1. PASS Business Analytics Virtual Chapter
Website:
Chapter Leader: Melissa Demcsak
Meetings: Thursdays, 1-2 times per month at 12pm EST.

2. 13 tips for SQL Reporting Services Integration with SharePoint (covering several versions of each)
Kevin S. Goff

3. 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
My site/blog:
Launched a new SQL/BI weekly webcast/radio show:
Releasing some SQL/BI video courseware in 2014
11/10/2018
13 topics for SSRS/SP Integration

4. 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

5. 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

6. 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

7. 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

8. 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

9. 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

10. 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

11. 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)
If installing SharePoint 2010 using Windows 7 (for development), must install manually:
Nice for testing, but must be running 64 bit
Option for Windows 7/8 gone in SharePoint 2013
11/10/2018
13 topics for SSRS/SP Integration

12. 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

13. 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

14. 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

15. 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

16. 4) Using SSRS 2012 as a SharePoint Service App
Can install SSRS 2012 as a SharePoint Service Application
Requires SQL Server (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:
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

17. 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

18. 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

19. 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

20. 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

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

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

23. 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

24. 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

25. 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

26. 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

27. 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

28. 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

29. 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

30. 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

31. 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

32. 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 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 server from CodePlex
Won’t send anywhere – great for development/testing
Configured for local Server
Must specify server in:
Also specify mail settings in SSRS Service app or configuration settings
11/10/2018
13 topics for SSRS/SP Integration

33. 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
© SQL Server Live! All rights reserved.

34. 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

35. 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

36. 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