairy tale vision of self-service BI that he told in 2008. At that time, the fairy tale future was a time when "every end user was able to use BI technologies within their job in order to move forward more effectively" and transitioned to the present time in which SQL Server 2008 R2, Office 2010, and SharePoint 2010 are available to deliver managed self-service BI. This set of technologies is presumably poised to address the needs of the 80% of users that Kummert said do not use BI today. He proceeded to outline a series of activities that users ought to be able to do themselves--from simple changes to a report like formatting or an addtional data visualization to integration of an additional data source. The keynote then continued with a series of demonstrations of both current and future technology in support of self-service BI. Some highlights that interested me: PowerPivot, of course, is the flagship product for self-service BI in the Microsoft BI stack. In the TechEd keynote, which was open to the BI conference attendees, Amir Netz (twitter) impressed the audience by demonstrating interactivity with a workbook containing 100 million rows. He upped the ante at the BI keynote with his demonstration of a future-state PowerPivot workbook containing over 2 billion records. It's important to note that this volume of data is being processed by a server engine, and not in the PowerPivot client engine. (Yes, I think it's impressive, but none of my clients are typically wrangling with 2 billion records at a time. Maybe they're thinking too small. This ability to work quickly with large data sets has greater implications for BI solutions than for self-service BI, in my opinion.) Amir also demonstrated KPIs for the future PowerPivot, which appeared to be easier to implement than in any other Microsoft product that supports KPIs, apart from simple KPIs in SharePoint. (My initial reaction is that we have one more place to build KPIs. Great. It's confusing enough. I haven't seen how well those KPIs integrate with other BI tools, which will be important for adoption.) One more PowerPivot feature that Amir showed was a graphical display of the lineage for calculations. (This is hugely practical, especially if you build up calculations incrementally. You can more easily follow the logic from calculation to calculation. Furthermore, if you need to make a change to one calculation, you can assess the impact on other calculations.) Another product demonstration will be available within the next 30 days--Pivot for Reporting Services. If you haven't seen this technology yet, check it out at www.getpivot.com. (It definitely has a wow factor, but I'm skeptical about its practicality. However, I'm looking forward to trying it out with data that I understand.) Michael Tejedor (twitter) demonstrated a feature that I think is really interesting and not emphasized nearly enough--overshadowed by PowerPivot, no doubt. That feature is the Microsoft Business Intelligence Indexing Connector, which enables search of the content of Excel workbooks and Reporting Services reports. (This capability existed in MOSS 2007, but was more cumbersome to implement. The search results in SharePoint 2010 are not only cooler, but more useful by describing whether the content is found in a table or a chart, for example.) This may yet be the dawning of the age of self-service BI - a phrase I've heard repeated from time to time over the last decade - but I think BI professionals are likely to stay busy for a long while, and need not start looking for a new line of work. Kummert repeatedly referenced strategic BI solutions in contrast to self-service BI to emphasize that self-service BI is not a replacement for the services that BI professionals provide. After all, self-service BI does not appear magically on user desktops (or whatever device they want to use). A supporting infrastructure is necessary, and grows in complexity in proportion to the need to simplify BI for users. It's one thing to hear the party line touted by Microsoft employees at the BI keynote, but it's another to hear from the people who are responsible for implementing and supporting it within an organization. Rob Collie (blog | twitter), Kasper de Jonge (blog | twitter), Vidas Matelis (site | twitter), and I were invited to join Andrew Brust (blog | twitter) as he led a Birds of a Feather session at TechEd entitled "PowerPivot: Is It the BI Deal-Changer for Developers and IT Pros?" I would single out the prevailing concern in this session as the issue of control. On one side of this issue were those who were concerned that they would lose control once PowerPivot is implemented. On the other side were those who believed that data should be freely accessible to users in PowerPivot, and even acknowledgment that users would get the data they want even if it meant they would have to manually enter into a workbook to have it ready for analysis. For another viewpoint on how PowerPivot played out at the conference, see Rob Collie's observations. Collaborative BI I have been intrigued by the notion of collaborative BI for a very long time. Before I discovered BI, I was a Lotus Notes developer and later a manager of developers, working in a software company that enabled collaboration in the legal industry. Not only did I help create collaborative systems for our clients, I created a complete project management from the ground up to collaboratively manage our custom development work. In that case, collaboration involved my team, my client contacts, and me. I was also able to produce my own BI from that system as well, but didn't know that's what I was doing at the time. Only in recent years has SharePoint begun to catch up with the capabilities that I had with Lotus Notes more than a decade ago. Eventually, I had the opportunity at that job to formally investigate BI as another product offering for our software, and the rest - as they say - is history. I built my first data warehouse with Scott Cameron (who has also ventured into the authoring world by writing Analysis Services 2008 Step by Step and was at the BI Conference last week where I got to reminisce with him for a bit) and that began a career that I never imagined at the time. Fast forward to 2010, and I'm still lauding the virtues of collaborative BI, if only the tools will catch up to my vision! Thus, I was anxious to see what Donald Farmer (blog | twitter) and Rita Sallam of Gartner had to say on the subject in their session "Collaborative Decision Making." As I suspected, the tools aren't quite there yet, but the vendors are moving in the right direction. One thing I liked about this session was a non-Microsoft perspective of the state of the industry with regard to collaborative BI. In addition, this session included a better demonstration of SharePoint collaborative BI capabilities than appeared in the BI keynote. Check out the video in the link to the session to see the demonstration. One of the use cases that was demonstrated was linking from information to a person, because, as Donald put it, "People don't trust data, they trust people." The Microsoft BI Stack in General A question I hear all the time from students when I'm teaching is how to know what tools to use when there is overlap between products in the BI stack. I've never taken the time to codify my thoughts on the subject, but saw that my friend Dan Bulos provided good insight on this topic from a variety of perspectives in his session, "So Many BI Tools, So Little Time." I thought one of his best points was that ideally you should be able to design in your tool of choice, and then deploy to your tool of choice. Unfortunately, the ideal is yet to become real across the platform. The closest we come is with the RDL in Reporting Services which can be produced from two different tools (Report Builder or Business Intelligence Development Studio's Report Designer), manually, or by a third-party or custom application. I have touted the idea for years (and publicly said so about 5 years ago) that eventually more products would be RDL producers or consumers, but we aren't there yet. Maybe in another 5 years. Another interesting session that covered the BI stack against a backdrop of competitive products was delivered by Andrew Brust. Andrew did a marvelous job of consolidating a lot of information in a way that clearly communicated how various vendors' offerings compared to the Microsoft BI stack. He also made a particularly compelling argument about how the existence of an ecosystem around the Microsoft BI stack provided innovation and opportunities lacking for other vendors. Check out his presentation, "How Does the Microsoft BI Stack...Stack Up?" Expo Hall I had planned to spend more time in the Expo Hall to see who was doing new things with the BI stack, but didn't manage to get very far. Each time I set out on an exploratory mission, I got caught up in some fascinating conversations with one or more of my peers. I find interacting with people that I meet at conferences just as important as attending sessions to learn something new. There were a couple of items that really caught me eye, however, that I'll share here. Pragmatic Works. Whether you develop SSIS packages, build SSAS cubes, or author SSRS reports (or all of the above), you really must take a look at BI Documenter. Brian Knight (twitter) walked me through the key features, and I must say I was impressed. Once you've seen what this product can do, you won't want to document your BI projects any other way. You can download a free single-user database edition, or choose from more feature-rich standard or professional editions. Microsoft Press ebooks. I also stopped by the O'Reilly Media booth to meet some folks that one of my acquisitions editors at Microsoft Press recommended. In case you haven't heard, Microsoft Press has partnered with O'Reilly Media for distribution and publishing. Apart from my interest in learning more about O'Reilly Media as an author, an advertisement in their booth caught me eye which I think is a really great move. When you buy Microsoft Press ebooks through the O'Reilly web site, you can receive it in any (or all) of the following formats where possible: PDF, epub, .mobi for Kindle and .apk for Android. You also have lifetime DRM-free access to the ebooks. As someone who is an avid collector of books, I fnd myself running out of room for storage. In addition, I travel a lot, and it's hard to lug my reference library with me. Today's e-reader options make the move to digital books a more viable way to grow my library. Having a variety of formats means I am not limited to a single device, and lifetime access means I don't have to worry about keeping track of where I've stored my files. Because the e-books are DRM-free, I can copy and paste when I'm compiling notes, and I can print pages when necessary. That's a winning combination in my mind! Overall, I was pleased with the BI conference. There were many more sessions that I couldn't attend, either because the room was full when I got there or there were multiple sessions running concurrently that I wanted to see. Fortunately, many of the sessions are accessible for viewing online at http://www.msteched.com/2010/NorthAmerica along with the TechEd sessions. You can spot the BI sessions by the yellow skyline on the title slide of the presentation as shown below. Share this post: email it! | bookmark it! | digg it! | reddit! | kick it! | live it!

