PASS Business Analytics Virtual Chapter Website: http://bavc.sqlpass.org Twitter: @PASSBAVC Email: passbavc@sqlpass.org Chapter Leader: Melissa Demcsak Meetings: Thursdays, 1-2 times per month at 12pm EST.

13 tips for SQL Reporting Services Integration with SharePoint (covering several versions of each) Kevin S. Goff

Kevin S. Goff: 30 seconds of Shameless Promotion Developer/architect since 1987 / Microsoft SQL Server MVP Columnist for CoDe Magazine since 2004, “The Baker’s Dozen” Productivity Series”, 13 tips on a SQL/BI topic Wrote a book, collaborated on a 2nd book Frequent speaker for SQL Server/SharePoint community events Email: kgoff@kevinsgoff.net My site/blog: www.KevinSGoff.Net Launched a new SQL/BI weekly webcast/radio show: http://www.BDBIRadio.com Releasing some SQL/BI video courseware in 2014 11/10/2018 13 topics for SSRS/SP Integration

Reporting Services with SharePoint More organizations moving to SharePoint as a corporate portal While majority of SSRS deployments are still to native (non-SharePoint) servers, that’s starting to change SharePoint 2010 provides the following: a means for users to run SSRS reports inside a SharePoint portal a means to have SSRS reports automatically delivered to SharePoint document areas a means to create a web dashboard that contains not only SSRS reports but other corporate information Goals Deploy an SSRS report to SharePoint server Run the report in the SharePoint area Schedule reports for automatic delivery to a SharePoint Document library Create a dashboard page that contains (among other things) SSRS reports Some challenges: Integration between SSRS and SharePoint is different, depending on which version Before SQL/SSRS 2012, SSRS performance in SharePoint could be sluggish Linked Reports (feature in SSRS native deployment mode) is not available in SharePoint 11/10/2018 13 topics for SSRS/SP Integration

Why is this topic important? More organizations are moving to SharePoint as a corporate portal standard While majority of SSRS deployments are still to native (non-SharePoint) servers, that’s starting to change SharePoint 2010 provides the following: a means for users to run SSRS reports a means to have SSRS reports automatically delivered to their SharePoint document areas a means to create a web dashboard that contains not only SSRS reports but other corporate information Goals Deploy an SSRS report to SharePoint server Run the report in the SharePoint area Schedule reports for automatic delivery to a SharePoint Document library Create a dashboard page that contains (among other things) SSRS reports 11/10/2018 13 topics for SSRS/SP Integration

13 topics for SSRS/SP Integration The Agenda Installing/Configuring SQL Server 2008R2/SSRS Installing SharePoint 2010 – SSRS 2008R2 Integration Configuring SharePoint for SSRS 2008R2 Use Configuring SharePoint 2010 SP1 or 2013 with SSRS 2012 (alternative to steps 2-4) Setting up a SharePoint Site collection for SSRS reports Deploying an SSRS Report to a SharePoint site Viewing the Report Document Library after Deploying Viewing the report in SharePoint using the Report Viewer Automatic delivery of SSRS reports to SharePoint pages using SSRS data-driven subscriptions Integrating SSRS with PerformancePoint Services Creating reports against SharePoint 2010 Lists Data Alerts (SSRS 2012 Only) Power View (new Data Visualization Tool, SSRS 2012 Only) 11/10/2018 13 topics for SSRS/SP Integration

1) Installing/Configuring SSRS 2008 SQL Server 2008/2008R2 SQL Server 2012 Currently, same in SQL 2014 SharePoint 2007 Must install separate add-in, Reporting Services Integration with SharePoint SharePoint 2010 Requires Service Pack 1 Can be installed as a Service application Slightly better performance than SQL 2008 in SharePoint SharePoint 2013 Can be installed as a Service Application Slightly better performance than SQL 2008 in SharePoint, though SharePoint 2013 requires more memory 11/10/2018 13 topics for SSRS/SP Integration

1) Installing/Configuring SSRS 2008 In a nutshell, we need to tell SSRS 2008R2 that it will use SharePoint Integrated Mode Report Server (provisioning) database Report Server Web Service URL Then we need to tell SharePoint about the instance of SQL Server and the SSRS Web Service URL 11/10/2018 13 topics for SSRS/SP Integration

1) Installing/Configuring SSRS 2008 Make sure to install SSRS as part of the database install Make sure to install SSRS for Integrated Mode with SharePoint This creates a database on the database server called ReportServer (or whatever the DB winds up being called) The SSRS Configuration Manager contains a Database tab that allows us to view/change the Report Server database 11/10/2018 13 topics for SSRS/SP Integration

1) Installing/Configuring SSRS 2008 In the SSRS Configuration Manager, also check the Web Service URL: SSRS Web Service URL (used by SharePoint 2010) contains the web server, the default ReportServer application name (ReportServer) and the database instance (my SQL database instance is SQL2008R2). 11/10/2018 13 topics for SSRS/SP Integration

