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Opening SSRS Reports Automatically From Other Systems

Users typically love SQL Server Reporting Services Reports (SSRS), especially if they’re accustomed to more primitive tools such as Visual FoxPro. However, One of the biggest complaints I hear about SSRS is that users want to be able to launch it directly from their ERP, accounting, and other systems. A conventional way to do this [...]

Announcing Project M-Data Analytics

Presenting M-Data Analytics at Consona Connect 2010

What is M-Data Analytics and how is it going to change the way you use data?

M-Data Analytics is a Data Warehouse. A Data Warehouse is a database that is specially designed for reporting and data analysis. M2M Data is extracted, checked, cleaned, and transformed to a format which [...]

Using User Defined Functions to Pre-Format Fields

Some DBAs would cringe at what I’m about to tell you, but I often use T-SQL to format my data prior to presenting it in a report. Many experts feel that data formatting should always be done in the presentation layer. There are a couple of reasons why I do this.

I re-use as much code [...]

Purging Pointless Permission Records Provides Performance Payoff

This article is obviously a follow up to Permission Problems post I published previously. The other day I was using the User Permissions Report (RPUSER), I noticed something amiss. I had recently deleted a couple of educational and testing companies which many people used. However, like many other areas of M2M, the records are [...]

Report Guidelines: Report Approval and Deployment

This article is day five in a week of reporting articles.

Create and follow standard procedures for report deployment. The actual procedure depends greatly on the report method. Since I often use Crystal Reports Server and SQL Reporting Services (SSRS) for my report presentation, I have a Testing folder where all finished reports go prior to [...]

Report Guidelines: Exporting Reports

This article is day four in a week of reporting articles.

Most users want to export reports to Excel so they can manipulate the data. If possible, set up the report for the cleanest exporting possible. This process starts when writing T-SQL. For example, one can extract only the date instead of a datetime value when [...]

Report Guidelines: Know What Your User Wants and Your Target Number(s)

This article is day three in a week of reporting articles.

This seems like a no-brainer, but it is not as easy as you would think. Often your users will not know what they want and certainly not where to get it.

Don’t take direction from this guy.

Let’s say Milton, a purchasing agent, [...]

Reporting Guidelines: Standardize Your Layouts

This article is day two in a week of reporting articles.

Create standard layouts for both landscape and portrait reports and have them approved by management. Many larger companies have Corporate Identity Guidelines created by marketing experts with standards already defined for marketing and sales documents. Adhere to the standards religiously. If creating your [...]

Reporting Guidelines: Requesting Reports

This article is day one in a week of reporting articles.

If you are going to become a business intelligence ninja, start at the beginning. You need to develop standard procedures for report creation. They include:

Who can request reports?
Who approves their creation?
Who assigns priority of your work?
How [...]

Basic Reporting Guidelines - Week of Articles

A good percentage of my day is spent writing reports. The report formats could be SQL Server Reporting Services (SSRS), Crystal Reports, M2M VFP reports, or ODBC Excel Spreadsheets. The latter three methods usually involve T-SQL, which I write by hand using TOAD for SQL Server or the SQL Server Management Studio (SSMS). In the [...]

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