sps virginia beach - ssrs 2012 and sharepoint 2010 reporting

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Reporting on SharePoint 2010 Lists Using SSRS 2012


About Us

Presenter:Patrick Tucker MCT, MCITP, MCPD, MCDBA, MCSD, [email protected]

SDS Custom SharePoint Solutions

Specializing in Agile development and SharePoint coding experience to create an optimal solution for your unique SharePoint application and integration needs.

· Workflow & InfoPath Forms for Business Process Automation· SharePoint Reports & BI Integration· Portals & Collaboration· Content Management

(Agile Practices for proven faster delivery, higher quality, & increased business value.)

mailto:[email protected]


Where to Begin?

• What kinds of reporting are you doing now?• What options are built in to SharePoint for reporting?


Choices, Choices

• Two BI options with SQL 2012 in Integrated Mode– PowerPivot for SharePoint

• Power View (Silverlight app) – build and use reports in the browser• Data sources include PowerPivot workbooks deployed to SP Doc Libs or a database

in an SSAS 2012 instance running in tabular mode• SP List data may be indirectly used by exporting to a data feed for Excel Services or

using web services• PowerPivot Walkthrough - http://tinyurl.com/a8t4tnc

– Reporting Services• Reports (and data sources) are hosted and managed in SP libraries• Reports can be created with SQL Data Tools or Report Builder• Data Sources include SharePoint list data as well as external data


Software Requirements

• SharePoint databases can remain SQL 2008 while Reporting Services databases can be SQL 2012

Supported Features SharePoint Product

•Power View, a feature of SQL Server 2012 Reporting Services Add-in for Microsoft SharePoint Server 2010 Enterprise Edition.•Reporting Services Data Alerts.•PowerPivot.

•SharePoint Server 2010 Enterprise Edition.

•General Reporting Services report viewing and feature integration with SharePoint.

•SharePoint Server 2010 Standard and Enterprise Editions.•SharePoint Foundation 2010.


What must be in place for SSRS Reports?

SSRS installed in SharePoint integrated mode

SharePoint 2010 Service Applications configured

Reporting Features enabled for the site collection

A document library using the reporting content types

A report created and deployed using Report Builder


Where to begin?

- Three content types are added to a library- Report Data Source is the URL of the site- Can be created per report or once as an .rsds and reused - Reports are .rdl files that are ultimately saved as xml

- Report models allow ad-hoc reporting- Models do not work for SharePoint Lists


Report Builder

• New reports may be created with SQL Data Tools or via the Report Builder application

• Report Builder requires .NET Framework 3.5• Report Builder is downloaded to client via ClickOnce or can

be downloaded from http://www.microsoft.com/en-us/download/details.aspx?id=6116


Using Report Builder

• Data Sources store connection string information• Data Sets store query information in the report definition• SharePoint list data sets query a single list via CAML• Data Regions display the information in the report body


Displaying Data in the Report

• Fields are generated from the query and can be dragged to regions/visualizations for display

• Tables, Lists and Visual Elements show bound data• Additional report items including images are embedded in

the report definition• SubReports can display a separate parameterized report


Show me . . .

• DEMO


So What If I Want More Than One List

• Data set queries can only be based on one list• Functions allow the creation of a “join” to other lists• Lookup is 1 to 1, LookupSet is 1 to many (used with Join)


Parameters and Filters

• Parameters can be defined at the report or dataset level• Filters can be applied to queries or data regions


Parameter Values

• Parameters values can be hard coded or data driven• Multiple data sets may be used in a report• A second data set can be used to define parameter value(s)


Report Parts

• Report Parts allow you to create reusable elements that repeat across multiple reports

• Report Parts are stored in a folder and can be searched for and added from the Report Part Gallery


Show me . . .

• DEMO


Permissions and Metadata

• Reports are just documents in a library, so the permissions are managed just like other SharePoint documents

• Report results are security trimmed, just like viewing the lists in the browser

• Additional columns may be added to the report library or content type, allowing metadata (including term store columns) to be added to reports for searching, etc.


Managing Reports Post Deployment

• Additional SSRS capabilities related to management, processing, caching and subscriptions may be managed directly in the document library in SharePoint


Gotchas

• Currently, there is no support for SSRS with Office 365• Beware large lists for parameter values -

http://denglishbi.wordpress.com/2012/11/08/reporting-services-sharepoint-large-parameter-list-issue-fix/

• Browser support may be limited - http://msdn.microsoft.com/en-us/library/ms156511(v=sql.110).aspx

• Power View features are separate from SSRS features• The SQL Server Agent must be running for subscriptions & alerts




http://msdn.microsoft.com/en-us/library/ms156511(v=sql.110).aspx

http://msdn.microsoft.com/en-us/library/ms156511(v=sql.110).aspx


References

• Excellent SSRS Installation Guide: http://blog.helloitsliam.com/Lists/Posts/Post.aspx?ID=66

• Introduction to Power Viewhttp://www.sqlmag.com/article/sql-server/introducing-microsoft-power-view-142663

• BI Links and Tutorials• http://social.technet.microsoft.com/wiki/contents/articles/

3726.power-view-overview-en-us.aspx• BI Webcast - Overview

http://tinyurl.com/cn5d2tf


Thank you!

[email protected]

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sps virginia beach - ssrs 2012 and sharepoint 2010 reporting

Technology

strategic data systems

data feed

library report data

sql data tools

browser data sources

multiple data sets

report parts report

caml data regions