Using Custom Code Functions in Reporting Services Reports,Your Answer
To use code within a report, you add a code block to the report. This code block can contain multiple methods. Methods in embedded code must be written in Visual blogger.com and must be instance based. I'm assuming that "instance based" means the methods don't have to be shared (that's static for you C# coders). However, in my tests I found you can use either instance based or shared methods. So let's get started and add some embedded code to a report WebNov 5, · Custom code in Reporting Services report. In Reporting Services I would like to add a parameter that contains data from a custom code block. Ideally, I would be able WebJan 26, · Writing Custom Rendering Extensions See Also A rendering extension is a component or module of a report server that transforms report data and layout WebOct 4, · The SQL Server Report Pack for Microsoft Exchange is a set of 13 Microsoft SQL Server Reporting Services reports that work with a Microsoft WebJan 26, · The custom report item consists of a run-time component, which is called by the report processor at run time, and a design-time component, which allows the ... read more
Custom code can again help us solve this particular problem with just a bit of help from a SQL query. Continuing with our example data, we will now set the background color for the Tax column. Since this amount can vary greatly, we actually need to calculate the maximum and minimum tax amount for the selected Sales Territory. Thus we want to generate a single maximum and minimum tax amount for the report. The maximum Tax Amount value will be passed to the custom code to set the color. The below code is added to the custom code set; we pass two arguments to this public function. The first is the actual value and the second is the maximum value from the above query.
Next, two variables are created, the first one, BackgroundColor, for the resulting background color and the second, MeasureMaxThreshold, is used in the calculation for determining the intervals for each color. In the below example, we create 5 intervals, but you could use any number of intervals, as long as a color is defined for each interval. To make this determination, we use the maximum amount and divide it by 5. Interval 1 is then from 0 or less to the maximum amount divided by 5; we assign the color of MediumSeaGreen to this interval. These intervals continue until we get to the value for interval 4.
Anything greater than that value is assigned a fixed color. The next step in the setup process includes creating a parameter to hold our maximum tax amount value. With the SQL dataset setup, the parameter created, and the code added to the report properties, we can now implement for the Tax Amount textbox. As shown below, the function uses two arguments; the first argument being passed to the function is the Tax Amount value. The second argument is the maximum Tax Amount from the aggregate query; this value is sourced through a parameter. The aggregate data set cannot be called directly from a visual the Tablix visual which uses another dataset.
One alternative that could be used is to include the maximum and minimum values in the main data set. As illustrated below, we now have a flexible way to implement conditional formatting in a textbox without using fixed interval values. The color coding will adjust as the max value adjusts; note a large outlier value could impact this setup. One potential caveat to using the report code is that it must be copied from report to report or utilized in some sort of SSRS report template. However, once perfected, the code can be easily copied from report to report and can be used to control many options and properties including items, such as, font and background colors, and custom, complex formulas.
This particular area of knowledge centers on being sure to know your report audience and what their desired output options will be. Using these pieces of information, you can cater the end version of your report to that particular audience. A reporting being exported to Excel has a very different look and potentially navigation path then one being exported to PDF; a PDF report is often printed, while Excel reports are often used for further processing. For example if you have a report that will always be exported to Excel, you can format the report in such a way that it exports to Excel in an appropriate format for easier reading in Excel. You may want to export to multiple Excel worksheets as described in this tip: Export SQL Server Reporting Services Report Data into Multiple Excel Worksheets.
Finally one of the newer features to exporting that I have found helpful in certain instances is exporting a report to Power Point. This tip describes that process in detail: Exporting SQL Server Reporting Services Reports to PowerPoint. All these different methods bring us to another code set; one in which we can do these exports automatically while at the same time passing a render format for example Excel, Word, PDF, etc. and any parameter values. This information is passed via URL string commonly known as URL access. Using this method, we can actually automatically download the report. The commands are initiated from the report server command set, rs:. We will cover several of the report server command, but SSRS also includes the report viewer rv: commands which are beyond the scope of our tip.
