SPS St Louis - SSRS 2012 SharePoint 2013 List Reporting

Patrick [email protected]

Reporting on SharePoint 2013 Lists Using SSRS

2012

2 | SharePoint Saturday St. Louis 2013

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Bio Patrick Tucker

Strategic Data Systems Principal Consultant, SharePoint MCT, MCTS, MCPD, MCITP, MCSD,

MCDBA Patrick.Tucker@sds-

consulting.com Blog: www.tuckersnet.com Twitter: @TuckersNet

http://www.tuckersnet.com/


About SDSSDS Custom SharePoint Solutions

Specializing in Agile development and SharePoint coding experience to create an optimal solution for your unique SharePoint application and integration needs.

· Workflow & InfoPath Forms for Business Process Automation· SharePoint Reports & BI Integration· Portals & Collaboration· Content Management

(Agile Practices for proven faster delivery, higher quality, & increased business value.)


Where to Begin? What kinds of reporting are you doing

now? What options are built in to SharePoint for

reporting?


SharePoint 2010 What if I’m still on SP 2010? Version 3 of Report Builder is available with

SQL 2008R2 or SQL 2012 SharePoint content databases can remain

SQL 2008 while Reporting Services databases can be SQL 2012

Make sure SQL Server 2012 SP1 is installed


Choices, Choices Two BI options with SQL 2012 in Integrated Mode

PowerPivot for SharePoint Power View (Silverlight app) – build/use reports in the

browser Data sources include PowerPivot workbooks

deployed to SP Doc Libs or a database in an SSAS 2012 instance running in tabular mode

SP List data may be indirectly used by exporting to a data feed for Excel Services or using web services

Reporting Services Reports (and data sources) are hosted and managed

in SP libraries Reports can be created with SQL Data Tools or

Report Builder Data Sources include SharePoint list data as well as

external data


Software Requirements

Supported Features SharePoint Product

•Power View, a feature of SQL Server 2012 Reporting Services Add-in for Microsoft SharePoint Server 2010 Enterprise Edition.•Reporting Services Data Alerts.•PowerPivot.

•SharePoint Server 2010 Enterprise Edition.

•General Reporting Services report viewing and feature integration with SharePoint.

•SharePoint Server 2010 Standard and Enterprise Editions.•SharePoint Foundation 2010.


What’s Required?SSRS installed in SharePoint integrated mode

SharePoint 2010 Service Applications configured

Reporting Features enabled for the site collection

A document library using the reporting content types

A report created and deployed using Report Builder


Where to begin?- Three content types are added to a

library- Report Data Source is the URL of the

site- Can be created per report or once as

an .rsds and reused - Reports are .rdl files that are

ultimately saved as xml- Report models allow ad-

hoc reporting- Models do not work for

SharePoint Lists


Report Builder New reports may be created with SQL

Data Tools or via the Report Builder application

Report Builder requires .NET Framework 3.5

Report Builder is downloaded to client via ClickOnce or can be downloaded from http://www.microsoft.com/en-us/download/details.aspx?id=6116


Using Report Builder Data Sources store connection string

information Data Sets store query information in the

report definition SharePoint list data sets query a single list

via CAML Data Regions display data in the report

body


Displaying Data in the Report

Fields are generated from the query and can be dragged to regions/visualizations for display

Tables, Lists and Visual Elements show bound data

Additional report items including images are embedded in the report definition

SubReports can display a separate parameterized report

Demo


So What If I Want More Than One List? Data set queries can only be based on one

list Functions allow the creation of a “join” to

other lists Lookup is 1 to 1, LookupSet is 1 to many

(used with Join)


Parameters and Filters Parameters can be defined at the report or

dataset level Filters can be applied to queries or data

regions


Parameter Values Parameters values can be hard coded or

data driven Multiple data sets may be used in a report A second data set can be used to define

parameter value(s)


Report Parts Report Parts allow you to create reusable

elements that repeat across multiple reports

Report Parts are stored in a folder and can be searched for and added from the Report Part Gallery

Demo


Permissions and Metadata Reports are just documents in a library, so

the permissions are managed just like other SharePoint documents

Report results are security trimmed, just like viewing the lists in the browser

Additional columns may be added to the report library or content type, allowing metadata (including term store columns) to be added to reports for searching, etc.


Managing Reports Additional SSRS capabilities related to

management, processing, caching and subscriptions may be managed directly in the document library in SharePoint


Gotchas

• Currently, there is no support for SSRS with Office 365• Beware large lists for parameter values - http://denglishbi.wordpress.com/2012/11/08/reporting-services-sharepoint-large-parameter-list-issue-fix/• Browser support may be limited - http://msdn.microsoft.com/en-us/library/ms156511(v=sql.110).aspx• Power View features are separate from SSRS features• The SQL Server Agent must be running and correctly provisioned for subscriptions & alerts

http://denglishbi.wordpress.com/2012/11/08/reporting-services-sharepoint-large-parameter-list-issue-fix/




http://msdn.microsoft.com/en-us/library/ms156511(v=sql.110).aspx




References• Excellent SSRS Installation Guide:• http://blog.helloitsliam.com/Lists/Posts/Post.aspx?

ID=66• Introduction to Power View• http://www.sqlmag.com/article/sql-server/

introducing-microsoft-power-view-142663• BI Links and Tutorials• http://social.technet.microsoft.com/wiki/contents/

articles/3726.power-view-overview-en-us.aspx• BI Webcast – Overview• http://tinyurl.com/cn5d2tf


Call me . . [email protected]


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