2. SQLServer Reporting Services
Kerry Hataley
Nanook Software, Inc
#CollaborateCanada

3. Summit 2017 SQL Shootout Champ!
Kerry Hataley - Nanook Software, Inc
Independent Dynamics GP Consultant
Specialization in:
SQL (I LOVE DATA!), Data Corrections, Upgrades, Independent Reviews, Change Management
Project Accounting, Fixed Assets, Canadian Payroll, Inventory, Accounts Payable, Cogsdale CSM
Dundas Dashboards, Solver BI360, eOne Extender Enterprise
Installing and Supporting Dynamics Great Plains since 1994
2.0 on Macintosh using Btrieve and then C-Tree
Member of GPUG Partners, PASS, Microsoft CSP / Business ISV
Summit 2017 SQL Shootout Champ!

4. What Will We Learn What is SSRS (SQL Server Reporting Services)
SSRS Architecture
Install SSRS
Deploy Dynamics GP SRS Reports
New Features in 2016 / 2017
Cool Features
Security Overview
Samples!

5. What is SSRS?

6. What is SSRS? SQL Server Reporting Services
A component of the Microsoft BI (Business Intelligent) Stack
Contains a set of ready made solutions to help Create, Deploy and Manage reports
Creates Rich Reports
Tabular, Interactive, Free-Form, Graphical - Charts & Maps
View from WEB

7. Cont… Export Capabilities - Excel, PDF, Word, Image Files
Scriptability and Automation
Scheduled Report Delivery - or Shared Folder Location
Host of Security features, allowing the control of who and what data is made visible
Extend Reporting functionality using C#, VB and other programming languages

8. Quick History of SSRS & Dynamics GP
SSRS was introduced in 2004 as an add-on to SQL 2000
Was available as an add-on wizard in Dynamics GP 10.0
Current version / installer form was introduced in 2010 R2
Includes over 200 out of the box reports
Many ISV’s now include SSRS stock reports

9. SSRS Architecture

10. SSRS Architecture 3 Main Components of SSRS Environment Report Server
A set of components that allows interaction with the Report Server DBF and other Data Sources
Report Manager
Allows the management and configuration of reports and users
Report Designer
Allows for the creation of reports and report data sources via tools (Report Designer and Report Builder)

11. Why SSRS Why Not? No Single Reporting Solution fits all needs
Have a Reporting Strategy
Keep an up to date Report Catalog

12. Deploy SSRS

13. Deploy SSRS Installing SSRS Configure SSRS Server
Deploy Dynamics GP SSRS Reports

14. Installing SSRS Part of the SQL Server Installation
Native vs Integrated (Sharepoint)
Select Install Only
Automatic Config is not recommended

15. Configure SSRS Reporting Services Configuration Manager
Web Service URL - Verify

16. Cont…
Reporting Services Configuration Manager
Web Portal URL - Verify

17. Deploy Dynamics GP SSRS Reports
MSDynGP >> Tools >> Setup >> System >> Reporting Tools Setup
I suggest always using
a subfolder…
Verify
Report Server URL &
Report Manager URL

18. Cont…
Deploy Reports
Verify Reports

19. Errors Deploying SSRS Reports
When you upload a report or create a subscription, if the report size is higher than this value, you will bump into this error - Default is 4mb
Since SQL 2016 this limit is now hard coded to 100mb limit for portal and SOAP, but the 4mb limit still exists for Report Server, so it needs to be changed
Dynamics GP suggests 20.2MB (20690)
If you are using for other reports, then their size needs to be considered
I find these values work best for all SSRS:
2005/2008 = 30720
2012 = 51200
2016/2017 =

20. 20690 Error Fix… Edit web.config file for SSRS (SQL2016)
%programfiles%\Microsoft SQL Server\MSRS13.MSSQLSERVER\Reporting Services\ReportServer
Change / Add maxRequestLength=xxxxx to the web.config file
Restart Report Server