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• Introducing Microsoft SQL Server 2008 R2 - Business Intelligence Samples

  - by smisner

  On April 14, 2010, Microsoft Press (blog | twitter) released my latest book, co-authored with Ross Mistry (twitter), as a free ebook download - Introducing Microsoft SQL Server 2008 R2. As the title implies, this ebook is an introduction to the latest SQL Server release. Although you'll find a comprehensive review of the product's features in this book, you will not find the step-by-step details that are typical in my other books. For those readers who are interested in a more interactive learning experience, I have created two samples file for download: IntroSQLServer2008R2Samples project Sales Analysis workbook Here's a recap of the business intelligence chapters and the samples I used to generate the screen shots by chapter: Chapter 6: Scalable Data Warehousing covers a new edition of SQL Server, Parallel Data Warehouse. Understandably, Microsoft did not ship me the software and hardware to set up my own Parallel Data Warehouse environment for testing purposes and consequently you won't see any screenshots in this chapter. I received a lot of information and a lot of help from the product team during the development of this chapter to ensure its technical accuracy. Chapter 7: Master Data Services is a new component in SQL Server. After you install Master Data Services (MDS), which is a separate installation from SQL Server although it's found on the same media, you can install sample models to explore (which is what I did to create screenshots for the book). To do this, you deploying packages found at \Program Files\Microsoft SQL Server\Master Data Services\Samples\Packages. You will first need to use the Configuration Manager (in the Microsoft SQL Server 2008 R2\Master Data Services program group) to create a database and a Web application for MDS. Then when you launch the application, you'll see a Getting Started page which has a Deploy Sample Data link that you can use to deploy any of the sample packages. Chapter 8: Complex Event Processing is an introduction to another new component, StreamInsight. This topic was way too large to cover in-depth in a single chapter, so I focused on information such as architecture, development models, and an overview of the key sections of code you'll need to develop for your own applications. StreamInsight is an engine that operates on data in-flight and as such has no user interface that I could include in the book as screenshots. The November CTP version of SQL Server 2008 R2 included code samples as part of the installation, but these are not the official samples that will eventually be available in Codeplex. At the time of this writing, the samples are not yet published. Chapter 9: Reporting Services Enhancements provides an overview of all the changes to Reporting Services in SQL Server 2008 R2, and there are many! In previous posts, I shared more details than you'll find in the book about new functions (Lookup, MultiLookup, and LookupSet), properties for page numbering, and the new global variable RenderFormat. I will confess that I didn't use actual data in the book for my discussion on the Lookup functions, but I did create real reports for the blog posts and will upload those separately. For the other screenshots and examples in the book, I have created the IntroSQLServer2008R2Samples project for you to download. To preview these reports in Business Intelligence Development Studio, you must have the AdventureWorksDW2008R2 database installed, and you must download and install SQL Server 2008 R2. For the map report, you must execute the PopulationData.sql script that I included in the samples file to add a table to the AdventureWorksDW2008R2 database. The IntroSQLServer2008R2Samples project includes the following files: 01_AggregateOfAggregates.rdl to illustrate the use of embedded aggregate functions 02_RenderFormatAndPaging.rdl to illustrate the use of page break properties (Disabled, ResetPageNumber), the PageName property, and the RenderFormat global variable 03_DataSynchronization.rdl to illustrate the use of the DomainScope property 04_TextboxOrientation.rdl to illustrate the use of the WritingMode property 05_DataBar.rdl 06_Sparklines.rdl 07_Indicators.rdl 08_Map.rdl to illustrate a simple analytical map that uses color to show population counts by state PopulationData.sql to provide the data necessary for the map report Chapter 10: Self-Service Analysis with PowerPivot introduces two new components to the Microsoft BI stack, PowerPivot for Excel and PowerPivot for SharePoint, which you can learn more about at the PowerPivot site. To produce the screenshots for this chapter, I created the Sales Analysis workbook which you can download (although you must have Excel 2010 and the PowerPivot for Excel add-in installed to explore it fully). It's a rather simple workbook because space in the book did not permit a complete exploration of all the wonderful things you can do with PowerPivot. I used a tutorial that was available with the CTP version as a basis for the report so it might look familiar if you've already started learning about PowerPivot. In future posts, I'll continue exploring the new features in greater detail. If there's any special requests, please let me know! Share this post: email it! | bookmark it! | digg it! | reddit! | kick it! | live it!

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• Installing SharePoint 2010 and PowerPivot for SharePoint on Windows 7

