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RSinteract Features & Screenshots

Zero Footprint

The RSinteract framework is presented via a standard web browser with no client downloads or plug-ins. The ASP.NET AJAX Framework is used to give the end user as rich an experience as possible.



Interactive report manipulation / editing

All report editing is WYSIWYGI, i.e. What You See Is What You Get INSTANTLY. In other words, the end user does not have to open a separate report editor to change a report and then re-publish to view the results (as in Report Builder) - instead all changes can be applied instantly, allowing trial and error to be used effectively. This is essential with users who are not data experts, and who are unsure exactly what effect their manipulation may have on the end result.



Relational Data & OLAP Support

Reports can be built from a combination of relational & OLAP data sources. In addition, RSinteract supports SQL statements and stored procedures as data sources. Report creation is wizard based, allowing users to select data either straight from the SQL Server 2000 / 2005 relational database or from the SQL Server 2005 UDM and SQL Server 2000 Analysis Services cubes.



Oracle Support

RSinteract can interrogate relational data residing in an Oracle database directly and efficiently, and without the need to build or define metadata.


RSinteract Features in Focus

1. Wizard Based Report Creation

Create Report WIzard

An RSinteract user can create new reports from scratch and save them in any folder to which they have access. The intuitive wizard guides the user through the steps, from selecting a standard Reporting Services Data source, naming the report, selecting the fields to make available, right through to linking related data sets and defining the initial report section type.

Screenshots: Wizard Based Report Creation
Video Demo: Building an RSinteract Report



2. Source Types

Select Data Source Type

Once the user has selected a data source, it is then a simple matter of deciding how to build the query; from Tables or Views, Stored Procedures or by typing their own SQL Statement.

If an OLAP (Analysis Services) data source is selected, RSinteract presents a list of cubes and / or perspectives. The user can then select whether to generate a Table, Matrix or Chart type report section from the OLAP data

Screenshots: Select Data Source Type



3. Linking Data Sources

Linking Data Sources

Multiple relational tables or views can be joined on key fields in the ‘create report’ wizard to create supersets of data. Where large datasets are likely to result, the user has the option to pre-filter the data to improve performance or reduce the burden on the reporting server at design time.

Screenshots: Linking Data Sources



4. Report Styling

Example Style Templates

RSinteract is supplied with a range of style templates which can be applied to each report. Styles are preset colour formatting options to help personalise reports or integrate them with your corporate design. The standard set of report styles is extensible allowing the creation of new ones to suit the corporate image or reporting requirements wherever it is deployed.

A single RSinteract report can contain any number of sections. Sections can represent data as either Lists, Subtotalled tables, Matrices or Charts. Sections on a report can be based on the same or completely separate data sources. Where the same data source has been used, filters can be set to apply to all sections, this is designed to give the end user a very rich ‘dashboard’ style interactive reporting experience.

Screenshots: Example Style Templates | Multiple Sections & Section Types
Video Demo: RSinteract Report Properties and Styles


Section Types (Relational and OLAP Data Sources)

All section types - list, table, matrix and chart - are available on both relational (SQL Server and Oracle) and OLAP data sources from SQL Server 2000 and 2005.


1. List

List Section

List reports represent the selected data as simple columns. The standard Reporting Services exporting and rendering capabilities allow users to export and present any RSinteract report in any format for distribution to any audience. Because RSinteract generates standard RDL for storage on the reporting server, administrators can use standard Reporting Services functionality to handle subscriptions, caching and scheduling of all RSinteract reports.

Screenshots: List Section - OLAP | List Section - Relational Data Source



2. Table

Grouped Table Section

Tables can be used to present the user with interactive, nested subtotals which are easily expanded or collapsed to support analysis and trend spotting activities. These reports can include aggregate totals (Sum, Count, Min, Max etc.) at group and grand total levels.

Screenshots: Grouped Table Section - Relational Data Source
Video Demo: Adding an RSinteract Report Section



3. Matrix

Matrix Section

Matrices represent data in a familiar ‘pivot table’ format. Row groups and column groups can be applied at many levels and expanded, collapsed and subtotalled (Sum, Count, Min, Max etc.) like RSinteract table reports. Users can interact with these reports, switching data between row and column groups for example, to provide familiar ‘pivot table’ functionality.

