1. SharePoint 2010 Business Intelligence Module 10: Reporting Services

2. Overview Reporting Services Reports

3. Lesson: Reporting Services Introduction Features

4. Introduction Reporting Services is a part of SQL Server  Introduced in SQL Server 2005 Allows seamless:  Authoring, publishing, viewing and security of Reports Integration with SharePoint started with SQL 2005 SP2  Report manager was removed in lieu of SharePoint permission management  Reporting database got new structure and RS Add-In was required to be installed on SharePoint farm  Reporting server must also have SharePoint and be a part of the farm

5. Features Allows rendering of your reports in the browser  Parameters are supported  All basic Reporting service features are enabled through SharePoint UI (caching, scheduling, etc) Reporting Services web part allowed in page rendering RDL files in document libraries could simply be clicked on to render/run the report Report Builder was integrated into UI

6. SharePoint Integration Deep integration with the Microsoft SharePoint Technologies  Enables publishing, viewing, management, and delivery of reports  Provide report web part for hosting rich reports in BI dashboards  Leverage SharePoint collaboration and workflow capabilities with rich reporting  Shared security principles across Reporting Services & SharePoint

7. SharePoint 2010 Features Allow installing RS Add-in before SharePoint 2010  One step integration via RS Add-in  Add-in installer is fixed! Local mode Report viewing in AJAX enabled Report Viewer  Selecting a report parameter does not cause a postback! SSRS is the reporting engine for Access Services reporting. Native support for Reporting on SharePoint Lists ULS Logging supported

8. Reporting Services New Features ATOM and Word 2007 Rendering 37 languages supported Removed additional hop between UI and proxy with RS Add-in

9. Lesson: Reports Report Lifecycle Planning Reports Creating Reports Data Sources Layouts Visualizations

10. Report Lifecycle Author  Excel, Visual Studio Report Designer, Report Builder, other 3 rd party tools Deliver  Runtime report rendering (HTML, PDF, TIFF, CSV, XML)  Push and Pull delivery supported Manage  Scalable web service architecture  Managed report execution (On-demand, Multi-user shared cache, Scheduled, Historical snapshots)  Role-based security model

11. Planning Reports – Example Steps 1. Interview business users to create specs 2. Review all expressed needs, desires, fantasies 3. Start will full list of candidates 4. Give each report a name or description 5. Rate each report based on business value and the effort to build (scale of 1 to 10) 6. Prioritize the list of candidates 7. Group related reports 8. Review priorities with small group of users 9. Identify 10-15 reports & Negotiate a cutoff point 10. Handoff the lower priority reports back to the business experts

12. Creating Reports Three main components of a report:  Data Sources  Layouts  Visualizations It is important to understand these three components as they drive how successful a report will be Other components include:  Fields, Parameters, Aggregations (Avg, Count, Sum), Conditional Formatting, Groupings, header and footers, images, SubReports

13. Developer Tools Model Designer  Define, edit and publish models for use in Report Builder Report Designer  Visual Studio project template for building reports Report Builder  A.NET ClickOnce application for designing customized versions of Published reports using Report Models.

14. Data Sources How easy is it to connect to the data? Do you know where your data is and what it looks like?  Teradata, Oracle, SQL Server, DB2, SAP, SQL Azure  OLEDB – Informix, Sybase  XML  ODBC (Text, Excel, CSV)  SharePoint Lists Performance will differ depending on where your data resides and how you gain access to it

15. Displaying Data Numerous ways to display data from your data sources  Tables  Charts  Lists & Matrices  Gauge  Maps  Tablix (mix between table and matrice)  SubReports

16. Layouts So you found your data, what should the layout of the raw data look like? What do you want executives or more importantly, what do they want to see?  Tables, Matrices or any combination of it…  Parallel Groupings  Asymmetrical columns/rows  Mix of dynamics/static rows and groups

17. Visualizations The basic table won’t cut it eh? Make it look fancy with Visualizations:  Charts,  Pyramids,  Pie,  Donuts,  Gauges  Maps  Sparklines,  Data bars,  Indicators

18. Delivering Reports Subscriptions allow reports to be distributed  Email  File share  SharePoint libraries  Custom destinations Report Formats include:  Runtime report rendering (HTML, PDF, TIFF, CSV, XML)  Excel is 2007 based (65K rows only) You should always monitor Subscription settings  Errors (sending email, copying to destination)  Inactive subscriptions and reports

19. Managing Report Services Reporting services components include:  Reporting Service web service  Databases (ReportServer and ReportServerTempDB) Web service security must allow access to SharePoint and Reporting services databases Databases can get very large when snapshots and history is enabled Debugging can be done via the log files:  \Microsoft SQL Server\ \Reporting Services\LogFiles \ReportServerService_.log

20. Managing Reports You should also think about enabling:  Cached Instances Enhances speed of processing by caching data Cached data expires  Report Snapshots Schedule automated execution of report Allows for static parameters to be used Must use stored credentials  Report History Keep copy of the report at that moment in time for historical purposes

21. Lab 1: Reporting Services Integrate SQL Server Reporting Services

22. Lab 2: Reporting Services Create a Report Explore integration features

23. Lab 3: Automating Reports Create and Execute Report Schedules

24. Review Your instructor will ask a series of questions on this module

25. Summary Reporting Services integrates seamlessly with SharePoint RDL files can be rendered directly from SharePoint Lists or web parts All the features of Reporting Services standalone are available via the Reporting Services add-in for SharePoint