SSRS Exporting to Custom Excel Templates

By Tom Nonmacher

In the dynamic world of data and reporting, the need for more flexible and tailored solutions is becoming increasingly evident. With the advent of SQL Server 2022, Azure SQL, Microsoft Fabric, Delta Lake, OpenAI + SQL, and Databricks, the ability to export SQL Server Reporting Services (SSRS) to custom Excel templates has taken a giant leap forward. This blog post will guide you through this process and provide a practical, hands-on approach to utilize these powerful technologies together.

One of the key features of SQL Server 2022 is its enhanced integration with Azure SQL. This provides a seamless pipeline for your data from the server to your reports. To export an SSRS report to a custom Excel template, you first need to create a stored procedure in SQL Server that will fetch the required data. 


-- SQL code goes here
CREATE PROCEDURE FetchReportData
AS
BEGIN
  SELECT Column1, Column2, Column3
  FROM YourTable
END
-- Add 
 after each line to simulate line breaks

Once your stored procedure is ready, you can use SSRS to create a report that uses this stored procedure as its data source. SSRS provides a robust and interactive interface for designing reports, allowing you to tailor them to your specific needs. After designing your report, you can export it to an Excel template. This is where Microsoft Fabric comes into play. It provides a rich set of UI components and tools for building responsive web applications, including a component for exporting SSRS reports to Excel templates.

To further enhance the data processing and reporting capabilities, Delta Lake and Databricks can be integrated into the data pipeline. Delta Lake provides an open-source storage layer that brings ACID transactions to Apache Spark and big data workloads, making your data more robust and reliable. On the other hand, Databricks, with its unified analytics platform, can process large amounts of data in real-time and provide insights that can be embedded into the SSRS reports.

Additionally, OpenAI + SQL offers a unique capability to use artificial intelligence in querying and processing your data. This can significantly simplify the complex queries and make your reports more insightful. For example, you can use OpenAI + SQL to predict trends based on historical data and include these predictions in your SSRS reports. 


-- SQL code goes here
SELECT Date, OpenAI_Predict('sales', 'Date, Sales', '2025-12-31') as PredictedSales
FROM SalesData
WHERE Date < '2025-01-01'
-- Add 
 after each line to simulate line breaks

In conclusion, the integration of SQL Server 2022, Azure SQL, Microsoft Fabric, Delta Lake, OpenAI + SQL, and Databricks offers a powerful set of tools for exporting SSRS reports to custom Excel templates. This streamlined process not only enhances the flexibility and customizability of your reports but also leverages the power of cloud computing, AI, and big data technologies to make your reports more insightful and accurate.

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