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SharePoint 2010 Business Intelligence

SharePoint 2010 Business Intelligence. Module 10: Reporting Services. Overview. Reporting Services Reports. Lesson: Reporting Services. Introduction Features. Introduction. Reporting Services is a part of SQL Server Introduced in SQL Server 2005 Allows seamless:

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SharePoint 2010 Business Intelligence

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  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 3rd 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 • Interview business users to create specs • Review all expressed needs, desires, fantasies • Start will full list of candidates • Give each report a name or description • Rate each report based on business value and the effort to build (scale of 1 to 10) • Prioritize the list of candidates • Group related reports • Review priorities with small group of users • Identify 10-15 reports & Negotiate a cutoff point • 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\<SQL Server Instance>\Reporting Services\LogFiles\ReportServerService_<timestamp>.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

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