Referencing Parameters in SSRS Calculated Members

Issue: You author an SSRS report that connects to a cube. You want to create a calculated member that uses a report parameter. For example, the Selector calculated member in the following query returns 1 if a given employee has exceeded 1 million in sales for the dates specified by the user in the report parameter.

WITH MEMBER [Measures].[Selector] AS SUM (

StrToSet(@DateCalendar), iif([Measures].[Reseller Sales Amount]>1000000, 1, NULL)

)

select non empty {[Measures].[Reseller Sales Amount],[Measures].[Reseller Order Quantity], selector} on 0,

non empty (Filter([Employee].[Employee].[Employee].Members, [Measures].[Selector]>0) * [Date].[Calendar].[Calendar Year]) on 1

from (select StrToSet(@DateCalendar) on 0 from [Adventure Works])

 

However, when you run the query you get the following error if you target Analysis Services 2005:

The DateCalendar parameter cannot be resolved because it was referenced in an inner subexpression.

Obviously, the built-in SSAS data provider has an issue parsing parameters in a calculated member. This issue is apparently fixed in SQL Server 2008 where the above query executes just fine.

Workaround: As a workaround with SQL Server 2005, try defining a set that references the parameter and use the set in the calculated members, as follows:

WITH SET [SchoolYears] AS STRTOSET(@DateCalendar)

MEMBER [Measures].[Selector] AS SUM (

[SchoolYears], iif([Measures].[Reseller Sales Amount]>1000000, 1, NULL)

)

select non empty {[Measures].[Reseller Sales Amount],[Measures].[Reseller Order Quantity], selector} on 0,

non empty (Filter([Employee].[Employee].[Employee].Members, [Measures].[Selector]>0) * [Date].[Calendar].[Calendar Year]) on 1

from (select StrToSet(@DateCalendar) on 0 from [Adventure Works])

Dundas Chart Controls for .NET Available

On Friday, Microsoft released chart controls for Microsoft .NET Framework 3.5. These are re-tooled Dundas .NET chart controls which are now baked in the .NET framework. This is important because you can add the same stunning Dundas chart features to your Windows Forms and ASP.NET applications without external dependencies or licensing fees. It also minimizes your learning curve, as the Dundas controls share the same object model across technologies, e.g. Windows Forms to ASP.NET to Reporting Services.

Currently, only the Dundas chart control has made the cut to .NET. There is a sticky post at the top of the forums that has all of the links. Keep an eye on the PDC announcements today for more BI goodies.

SSAS WHERE vs. Subselect Puzzle

I’ve been involved recently in a quest to optimize an SSAS 2008 long-running query that would return the 12-month history of a KPI. Since the KPI was displayed on a dashboard page alongside other KPIs and charts, it was important to optimize the query as much possible. Rephrased to Adventure Works, the query went something like this:

WITH MEMBER increaser AS Iif([Measures].[Internet Sales Amount]>([Measures].[Internet Sales Amount], [Date].[Calendar].PrevMember),1,NULL)

MEMBER CustomersWithIncrease as Sum([Customer].[Customer].[Customer], [Measures].[increaser])

SELECT [Measures].[CustomersWithIncrease] on 0,

ParallelPeriod ([Date].[Calendar].[Month], 11, [Date].[Calendar].[Month].&[2003]&[12]) :[Date].[Calendar].[Month].&[2003]&[12] on 1

from (select -{[Customer].[Customer].&[20075]} on 0 from [Adventure Works])

where {[Sales Territory].[Sales Territory Country].&[United States], [Sales Territory].[Sales Territory Country].&[United Kingdom]}

This query compares the sales for each customer with the customer’s sales for the previous month and returns the number of customers who have increased sales for the past 12 months. Also, the query uses a subselect to exclude a customer and a WHERE clause that restricts the results to USA and United Kingdom only. The real-world query would get the members to filter in the WHERE clause from the UI.

