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Introducing Microsoft Reporting Services, Part 2

  • April 20, 2005
  • By Teo Lachev
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[Editor's Note: This article picks up where the article Introducing Microsoft Reporting Services left off.]

1.4 UNDERSTANDING REPORT PROCESSING

Report processing encompasses all activities performed by the Report Server to generate a report. To understand how the Report Server processes a report, let's see what happens when the report is requested on demand.

Figure 1.6 depicts what happens when a report hosted under the Report Server is requested by a report consumer. First, the consumer submits (1) a report request to the Report Server.

Once the report request is intercepted by the Report Server, it is forwarded (2) to the Report Processor. The Report Processor parses the request and retrieves (3) the report definition and metadata from the Report Server Database. The Report Processor checks whether the user is authorized to access this report. If so, the Report Processor processes the report, which involves two stages: execution and rendering.

Let's get more insight into each of these stages, starting with the execution stage.

Figure 1.6 You can integrate your applications with RS by using the two web communication façades: HTTP Handler and the RS Web service.

1.4.1 Execution stage

The report execution phase starts when the Report Server begins processing the report and finishes when the report is ready for rendering. For the sake of simplicity, let's assume that the report is requested for the first time.

Generating the raw report

As we explained earlier, when the report is published, the Report Server parses its report definition (RDL), generates a .NET assembly, and saves the assembly in the catalog for the report. During the execution phase, the Report Server loads and executes the assembly. Referring back to figure 1.6, you can see that the Report Server uses a data extension (4) to query (5) the data source to retrieve the report data, combines the resulting dataset and report layout information, and produces (6) the report in a raw form, called intermediate format (IF).

Having the report generated in an intermediate format before it is finally rendered is beneficial in terms of performance. It allows the Report Server to reuse the same IF regardless of the requested export format. Developers who are familiar with the intermediate language (IL) code execution model in .NET can think of IF in a similar way. IL abstracts the platform on which the code executes, while IF abstracts the rendering format. For example, one report consumer can request the report in an HTML format, while another can request the same report as PDF. In either case, the Report Server already has the raw report; the only thing left is to transform it into its final presentation format. During the rendering stage, the Report Server loads the report IF and renders (7) the report in the requested format using a rendering extension.

Once the report IF is generated, it is saved (cached) in the Report Server Temporary Database. Note that if the report is cached, the report execution phase may be bypassed completely for subsequent requests because the Report Server decides to use the cached IF. We will postpone discussing report caching until chapter 7.

1.4.2 Rendering stage

As shown in figure 1.6, the report-rendering stage represents the second (and last) stage in the report-processing pipeline. After the Report Server has the report IF, it renders the report in its final presentation format as per the export format requested by the user. You will be pleasantly surprised to see the plethora of natively supported formats that a report can be exported to. My favorites are HTML and PDF. For example, as figure 1.7 shows, I have loaded a report exported to a PDF file in Adobe Acrobat.

The Report Server delegates the report-rendering process to rendering extensions. RS comes with various rendering extensions that correspond to supported export formats. If the report consumer does not specify the export format explicitly, the report will be rendered in HTML 3.2 or 4.0, depending on the browser capabilities. Table 1.5 lists each out-of-the box RS supported rendering formats.

As we've said before, when the supported formats are not enough, you can write your own rendering extensions.



Click here for a larger image.

Figure 1.7 With RS you can export your reports to many formats, including Adobe Acrobat PDF. Here, I have exported this report to Adobe PDF and loaded it in Adobe Reader.

Table 1.5 Report rendering options

Rendering ExtensionDescription
HTMLHTML 4.0 (Internet Explorer 5.0 and above), Netscape (6.2 and above), HTML 3.2 otherwise.
HTML with Office Web ComponentsHTML 4.0 with Office Web Components (OWC). Charts are rendered using the OWC chart control and matrixes are rendered using the PivotTable OWC.
MHTMLMIME encapsulation of the Aggregate HTML Documents standard, which embeds resources such as images, documents, or other binary files as MIME structures within the report. This is a good option to minimize the number of round trips between the browser and server to fetch resources. MHTML is most useful for sending reports through e-mail, as we see in chapter 14.
PDFAdobe Acrobat files.
ExcelCreates a visual representation of the report in an Excel workbook and translates Excel formulas whenever possible. Users can open the report in Excel to change it.
XMLCreates an XML document containing the information in the report. The schema of the XML document generated is determined by the contents and layout of the report. Users can use the Data Output tab in the Report Designer to control how the elements will be rendered.
CSVComma-separated value file, with no formatting.
ImageRenders reports to bitmaps or metafiles, including any format that GDI+ supports:
BMP, EMF, GIF, JPEG, PNG, RIFF, and WMF.
By default, the image is rendered in TIFF, which can be displayed with an image viewer.
Image rendering ensures the report looks the same on every client. Rendering occurs on the server; all fonts used in the report must be installed on the server.

Once the report is generated it is ready to travel to its final destination: the report user. RS gives you a lot of flexibility to distribute your reports, as you'll see in the next section.

1.5 DELIVERING REPORTS

As we mentioned earlier, RS supports both on-demand (pull) and subscribed (push) report delivery. To view a report on demand, the user explicitly requests the report from the Report Server. Alternatively, the user can choose to subscribe to a report. With this option, the report is pushed to the subscribers when the report data is refreshed or on a specified schedule.

Let's take a closer look at each delivery option.

1.5.1 On-demand delivery

One of the most important decisions you have to make when integrating RS reports in your application is how the application will access the Report Server to request reports. While in some cases the system design may dictate the integration option, occasionally the choice won't be so straightforward and you may have to carefully evaluate the application requirements to determine the best approach. We revisit the on-demand delivery options in more detail in chapter 9. For now, note that reports can be requested on-demand in two ways: URL access and the Web service.

URL-based report access

The report consumer requests a report by URL by submitting an HTTP-GET request to the Report Server. The advantages of URL access are its simplicity and better performance. In the simplest case, the consumer can embed the report URL into a hyperlink.

For example, a web-based application can have a drop-down Reports menu where each link targets a RS report. With the URL access option, the report arguments are passed as query parameters in the report URL. For example, assuming that you have installed the sample reports included with book source code, the following URL will run the Territory Sales Crosstab sample report with the start date 3/1/2003 and an end date of 4/30/2003.

http://localhost/ReportServer?/AWReporter/Territory Sales   Crosstab&Start-Date=3/1/2003&EndDate=4/30/2004

Web service

With RS, reports can also be requested by submitting SOAP-based requests to the Report Server Web service. The main advantage of this service is that its feature set goes well beyond just report rendering. It also encompasses an extensive set of methods to manage all aspects of the Report Server, such as uploading reports, retrieving a list of resources from the report catalog, and securing RS.

You can think of the Report Server Web service as a façade to the Report Server that allows RS to be integrated with a broad array of platforms. For example, if you are building an enterprise application integration (EAI) solution, a BizTalk schedule might invoke the Web service Render() method, get the XML representation of the report, retrieve some data from it, and pass it on to another application. Or, if your reporting application is B2B oriented and your partner has a Web service, you can send the report results to it in XML.

In some cases, a report consumer will use a combination of both access options to integrate with RS. For example, a report consumer can use the RS Web service to find out what parameters a report takes. Then, the application presentation layer can present the parameters to the user so that the user can enter the parameter values. When the user submits the report request, the application can use URL access to send the request to the Report Server.





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