In order to complete the direct export of the desired file, we need to build a URL string that tells SSRS each of the following items:. In In order to completely automate the export of the file, all required parameters must either have a default value or a parameter value must be included in the URL string being created; as shown above, multiple parameters can be sent in the URL string. Additionally, we could just as easily change the rs:Format to Excel or Word, or even give the report consumers a choice via a parameter or clicking on a particular text box. We have 2 more steps to complete our process. First, we will create an action in the Invoice ID textbox as shown below. Finally, we need to publish both reports and any related data sets as needed to the report server.
With all that work complete, we are now ready to test out our new link. Notice how in the below illustration, hovering over the InvoiceID shows the link for the "GOTO" report with the appropriate URL, Parameters, and Render format. Clicking on the link automatically runs the report and saves the file to your local download folder. We now have a quick and easy method to export our report automatically. The PDF version of the report is shown below. With a simple click we generated a report that was automatically exported to our local directory. Another common issue is folks requesting text be displayed on multiple lines within a text box or tooltip. As we have seen that it is very easy to access code from DLLs and also add our own code, this can be used for performing complex operations and conditional processing of the data.
The reports will no longer. be used only for displaying data. Using this functionality, the reports can now figure out what to do with the data and be more powerful i. Log in or register to rate. Join the discussion and add your comment. Getting started with SQL Server Reporting Services or the new report controls in Visual Studio ? Brian Welcker demonstrates some tips and tricks that you can use to add interactive features to your own reports. The SQL Server Report Pack for Financial Reporting is a set of six Microsoft SQL Server Reporting Services reports that work with a sample financial database called FinSampleDB. With the Report Pack, you have the choice of using the sample reports either as-is or as templates for designing new reports using the SQL Server Reporting Services Report Designer.
The SQL Server Report Pack for Microsoft Exchange is a set of 13 Microsoft SQL Server Reporting Services reports that work with a Microsoft Exchange sample reporting database. The SQL Server Report Pack for Microsoft CRM is a set of six Microsoft SQL Server Reporting Services reports that work with the Microsoft CRM 1. In this article, I will show you how to leverage the Reporting Services unique extensible architecture to supercharge your report capabilities. First, I will explain how embedded and custom code options work. Next, I will show you how you can leverage custom code to author an advanced report with sales forecasting features. Adding Custom Code To Reporting Services Vasant Raj , first published: Introduction SQL Server Reporting Services has techniques for developing reports that can have their own code and also can access code from custom librarys i.
Earlier, if we look at any report, it will have a designer for creating the layout and some method through which we can assign the data for the report. Reporting services add one more step to this process i. In this article, we will see first look at the option that allows adding code and creating objects for accessing the DLL code. Adding code Create a report or open an existing report. Open the Report Properties option from the Report menu. Dialog box opens. You write a script for one report server instance, and then run it on another server to re-create the report server namespace. If you have multiple report servers in your Reporting Services deployment, you can run the script on each server individually to configure all servers in the same way.
Use the GetItemDefinition and GetProperties methods to retrieve the report definition and the properties of the report. Use CreateCatalogItem method, passing the properties returned from GetProperties and the report definition returned by GetItemDefinition. By using a combination of get and create methods, you can perform similar steps to migrate settings, folders, shared data sources, and resources. For more information about the methods available to you, see Technical Reference SSRS. Scripts run under the Microsoft Windows credentials of the user running the script unless credentials are explicitly set.
For more information about how to format and run a script file, see Script with the rs. exe Utility and the Web Service. You can write scripts that set system properties on the report server. The following Visual Basic. NET script shows one way to set properties. This example disables the RSClientPrint ActiveX control, but you can replace EnableClientPrinting and False with any valid property name and value. To view a complete list of server properties, see Report Server System Properties. To use the script, save it to a file that has an. rss extension, and then use the rs. exe command prompt utility to run the file on the report server. The script isn't compiled, so it isn't necessary to have an installation of Visual Basic. This example assumes that you have permissions on the local computer that hosts the report server.
If you are not logged on under an account that has permissions, you must specify account information through additional command line arguments. For more information, see RS. exe Utility SSRS. More questions? Try asking the Reporting Services forum. Skip to main content. This browser is no longer supported. Download Microsoft Edge More info about Internet Explorer and Microsoft Edge. Table of contents Exit focus mode. Read in English Save Table of contents Read in English Save Edit Print. Table of contents. Note Scripts run under the Microsoft Windows credentials of the user running the script unless credentials are explicitly set. Tip For a detailed example, see Sample Reporting Services rs.