2) Installing Sharepoint 2010 & SSRS Integration Part of SharePoint 2010 Installation process is a set of installer prerequisites Reporting Services Integration with SharePoint is part of the installer prerequisites–installs automatically if using Windows Server (or download manually from web) http://technet.microsoft.com/en-us/magazine/ff686706.aspx If installing SharePoint 2010 using Windows 7 (for development), must install manually: http://go.microsoft.com/fwlink/?linkid=192588 Nice for testing, but must be running 64 bit http://www.codeproject.com/KB/sharepoint/Install_SP2010_on_Win_7.aspx Option for Windows 7/8 gone in SharePoint 2013 11/10/2018 13 topics for SSRS/SP Integration

3) Configuring SharePoint 2010 for SSRS 2008 Use In SharePoint Central Administration, go to General Application Settings and then into Reporting Services....this got created from the prerequisite install Only appears if Reporting services pre-requisite installed 11/10/2018 13 topics for SSRS/SP Integration

3) Configuring SharePoint 2010 for SSRS 2008 Use Go to Reporting Services Integration Specify the Web Service URL (from the SSRS configuration), plus credentials from an Administrator Group 11/10/2018 13 topics for SSRS/SP Integration

3) Configuring SharePoint 2010 for SSRS 2008 Use Go to “Add a report Server to the Integration” Specify your server name, database instance, and Admin or other service account for the server – must be a Domain Account SharePoint 2010 and SSRS 2008 are now talking to each other! 11/10/2018 13 topics for SSRS/SP Integration

3) Configuring SharePoint 2010 for SSRS Use In SharePoint 2010, if we want to generate report output to HTML pages on a schedule and allow users to view them in the browser…. Must set this option in Web Application General settings (Strict is the default, must change to Permissive) 11/10/2018 13 topics for SSRS/SP Integration

4) Using SSRS 2012 as a SharePoint Service App Can install SSRS 2012 as a SharePoint Service Application Requires SQL Server 2012 (recommend Service Pack 1) Also requires SharePoint 2010 SP1 or SharePoint 2013 Benefit – slightly faster SSRS performance, fewer integration points to worry about Good link that covers the steps: http://msdn.microsoft.com/en-us/library/jj219068.aspx Run following PowerShell commands: Install-SPRSService Install-SPRSServiceProxy get-spserviceinstance -all |where {$_.TypeName -like "SQL Server Reporting*"} | Start-SPServiceInstance Then go into Manage Service Applications and create a new SSRS Service App 11/10/2018 13 topics for SSRS/SP Integration

5) Setting up a SharePoint Site collection for SSRS Create a Site Collection (TestSSRSSite) Go to Central Administration Go to Create Site Collection, call it TestSSRSSite Go to the site collection Create a new document library (as a report library for deployed reports) Create a second document library (for Generated Reports) – will set up a report schedule to deliver output to this folder 11/10/2018 13 topics for SSRS/SP Integration

6) Deploying SSRS Reports to a SharePoint site In the SSRS project properties, set deployment URLs At minimum, need to provide: TargetDataSourceFolder TargetReportFolder TargetServerURL Sadly, this dialog doesn’t expand. Makes it a bit difficult for long URLs TargetDataSetFolder and TargetReportPartFolder are optional – only if you’re using Shared Datasets and Report Parts 11/10/2018 13 topics for SSRS/SP Integration

7) Viewing List of Deployed Reports Deployed reports in SharePoint, in Report Doc Library Data Sources document library contains data sources 11/10/2018 13 topics for SSRS/SP Integration

8) Viewing Deployed reports Viewing report…can even click on state to launch new report Toolbar similar to Toolbar in native SSRS mode, but w/additional option for Alerts 11/10/2018 13 topics for SSRS/SP Integration

8) Viewing Deployed reports Shows vendors by state based on prior report 11/10/2018 13 topics for SSRS/SP Integration

8) Viewing Deployed reports Demonstrates sparklines and performance gauges 11/10/2018 13 topics for SSRS/SP Integration

9) Automatic delivery of reports Can run report schedules - send output to user Document Libraries Uses SQL Server Agent – make sure Agent is running Create report shared schedule Site Actions/Site Settings/Reporting Services-Manage Shared Schedules Add a new schedule (actually writes a job entry in SQL Server Agent) Modify report data source to store credentials securely on the server (for unattended execution) Create a new subscription for the report Go to Report/Manage Subscriptions/Add subscription Deliver to SharePoint Document Library (Generated reports) Set output format Associate with the report schedule Assign any parameters (can’t used Linked Reports) You may want to schedule an execution snapshot as well 11/10/2018 13 topics for SSRS/SP Integration