  - by smisner

  Many people like me want (or need) to do their business intelligence development work on a laptop. As someone who frequently speaks at various events or teaches classes on all subjects related to the Microsoft business intelligence stack, I need a way to run multiple server products on my laptop with reasonable performance. Once upon a time, that requirement meant only that I had to load the current version of SQL Server and the client tools of choice. In today's post, I'll review my latest experience with trying to make the newly released Microsoft BI products work with a Windows 7 operating system. The entrance of Microsoft Office SharePoint Server 2007 into the BI stack complicated matters and I started using Virtual Server to establish a "suitable" environment. As part of the team that delivered a lot of education as part of the Yukon pre-launch activities (that would be SQL Server 2005 for the uninitiated), I was working with four - yes, four - virtual servers. That was a pretty brutal workload for a 2GB laptop, which worked if I was very, very careful. It could also be a finicky and unreliable configuration as I learned to my dismay at one TechEd session several years ago when I had to reboot a very carefully cached set of servers just minutes before my session started. Although it worked, it came back to life very, very slowly much to the displeasure of the audience. They couldn't possibly have been less pleased than me. At that moment, I resolved to get the beefiest environment I could afford and consolidate to a single virtual server. Enter the 4GB 64-bit laptop to preserve my sanity and my livelihood. Likewise, for SQL Server 2008, I managed to keep everything within a single virtual server and I could function reasonably well with this approach. Now we have SQL Server 2008 R2 plus Office SharePoint Server 2010. That means a 64-bit operating system. Period. That means no more Virtual Server. That means I must use Hyper-V or another alternative. I've heard alternatives exist, but my few dabbles in this area did not yield positive results. It might have been just me having issues rather than any failure of those technologies to adequately support the requirements. My first run at working with the new BI stack configuration was to set up a 64-bit 4GB laptop with a dual-boot to run Windows Server 2008 R2 with Hyper-V. However, I was generally not happy with running Windows Server 2008 R2 on my laptop. For one, I couldn't put it into sleep mode, which is helpful if I want to prepare for a presentation beforehand and then walk to the podium without the need to hold my laptop in its open state along the way (my strategy at the TechEd session long, long ago). Secondly, it was finicky with projectors. I had issues from time to time and while I always eventually got it to work, I didn't appreciate those nerve-wracking moments wondering whether this would be the time that it wouldn't work. Somewhere along the way, I learned that it was possible to load SharePoint 2010 in a Windows 7 which piqued my interest. I had just acquired a new laptop running Windows 7 64-bit, and thought surely running the BI stack natively on my laptop must be better than running Hyper-V. (I have not tried booting to Hyper-V VHD yet, but that's on my list of things to try so the jury of one is still out on this approach.) Recently, I had to build up a server with the RTM versions of SQL Server 2008 R2 and Sharepoint Server 2010 and decided to follow suit on my Windows 7 Ultimate 64-bit laptop. The process is slightly different, but I'm happy to report that it IS possible, although I had some fits and starts along the way. DISCLAIMER: These products are NOT intended to be run in production mode on the Windows 7 operating system. The configuration described in this post is strictly for development or learning purposes and not supported by Microsoft. If you have trouble, you will NOT get help from them. I might be able to help, but I provide no guarantees of my ability or availablity to help. I won't provide the step-by-step instructions in this post as there are other resources that provide these details, but I will provide an overview of my approach, point you to the relevant resources, describe some of the problems I encountered, and explain how I addressed those problems to achieve my desired goal. Because my goal was not simply to set up SharePoint Server 2010 on my laptop, but specifically PowerPivot for SharePoint, I started out by referring to the installation instructions at the PowerPiovt-Info site, but mainly to confirm that I was performing steps in the proper sequence. I didn't perform the steps in Part 1 because those steps are applicable only to a server operating system which I am not running on my laptop. Then, the instructions in Part 2, won't work exactly as written for the same reason. Instead, I followed the instructions on MSDN, Setting Up the Development Environment for SharePoint 2010 on Windows Vista, Windows 7, and Windows Server 2008. In general, I found the following differences in installation steps from the steps at PowerPivot-Info: You must copy the SharePoint installation media to the local drive so that you can edit the config.xml to allow installation on a Windows client. You also have to manually install the prerequisites. The instructions provides links to each item that you must manually install and provides a command-line instruction to execute which enables required Windows features. I will digress for a moment to save you some grief in the sequence of steps to perform. I discovered later that a missing step in the MSDN instructions is to install the November CTP Reporting Services add-in for SharePoint. When I went to test my SharePoint site (I believe I tested after I had a successful PowerPivot installation), I ran into the following error: Could not load file or assembly 'RSSharePointSoapProxy, Version=10.0.0.0, Culture=neutral, PublicKeyToken=89845dcd8080cc91' or one of its dependencies. The system cannot find the file specified. I was rather surprised that Reporting Services was required. Then I found an article by Alan le Marquand, Working Together: SQL Server 2008 R2 Reporting Services Integration in SharePoint 2010,that instructed readers to install the November add-in. My first reaction was, "Really?!?" But I confirmed it in another TechNet article on hardware and software requirements for SharePoint Server 2010. It doesn't refer explicitly to the November CTP but following the link took me there. (Interestingly, I retested today and there's no longer any reference to the November CTP. Here's the link to download the latest and greatest Reporting Services Add-in for SharePoint Technologies 2010.) You don't need to download the add-in anymore if you're doing a regular server-based installation of SharePoint because it installs as part of the prerequisites automatically. When it was time to start the installation of SharePoint, I deviated from the MSDN instructions and from the PowerPivot-Info instructions: On the Choose the installation you want page of the installation wizard, I chose Server Farm. On the Server Type page, I chose Complete. At the end of the installation, I did not run the configuration wizard. Returning to the PowerPivot-Info instructions, I tried to follow the instructions in Part 3 which describe installing SQL Server 2008 R2 with the PowerPivot option. These instructions tell you to choose the New Server option on the Setup Role page where you add PowerPivot for SharePoint. However, I ran into problems with this approach and got installation errors at the end. It wasn't until much later as I was investigating an error that I encountered Dave Wickert's post that installing PowerPivot for SharePoint on Windows 7 is unsupported. Uh oh. But he did want to hear about it if anyone succeeded, so I decided to take the plunge. Perseverance paid off, and I can happily inform Dave that it does work so far. I haven't tested absolutely everything with PowerPivot for SharePoint but have successfully deployed a workbook and viewed the PowerPivot Management Dashboard. I have not yet tested the data refresh feature, but I have installed. Continue reading to see how I accomplished my objective. I unintalled SQL Server 2008 R2 and started again. I had different problems which I don't recollect now. However, I uninstalled again and approached installation from a different angle and my next attempt succeeded. The downside of this approach is that you must do all of the things yourself that are done automatically when you install PowerPivot as a new server. Here are the steps that I followed: Install SQL Server 2008 R2 to get a database engine instance installed. Run the SharePoint configuration wizard to set up the SharePoint databases. In Central Administration, create a Web application using classic mode authentication as per a TechNet article on PowerPivot Authentication and Authorization. Then I followed the steps I found at How to: Install PowerPivot for SharePoint on an Existing SharePoint Server. Especially important to note - you must launch setup by using Run as administrator. I did not have to manually deploy the PowerPivot solution as the instructions specify, but it's good to know about this step because it tells you where to look in Central Administration to confirm a successful deployment. I did spot some incorrect steps in the instructions (at the time of this writing) in How To: Configure Stored Credentials for PowerPivot Data Refresh. Specifically, in the section entitled Step 1: Create a target application and set the credentials, both steps 10 and 12 are incorrect. They tell you to provide an actual Windows user name and password on the page where you are simply defining the prompts for your application in the Secure Store Service. To add the Windows user name and password that you want to associate with the application - after you have successfully created the target application - you select the target application and then click Set credentials in the ribbon. Lastly, I followed the instructions at How to: Install Office Data Connectivity Components on a PowerPivot server. However, I have yet to test this in my current environment. I did have several stops and starts throughout this process and edited those out to spare you from reading non-essential information. I believe the explanation I have provided here accurately reflect the steps I followed to produce a working configuration. If you follow these steps and get a different result, please let me know so that together we can work through the issue and correct these instructions. I'm sure there are many other folks in the Microsoft BI community that will appreciate the ability to set up the BI stack in a Windows 7 environment for development or learning purposes. Share this post: email it! | bookmark it! | digg it! | reddit! | kick it! | live it!

