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OfficeWriter Home > Customers Home > officewriter-384.aspx |
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View
this article on SQL Server Central- November 2006 |
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| Introduction |
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| Since
the emergence of the relational data model, various means have been tried
to get meaningful data, i.e. information, out of the database. The IT professional
who has braved the gamut of normalization, foreign keys and outer joins
lives in a different world to the user, albeit highly numerate themselves,
who just wants to see a grid of figures on the screen.
Hence the
popularity of the spreadsheet. Its main advantage is that here, unlike
the database, form and content are one: what you see is how it's stored
(WYSIHIS?). There's no need to normalize, join and otherwise transform
anything, because the data's right there. (The pivot table breaks this
rule, but the user who's happy creating one of those is probably running
Microsoft Access somewhere anyway)
In contrast,
the database package insulates the user from the raw data through levels
of views, queries and report formatting. Those levels are typically the
domain of someone in the IT department who gets turned on by structures,
relationships and high-level programming. And yet the data doesnt have
to play so hard to get. |
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| OfficeWriter |
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| The idea behind OfficeWriter
is to extend the functionality of software users are already familiar with,
i.e. Excel and Word, so they're able to both acquire the data they need
and arrange it into a useful form. While OfficeWriter does come in two more
specific forms, ExcelWriter and WordWriter, this review looks at the version
developed for use with SQL Server Reporting Services (SSRS), available in
both 2000 and 2005 incarnations. In order to take advantage of the different
parts of this system, the OfficeWriter for SSRS package comes in two parts.
The Designer is what you use to create the reports, either in Excel or Word,
while the Renderer sits on the Reporting Services server.
This then is the OfficeWriter
approach: from the Ms Office front-end, reports are produced in the SSRS
XML-based RDL format, then uploaded to the SSRS ReportServer database,
like any report produced using Visual Studio (VS). This means that they
can also be viewed in Report Manager along with any other SSRS reports
you have. |
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| To
manage things inside Excel or Word, you get a toolbar with the following
buttons: |
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Open Report: this brings up the usual
Open dialog box, listing the RDL files in a given folder |
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Select
Query: this allows you to choose, for example, between the fields
in the header/footer' or the query used for the detail rows |
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Insert
field: this lists all the fields for the selected query so you can
place them in the grid. |
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Insert
Formula (only available with the Enterprise edition): gives the options
to build new formula' and manage formulas' |
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Save
As: saves the RDL file to a folder |
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Publish:
uploads the report to the ReportServer database |
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View:
runs the report |
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Help:
this provides either local help or assistance from the SoftArtisans'
website |
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Fields
are allowed either to appear once, i.e. at the document' level, or they're
assumed to be repeated on multiple rows of the detail section. These are
easily identified by the %%= prefix used in the cell as a data marker.
Within this simple structure, the user can place and format the fields
as required in the familiar spreadsheet grid.
The facility
for writing formulas brings up a window similar to the one in VS for creating
expressions. This means that not only the fields and parameters are available
for use but also ready-formed aggregates and global constants. |
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| Using
Word |
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Reports
can also be designed and displayed in Word. Here, the same toolbar is
used, but the user has the line-based placement of the word-processor
rather than the more formal spreadsheet grid. This allows a more flexible
approach to form design similar to the List' control in VS.
An example
of where this flexibility can be put to good use is in producing a customer-based
report where different groups of repetitive data (e.g. sales, enquiries,
other responses), having different numbers and widths of columns, need
to be accommodated on the one report. In fact any output which needs to
be presented as a form, e.g. one which might need to be signed in ink,
can be written this way. Trying to do this in Excel results in lots of
extra columns, often containing blank cells; a situation which SSRS savants
are used to seeing in exports to Excel.
A feature of the latest version of OfficeWriter (3.6.1) is that the one
RDL file, can handle both Word and Excel versions of a report. You can
therefore open the file in either application and have the features appropriate
to that one available for viewing.
One outcome
of all this is that you now get two further Export options in Report Manager. |
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| Building
Queries |
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| There
are many query builder' front-ends which will protect you from ever having
to see a line of SQL let alone write one. Just pick your fields, decide
how to group and sort them and you're pretty well there. The main preparatory
work for this simple scenario though is to present a list of useful fields
with meaningful names out of the underlying data maze.
OfficeWriter
uses Ms Query, but the link doesn't appear by default requiring a tweak
in the registry to enable 3 extra buttons to appear on the toolbar: Add
Query, Edit Query and Delete Query. With the first of these you can go
straight into Ms Query, choose your database connection, pull in tables
and build your SQL. Parameters are also setup here and if you want them
to be editable at run-time, you can enter a phrase in square brackets
in the criteria line, as in Ms Access.
If you don't
want users to design their own queries, this option is easily turned off
from the registry, which also includes some other basic switches for controlling
the reporting environment.
At this point,
it's worth mentioning Microsoft's own SSRS Report Builder (RB), which
provides another way of presenting fields from the database ready for
use. Here you are asked to produce, in order, a data source, a data source
view (which includes specifying links between tables) and finally the
report model itself. This is all meant to be done behind the scenes by
the IT department, so the end user only sees the model, from which they
can select the required fields (data types are indicated by icons) and
place them in either a table, matrix or chart.
It's debatable
which solution requires more of the database expert and which more of
the end user who is trying to create a report. The Ms Query approach gives
the user more flexibility, but then they need to be more savvy about tables
and joins. With the more finely honed RB report model, the three RB controls
focus the user more on the layout and interrelationships of the data rather
than the minutiae of formatting and presentation. |
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| Installation |
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I
have to say firstly that installation did present some problems, but that
these were almost wholly to do with the state of the already installed
SQL Server 2005 instance on my particular machine.
I already
had the client tools installed, but the addition of the server-side functionality
(which I used as the testbed) didn't want to play ball straightaway. So
http://localhost/reportserver at first showed nothing, although our networked
installation of SSRS was recognized immediately and I was also able to
publish to it even before I realized what I was doing! It's perhaps worth
noting that a default full' installation of SS2005, installs everything
except the AdventureWorks database, on which the sample OfficeWriter reports
were based. The only other complaint came from the .NET Framework, but
after I re-installed this, it all worked like clockwork.
The installation
includes two products, the renderer and the designer, and the install
eventually went smoothly when running these separately rather than launching
the second from the first. |
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| Licensing |
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per CPU fee is paid to install the software on the server, so there are
no per seat costs. Microsoft Office is not required on the server and, indeed,
Word Viewer or Excel Viewer can be used to display reports, so an Office
license needn't be required at all unless you want to produce new reports. |
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| Conclusion |
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OfficeWriter
is a neat solution which for perennial spreadsheet users, should provide
an easy way in to the low-level data from which they are normally barred.
It's an advance for user democracy and also a way for those report-writing
folk in IT to free up their time for the more stimulating and perhaps
esoteric type of information delivery such as data cubes and others more
worthy of the term business intelligence.
The Word
version does actually provide something which was one of the very few
omissions I noticed when we first deployed SSRS: something to output data,
often long pieces of text, in a format that could be easily amended in
a word-processor, printed off and signed.
If I had
a suggestion for how the good folk at SoftArtisans might develop their
product further, it would be to base their queries on the Report Builder
model rather than introduce Ms Query, which is a bit long in the tooth
now (even the 2003 version has the look and feel of Excel 4). Other than
that they've produced a clever and well-integrated addition to the functionality
of SSRS which will be an answer to the prayers of many numerate folk whose
only shortcoming is that they don't work in IT. |
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