The document summarizes a project for a fictitious construction company called AllWorks to design and create different types of reports from a source database. The project involved creating a SharePoint site, a PerformancePoint dashboard with 5 pages, 2 SSRS reports, and 3 Excel reports published to the SharePoint site. A schedule was also created to run one of the SSRS reports daily.
Advantages of Hiring UIUX Design Service Providers for Your Business
C-Project Report-SSRS
1. SetFocus
Business Intelligence –Master Program
SQL Server Reporting Service (SSRS), Microsoft
Performance Point Server (PPS), Microsoft Office
SharePoint Server (MOSS) and Excel Services
PORJECT DOCUMENTATION
ON
AllWorks, Inc. – a Ficticious Construction Company
Submitted By
Yubaraj Khanal
(JULY, 2009)
0
2. Table of Contents
1. Introduction: ....................................................................................................................................... 2
2. Project Requirements: ........................................................................................................................ 2
3. Project Tasks: ...................................................................................................................................... 2
3.1. Creating the SharePoint Site collection............................................................................................... 2
3.2. Creating the Performance Point Server Dashboard............................................................................ 3
3.3. Creating the SSRS Reports................................................................................................................... 6
3.4. Creating Excel Document .................................................................................................................. 13
SSRS/PPS/MOSS/EXCEL SERVICES Student Project Documentation 1
3. 1. Introduction:
The project is for a fictitious construction company called AllWorks. The basic requirement of
the project is to design and create different types of reports from the source database AllWorks.
2. Project Requirements:
There are four phases/ deliverables to the SSRS Project:
Create the SharePoint site Collection.
Create the Performance Point Server Dashboard
Create the SSRS reports
Create the Excel Documents
3. Project Tasks:
3.1. Creating the SharePoint Site collection
3.1.1.Inside the homepage of the main site(http://sfmpbisql), a new site named 2009b2yrk was
created.
3.1.2.Under the new site (http://sfmpbisql/2009b2yrk), following document libraries are
created.
Excel Documents (As a document library)
Generated Reports (As a document library)
PPS Dashboard (As a report library)
SSRS Reports (As a report library)
Data Sources
SSRS/PPS/MOSS/EXCEL SERVICES Student Project Documentation 2
4. 3.2. Creating the Performance Point Server Dashboard
In Performance point Server, a dashboard named 2009B2YRKDashboard was created.
There are five pages under this dashboard: Scorecard, Material, Overhead, Labor and
Employee Labor Analysis.
3.2.1. ScoreCard
Scorecard page contains two scorecards Overhead Scorecard and client and construction
job financial. Both score cards use Quarter Filter.
3.2.2. Material
This page contains a client filter and a material purchase report created in performance
point server report design.
SSRS/PPS/MOSS/EXCEL SERVICES Student Project Documentation 3
5. 3.2.3. Overhead
This page contains Overhead description filter and a Overhead Analytical chart report.
SSRS/PPS/MOSS/EXCEL SERVICES Student Project Documentation 4
6. 3.2.4. Labor
This page contains Labor Quarter Filter and two reports: Top10 labor jobs and Top5
Workers.
Top 10 Labor Jobs MDX
To 5 Workers MDx
SSRS/PPS/MOSS/EXCEL SERVICES Student Project Documentation 5
7. 3.2.5. Employee Labor Analysis
This page contains Select Employee Filter and a percent of quarterly labor dollars Analytic
Chart Report.
3.2.6.This dashboard 2009B2YRKAllWorks with five pages has been deployed to the SharePoint
site.
3.3. Creating the SSRS Reports
Two SSRS Reports: Overhead Category and Employee Jobs are created. For both reports, a
common shared data source dsAllWorks.rdl was used.
3.3.1. OverHead Category Report
This report uses one parameter FY Qtr. Report Shows current Quarter overhead, Previous
Quarter Overhead and overhead change in percentage. Three data sources are created:
dsOverHead, dsPreviousQtr and dsFyQtr(For Parameter).
