{"id":551,"date":"2013-10-14T10:43:47","date_gmt":"2013-10-14T15:43:47","guid":{"rendered":"http:\/\/www.cognitiveinfo.com\/?p=551"},"modified":"2013-10-14T10:43:47","modified_gmt":"2013-10-14T15:43:47","slug":"ssrs-template","status":"publish","type":"post","link":"http:\/\/cognitiveinfo.com\/?p=551","title":{"rendered":"Customized SSRS reporting template."},"content":{"rendered":"<p><img decoding=\"async\" class=\"aligncenter size-medium wp-image-571\" alt=\"SSRS Custom template\" src=\"http:\/\/www.cognitiveinfo.com\/wp-content\/uploads\/2010\/03\/SSRS-template-300x140.jpg\" width=\"300\" height=\"140\" \/>Large reporting projects can be simplified with a good template as a starting point.\u00a0\u00a0 Design templates can store the company header with logo, company color palette, font preference and layout.<\/p>\n<p>These are lessons learned while developing a reporting library for GE Oil &amp; Gas, a company with very specific rules for their corporate image.\u00a0 We created one template for Portrait reports, one for Landscape and one for charts\u00a0 shown above (with corporate colors).\u00a0\u00a0 GE even has their own company font.\u00a0 As a multi-national corporation, they normally need different logos displayed depending on the country where the report is rendered.\u00a0\u00a0 That could have been done with an expression, but they agreed to one standard logo.<\/p>\n<p>Saving the\u00a0 customized reporting template.<\/p>\n<p>1.\u00a0 Start with a standard reporting project.<\/p>\n<p>2.\u00a0 Create a report and customize whatever needs to meet your company standards.<\/p>\n<ul>\n<li>Layout:\u00a0 Set overall report size to Landscape or Portrait<\/li>\n<li>Header.<\/li>\n<li>Image.\u00a0 Link to the company logo if you have a static URL that will not change.<\/li>\n<li>Set properties on objects such as font, font size, colors.<\/li>\n<\/ul>\n<p>Save the report.<\/p>\n<p>3.\u00a0 Custom Chart Color Palette.\u00a0\u00a0\u00a0 If you have read my article on <a title=\"Add a custom chart palette to Cognos.\" href=\"http:\/\/www.cognitiveinfo.com\/2010\/add-a-custom-chart-palette-to-cognos\/\">&#8216;Custom Color Palettes for Cognos&#8217;<\/a>, then the bad news is that it is not so easy in SSRS because Microsoft hid the standard palettes in a .dll.\u00a0 The good news is that you can still create a custom palette and save it in your template.\u00a0 Jump over to the article on &#8216;<a title=\"Custom Chart Palettes in SSRS\" href=\"http:\/\/www.cognitiveinfo.com\/2010\/custom-chart-palettes-in-ssrs\/\">Custom Chart Palettes in SSRS<\/a>&#8216;.<\/p>\n<p>3.\u00a0 Save the .report files. \u00a0 Be sure to name them with the names you want to see in the &#8216;Add New Item&#8217; choices, such as &#8216;MyCorp -Pie Chart.rdl&#8217;<\/p>\n<p>4. Copy the .rdl files to the path appropriate for your version of SSRS.<\/p>\n<p>SSRS 2008, uses Visual Studio Version 9:<\/p>\n<p>&#8216;C:\\Program Files (x86)\\Microsoft Visual Studio 9.0\\Common7\\IDE\\PrivateAssemblies\\ProjectItems\\ReportProject&#8217;<\/p>\n<p>SSRS 2012, uses Visual Studio Version 10:<\/p>\n<pre>'C:\\Program Files (x86)\\Microsoft Visual Studio 10.0\\Common7\\IDE\\PrivateAssemblies\\ProjectItems\\ReportProject'<\/pre>\n<p>Now, when you click Add New Item, the dialog box will display the standard blank template as well as your new corporate templates as shown in the screenshot above.<\/p>\n<p><em>Update: This article got saved away as a &#8216;draft&#8217; for way too long.\u00a0 I saw a friend tweet something similar, so I updated the path, the screenshot and I finally hit Publish.\u00a0 Some days I&#8217;m too busy working to blog about work.\u00a0 Other days I&#8217;m working and would rather be blogging.<br \/>\n<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Large reporting projects can be simplified with a good template as a starting point.   Design templates can store the company header with logo, company color palette, font preference and layout.<\/p>\n","protected":false},"author":2,"featured_media":571,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[15],"tags":[65,102],"class_list":["post-551","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ssrs","tag-microsoft-sql-server","tag-ssrs"],"_links":{"self":[{"href":"http:\/\/cognitiveinfo.com\/index.php?rest_route=\/wp\/v2\/posts\/551","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/cognitiveinfo.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/cognitiveinfo.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/cognitiveinfo.com\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"http:\/\/cognitiveinfo.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=551"}],"version-history":[{"count":0,"href":"http:\/\/cognitiveinfo.com\/index.php?rest_route=\/wp\/v2\/posts\/551\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"http:\/\/cognitiveinfo.com\/index.php?rest_route=\/"}],"wp:attachment":[{"href":"http:\/\/cognitiveinfo.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=551"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/cognitiveinfo.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=551"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/cognitiveinfo.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=551"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}