The first optimization technique to point out is that instead of filtering the customer set using the Filter function, the query benefits from Mosha’s summator trick, which alone improved the query performance about ten times. However, the query was still taking long to execute (some 30 seconds with set of 150,000 customers). Much to my surprise though, flipping the WHERE and the subselect clauses cut the query time in half.

WITH MEMBER increaser AS Iif([Measures].[Internet Sales Amount]>([Measures].[Internet Sales Amount], [Date].[Calendar].PrevMember),1,NULL)

MEMBER CustomersWithIncrease as Sum([Customer].[Customer].[Customer], [Measures].[increaser])

SELECT [Measures].[CustomersWithIncrease] on 0,

ParallelPeriod ([Date].[Calendar].[Month], 11, [Date].[Calendar].[Month].&[2003]&[12]) :[Date].[Calendar].[Month].&[2003]&[12] on 1

from (select {[Sales Territory].[Sales Territory Country].&[United States],

[Sales Territory].[Sales Territory Country].&[United Kingdom]}

on 0 from [Adventure Works])

where -{[Customer].[Customer].&[20075]}

Here, the member that needs to be excluded was moved to the query WHERE clause, while the rest of the filter went to the subselect. While I don’t know what the server does exactly, my hypothesis is that the WHERE clause is more efficient in restricting the cube space before the rest of the query is executed. I wasn’t able to reproduce the performance gain with the Adventure Works cube probably because is too small or the issue was design specific. Larger cubes may benefit from the filter flip.

IMPORTANT  OOPS [:(]

As Mosha was quick to point out, in particular case where SUM is used, the attempt to exclude a given customer in both cases (subselect and WHERE) will not work. Specifically, filtering out the customer is a no-op, since the Customer.Customer.Customer inside Sum overwrites it. Consequently, the queries don’t exclude this customer from the computations at all and therefore are wrong. A great optimization without QA involvement, indeed :-). However, I still can’t explain why subselect is slower if both options are no-ops. BTW, if the exclude filter was done on another attribute (not Customer), then the subselect would produce the correct results, while the WHERE clause will still be a no-op.

In this particular case, the easiest way to exclude specific customers is to remove them from the set inside the SUM function, as the following query shows. This, of course, will impact the query performance. Based on my test, the member exclusion adds about 25% overhead to the query.

 

WITH MEMBER increaser AS Iif([Measures].[Internet Sales Amount]>([Measures].[Internet Sales Amount], [Date].[Calendar].PrevMember),1,NULL)

MEMBER CustomersWithIncrease as Sum({[Customer].[Customer].[Customer] – [Customer].[Customer].&[20075]} , [Measures].[increaser])

SELECT [Measures].[CustomersWithIncrease] on 0,

ParallelPeriod ([Date].[Calendar].[Month], 11, [Date].[Calendar].[Month].&[2003]&[12]) :[Date].[Calendar].[Month].&[2003]&[12] on 1

from (select {[Sales Territory].[Sales Territory Country].&[United States],

[Sales Territory].[Sales Territory Country].&[United Kingdom]}

on 0 from [Adventure Works])

Report Builder 2.0 RTM’ed

Today, Microsoft released Report Builder 2.0 (build 10.00.1600.60) , as Robert Bruckner announced in his blog. This is a major milestone in the Reporting Services roadmap. In my opinion, Report Builder 2.0 is one of the most important and exciting features of Reporting Services 2008 as it bridges the gap between standard and end-user (ad hoc) reporting. You should definitely consider Report Builder and Analysis Services for your ad-hoc reporting projects.

People Ready BI

At the BI Conference in Seattle, Microsoft announced the future roadmap for next BI-oriented SQL Server release, nee Kilimanjaro, that will focus on three major teams:

• Self Service Analytics

• Self Service Reporting

• Sharing, Collaboration & Management

The Self Service Analytics will encompass projects Madison (a share-nothing MPP scale-out version of SQL Server, powered by DATAllegro technology) and Gemini, which I mentioned before.