SSRS/PPS/MOSS/EXCEL SERVICES Student Project Documentation 6
8. MDX used for DataSource
dsPreviousQtr
WITH MEMBER [Measures].[ParameterCaption] AS '[Project Overhead
View].[FY Qtr].CURRENTMEMBER.MEMBER_CAPTION' MEMBER
[Measures].[ParameterValue] AS '[Project Overhead View].[FY
Qtr].CURRENTMEMBER.UNIQUENAME' MEMBER [Measures].[ParameterLevel]
AS '[Project Overhead View].[FY Qtr].CURRENTMEMBER.LEVEL.ORDINAL'
SELECT {[Measures].[ParameterCaption],
[Measures].[ParameterValue], [Measures].[ParameterLevel]} ON
COLUMNS ,
[Project Overhead View].[FY Qtr].children
ON ROWS FROM
(select STRTomember(@ProjectOverheadViewFYQtr).prevmember on
columns from
[Project Overhead Cube])
dsOverhead
WITH
MEMBER [Measures].[PrevOverhead] AS -- Finding Previous Quarter
Overhead
(
[Measures].[Weekly Over Head]
,[Project Overhead View].[FY Qtr].PrevMember
) ,
Format_String='Currency'--Formating Output with Currency
MEMBER [Measures].[CurrentOverhead] AS -- Finding Current
Quarter Overhead
(
[Measures].[Weekly Over Head]
,[Project Overhead View].[FY Qtr].CurrentMember
) ,
Format_String='Currency'--Formating Output with Currency
MEMBER [Measures].[PctofChange] AS --Finding Percentage Change
IIF -- Checking Current Quarter Overhead, IF 0, than output
percentage will be 0 percent, else calculate percent (Divide by 0)
(
[Measures].[CurrentOverhead] <> 0
,
IIF-- Checking previous Quarter overhead, IF, 0, Than
output percentange will be 100 percent
(
[Measures].[PrevOverhead]<>0
,
([Measures].[CurrentOverhead] - [Measures].[PrevOverhead])
/
[Measures].[PrevOverhead]
,1
)
SSRS/PPS/MOSS/EXCEL SERVICES Student Project Documentation 7
9. ,0
)
,Format_String = 'Percent' --Formating output by percent
SELECT
{
[Measures].[PrevOverhead]
,[Measures].[CurrentOverhead]
,[Measures].[PctofChange]
} ON COLUMNS
,
Filter([Overhead].[Description].Children, (
[Measures].[PrevOverhead]<>NULL or
[Measures].[CurrentOverhead]<>null )) on Rows
FROM [Project Overhead Cube]
WHERE STRTOSET(@ProjectOverheadViewFYQtr, CONSTRAINED)
dsFyQtr
WITH MEMBER [Measures].[ParameterCaption] AS '[Project Overhead
View].[FY Qtr].CURRENTMEMBER.MEMBER_CAPTION'
MEMBER [Measures].[ParameterValue] AS '[Project Overhead View].[FY
Qtr].CURRENTMEMBER.UNIQUENAME'
MEMBER [Measures].[ParameterLevel] AS '[Project Overhead View].[FY
Qtr].CURRENTMEMBER.LEVEL.ORDINAL'
SELECT {[Measures].[ParameterCaption], [Measures].[ParameterValue],
[Measures].[ParameterLevel]} ON COLUMNS ,
[Project Overhead View].[FY Qtr].children ON ROWS
FROM [Project Overhead Cube]
Report Layout
SSRS/PPS/MOSS/EXCEL SERVICES Student Project Documentation 8
10. 3.3.1.1. Report was deployed to the SharePoint site.
3.3.1.2. In SharePoint, a shared schedule named 2009B2YRKAllWorks was created.
3.3.1.3. A subscription for the deployed overhead was created and linked with the schedule
2009b2yrk.
SSRS/PPS/MOSS/EXCEL SERVICES Student Project Documentation 9
11. 3.3.1.4. Now, report runs daily at 8:00 Am
3.3.2. Employee Jobs Report
There are three parameters in this report: Employee Full Name, Weekend Start Date and
Weekend End date. There are four datasets Employee full Name, Employee Jobs, Weekend
Start Data and Weekend End date.