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• Working with Reporting Services Filters–Part 1

  - by smisner

  There are two ways that you can filter data in Reporting Services. The first way, which usually provides a faster performance, is to use query parameters to apply a filter using the WHERE clause in a SQL statement. In that case, the structure of the filter depends upon the syntax recognized by the source database. Another way to filter data in Reporting Services is to apply a filter to a dataset, data region, or a group. Using this latter method, you can even apply multiple filters. However, the use of filter operators or the setup of multiple filters is not always obvious, so in this series of posts, I'll provide some more information about the configuration of filters. First, why not use query parameters exclusively for filtering? Here are a few reasons: You might want to apply a filter to part of the report, but not all of the report. Your dataset might retrieve data from a stored procedure, and doesn't allow you to pass a query parameter for filtering purposes. Your report might be set up as a snapshot on the report server and, in that case, cannot be dynamically filtered based on a query parameter. Next, let's look at how to set up a report filter in general. The process is the same whether you are applying the filter to a dataset, data region, or a group. When you go to the Filters page in the Properties dialog box for whichever of these items you selected (dataset, data region, group), you click the Add button to create a new filter. The interface looks like this: The Expression field is usually a field in the dataset, so to make it easier for you to make a selection,the drop-down list displays all of the current dataset fields. But notice the expression button to the right, which means that you can set up any type of expression-not just a dataset field. To the right of the expression button, you'll find a data type drop-down list. It's important to specify the correct data type for the field or expression you're using. Now for the operators. Here's a list of the options that you have: This Operator Performs This Action =, <>, >, >=, <, <=, Like Compares expression to value Top N, Bottom N Compares expression to Top (Bottom) set of N values (N = integer) Top %, Bottom % Compares expression to Top (Bottom) N percent of values (N = integer or float) Between Determines whether expression is between two values, inclusive In Determines whether expression is found in list of values Last, the Value is what you're comparing to the expression using the operator. The construction of a filter using some operators (=, <>, >, etc.) is fairly simple. If my dataset (for AdventureWorks data) has a Category field, and I have a parameter that prompts the user for a single category, I can set up a filter like this: Expression Data Type Operator Value [Category] Text = [@Category] But if I set the parameter to accept multiple values, I need to change the operator from = to In, just as I would have to do if I were using a query parameter. The parameter expression, [@Category], which translates to =Parameters!Category.Value, doesn’t need to change because it represents an array as soon as I change the parameter to allow multiple values. The “In” operator requires an array. With that in mind, let’s consider a variation on Value. Let’s say that I have a parameter that prompts the user for a particular year – and for simplicity’s sake, this parameter only allows a single value, and I have an expression that evaluates the previous year based on the user’s selection. Then I want to use these two values in two separate filters with an OR condition. That is, I want to filter either by the year selected OR by the year that was computed. If I create two filters, one for each year (as shown below), then the report will only display results if BOTH filter conditions are met – which would never be true. Expression Data Type Operator Value [CalendarYear] Integer = [@Year] [CalendarYear] Integer = =Parameters!Year.Value-1 To handle this scenario, we need to create a single filter that uses the “In” operator, and then set up the Value expression as an array. To create an array, we use the Split function after creating a string that concatenates the two values (highlighted in yellow) as shown below. Expression Data Type Operator Value =Cstr(Fields!CalendarYear.Value) Text In =Split( CStr(Parameters!Year.Value) + ”,” + CStr(Parameters!Year.Value-1) , “,”) Note that in this case, I had to apply a string conversion on the year integer so that I could concatenate the parameter selection with the calculated year. Pay attention to the second argument of the Split function—you must use a comma delimiter for the result to work correctly with the In operator. I also had to change the Expression value from [CalendarYear] (or =Fields!CalendarYear.Value) so that the expression would return a string that I could compare with the values in the string array. More fun with filter expressions in future posts!

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• The Case of the Extra Page: Rendering Reporting Services as PDF

  - by smisner

  I had to troubleshoot a problem with a mysterious extra page appearing in a PDF this week. My first thought was that it was likely to caused by one of the most common problems that people encounter when developing reports that eventually get rendered as PDF is getting blank pages inserted into the PDF document. The cause of the blank pages is usually related to sizing. You can learn more at Understanding Pagination in Reporting Services in Books Online. When designing a report, you have to be really careful with the layout of items in the body. As you move items around, the body will expand to accommodate the space you're using and you might eventually tighten everything back up again, but the body doesn't automatically collapse. One of my favorite things to do in Reporting Services 2005 - which I dubbed the "vacu-pack" method - was to just erase the size property of the Body and let it auto-calculate the new size, squeezing out all the extra space. Alas, that method no longer works beginning with Reporting Services 2008. Even when you make sure the body size is as small as possible (with no unnecessary extra space along the top, bottom, left, or right side of the body), it's important to calculate the body size plus header plus footer plus the margins and ensure that the calculated height and width do not exceed the report's height and width (shown as the page in the illustration above). This won't matter if users always render reports online, but they'll get extra pages in a PDF document if the report's height and width are smaller than the calculate space. Beginning the Investigation In the situation that I was troubleshooting, I checked the properties: Item Property Value Body Height 6.25in   Width 10.5in Page Header Height 1in Page Footer Height 0.25in Report Left Margin 0.1in   Right Margin 0.1in   Top Margin 0.05in   Bottom Margin 0.05in   Page Size - Height 8.5in   Page Size - Width 11in So I calculated the total width using Body Width + Left Margin + Right Margin and came up with a value of 10.7 inches. And then I calculated the total height using Body Height + Page Header Height + Page Footer Height + Top Margin + Bottom Margin and got 7.6 inches. Well, page sizing couldn't be the reason for the extra page in my report because 10.7 inches is smaller than the report's width of 11 inches and 7.6 inches is smaller than the report's height of 8.5 inches. I had to look elsewhere to find the culprit. Conducting the Third Degree My next thought was to focus on the rendering size of the items in the report. I've adapted my problem to use the Adventure Works database. At the top of the report are two charts, and then below each chart is a rectangle that contains a table. In the real-life scenario, there were some graphics present as a background for the tables which fit within the rectangles that were about 3 inches high so the visual space of the rectangles matched the visual space of the charts - also about 3 inches high. But there was also a huge amount of white space at the bottom of the page, and as I mentioned at the beginning of this post, a second page which was blank except for the footer that appeared at the bottom. Placing a textbox beneath the rectangles to see if they would appear on the first page resulted the textbox's appearance on the second page. For some reason, the rectangles wanted a buffer zone beneath them. What's going on? Taking the Suspect into Custody My next step was to see what was really going on with the rectangle. The graphic appeared to be correctly sized, but the behavior in the report indicated the rectangle was growing. So I added a border to the rectangle to see what it was doing. When I added borders, I could see that the size of each rectangle was growing to accommodate the table it contains. The rectangle on the right is slightly larger than the one on the left because the table on the right contains an extra row. The rectangle is trying to preserve the whitespace that appears in the layout, as shown below. Closing the Case Now that I knew what the problem was, what could I do about it? Because of the graphic in the rectangle (not shown), I couldn't eliminate the use of the rectangles and just show the tables. But fortunately, there is a report property that comes to the rescue: ConsumeContainerWhitespace (accessible only in the Properties window). I set the value of this property to True. Problem solved. Now the rectangles remain fixed at the configured size and don't grow vertically to preserve the whitespace. Case closed.

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• My Right-to-Left Foot (T-SQL Tuesday #13)

