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SharePoint and SSRS Brian Caauwe – Senior SharePoint Consultant Megan Caauwe – BI Associate Consultant April 14, 2012 Better Together.

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Presentation on theme: "SharePoint and SSRS Brian Caauwe – Senior SharePoint Consultant Megan Caauwe – BI Associate Consultant April 14, 2012 Better Together."— Presentation transcript:

1 SharePoint and SSRS Brian Caauwe – Senior SharePoint Consultant Megan Caauwe – BI Associate Consultant April 14, 2012 Better Together

2 Session Agenda SSRS Basics SSRS SharePoint Integrated Architecture Development

3 Megan Caauwe – Business Intelligence Consultant Email: mcaauwe@avtex.commcaauwe@avtex.com Twitter: @megmation Brian Caauwe – SharePoint Consultant & Speaker Email: bcaauwe@avtex.combcaauwe@avtex.com Twitter: @bcaauwe Blog: http://blog.avtex.com/author/bcaauwehttp://blog.avtex.com/author/bcaauwe Who are we?

4 Minnesota SharePoint User Group 2nd Wednesday of the Month 9:00 – 11:30 AM SharePoint resources and links Meeting Schedule Past User Group Presentations This Presentation Next Meeting – 5/9 TBD www.sharepointmn.com

5 Quick Poll SharePoint Version – 2007 – WSS, MOSS – 2010 – SPF, Server, FAST SQL Version – 2005 – 2008 – 2008 R2 – 2012 Currently using Reporting Services – Native – Integrated Work Roles – SharePoint Administrator – SharePoint Developer – Business User – Other

6 SSRS Basics

7 Reporting Tables, Charts and Maps… OH MY

8 SSRS Basics Create professional, standardized reports for the enterprise Web-based reporting portal Allow for a certain level of interactivity in the report – User-controlled Parameters – Expand/collapse rows and columns – Embedded hyperlinks – Interactive sorting Different visualizations – Table/Matrix (aka Tablix) – Chart, Data Bar, Sparkline – Gauge/Indicator – Map General Overview

9 SSRS Basics SQL (On Premise, Azure) Data Warehouse Multidimensional database SharePoint Lists XML SAP Hyperion Oracle Teradata DB2 Generic (OLEDB, ODBC) Supported Data Sources

10 SSRS Basics Export Options – Word, Excel, PDF, TIFF, HTML, XML, Data Feed Print Subscriptions – Data driven (Enterprise Only) – User-scheduled Parameters Self-Service Reporting End User Functions

11 SSRS Basics Sample Report Portal

12 DEMO – SSRS Native

13 SSRS Integrated

14 Better Together

15 SSRS Integrated Shared navigation, look, and feel Extend report metadata using SharePoint document management model Manage deployment and approval through SharePoint workflows Shared permissions/authentication Deliver report subscriptions to a SharePoint library Embed reports in a site using a Report Viewer web part Access to extended Reporting Features – Specifically PerformancePoint and Power View Benefits

16 SSRS Integrated Unsupported SSRS Features – Custom security extensions – Report Manager portal in browser – Linked Reports – My Reports / My Subscriptions – Batching Methods Requires SQL to be installed ON SharePoint Claims authentication “fun” Downfalls

17 SSRS Integrated Same as Native EXCEPT Report Server Mode – SharePoint Integrated SSRS account needs rights to content databases Configuration – Report Server

18 SSRS Integrated General Application Settings Configuration – Central Administration

19 SSRS Integrated Reporting Services Integration – Report Server URL – Authentication Mode – Credentials – Features Configuration – Central Administration

20 SSRS Integrated Site Collection Feature Content Types Web Part Configuration – Site Collection

21 SSRS Integrated Sample Report Library

22 DEMO – SSRS Integrated

23 Architecture

24 Slightly Confusing…

25 Architecture SQL 2005 – Service Pack 2 – Only works with SharePoint 2007 SQL 2008 – RTM+ works with SharePoint 2007 – Service Pack 1 + CU #8 works with SharePoint 2010 Needs 2008 R2 Add-In SQL 2008 R2 – Works with SharePoint 2007 & 2010 SQL 2012 – Works with SharePoint 2010 Deployed as a Service Application Application Dependencies