9) Delivery through Data Driven subscriptions Instead of creating subscriptions manually, we can populate a relational control table with entries we’d otherwise provide manually SharePoint interface will prompt us for necessary fields Once again, the source of data (as well as the data source for the relational control table that contains the subscription information) must have credentials securely on the server (for unattended execution) This can be a time saver – if you have a large # of recipients Also dynamic – will pick up changes when we insert new rows to the relational control table 11/10/2018 13 topics for SSRS/SP Integration

9) Data Driven subscriptions T-SQL code to create tblSubscriptionFileShare, to store data-driven subscription information 11/10/2018 13 topics for SSRS/SP Integration

10) SSRS reports inside PerformancePoint Server If you’re using PPS to create SharePoint dashboards against analytic databases (using SSAS OLAP or SSAS Tabular), you can devote specific dashboard pages to SSRS reports Can seamlessly integrate deployed SSRS reports, and take advantage of hierarchical PPS dropdown filters We can place them in specific PPS page zones – arguably works cleaner than web parts 11/10/2018 13 topics for SSRS/SP Integration

10) SSRS reports inside PerformancePoint Server By default, the dropdown list doesn’t allow expand or collapse We could use web parts and SSAS filters, but they have flexibility issues, and require modifications to the source report Instead, we can bring the report into a PPS dashboard page (which can be deployed back to SharePoint) and use much better dropdowns 11/10/2018 13 topics for SSRS/SP Integration

10) SSRS reports inside PerformancePoint Server End result: we can bring in an SSRS report to a PPS Dashboard page We can link it to year in the KPI scorecard, and from a hierarchical dropdown filter 11/10/2018 13 topics for SSRS/SP Integration

10) SSRS reports inside PerformancePoint Server Must create a PPS report as an SSRS report type Must specify the report server URL, and the location of the report (No help with discovery – have to provide the URLs ourselves) Might need to _vti_bin as part of the Report Server URL (sometimes requires some trial and error) SharePoint 2013 has ability to browse for the report 11/10/2018 13 topics for SSRS/SP Integration

10) SSRS reports inside PerformancePoint Server Must create a PPS filter against an OLAP source Uses MDX Descendants function to get everything from the top level in the geography, down to the City level, and everything in between 11/10/2018 13 topics for SSRS/SP Integration

11) SSRS reports against SharePoint 2010 Lists SSRS 2008R2 now offers a direct data source type for SharePoint 2010 Lists No need to specify ASMX, only need to specify site collection Much easier to specify the specific list Core Site Collection Make sure to set Select custom list 11/10/2018 13 topics for SSRS/SP Integration

12) Data Alerts in SharePoint 2010 with SQL 2012 Data Alerts – can set up rules for report executions, to notify users of data changes Alerts can go to email addresses Only available when using SSRS 2012 (or higher) and SharePoint 2010 (or higher). Not available for “native mode” SSRS environments without SharePoint Relies on SQL Server Agent – must have agent running SMTP4Dev – simple Email server from CodePlex Won’t send email anywhere – great for development/testing Configured for local Server Must specify server in: http://win-f44mi1754cm:17225/_admin/globalemailconfig.aspx Also specify mail settings in SSRS Service app or configuration settings 11/10/2018 13 topics for SSRS/SP Integration

13) Power View-new SSRS 2012 tool w/Sharepoint SQL Server Live! Orlando 2013 13) Power View-new SSRS 2012 tool w/Sharepoint New Data Visualization Tool in SharePoint for SQL 2012 Works against SSAS 2012 Tabular Models, Deployed PowerPivot models Support for traditional SSAS Multi-dimensional OLAP databases added in SQL Server Cumulative Update 4 for SQL Server 2012 Service Pack 1 End-user reporting tool, visual subset of SSRS Nice capability for storyboarding capability 11/10/2018 13 topics for SSRS/SP Integration © 2013 SQL Server Live! All rights reserved.

13) Power View-new SSRS 2012 tool w/Sharepoint Power View visualization against the Power Pivot Data Model Scatter chart plotting city observations of Sales revenue and # of orders User can filter on Country – State Province Can use year as “Play axis” to show that while Beaverton is top city in Oregon across all years, it wasn’t top city in 2007 11/10/2018 13 topics for SSRS/SP Integration

13) Power View-new SSRS 2012 tool w/Sharepoint While this has nice interactive features, advanced users might want to show a linear regression line, and also the correlation coefficient (impact of order count on sales) Here is where tools like SSRS or even Excel Pivot Charts are a better option – Power View does not have these features We can even select a single city and plot the progression of annual sales for a city over time 11/10/2018 13 topics for SSRS/SP Integration

13) Power View-new SSRS 2012 tool w/Sharepoint Cross filtering – I can click on the pie slice for Australia, and the bar chart above shades the monthly sales just for Australia 11/10/2018 13 topics for SSRS/SP Integration