The Self Service Reporting is where Reporting Services.NEXT will come in, of course. Microsoft announced the acquisition of 90 Degree Software. In case you are not familiar with this company, 90 Degree Software has built a very comprehensive report designer that is very similar to Report Builder 2.0. What I expect from this acquisition is more end-user enhancement in Report Builder 2.0 and improved Analysis Services integration. Expect also a shared report library that lets the end user save and share report elements and templates with other users.

The SoftArtisans acquisition will finally materialize in Kilimindjaro to empower business users to author reports inside Microsoft Office. Expect the preview bits of Kilimanjaro in 1H2009 with release in 1H2010. Watch the keynote presentation online.

Memory-based Dimensional Model (MDM) on the Horizon

As the news arrived today (see Mosha Pasumansky blog, Chris Webb blog, and Marco Russo blog) , the BI Conference revealed what has been brewing for a while in the Microsoft BI nest. Project Gemini, which one may call Memory-based Dimensional Model (MDM) to draw a comparison with the Unified Dimension Model (UDM), will let business users create ad-hoc cubes that are stored in memory. This will let Microsoft compete with other BI players, such as the Cognos TM1 offering which Cognos acquired from Applix. Accidentally, I dare to predict that MDM will be very similar to TM 1 (watch a demo here) but of course better J.

While I need to get my hands on this Gemini thing to say something worthwhile, I really hope that existing UDM cubes could benefit from it as well, especially in terms of performance. Today, folks are pushing SSAS to its limits. A dashboard page, for example, may need to execute many queries and crunch huge volumes of data to present trend graphs within seconds. It will be cool if Gemini lets you cache subcubes in memory to speed up these scenarios. For example, if you need to implement a bunch of customer-related KPIs, it will be nice if you could tell Gemini to cache in memory or materialize to disk the pre-aggregated at the customer level data and which dimensions can be used to slice these KPIs.

What about giving the business users the option to create ad-hoc cubes? I have to admit I have mixed fillings about this. The term “OLAP” alone is known to cause severe brain crunch to many users. I am a bit skeptical that “off you go, start building your own cubes in Excel” philosophy will really fly. If you package a cool wizard that hides some of the dimensional model complexity, how would verify that the results are indeed correct so you don’t end up with as many versions of the truth as the number of users? How would teach end users MDX to create their own calculations? Not sure how much of your time Gemini will really save if this is its major selling point. But again I may change my point of view as details unfold as life often proves me wrong. Meanwhile, long live MDM and Kilimanjaro, which is the code name for SQL Server.NEXT, scheduled for H1 2010!

Cumulative Update Package 1 for SQL Server 2008

Microsoft has released the first for SQL Server 2008 cumulative update package. Among other issues, it fixes the SSAS bug with requesting measures with mixed aggregation functions which I previously reported.

Sorting Dates in a PivotTable Report

Issue: You use Excel as an OLAP browser connected to an SSAS cube. You’ve defined the name of the Month attribute in the Date hierarchy in the format MMM-YYYY. While months are sorted in an ascending order in Excel, descending sorting doesn’t work; or rather Excel sorts them as strings. That’s because Excel interprets these captions as strings instead of dates even if you set the Value property of the Month attribute to a field of DateTime type.

Workaround: You can use the Excel custom sorting feature as a workaround while waiting for Excel to become a better OLAP citizen:

  1. Connect to the cube and select the Month attribute to get all months displayed in Excel. Select all month cells.
  2. Click the Excel Office Ribbon button.
  3. In the Popular tab, click the Edit Custom Lists button.

091108_0106_SortingDate1

 

  1. In the Custom Lists dialog box that follows, click Import button to create a new custom list for the dates in the format MMM-YYYY. Click OK 

091108_0106_SortingDate2

As you can see, there is a custom sorting list for months in the format MMM, so descending sort will work if the month captions are in MMM format. However, the end user won’t be able to tell the months apart if the user requests only the Month attribute on the report. So, you kind of have to pick up your own poison.