26 Architecture SQL installation ON SharePoint server – Same SharePoint product installation – Does NOT need to be on ALL farm servers Authentication – Windows Authentication NTLM Kerberos – SQL Authentication DNS for report server URL Architecture Dependencies

27 Architecture SQL Enterprise (or SQL 2012 BI Edition) – Scaled out deployments – Data driven subscriptions – PowerPivot for SharePoint – Power View SharePoint Enterprise – Excel Services – PerformancePoint – Power View SQL Virtualization – License the host or individual virtual machine – http://download.microsoft.com/download/7/3/C/73CAD4E0- D0B5-4BE5-AB49- D5B886A5AE00/SQL_Server_2012_Licensing_Guide_Apr2012.p df http://download.microsoft.com/download/7/3/C/73CAD4E0- D0B5-4BE5-AB49- D5B886A5AE00/SQL_Server_2012_Licensing_Guide_Apr2012.p df Licensing Dependencies

28 Development

29 Differences in SQL Versions SQL 2005SQL 2008SQL 2008 R2SQL 2012 Render for MS WordNoDOC DOCX Render for MS ExcelCSVCSV & XLS CSV, XLS & XLSX Visual Studio Compatibility20052008 2010 Report Builder Version1.02.03.0 (best) 3.0 Shared Data SourcesYes SQL Azure Data Source TypeNo Yes SharePoint List Data Source TypeNo Yes Shared Data SetsNo Yes Includes Mapping ComponentNo Yes Includes Gauge, Data Bar, Sparkline, and Indicator Components No Yes

30 Visual Studio vs. Report Builder Report Builder can be accessed from SharePoint – Launches from the server instead of needing a full install Report Builder is geared toward the Business Power-User – Microsoft Office Ribbon Bar for many settings – Many built-in wizards for quickly starting reports and adding different types of content Business Intelligence Development Studio is an expansion on Visual Studio which comes with SQL – Adds new project templates: SSAS, SSIS, SSRS, etc. Allows developers to leverage full Project/Solution management capabilities – Enables TFS integration – Allows grouping/nesting of related content: multiple reports in a project, multiple projects in a solution, etc.

31 Other SharePoint Visualization Tools Dashboard tool with a very SharePoint-centric look and feel Capable of easy drill-through interactions when used in combination with a data cube PerformancePoint

32 Other SharePoint Visualization Tools Build out tables and charts in a very familiar Microsoft Office interface Embed the results into SharePoint for the masses to see Excel Services

33 Other SharePoint Visualization Tools Microsoft’s latest and greatest Self-service reporting tool (after a “little” setup and configuration, of course) Business-user data analysis tool which doesn’t require SQL knowledge Power View

34 DEMO – Development

35 References Brian’s Blog: http://blog.avtex.com/author/bcaauwehttp://blog.avtex.com/author/bcaauwe Misc. Microsoft MSDN & TechNet – Licensing Guide: http://download.microsoft.com/download/7/3/C/73CAD4E0-D0B5- 4BE5-AB49- D5B886A5AE00/SQL_Server_2012_Licensing_Guide_Apr2012.pdf http://download.microsoft.com/download/7/3/C/73CAD4E0-D0B5- 4BE5-AB49- D5B886A5AE00/SQL_Server_2012_Licensing_Guide_Apr2012.pdf – Features Supported by Reporting Services in SharePoint Integrated Mode: http://technet.microsoft.com/en-us/library/bb326290.aspxhttp://technet.microsoft.com/en-us/library/bb326290.aspx – Overview of Reporting Services and SharePoint Technology Integration: http://technet.microsoft.com/en- us/library/bb326358.aspxhttp://technet.microsoft.com/en- us/library/bb326358.aspx – Features Supported by the Editions of SQL Server: http://msdn.microsoft.com/en-us/library/cc645993.aspx http://msdn.microsoft.com/en-us/library/cc645993.aspx – SSRS Native URL Access Parameters: http://msdn.microsoft.com/en- us/library/ms152835(v=sql.105).aspxhttp://msdn.microsoft.com/en- us/library/ms152835(v=sql.105).aspx

36 Q & A

37


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