  - by smisner

  As a business intelligence consultant, I often encounter the situation described in this month's T-SQL Tuesday, hosted by Steve Jones ( Blog | Twitter) – “What the Business Says Is Not What the  Business Wants.” Steve posed the question, “What issues have you had in interacting with the business to get your job done?” My profession requires me to have one foot firmly planted in the technology world and the other foot planted in the business world. I learned long ago that the business never says exactly what the business wants because the business doesn't have the words to describe what the business wants accurately enough for IT. Not only do technological-savvy barriers exist, but there are also linguistic barriers between the two worlds. So how do I cope? The adage "a picture is worth a thousand words" is particularly helpful when I'm called in to help design a new business intelligence solution. Many of my students in BI classes have heard me explain ("rant") about left-to-right versus right-to-left design. To understand what I mean about these two design options, let's start with a picture: When we design a business intelligence solution that includes some sort of traditional data warehouse or data mart design, we typically place the data sources on the left, the new solution in the middle, and the users on the right. When I've been called in to help course-correct a failing BI project, I often find that IT has taken a left-to-right approach. They look at the data sources, decide how to model the BI solution as a _______ (fill in the blank with data warehouse, data mart, cube, etc.), and then build the new data structures and supporting infrastructure. (Sometimes, they actually do this without ever having talked to the business first.) Then, when they show what they've built to the business, the business says that is not what we want. Uh-oh. I prefer to take a right-to-left approach. Preferably at the beginning of a project. But even if the project starts left-to-right, I'll do my best to swing it around so that we’re back to a right-to-left approach. (When circumstances are beyond my control, I carry on, but it’s a painful project for everyone – not because of me, but because the approach just doesn’t get to what the business wants in the most effective way.) By using a right to left approach, I try to understand what it is the business is trying to accomplish. I do this by having them explain reports to me, and explaining the decision-making process that relates to these reports. Sometimes I have them explain to me their business processes, or better yet show me their business processes in action because I need pictures, too. I (unofficially) call this part of the project "getting inside the business's head." This is starting at the right side of the diagram above. My next step is to start moving leftward. I do this by preparing some type of prototype. Depending on the nature of the project, this might mean that I simply mock up some data in a relational database and build a prototype report in Reporting Services. If I'm lucky, I might be able to use real data in a relational database. I'll either use a subset of the data in the prototype report by creating a prototype database to hold the sample data, or select data directly from the source. It all depends on how much data there is, how complex the queries are, and how fast I need to get the prototype completed. If the solution will include Analysis Services, then I'll build a prototype cube. Analysis Services makes it incredibly easy to prototype. You can sit down with the business, show them the prototype, and have a meaningful conversation about what the BI solution should look like. I know I've done a good job on the prototype when I get knocked out of my chair so that the business user can explore the solution further independently. (That's really happened to me!) We can talk about dimensions, hierarchies, levels, members, measures, and so on with something tangible to look at and without using those terms. It's not helpful to use sample data like Adventure Works or to use BI terms that they don't really understand. But when I show them their data using the BI technology and talk to them in their language, then they truly have a picture worth a thousand words. From that, we can fine tune the prototype to move it closer to what they want. They have a better idea of what they're getting, and I have a better idea of what to build. So right to left design is not truly moving from the right to the left. But it starts from the right and moves towards the middle, and once I know what the middle needs to look like, I can then build from the left to meet in the middle. And that’s how I get past what the business says to what the business wants.

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• Laissez les bon temps rouler! (Microsoft BI Conference 2010)

  - by smisner

  Laissez les bons temps rouler" is a Cajun phrase that I heard frequently when I lived in New Orleans in the mid-1990s. It means "Let the good times roll!" and encapsulates a feeling of happy expectation. As I met with many of my peers and new acquaintances at the Microsoft BI Conference last week, this phrase kept running through my mind as people spoke about their plans in their respective businesses, the benefits and opportunities that the recent releases in the BI stack are providing, and their expectations about the future of the BI stack.Notwithstanding some jabs here and there to point out the platform is neither perfect now nor will be anytime soon (along with admissions that the competitors are also not perfect), and notwithstanding several missteps by the event organizers (which I don't care to enumerate), the overarching mood at the conference was positive. It was a refreshing change from the doom and gloom hovering over several conferences that I attended in 2009. Although many people expect economic hardships to continue over the coming year or so, everyone I know in the BI field is busier than ever and expects to stay busy for quite a while.Self-Service BISelf-service was definitely a theme of the BI conference. In the keynote, Ted Kummert opened with a look back to a fairy tale vision of self-service BI that he told in 2008. At that time, the fairy tale future was a time when "every end user was able to use BI technologies within their job in order to move forward more effectively" and transitioned to the present time in which SQL Server 2008 R2, Office 2010, and SharePoint 2010 are available to deliver managed self-service BI.This set of technologies is presumably poised to address the needs of the 80% of users that Kummert said do not use BI today. He proceeded to outline a series of activities that users ought to be able to do themselves--from simple changes to a report like formatting or an addtional data visualization to integration of an additional data source. The keynote then continued with a series of demonstrations of both current and future technology in support of self-service BI. Some highlights that interested me:PowerPivot, of course, is the flagship product for self-service BI in the Microsoft BI stack. In the TechEd keynote, which was open to the BI conference attendees, Amir Netz (twitter) impressed the audience by demonstrating interactivity with a workbook containing 100 million rows. He upped the ante at the BI keynote with his demonstration of a future-state PowerPivot workbook containing over 2 billion records. It's important to note that this volume of data is being processed by a server engine, and not in the PowerPivot client engine. (Yes, I think it's impressive, but none of my clients are typically wrangling with 2 billion records at a time. Maybe they're thinking too small. This ability to work quickly with large data sets has greater implications for BI solutions than for self-service BI, in my opinion.)Amir also demonstrated KPIs for the future PowerPivot, which appeared to be easier to implement than in any other Microsoft product that supports KPIs, apart from simple KPIs in SharePoint. (My initial reaction is that we have one more place to build KPIs. Great. It's confusing enough. I haven't seen how well those KPIs integrate with other BI tools, which will be important for adoption.)One more PowerPivot feature that Amir showed was a graphical display of the lineage for calculations. (This is hugely practical, especially if you build up calculations incrementally. You can more easily follow the logic from calculation to calculation. Furthermore, if you need to make a change to one calculation, you can assess the impact on other calculations.)Another product demonstration will be available within the next 30 days--Pivot for Reporting Services. If you haven't seen this technology yet, check it out at www.getpivot.com. (It definitely has a wow factor, but I'm skeptical about its practicality. However, I'm looking forward to trying it out with data that I understand.)Michael Tejedor (twitter) demonstrated a feature that I think is really interesting and not emphasized nearly enough--overshadowed by PowerPivot, no doubt. That feature is the Microsoft Business Intelligence Indexing Connector, which enables search of the content of Excel workbooks and Reporting Services reports. (This capability existed in MOSS 2007, but was more cumbersome to implement. The search results in SharePoint 2010 are not only cooler, but more useful by describing whether the content is found in a table or a chart, for example.)This may yet be the dawning of the age of self-service BI - a phrase I've heard repeated from time to time over the last decade - but I think BI professionals are likely to stay busy for a long while, and need not start looking for a new line of work. Kummert repeatedly referenced strategic BI solutions in contrast to self-service BI to emphasize that self-service BI is not a replacement for the services that BI professionals provide. After all, self-service BI does not appear magically on user desktops (or whatever device they want to use). A supporting infrastructure is necessary, and grows in complexity in proportion to the need to simplify BI for users.It's one thing to hear the party line touted by Microsoft employees at the BI keynote, but it's another to hear from the people who are responsible for implementing and supporting it within an organization. Rob Collie (blog | twitter), Kasper de Jonge (blog | twitter), Vidas Matelis (site | twitter), and I were invited to join Andrew Brust (blog | twitter) as he led a Birds of a Feather session at TechEd entitled "PowerPivot: Is It the BI Deal-Changer for Developers and IT Pros?" I would single out the prevailing concern in this session as the issue of control. On one side of this issue were those who were concerned that they would lose control once PowerPivot is implemented. On the other side were those who believed that data should be freely accessible to users in PowerPivot, and even acknowledgment that users would get the data they want even if it meant they would have to manually enter into a workbook to have it ready for analysis. For another viewpoint on how PowerPivot played out at the conference, see Rob Collie's observations.Collaborative BII have been intrigued by the notion of collaborative BI for a very long time. Before I discovered BI, I was a Lotus Notes developer and later a manager of developers, working in a software company that enabled collaboration in the legal industry. Not only did I help create collaborative systems for our clients, I created a complete project management from the ground up to collaboratively manage our custom development work. In that case, collaboration involved my team, my client contacts, and me. I was also able to produce my own BI from that system as well, but didn't know that's what I was doing at the time. Only in recent years has SharePoint begun to catch up with the capabilities that I had with Lotus Notes more than a decade ago. Eventually, I had the opportunity at that job to formally investigate BI as another product offering for our software, and the rest - as they say - is history. I built my first data warehouse with Scott Cameron (who has also ventured into the authoring world by writing Analysis Services 2008 Step by Step and was at the BI Conference last week where I got to reminisce with him for a bit) and that began a career that I never imagined at the time.Fast forward to 2010, and I'm still lauding the virtues of collaborative BI, if only the tools will catch up to my vision! Thus, I was anxious to see what Donald Farmer (blog | twitter) and Rita Sallam of Gartner had to say on the subject in their session "Collaborative Decision Making." As I suspected, the tools aren't quite there yet, but the vendors are moving in the right direction. One thing I liked about this session was a non-Microsoft perspective of the state of the industry with regard to collaborative BI. In addition, this session included a better demonstration of SharePoint collaborative BI capabilities than appeared in the BI keynote. Check out the video in the link to the session to see the demonstration. One of the use cases that was demonstrated was linking from information to a person, because, as Donald put it, "People don't trust data, they trust people."The Microsoft BI Stack in GeneralA question I hear all the time from students when I'm teaching is how to know what tools to use when there is overlap between products in the BI stack. I've never taken the time to codify my thoughts on the subject, but saw that my friend Dan Bulos provided good insight on this topic from a variety of perspectives in his session, "So Many BI Tools, So Little Time." I thought one of his best points was that ideally you should be able to design in your tool of choice, and then deploy to your tool of choice. Unfortunately, the ideal is yet to become real across the platform. The closest we come is with the RDL in Reporting Services which can be produced from two different tools (Report Builder or Business Intelligence Development Studio's Report Designer), manually, or by a third-party or custom application. I have touted the idea for years (and publicly said so about 5 years ago) that eventually more products would be RDL producers or consumers, but we aren't there yet. Maybe in another 5 years.Another interesting session that covered the BI stack against a backdrop of competitive products was delivered by Andrew Brust. Andrew did a marvelous job of consolidating a lot of information in a way that clearly communicated how various vendors' offerings compared to the Microsoft BI stack. He also made a particularly compelling argument about how the existence of an ecosystem around the Microsoft BI stack provided innovation and opportunities lacking for other vendors. Check out his presentation, "How Does the Microsoft BI Stack...Stack Up?"Expo HallI had planned to spend more time in the Expo Hall to see who was doing new things with the BI stack, but didn't manage to get very far. Each time I set out on an exploratory mission, I got caught up in some fascinating conversations with one or more of my peers. I find interacting with people that I meet at conferences just as important as attending sessions to learn something new. There were a couple of items that really caught me eye, however, that I'll share here.Pragmatic Works. Whether you develop SSIS packages, build SSAS cubes, or author SSRS reports (or all of the above), you really must take a look at BI Documenter. Brian Knight (twitter) walked me through the key features, and I must say I was impressed. Once you've seen what this product can do, you won't want to document your BI projects any other way. You can download a free single-user database edition, or choose from more feature-rich standard or professional editions.Microsoft Press ebooks. I also stopped by the O'Reilly Media booth to meet some folks that one of my acquisitions editors at Microsoft Press recommended. In case you haven't heard, Microsoft Press has partnered with O'Reilly Media for distribution and publishing. Apart from my interest in learning more about O'Reilly Media as an author, an advertisement in their booth caught me eye which I think is a really great move. When you buy Microsoft Press ebooks through the O'Reilly web site, you can receive it in any (or all) of the following formats where possible: PDF, epub, .mobi for Kindle and .apk for Android. You also have lifetime DRM-free access to the ebooks. As someone who is an avid collector of books, I fnd myself running out of room for storage. In addition, I travel a lot, and it's hard to lug my reference library with me. Today's e-reader options make the move to digital books a more viable way to grow my library. Having a variety of formats means I am not limited to a single device, and lifetime access means I don't have to worry about keeping track of where I've stored my files. Because the e-books are DRM-free, I can copy and paste when I'm compiling notes, and I can print pages when necessary. That's a winning combination in my mind!Overall, I was pleased with the BI conference. There were many more sessions that I couldn't attend, either because the room was full when I got there or there were multiple sessions running concurrently that I wanted to see. Fortunately, many of the sessions are accessible for viewing online at http://www.msteched.com/2010/NorthAmerica along with the TechEd sessions. You can spot the BI sessions by the yellow skyline on the title slide of the presentation as shown below. 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• Multidimensional Thinking–24 Hours of Pass: Celebrating Women in Technology

