SSRS KPI Indicators and Conditional Formatting
By Tom Nonmacher
Welcome to another informative blog post from SQLSupport.org. We are going to explore the fascinating world of SQL Server Reporting Services (SSRS) Key Performance Indicators (KPIs) and their potential when combined with Conditional Formatting. These features, available in SQL Server 2022, Azure SQL, and Microsoft Fabric, are incredibly powerful tools for representing data in a more visual and intuitive manner.
Before we delve into the specifics, let's briefly discuss what KPIs and Conditional Formatting are. KPIs are measurable values that demonstrate how effectively an organization is achieving key business objectives. They provide a way to visualize progress toward a defined goal. On the other hand, Conditional Formatting is a feature that allows users to apply specific formatting to cells or rows in a report based on the values they contain, making it easier to visually analyze data.
SQL Server 2022 has introduced a new feature that allows users to easily create KPIs and apply conditional formatting. This feature is integrated with the SQL Server Management Studio (SSMS) and offers a user-friendly, intuitive interface. Let's consider the following example:
-- SQL code example
CREATE KPI [Sales Performance] AS
BEGIN
SET [Goal] = 1000000;
SET [Value] = SUM(SalesTable.SalesAmount);
SET [Status] =
CASE
WHEN [Value] >= [Goal] THEN 1
WHEN [Value] >= ([Goal] * 0.9) THEN 0
ELSE -1
END;
END
In this example, we create a KPI named "Sales Performance". The goal is set to 1 million dollars, and the value is the total sum of sales. The status is determined based on the value: if sales exceed the goal, the status is 1. If sales are at least 90% of the goal, the status is 0. Otherwise, the status is -1.
Azure SQL and Microsoft Fabric offer similar capabilities for creating KPIs and applying conditional formatting, but with added benefits. Azure SQL allows for seamless integration with Delta Lake, a storage layer that brings reliability to your data lakes. This integration allows for a highly scalable and robust KPI system. Microsoft Fabric, on the other hand, provides a unified platform for business analytics, enabling the creation of interactive visualizations and sophisticated reports.
Furthermore, OpenAI's GPT-3, in combination with SQL, can be used to generate SQL code for creating KPIs and applying Conditional Formatting based on natural language input. This is particularly helpful for non-technical users who may not be familiar with SQL syntax, allowing them to interact with the system using plain English. Databricks, a unified data analytics platform, can also be integrated to provide a complete, end-to-end data analysis solution.
In conclusion, the combination of SQL Server 2022, Azure SQL, Microsoft Fabric, Delta Lake, OpenAI + SQL, and Databricks offers a comprehensive suite of tools for creating robust and visually appealing KPI systems. By utilizing these technologies, businesses can gain valuable insights, make data-driven decisions, and ultimately drive success.