Reporting Sample Portfolio
Marykris Hedblom
Purpose:
To gather data from 3 sources to prove or disprove the inference that order sales are related to average income by ZIP Code.
In preparation, the following was installed:
- SQL Server 2022
- SQL Server Reporting Services
- Visual Studio
- Data Tools for Visual Studio
- Power BI
- WideWorldImporters test data
- Survey data from Row Zero
- MS Excel
- Tableau Public
Created Reporting Services reports via Data Tools and Visual Studio
a. OrderCount.rdl is a simple chart showing the order count by year. It calls a SQL Server stored procedure.
YoY.rdl is a tablix of order counts broken down further by month
- Uses embedded pre-aggregated query
- Contains a graph of order counts year over year
- The tablix and graph are separated by a page break
Report List.rdl show all reports on this report server using embedded SQL query.
For orders by zip and average income, the order data was extracted from SSRS and the household income data was extracted from RowZero.io. Both datasets were loaded into Excel and cleaned. I moved the second line up to be in line with the zip code, removed the second lines and removed any incomes of zero or blank.
The cleaned Excel was imported into Tableau Public for a combination viz
Created semantic model and visualization in PowerBI
a. Imported from Excel and SQL Server
b. Grouped customers by Category