21. Errors… While trying to Deploy Reports Check those blog posts:
ssrs-report-deployment-errors
and.html

22. SSRS New Features

23. SSRS 2016 Biggest improvement since 2008 HTML5 Rendering Engine
PowerPoint Export Format
Improvements to Subscriptions
PDF Printing - with out ACTIVE X!
New SQL Server Data Tools
New Report Builder Interface
New Web Portal
KPI’s
Custom Branding
Mobile Reports
Tree Map and Sunburst Charts

24. SSRS 2017 Sharepoint is OUT PowerBI Report Server is IN DAX queries
REST API support
Open API compliant

25. SSRS Security

26. SSRS Security Security is setup in 3 places
SSRS Web Access (SSRS Reports)
Limit access to the SSRS Report Server
Report Folders / Reports Access
Both Reports and the Folders they belong to can have security defined for them
SQL Server Data Access
When setting up new objects for reports, don’t forget to grant proper rights
Tables, Views, Stored Procedures, Functions

27. SSRS Security Tips Don’t Give too Much Access
Rights granted from within SQL, are for any application that has access to the user / service ID
Lock down data - Use READ only accounts for reporting
Active Directory Security Groups / Windows Authentication
Create a AD group for report access
Grant all NON DynGP users via Windows Authentication only

28. Best Practice Tips Don’t use ‘SA’
Plan your needs, design and data flows
Be restrictive
Enable remote Errors for logging
Document your reports and security strategy
Test Test Test Test

29. Development Tools

30. What Tool to Use? Report Builder Great for end users
Runs from Report Manager (URL)
Download from MSFT
Creates simple reports with basic layouts - But still powerful
Limitations
Query Editor is lightweight
Can’t create sub-reports on its own
Only one report open at a time

31. Report Builder

32. Cont… Report Designer For Power Users and Developers
Requires Visual Studio with SSDT (SQL Server Data Tools)
Built on BIDS (Business Intelligence Development Studio)
Has access to all functions of SSRS and SQL
Enhanced graphs, charts, data access
Comparison of Builder vs Designer

33. Report Designer

34. Fun Things…

35. Subscriptions Auto Delivery of SSRS Reports
Can be delivered via or to a Network Share
individuals or groups
Schedules can run as often as you like
Requires Settings to be configured in Reporting Services Configuration Manager

36. Custom Formatting Use Windows Credentials to Filter Data
Current user credentials can be a parameter
Allows for a single report to be used by many people
Graybar Format
Alternate colors on every other row - Add as a background colour property

37. Cont… Sparklines Sub-Reports Drill to Another Report
Small charts or graphs that show trends at a glance
Sub-Reports
Embed a separate report into a row of an existing report
Like Crystal Reports
Drill to Another Report
Hyperlinks all the opening of a a second report

38. Cont…
Auto Hide / Expand Related Rows

39. Dashboards Charts and Graphs as Dashboards
PowerBI has become Microsoft’s dashboard tool
More PowerBI features have been added to SSRS

40. Branding Branding the SSRS Portal (2016+)
Need 3 components - Contained within a zip file
metadata.xml
logo.png ()
colors.json
More Info

41. Samples…

42. Demo Notes Show Report Portal DYN16 Folder Folders
Paginated Reports - Business Analyzer Configurations
Branding
Ugly
Nanook Software
Lets look a Reports
Data Set
Row Change Color (Payroll >> Check History)
=IIF(RowNumber(Nothing) MOD 2,”LightGrey”, “LightBlue”)
Links to Dyn (Financial >> Charts & KPIs >> Accounts Payable Days Outstanding Detail)
Charts (Financial >> Charts & KPIs >> Total Expenses KPI)

43. Demo Notes Lets look a Reports…
Maps (AdventureWorks >> Sales_by_region)

44. Thank You
WEB: (Live Dec 2017)
Attendee Reminders to complete survey.
#CollaborateCanada