Additional resources In this article. You can run setup from the command line to perform an unattended installation. You can use Setup to both install and configure a report server, but only if you specify the default configuration option and your system meets all the requirements for this installation type. If you can't install the default configuration, you must perform a files-only installation. The service account is initially configured through Setup. To automate changes to the service account as a post-Setup task, you must write custom code that makes calls into the Report Server WMI provider. There are no command-prompt utilities or script templates for configuring the service account programmatically.
Reporting Services is one of those tools that just keeps on giving. One of its most powerful capabilities is the ability to use custom code functions to extend report designs. The purpose of this post is not so much to demonstrate a specific technique but to show a few examples to demonstrate the power of custom code functions in report design. This is a question often posed by application developers. My guess is that he had done some programming with Access reports or maybe some. NET forms programming. The simple version of how SSRS supports custom programming is that almost every property of every object — the report, body, data regions rows, columns, etc.
and individual report items — can be set using expressions. Expressions are actually small bits of Visual Basic. NET code. Any expression can call a custom VB function embedded into the report or a class method of an external assembly reference. Fact is that custom functions can be as simple or as complicated as you need them to be. Following are two examples of how to use custom code functions in useful ways to solve some real report design problems. The other day, one of my associates asked for some help with a problem. He had two data regions that used data from different datasets. A data region like a table or matrix gets its data from a single dataset which is fed from a single data source.
There may be circumstances where you may need to get a value from a corresponding row in a different dataset and use it to calculate or derive a matching value. Using custom code in the report, you can cache values from one set of records to be used with another set of records returned from a different query. There are variations of this technique which include using the lookup functions introduced in SSRS I chose to use a hash table to get some nice built-in capabilities that would otherwise require more code. Say I have data in two databases. One query returns names of people and their salaries and the other query — from the other database — returns the tax rate and the names.
I want to use the name as a key to get the salary for a person and then do some math with the tax rate. We start with a set of VB. NET functions. Open the Report Properties dialog, go to the Code page and enter this code:. Function ClearList SomeValue as String as String PersSal. Clear Return SomeValue End Function. Function AddNameSalary Name as String, Salary as Decimal as Decimal Try PersSal. Add Name, Salary Return Salary Catch ex as Exception End Try End Function. Function GetSalaryByName ByVal Key As String As Decimal For Each clsPair As System. DictionaryEntry In PersSal If clsPair. Value Next End Function.
Custom functions have to be called in an expression and expressions are usually referenced on a some object property that needs to have a value. In order to call the ClearList function to reset my hash table collection, I need this function to return a value that I can use for a property. I just need to pass the value through the function to get the code to run. Three textboxes on the reports use expressions to pass values to three different functions and get back values. Here are the results. The NetIncome column in the second table on the right is the results of a calculation using the Salary from Dataset1 and the TaxRate in Dataset2 for the same Name.
Note that even with the records sorted differently, the results are consistent. The problem of color selection in report design is fairly universal. Reports having multiple group level headers, footers and borders need to have some visual separation. The idea of mixing colors to created custom color palettes occurred to me on consulting assignments where every client had a different set of standard colors. As a result, I developed a custom function to create different shades of a base color that are graduated to black or white. Different color shades translate to gray scale for printing and are distinguishable by color blind users. There are a few heat map report examples that return one of a few static colors i.
red, orange, yellow, green, etc. that may work well in some scenarios. The following will actually mix the colors on a value scale. Two functions are used. The first is used to set the low and high value range and then the second function returns the right color from an input value within that range. To implement the solution, place a textbox in the report header area anywhere before the data region you want to color. Set the Value property of the textbox using an expression that calls the SetHeatMaprange function, passing the minimum and maximum range values. For the table or matrix cell that will serve as the heat map, set the BackgroundColor property using the HeatMapColor function, passing the appropriate field value.