Personalized Cubes

Scenario: You need to personalize the captions of calculated members or/and KPIs of an SSAS cube. For example, a solution vendor may need to deploy a cube to multiple clients. Instead of maintaining separate cube definitions, the vendor may prefer to change the captions of certain calculated members and KPIs per client. There wasn’t a good story in SSAS 2005 about such requirements. In SSAS 2008, there are at least two techniques to tackle cube personalization.

First, SSAS 2008 introduces a new Caption property to calculated members and KPIs, which Chris Webb has already written about. Vidas Matelis has provided great examples of using the Caption property. Thanks to this enhancement, you can keep the names of calculated members and KPIs the same but change only their captions. This is the good news.

What if you need to make definition changes programmatically, such as to check the type of the client and change captions accordingly? Well, unfortunately the Caption property is not available in the AMO library as it has not been added to the KPI class. What’s worse is that the CREATE KPI statement doesn’t actually add the KPI definition to the KPIs Collection so you cannot programmatically change the caption by enumerate the AMO Kpis collection and update the KPI definition. To make the story short, the only way I’ve found to update the KPI caption is to update the cube MDX script (Cube.MDXScripts AMO collection). This forces you to resort to search and replace text inside the cube script. Sigh… The following code shows how to use AMO to connect to the cube and change the cube MDX script.

using System;

using System.Collections.Generic;

using System.Linq;

using System.Text;

using Microsoft.AnalysisServices;

namespace AMO

{


class
Program

{


static
void Main(string[] args)

{


Server server = new
Server();

server.Connect(“<server>”);


Database database = server.Databases[“<database name”];


Cube cube = database.Cubes[“<cube name>”];

        // assume KPIs are defined in the cube default script


MdxScript mdxScript = cube.MdxScripts[0];


Command command = mdxScript.Commands[0];


// search and replace captions in the command.Text

        // command.Text = …

cube.Update(UpdateOptions.ExpandFull);

}

}

}

The second personalization option is the new Personalization Extension mechanism in the SSAS 2008, which I personally haven’t tried out. Microsoft has provided a sample here. A custom personalization extension is a .NET code that is deployed to the server. It lets you create user-specific session-level calculated members and KPIs without having to change the cube definition. The extension changes are transient and disappear when the user’s session ends.

Extending Report Builder 2.0

As I mentioned in my previous blog, Report Builder 2.0 RC1 has arrived. Although perhaps too early in the game, you may wonder how you can get the most out of Report Builder 2.0 and extend it when the built-in features are not enough. As Report Designer and Report Builder 2.0 share the same design surface, you may believe that they are equally extensible. Unfortunately, this is not quite the case. Specifically, due to time constraints, Report Builder 2.0 supports the following RS extensibility features only in server mode:

  • Custom Data Processing Extensions
  • Custom Security
  • Custom Report Items

Server mode is triggered when you open a report from the server or when the report references a shared data source whose definition must reside on the server. When you preview a report in server mode, the report is processed and rendered on the server. The above extensibility areas are not available in client mode. For example, the user can open a server report that has a custom report item, sets its properties (assuming that the right configuration settings have been made to the Report Builder 2.0 configuration files), and preview the report, as shown in the screenshot. However, the Report Builder 2.0 ribbon will not be extended with the custom report item. Nor the user will be able to author a report from scratch and add the custom report item to the report.

083108_1819_ExtendingRe1

The unfortunately side effect is that if the business user needs to use a CRI on a report, such as the Dundas Map CRI, a developer must author a “shim” report with Report Designer, add the CRI to the report, and deploy the report to the server so the business user can use the report as a starting point.

The only extensibility mechanism that seems to be working in client mode in RC1 is custom code (embedded and external). More than likely, Report Builder 2.0 will get the entire extensibility support of Reporting Services at some point of time. If you want to expedite the process, log your wish on connect.microsoft.com and vote for extensibility features you need Report Builder 2.0 to provide.