  - by smisner

  It’s Day 1 of #24HOP and it’s been great to participate in this event with so many women from all over the world in one long training-fest. The SQL community has been abuzz on Twitter with running commentary which is fun to watch while listening to the current speaker. If you missed the fun today because you’re busy with all that work you’ve got to do – don’t despair. All sessions are recorded and will be available soon. Keep an eye on the 24 Hours of Pass page for details. And the fun’s not over today. Rather than run 24 hours consecutively, #24HOP is now broken down into 12-hours over two days, so check out the schedule to see if there’s a session that interests you and fits your schedule. I’m pleased to announce that my business colleague Erika Bakse ( Blog | Twitter) will be presenting on Day 2 – her debut presentation for a PASS event. (And I’m also pleased to say she’s my daughter!) Multidimensional Thinking: The Presentation My contribution to this lineup of terrific speakers was Multidimensional Thinking. Here’s the abstract: “Whether you’re developing Analysis Services cubes or creating PowerPivot workbooks, you need to get into a multidimensional frame of mind to produce a model that best enables users to answer their business questions on their own. Many database professionals struggle initially with multidimensional models because the data modeling process is much different than the one they use to produce traditional, third normal form databases. In this session, I’ll introduce you to the terminology of multidimensional modeling and step through the process of translating business requirements into a viable model.” If you watched the presentation and want a copy of the slides, you can download a copy here. And you’re welcome to download the slides even if you didn’t watch the presentation, but they’ll make more sense if you did! Kimball All the Way There’s only so much I can cover in the time allotted, but I hope that I succeeded in my attempt to build a foundation that prepares you for starting out in business intelligence. One of my favorite resources that will get into much more detail about all kinds of scenarios (well beyond the basics!) is The Data Warehouse Toolkit (Second Edition) by Ralph Kimball. Anything from Kimball or the Kimball Group is worth reading. Kimball material might take reading and re-reading a few times before it makes sense. From my own experience, I found that I actually had to just build my first data warehouse using dimensional modeling on faith that I was going the right direction because it just didn’t click with me initially. I’ve had years of practice since then and I can say it does get easier with practice. The most important thing, in my opinion, is that you simply must prototype a lot and solicit user feedback, because ultimately the model needs to make sense to them. They will definitely make sure you get it right! Schema Generation One question came up after the presentation about whether we use SQL Server Management Studio or Business Intelligence Development Studio (BIDS) to build the tables for the dimensional model. My answer? It really doesn’t matter how you create the tables. Use whatever method that you’re comfortable with. But just so happens that it IS possible to set up your design in BIDS as part of an Analysis Services project and to have BIDS generate the relational schema for you. I did a Webcast last year called Building a Data Mart with Integration Services that demonstrated how to do this. Yes, the subject was Integration Services, but as part of that presentation, I showed how to leverage Analysis Services to build the tables, and then I showed how to use Integration Services to load those tables. I blogged about this presentation in September 2010 and included downloads of the project that I used. In the blog post, I explained that I missed a step in the demonstration. Oops. Just as an FYI, there were two more Webcasts to finish the story begun with the data – Accelerating Answers with Analysis Services and Delivering Information with Reporting Services. If you want to just cut to the chase and learn how to use Analysis Services to build the tables, you can see the Using the Schema Generation Wizard topic in Books Online.