The color for each cell represents a a point within the min and max range with red on the low end and green at the high end. Following the Power BI World Tour, Seattle event on Oct 30, please join me for a full-day of deep learning. NEWS FLASH: Power BI reports can be deployed to SQL Server Reporting Services web portal. The production-ready release is targeted…. Hi Paul. I simply want to stop execution of a report using a function preferably with a message and without adding or affecting textboxes if either my min balance parameter is zero or max balance parameter is zero. is this possible say without enabling remote errors?. Hello, is it possible to use the same code in case of synchronizing two tables from different datasources?
That would be much easier than writing your own code. Just be mindful about using this technique with small sets of data. There are usually performance trade-offs. Otherwise, look to a linked server query or some method to mashup the data before it reaches the report, such as SSAS. I have a specific requirement in which i need the latest cube refresh date in my report dataset and show it on my report. My question is can i hide this error and show any custom message when user tries to open the report while the cube is down for processing or not available.
Is it possible to write a custom try catch block to handle these error type properly from SSRS and show the custom message when someone tries to open the report at that time. Appreciate your help to solve this. Paul, This is old, but until now I have been able to avoid the need. That is if one wanted to check a report object properties to determine a conditional statement outcome in VB ie like your System. namespace at the top of the article I know it exists, because a couple of years ago, before I found a better way, I was accessing report objects in Custom Functions in Report Code, but i have not found where I archived those reports.
Regardless, you ask a good question. There are a quite a few conditions that would cause an expression to throw an error, like using DATEADD with a Null value. Both branches of an IIF statement are executed whether the expression being evaluated is true or false. FunctionName …. Great article I have be going crazy trying to figure out how to combine list data for weeks now. I have one question though:. In the first example on this page both tables MUST be present on the page for this to work. Is there a way to show only the second table in the report and still have the calculation perform as expected?
Hi Paul, I have a matrix report with only one row group. I need to calculate percentage between two rows in the row group. I have write the following expression but it do not work. Value ,0 ,Sum Fields! Can you please help. Thank you. I retyped the entire code and now I get this message There is an error on line 8 of custom code: [BC] End of statement expected. I copied and pasted the code right out of the post. Please take a look and let me know if you have any issues. Thank you Paul, your example rdl file helped. I now have the feature working. Just reverse the assignment of the OutR and OutG variables in the function. The new code has a Direction parameter. You should be able to use the values of these three variables to output any color you want using some logic to do the color mixing math.
It looks like the problem might be with the double quote characters. Try taking this into NotePad and retyping the quotes and then copy the code back into the SSRS code editor. When implementing this I get error: BC Statement cannot appear within a method body. End of method assumed.
SQL Server Reporting Services Reusable Code Blocks,Related Posts
WebNov 5, · Custom code in Reporting Services report. In Reporting Services I would like to add a parameter that contains data from a custom code block. Ideally, I would be able WebSo that is the goal of this article, to show you how easy it really is to write custom code for SQL Server Reporting Services. Embedded Code. For our first trick we will write some To use code within a report, you add a code block to the report. This code block can contain multiple methods. Methods in embedded code must be written in Visual blogger.com and must be instance based. I'm assuming that "instance based" means the methods don't have to be shared (that's static for you C# coders). However, in my tests I found you can use either instance based or shared methods. So let's get started and add some embedded code to a report WebJan 26, · Writing Custom Rendering Extensions See Also A rendering extension is a component or module of a report server that transforms report data and layout WebJan 26, · For a sample of a fully implemented custom report item, see SQL Server Reporting Services Product Samples. Custom Report Item Scenarios. Developers WebSep 9, · For example if you have a report that will always be exported to Excel, you can format the report in such a way that it exports to Excel in an appropriate format for ... read more
This example assumes that you have permissions on the local computer that hosts the report server. Invoices ON Sales. Is there a way to show only the second table in the report and still have the calculation perform as expected? I found this Article very useful. Ryan Eastabrook.
The functions can also take values as parameters, which can be any field from a dataset or user specified value. SQL Server Report Pack for Financial Reporting by Additional Articles TechNet Blogs Development. For example, configuring the URLs for the Web service and Report Manager can be automated, but only if you write custom code that makes calls into reporting services writing custom code Report Server Windows Management Instrumentation WMI provider, reporting services writing custom code. Find centralized, trusted content and collaborate around the technologies you use most. When the report is deployed to the report server, you must also deploy the custom assembly to the report server.
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