Cache Snapshots and History Snapshots in SSRS 2016

While taking training classes for national and International students, I have often seen them getting confused with the way snapshot options work in SSRS 2016. So I thought of putting it in an article.

The first thing to understand here is what a snapshot is? As the name suggests, just like a picture, A snapshot is a picture of data at that given moment. Once you click a snapshot, it stays that way and doesn’t change unless you replace it with another snapshot.

Same way in SSRS, a snapshot stores the data of a report at a given moment. After understanding what a snapshot is, let’s now explore the snapshot options in SSRS 2016. There are actually 2 options in SSRS related to snapshots:

  1. First option is to always run a report from a snapshot. What this means is that your report will always pull data from a predefined snapshot. Below image shows this option:

Here I have selected the RedBushSalesReport to be run from a snapshot.

You may choose the option “Create a cache snapshot when I click Apply on this page”, if you choose to create the snapshot immediately after you click the Apply button. There afterwards, your report will always pull data from this snapshot. If the data changes in database, you will still keep getting the same data.

Also note that if the report has any parameters, then you need to specify a default value for them to generate the snapshot as shown below:

 

 

If you don’t specify default values for parameters, then you will get below error:

 

Now if you run/refresh multiple times, you will notice that report is returning same data. Notice that you will not be allowed to change the parameter value now! Since the report is supposed to come from a snapshot, which has a default parameter, you will be able to run it with that default parameter(s) only. I refreshed the RedBushSalesReport multiple times, and every time it displayed the same execution time, which confirms that the data is coming from a static snapshot. Also I am not able to change the parameter also.

 

Sometimes you may have a requirement to run a report with fixed parameters on daily basis and if the report is really heavy and takes time to generate, then you may choose to schedule the snapshot, say before the office times starts and then everybody will be able to run the report quickly. And your boss will be happy to see the performance! Remember you should schedule the snapshot depending upon how long you can afford to show the stale data. Below image shows the scheduling of snapshot:

 

Notice that whenever you are generating snapshots using any of the above two options, by default no history of snapshots is being maintained. You can check this by clicking the “History Snapshots” option.

Now let’s see what History snapshots are. The main purpose of  a Report History snapshot is to keep a copy of the report at a specific point of time. So if you want to keep track of how your report looked at different points of time. You can generate the History Snapshots by clicking the “New History Snapshot” button as shown below:

 

If I click the “View History Snapshot” button, I will see the report with this new snapshot. What will happen if run the report normally by going back to “Browse”? Will I see the report with this snapshot or the older snapshot that we generated? We will see the report with older snapshot only. So that means your report doesn’t pull data from history snapshots. They are just used to keep a trail of how your report looks at different specific times.

Can I keep a history of snapshots that I generate from the Caching tab? Yes, you can. From History snapshots tab, go to Schedule and Settings option as shown below:

 

Using this option, you can specify to save Cache snapshots in History as well. You cal also specify how many history snapshots you want to retain. Additionally you can generate the History snapshots at pre defined schedule. All these options are shown below.

 

So you must have noticed that there can be only one report execution snapshot at a time, but there can be many History snapshots.

I hope this clarifies the difference between History snapshots and report execution cached snapshots.

If you have any questions, I’ll be happy to respond in the discussion forum of this article.

Thank you

Suresh

RedBush

This entry was posted in Microsoft BI and tagged , , , . Bookmark the permalink.

Leave a Reply

Your email address will not be published. Required fields are marked *