A matrix is the traditional way in which multi-dimensional data is presented. RSinteract OLAP matrices work in a very similar way to those based on relational data sources. Dimensions, attributes, hierarchies and levels can be displayed as row or column groups. Users determine whether dimensional levels are expanded, collapsed or hidden. Measures and dimensional attributes can be selected for display in a matrix by simply dragging and dropping from the lists on the standard RSinteract editing screen.

Screenshots: Matrix Section - OLAP | Matrix Section - Relational Data Source
Video Demo: Building an RSinteract Report



4. Chart

Chart Section

New charts or converting tables and matrices to charts can be achieved in as few as four clicks! Select from the usual array of chart types and define chart formatting, grouping and aggregation properties interactively through the same intuitive interface. Filters and parameters can be applied to chart and tabular data simultaneously if required.

Screenshots: Chart Section - Relational Data Source
Video Demo: Creating a Chart using RSinteract



Filters & Parameters

Filtering a Report

Users can interactively filter reports in a truly ad-hoc way to select the data they need as they need it. Simple or advanced (AND / OR) and grouped filters can be applied or removed to ensure the correct subsets of data are presented to the relevant individuals. RSinteract can select distinct values for fields to give ‘pick list’ functionality in the filtering screen and parameter section of the side bar. Parameters can be applied via the same intuitive interface. The user can define which field filters to prompt the user for. An additional option to define a user friendly question to associate with the parameter is also provided.

Users can interactively filter OLAP reports in the same way as relational data. Users can filter on combinations of measures and dimensions and define parameters (and associated prompts) via the same intuitive interface.

Screenshots: Filtering a Report - OLAP | Filtering a Report - Relational Data Source
Video Demo: Filtering an RSinteract Report



Drill-through

Filtering a Report

In report sections built from OLAP data sources it is possible to drill-through to underlying transactional information. Links will appear on aggregate fields automatically and the user can click on these to open a new report containing drill-through details. This report can be pre-formatted and manipulated using RSinteract in the normal way, and saved as a separate report for direct access if required, or as the default drill-through next time the originating report is accessed.

Screenshots: Drill-through



Report Formatting

Report Formatting

Change how fields are displayed, date formats, currency, decimal places, text and background colours, alignment and much more.

Screenshots: Report Formatting
Video Demo: Formatting RSinteract Report Sections



Conditional Formatting

Conditional Formatting

Users can highlight data items according to their values. Cell background and text colour can be set to depend on sets of rules, applied in order, to help pick out comparative exceptions or important target values.

Screenshots: Conditional Formatting
Video Demo: Formatting RSinteract Report Sections



Custom Field Generation

Custom Fields

The ‘custom fields’ feature allows the user to create their own fields containing values determined by very simple or more complex expressions using existing fields or predefined formulae.

RSinteract’s ‘intervals’ feature allows grouped values to be further grouped into meaningful divisions (e.g. dates grouped into years, quarter or months). The system is supplied with a variety of predefined intervals, whilst the ‘custom fields’ feature allows these to be further tailored for the users’ own requirements.

Screenshots: Custom Fields
Video Demo: Creating Custom Fields in RSinteract



Report Linking with Parameters

Defining Linked Report Parameters

RSinteract allows you to create links from a field in a report to another RSinteract report and / or an external URL.

To link to an existing report, users can pass values from the existing report into the parameters of the destination report. Linked fields appear as hyperlinks in the RSinteract report.

Screenshots: Defining Linked Report Parameters
Video Demo: Linking RSinteract Reports



Printing

Reports can be printed directly from RSinteract with formatting applied, as with any standard Reporting Services Report.

Video Demo: Printing an RSinteract Report



Multiple Report Output Types

Example Excel and PDF Outputted Reports

Reports can be exported to Excel, PDF, TIFF, CSV, and XML, as with any standard Reporting Services Report.

Example Excel & PDF Outputted Reports

Screenshots: Example Excel and PDF Outputted Reports
Video Demo: Exporting an RSinteract Report



Report Management

Reports are stored in a folder structure within Reporting Services and made available to only those users with the correct permissions. Data permissions are inherited from Windows and SQL Server security.

Video Demo: Running and Maintaining RSinteract Reports



Report Scheduling etc.

As all reports built in RSinteract are Reporting Services reports, all of the benefits of the Reporting Services engine such as scheduling can be used on them.



Support of non-RSinteract Reports

Reporting Services Reports built in Report Designer or Report Builder can be navigated to and displayed within RSinteract. The filtering and parameters functionality in RSinteract can be used on these reports without modification.




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