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SQL PASS BAC - 60 reporting tips in 60 minutes

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Reporting Tips for people using SSRS, SSIS, SSAS, SSMS, PowerBI, and Excel.

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SQL PASS BAC - 60 reporting tips in 60 minutes

  1. 1. 60 Reporting Tips in 60 Minutes April 20 - 22, 2015 | Santa Clara, CA Ike Ellis Partner Crafting Bytes
  2. 2. SSRS: HTML color picker websites
  3. 3. SSRS: Skip GIS, use MorgueFile
  4. 4. SSMS: Query Shortcuts SELECT COUNT(*) FROM SELECT TOP 100 * FROM
  5. 5. SSMS: Don’t forget the splitter bar
  6. 6. SSMS: Comment Shortcut Key CTRL-K, C CTRL-K, U
  7. 7. Lifehack: Start 2014 with a jar and fill it with notes of good things that happen Next New Year’s Eve, empty the jar and see what awesome stuff happened that year.
  8. 8. Performance: Check for heaps/clustered indexes SELECT t.[Name] FROM sys.Indexes i JOIN sys.Tables t ON t.Object_ID = i.Object_id WHERE i.type_desc = 'HEAP' ORDER BY t.[Name]
  9. 9. Performance: Index all the keys select object_name(c.object_id), c.name from sys.columns c where c.name like '%id' and c.object_id not in ( select object_id from sys.index_columns )
  10. 10. Lifehack: Readable Presentations Take the average age of the people in your audience and divide by 2: That’s your font size Do you want to know what I think you’re average is? My font size is typically 20 – 24.
  11. 11. SSIS: The proper way to execute an SSIS package
  12. 12. Power BI - Visualization: Bad Dashboard
  13. 13. Power BI - Visualization: Use color sparingly. In nature, colors do two things: 1) Entice 2) Warn So let’s use them sparingly.. WARNING: POISON FROG!
  14. 14. Power BI -Visualization: Stephen Few
  15. 15. Power BI - Visualization: Cynthia Brewer
  16. 16. Power BI: Tips for Visualization Make the most important information the biggest Put it in the upper-left corner
  17. 17. T-SQL: No reason to use ISNULL  CONCAT! Messy vs clean code No + symbol needed No ISNULL needed
  18. 18. Lifehack: If you backpack, but need news, search Wikipedia by month & year
  19. 19. Search Schema: Object Explorer Details F7
  20. 20. Search Schema: T-SQL select object_name(object_id), definition as name from sys.all_sql_modules where definition like '%cust%'
  21. 21. Search Schema: SQL Search - Free
  22. 22. SSDT: Search options Spotlight
  23. 23. T-SQL: Use windowing functions Neat evolution
  24. 24. Lifehack: Presentation tip
  25. 25. T-SQL: Prettify! http://extras.sqlservercentral.com/prettifier/prettifier.aspx RedGate PlugIn for SQL Server Management Studio
  26. 26. TSQL: Or use SQLPrompt - RedGate
  27. 27. T-SQL: Execute scripts over multiple servers
  28. 28. Tip: Life is so easy with a dates table Find the sales numbers for the first Monday of every month of the year T-SQL with no dates table T-SQL with dates table
  29. 29. Lifehack: Motorcyclist signaling cop to other motorcyclist Looks like a siren on top!
  30. 30. T-SQL: Try_Cast Avoiding terrible casting errors
  31. 31. T-SQL: Never reinvent the wheel – SQL# Take SQL# for example Good Documentation Easy Syntax Cheap (and much of it is free)
  32. 32. LIfehack: If you take a power strip to the airport during the winter, you’ll be a hero
  33. 33. T-SQL: Save scripts in a project for easy navigation
  34. 34. SSRS: Log, Log, Log (and beware of subscriptions)select c.Name , e.InstanceName , e.UserName , e.Parameters , e.TimeStart , e.TimeEnd , e.TimeDataRetrieval , e.TimeProcessing , e.TimeRendering from executionlog e join catalog c on e.reportid = c.ItemID Send a Link, or a file on a shared folder that you can audit. Find someway to audit who opened the link or the file in the folder. Try to avoid sending the PDF without a way to audit it.
  35. 35. Performance: Big lines When troubleshooting, thick rows means lots of data, thin rows mean not much data. You’re probably better off following the thick rows.
  36. 36. Lifehack: Today’s most precious commodity – FOCUS!