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• Working with Reporting Services Filters – Part 3: The TOP and BOTTOM Operators

  - by smisner

  Thus far in this series, I have described using the IN operator and the LIKE operator. Today, I’ll continue the series by reviewing the TOP and BOTTOM operators. Today, I happened to be working on an example of using the TOP N operator and was not successful on my first try because the behavior is just a bit different than we find when using an “equals” comparison as I described in my first post in this series. In my example, I wanted to display a list of the top 5 resellers in the United States for AdventureWorks, but I wanted it based on a filter. I started with a hard-coded filter like this: Expression Data Type Operator Value [ResellerSalesAmount] Float Top N 5 And received the following error: A filter value in the filter for tablix 'Tablix1' specifies a data type that is not supported by the 'TopN' operator. Verify that the data type for each filter value is Integer. Well, that puzzled me. Did I really have to convert ResellerSalesAmount to an integer to use the Top N operator? Just for kicks, I switched to the Top % operator like this: Expression Data Type Operator Value [ResellerSalesAmount] Float Top % 50 This time, I got exactly the results I expected – I had a total of 10 records in my dataset results, so 50% of that should yield 5 rows in my tablix. So thinking about the problem with Top N some  more, I switched the Value to an expression, like this: Expression Data Type Operator Value [ResellerSalesAmount] Float Top N =5 And it worked! So the value for Top N or Top % must reflect a number to plug into the calculation, such as Top 5 or Top 50%, and the expression is the basis for determining what’s in that group. In other words, Reporting Services will sort the rows by the expression – ResellerSalesAmount in this case – in descending order, and then filter out everything except the topmost rows based on the operator you specify. The curious thing is that, if you’re going to hard-code the value, you must enter the value for Top N with an equal sign in front of the integer, but you can omit the equal sign when entering a hard-coded value for Top %. This experience is why working with Reporting Services filters is not always intuitive! When you use a report parameter to set the value, you won’t have this problem. Just be sure that the data type of the report parameter is set to Integer. Jessica Moss has an example of using a Top N filter in a tablix which you can view here. Working with Bottom N and Bottom % works similarly. You just provide a number for N or for the percentage and Reporting Services works from the bottom up to determine which rows are kept and which are excluded.

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• Books are Dead! Long Live the Books!

  - by smisner

  We live in interesting times with regard to the availability of technical material. We have lots of free written material online in the form of vendor documentation online, forums, blogs, and Twitter. And we have written material that we can buy in the form of books, magazines, and training materials. Online videos and training – some free and some not free – are also an option. All of these formats are useful for one need or another. As an author, I pay particular attention to the demand for books, and for now I see no reason to stop authoring books. I assure you that I don’t get rich from the effort, and fortunately that is not my motivation. As someone who likes to refer to books frequently, I am still a big believer in books and have evidence from book sales that there are others like me. If I can do my part to help others learn about the technologies I work with, I will continue to produce content in a variety of formats, including books. (You can view a list of all of my books on the Publications page of my site and my online training videos at Pluralsight.) As a consumer of technical information, I prefer books because a book typically can get into a topic much more deeply than a blog post, and can provide more context than vendor documentation. It comes with a table of contents and a (hopefully accurate) index that helps me zero in on a topic of interest, and of course I can use the Search feature in digital form. Some people suggest that technology books are outdated as soon as they get published. I guess it depends on where you are with technology. Not everyone is able to upgrade to the latest and greatest version at release. I do assume, however, that the SQL Server 7.0 titles in my library have little value for me now, but I’m certain that the minute I discard the book, I’m going to want it for some reason! Meanwhile, as electronic books overtake physical books in sales, my husband is grateful that I can continue to build my collection digitally rather than physically as the books have a way of taking over significant square footage in our house! Blog posts, on the other hand, are useful for describing the scenarios that come up in real-life implementations that wouldn’t fit neatly into a book. As many years that I have working with the Microsoft BI stack, I still run into new problems that require creative thinking. Likewise, people who work with BI and other technologies that I use share what they learn through their blogs. Internet search engines help us find information in blogs that simply isn’t available anywhere else. Another great thing about blogs, also, is the connection to community and the dialog that can ensue between people with common interests. With the trend towards electronic formats for books, I imagine that we’ll see books continue to adapt to incorporate different forms of media and better ways to keep the information current. At the moment, I wish I had a better way to help readers with my last two Reporting Services books. In the case of the Microsoft® SQL Server™ 2005 Reporting Services Step by Step book, I have heard many cases of readers having problems with the sample database that shipped on CD – either the database was missing or it was corrupt. So I’ve provided a copy of the database on my site for download from http://datainspirations.com/uploads/rs2005sbsDW.zip. Then for the Microsoft® SQL Server™ 2008 Reporting Services Step by Step book, we decided to avoid the database problem by using the AdventureWorks2008 samples that Microsoft published on Codeplex (although code samples are still available on CD). We had this silly idea that the URL for the download would remain constant, but it seems that expectation was ill-founded. Currently, the sample database is found at http://msftdbprodsamples.codeplex.com/releases/view/37109 but I have no idea how long that will remain valid. My latest books (#9 and #10 which are milestones I never anticipated), Building Integrated Business Intelligence Solutions with SQL Server 2008 R2 and Office 2010 (McGraw Hill, 2011) and Business Intelligence in Microsoft SharePoint 2010 (Microsoft Press, 2011), will not ship with a CD, but will provide all code samples for download at a site maintained by the respective publishers. I expect that the URLs for the downloads for the book will remain valid, but there are lots of references to other sites that can change or disappear over time. Does that mean authors shouldn’t make reference to such sites? Personally, I think the benefits to be gained from including links are greater than the risks of the links becoming invalid at some point. Do you think the time for technology books has come to an end? Is the delivery of books in electronic format enough to keep them alive? If technological barriers were no object, what would make a book more valuable to you than other formats through which you can obtain information?

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• SQL Server 2008 R2: These are a Few of My Favorite Things

  - by smisner

  This month's T-SQL Tuesday is hosted by Jorge Segarra (blog | twitter) who decided that we should write about our favorite new feature in SQL Server 2008 R2. The majority of my published works concentrates on Reporting Services, so the obious answer for me is about favorite new features is...Reporting Services. I can't pick just one thing in Reporting Services, so instead I thought I'd compile a list of my posts of the new features in Reporting Services 2008 R2: Map Wizard for spatial data (The World is But a Stage) Pagination features (I've Got Your Page Number) Lookup functions (Look Up, Look Down, Look All Around - Part I, Part II, Part III) Test Connection button (Testing, Testing 1-2-3) Conditional formatting based on format, i.e. RenderFormat (As You Like It) And I wrote an overview of the business intelligence features in SQL Server 2008 R2 for Microsoft Press in the free e-book, Introducing Microsoft SQL Server 2008 R2, if you're curious about what else is new in both the BI platform as well as the relational engine. Share this post: email it! | bookmark it! | digg it! | reddit! | kick it! | live it!