SSRS/PPS/MOSS/EXCEL SERVICES Student Project Documentation 10
12. dsEmployeeFullName
WITH MEMBER [Measures].[ParameterCaption] AS '[Employees].[Full
Name].CURRENTMEMBER.MEMBER_CAPTION'
MEMBER [Measures].[ParameterValue] AS '[Employees].[Full
Name].CURRENTMEMBER.UNIQUENAME'
MEMBER [Measures].[ParameterLevel] AS '[Employees].[Full
Name].CURRENTMEMBER.LEVEL.ORDINAL'
SELECT {[Measures].[ParameterCaption], [Measures].[ParameterValue],
[Measures].[ParameterLevel]} ON COLUMNS ,
[Employees].[Full Name].ALLMEMBERS ON ROWS
FROM [Project Labor Cube]
dsEmployeeJobs
SELECT NON EMPTY { [Measures].[Total Labor],
[Measures].[Hoursworked] } ON COLUMNS,
NON EMPTY { ([Employees].[Employees].[Employees].ALLMEMBERS *
[Employees].[Full Name].[Full Name].ALLMEMBERS * [Project Labor
View].[Week End Date].[Week End Date].ALLMEMBERS * [Job
Master].[Description].[Description].ALLMEMBERS ) } DIMENSION
PROPERTIES MEMBER_CAPTION, MEMBER_UNIQUE_NAME ON ROWS
FROM ( SELECT ( STRTOMEMBER(@FromProjectLaborViewWeekEndDate,
CONSTRAINED) : STRTOMEMBER(@ToProjectLaborViewWeekEndDate,
CONSTRAINED) ) ON COLUMNS FROM ( SELECT (
STRTOSET(@EmployeesFullName, CONSTRAINED) ) ON COLUMNS FROM
[Project Labor Cube])) CELL PROPERTIES VALUE, BACK_COLOR,
FORE_COLOR, FORMATTED_VALUE, FORMAT_STRING, FONT_NAME, FONT_SIZE,
FONT_FLAGS
dsWeekendStartdate
WITH MEMBER [Measures].[ParameterCaption] AS 'mid([Project Labor
View].[Week End Date].CURRENTMEMBER.MEMBER_CAPTION,6,5) +"-"+
mid([Project Labor View].[Week End
Date].CURRENTMEMBER.MEMBER_CAPTION,0,4)'
MEMBER [Measures].[ParameterValue] AS '[Project Labor View].[Week
End Date].CURRENTMEMBER.UNIQUENAME'
MEMBER [Measures].[ParameterLevel] AS '[Project Labor View].[Week
End Date].CURRENTMEMBER.LEVEL.ORDINAL'
SELECT {[Measures].[ParameterCaption], [Measures].[ParameterValue],
[Measures].[ParameterLevel]} ON COLUMNS , [Project Labor
View].[Week End Date].Children ON ROWS
FROM (
SELECT [Measures].[Hoursworked] ON COLUMNS,
FILTER ([Project Labor View].[Week End Date].CHILDREN,
[Measures].[Hoursworked]<>null) ON ROWS
FROM [Project Labor Cube]
WHERE ( STRTOSET(@EmployeesFullName, CONSTRAINED) ))
dsWeekendEnddate
WITH MEMBER [Measures].[ParameterCaption] AS 'mid([Project Labor
View].[Week End Date].CURRENTMEMBER.MEMBER_CAPTION,6,5) +"-"+
mid([Project Labor View].[Week End
Date].CURRENTMEMBER.MEMBER_CAPTION,0,4)'
MEMBER [Measures].[ParameterValue] AS '[Project Labor View].[Week
End Date].CURRENTMEMBER.UNIQUENAME'
SSRS/PPS/MOSS/EXCEL SERVICES Student Project Documentation 11
13. MEMBER [Measures].[ParameterLevel] AS '[Project Labor View].[Week
End Date].CURRENTMEMBER.LEVEL.ORDINAL'
SELECT {[Measures].[ParameterCaption], [Measures].[ParameterValue],
[Measures].[ParameterLevel]} ON COLUMNS , [Project Labor
View].[Week End Date].Children ON ROWS
FROM (
SELECT [Measures].[Hoursworked] ON COLUMNS,
FILTER ([Project Labor View].[Week End Date].CHILDREN,
[Measures].[Hoursworked]<>null) ON ROWS
FROM [Project Labor Cube]
WHERE ( STRTOSET(@EmployeesFullName, CONSTRAINED) ))
Report Layout
This report was also deployed in SharePoint site.
SSRS/PPS/MOSS/EXCEL SERVICES Student Project Documentation 12
14. 3.4. Creating Excel Document
3.4.1.Three different reports Basic Overhead by date, Labor History Chart and Job Profitability
Chart are created in excel.
3.4.2.These reports are published in SharePoint site under Excel Documents document Library.
3.4.3.In Performance Point Server, a dashboard named 2009B2YRKExcelDashboard was created.
3.4.4.Three pages Basic Overhead, Labor History Chart and Job Profitability Chart are created in
this dashboard. Related filters are also created and linked to the pages.
3.4.5.The dashboard was published in SharePoint site.
Basic Overhead by Dates
SSRS/PPS/MOSS/EXCEL SERVICES Student Project Documentation 13