  37. 37. SSRS: Store colors in the database Colors = Business Logic Put it in the database Use Expressions to read the colors Include action colors and levels
  38. 38. SSRS: Get Buy-in to Export to Single Format Build to export to a single format • Excel • Word • Web • PDF Then get buy-in and make it a standard in the organization Demo: Build to export to excel
  39. 39. Manage: Alias, Obscure, and De-couple Views, Aliases
  40. 40. Lifehack: Keep notes daily on what you do Makes CVs easier Makes reviews easier Makes promotions easier
  41. 41. SSAS: Views are better than DSVs • Easier to manage • Can use SQL Search tools • Can use SQL Dependency Tools • Have a set of views only used by analysis services..so you can change them without telling anyone else
  42. 42. SSRS: Used Linked Reports to Manage Security • Allows you to use Role assignments and • Not have duplicate reports in folders • Not have users in folders they shouldn’t be in • Not manage security on individual reports
  43. 43. Management: Use Active Directory for report security and cube security User Active Directory Group Permission One group – One Report
  44. 44. Management: Keep Report Quantity Small Too many reports means that there are more things to keep consistent Reports that aren’t used, tend to get forgotten, and then used with bad data
  45. 45. Manage: Interview one person at a time when gathering requirements
  46. 46. Manage: Find the key person • They know a lot • They have time • They respond quickly • They are most often right • They might not be likeable, and that’s OK • Success – Work in their office
  47. 47. Lifehack: If you want ambient light, do this
  48. 48. SSAS: Change one thing at a time And break calculations down to their simplest form, deploy, test, and change one more thing.
  49. 49. Manage: Very few KPIs and numbers! ""The well-intentioned desire to be great at everything is precisely what leads to exhausted mediocrity" https://www.youtube.com/watch?v=DWKvSG_ 9s5I" Walmart customer service
  50. 50. SSRS: Use a report footer Put row count there
  51. 51. SSRS: Report footer Put executive sponsor there & email address
  52. 52. Data mart: Use friendly names everywhere Use spaces and long names
  53. 53. Manage: Use a wiki for taxonomy Record owner Record changes Record technical calculation
  54. 54. Lifehack: Have the child call you Whenever someone comes around saying "Would you like to buy blah blah blah, my kid is going to do whatever." I tell them, "Yes, I would love to! But your child has to be the one to ask me." I then give them my number and say the child can call anytime after 6pm.
  55. 55. Career: Learn in a group
  56. 56. SSMS: Status bar on top
  57. 57. SSMS: Color the status bar
  58. 58. Excel: Defer Layout Update SSAS – Prevent load and delay when using pivot tables.
  59. 59. Excel: Four Directional Arrow for custom sort
  60. 60. Excel: Sorting is by level
  61. 61. Excel: Filter – Keep only selected items And hide selected item. Notice the total changes.
  62. 62. Excel: Member Search
  63. 63. SSMS: Script parameters
  64. 64. Windows: Use the middle mouse button to close tabs Close windows fast Works in Chrome, SSDT, SSMS, Excel, Everywhere
  65. 65. SSMS: Quickly alias columns CTRL-ALT-DOWNARROW for block selection
  66. 66. Manage: How to share passwords
  67. 67. LAST TIP! My YouTube Channel! https://www.youtube.com/user/IkeEllisData
  68. 68. Contact Me! http://blog.ikeellis.com http://www.ikeellis.com YouTube • http://www.youtube.com/user/IkeEllisData SQL Pass Book Readers • http://bookreaders.sqlpass.org/ San Diego Tech Immersion Group Twitter: @ike_ellis 619.922.9801 Email address is just my first name @ikeellis.com
  69. 69. Your feedback is important and valuable. Submit by 11:59 PM PT, April 30, 2015 to WIN prizes Session Evaluations Go to passbac2015/evals Download the PASS EVENT App from your App Store and search: PASS BAC 2015 Follow the QR code link displayed on session signage and in the program guide
  70. 70. for attending this session and the PASS Business Analytics Conference 2015 Thank You

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