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• Applying Interactive Sorting to Multiple Columns in Reporting Services

  - by smisner

  A nice feature that appeared first in SQL Server 2008 is the ability to allow the user to click a column header to sort that column. It defaults to an ascending sort first, but you can click the column again to switch to a descending sort. You can learn more about interactive sorts in general at the Adding Interactive Sort to a Data Region in Books Online. Not mentioned in the article is how to apply interactive sorting to multiple columns, hence the reason for this post! Let’s say that I have a simple table like this: To enable interactive sorting, I open the Text Box properties for each of the column headers – the ones in the top row. Here’s an example of how I set up basic interactive sorting: Now when I preview the report, I see icons appear in each text box on the header row to indicate that interactive sorting is enabled. The initial sort order that displays when you preview the report depends on how you design the report. In this case, the report sorts by Sales Territory Group first, and then by Calendar Year. Interactive sorting overrides the report design. So let’s say that I want to sort first by Calendar Year, and then by Sales Territory Group. To do this, I click the arrow to the right of Calendar Year, and then, while pressing the Shift key, I click the arrow to the right of Sales Territory Group twice (once for ascending order and then a second time for descending order). Now my report looks like this: This technique only seems to work when you have a minimum of three columns configured with interactive sorting. If I remove the property from one of the columns in the above example, and try to use the interactive sorting on the remaining two columns, I can sort only the first column. The sort on the second column gets ignored. I don’t know if that’s by design or a bug, but I do know that’s what I’m experiencing when I try it out!

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• Working with Reporting Services Filters – Part 2: The LIKE Operator

  - by smisner

  In the first post of this series, I introduced the use of filters within the report rather than in the query. I included a list of filter operators, and then focused on the use of the IN operator. As I mentioned in the previous post, the use of some of these operators is not obvious, so I'm going to spend some time explaining them as well as describing ways that you can use report filters in Reporting Services in this series of blog posts. Now let's look at the LIKE operator. If you write T-SQL queries, you've undoubtedly used the LIKE operator to produce a query using the % symbol as a wildcard for multiple characters like this: select * from DimProduct where EnglishProductName like '%Silver%' And you know that you can use the _ symbol as a wildcard for a single character like this: select * from DimProduct where EnglishProductName like '_L Mountain Frame - Black, 4_'   So when you encounter the LIKE operator in a Reporting Services filter, you probably expect it to work the same way. But it doesn't. You use the * symbol as a wildcard for multiple characters as shown here: Expression Data Type Operator Value [EnglishProductName] Text Like *Silver* Note that you don’t have to include quotes around the string that you use for comparison. Books Online has an example of using the % symbol as a wildcard for a single character, but I have not been able to successfully use this wildcard. If anyone has a working example, I’d love to see it!

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• The Case of the Missing Date/Time Stamp: Reporting Services 2008 R2 Snapshots

  - by smisner

  This week I stumbled upon an undocumented “feature” in SQL Server 2008 R2 Reporting Services as I was preparing a demonstration on how to set up and use report snapshots. If you’re familiar with the main changes in this latest release of Reporting Services, you probably already know that Report Manager got a facelift this time around. Although this facelift was generally a good thing, one of the casualties – in my opinion – is the loss of the snapshot label that served two purposes… First, it flagged the report as a snapshot. Second, it let you know when that snapshot was created. As part of my standard operating procedure when demonstrating report snapshots, I point out this label, so I was rather taken aback when I didn’t see it in the demonstration I was preparing. It sort of upset my routine, and I’m rather partial to my routines. I thought perhaps I wasn’t looking in the right place and changed Report Manager from Tile View to Detail View, but no – that label was still missing. In the grand scheme of life, it’s not an earth-shattering change, but you’ll have to look at the Modified Date in Details View to know when the snapshot was run. Or hope that the report developer included a textbox to show the execution time in the report. (Hint: this is a good time to add this to your list of report development best practices, whether a report gets set up as a report snapshot or not!) A snapshot from the past In case you don’t remember how a snapshot appeared in Report Manager back in the old days (of SQL Server 2008 and earlier), here’s an image I snagged from my Reporting Services 2008 Step by Step manuscript: A snapshot in the present A report server running in SharePoint integrated mode had no such label. There you had to rely on the Report Modified date-time stamp to know the snapshot execution time. So I guess all platforms are now consistent. Here’s a screenshot of Report Manager in the 2008 R2 version. One of these is a snapshot and the rest execute on demand. Can you tell which is the snapshot? Consider descriptions as an alternative So my report snapshot demonstration has one less step, and I’ll need to edit the Denali version of the Step by Step book. Things are simpler this way, but I sure wish we had an easier way to identify the execution methods of the reports. Consider using the description field to alert users that the report is a snapshot. It might save you a few questions about why the data isn’t up-to-date if the users know that something changed in the source of the report. Notice that the full description doesn’t display in Tile View, so keep it short and sweet or instruct users to open Details View to see the entire description.

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• Working with Reporting Services Filters–Part 5: OR Logic

  - by smisner

  When you combine multiple filters, Reporting Services uses AND logic. Once upon a time, there was actually a drop-down list for selecting AND or OR between filters which was very confusing to people because often it was grayed out. Now that selection is gone, but no matter. It wouldn’t help us solve the problem that I want to describe today. As with many problems, Reporting Services gives us more than one way to apply OR logic in a filter. If I want a filter to include this value OR that value for the same field, one approach is to set up the filter is to use the IN operator as I explained in Part 1 of this series. But what if I want to base the filter on two different fields? I  need a different solution. Using the AdventureWorksDW2008R2 database, I have a report that lists product sales: Let’s say that I want to filter this report to show only products that are Bikes (a category) OR products for which sales were greater than $1,000 in a year. If I set up the filter like this: Expression Data Type Operator Value [Category] Text = Bikes [SalesAmount]   > 1000 Then AND logic is used which means that both conditions must be true. That’s not the result I want. Instead, I need to set up the filter like this: Expression Data Type Operator Value =Fields!EnglishProductCategoryName.Value = "Bikes" OR Fields!SalesAmount.Value > 1000 Boolean = =True The OR logic needs to be part of the expression so that it can return a Boolean value that we test against the Value. Notice that I have used =True rather than True for the value. The filtered report appears below. Any non-bike product appears only if the total sales exceed $1,000, whereas Bikes appear regardless of sales. (You can’t see it in this screenshot, but Mountain-400-W Silver, 38 has sales of $923 in 2007 but gets included because it is in the Bikes category.)

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• Working with Reporting Services Filters–Part 5: OR Logic

  - by smisner

  When you combine multiple filters, Reporting Services uses AND logic. Once upon a time, there was actually a drop-down list for selecting AND or OR between filters which was very confusing to people because often it was grayed out. Now that selection is gone, but no matter. It wouldn’t help us solve the problem that I want to describe today. As with many problems, Reporting Services gives us more than one way to apply OR logic in a filter. If I want a filter to include this value OR that value for the same field, one approach is to set up the filter is to use the IN operator as I explained in Part 1 of this series. But what if I want to base the filter on two different fields? I  need a different solution. Using the AdventureWorksDW2008R2 database, I have a report that lists product sales: Let’s say that I want to filter this report to show only products that are Bikes (a category) OR products for which sales were greater than $1,000 in a year. If I set up the filter like this: Expression Data Type Operator Value [Category] Text = Bikes [SalesAmount]   > 1000 Then AND logic is used which means that both conditions must be true. That’s not the result I want. Instead, I need to set up the filter like this: Expression Data Type Operator Value =Fields!EnglishProductCategoryName.Value = "Bikes" OR Fields!SalesAmount.Value > 1000 Boolean = =True The OR logic needs to be part of the expression so that it can return a Boolean value that we test against the Value. Notice that I have used =True rather than True for the value. The filtered report appears below. Any non-bike product appears only if the total sales exceed $1,000, whereas Bikes appear regardless of sales. (You can’t see it in this screenshot, but Mountain-400-W Silver, 38 has sales of $923 in 2007 but gets included because it is in the Bikes category.)

  Read the article

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