SharePoint 2010 and SSRS - Minnesota SharePoint User Group

Report
SharePoint and SSRS
Better Together
Brian Caauwe – Senior SharePoint Consultant
Megan Caauwe – BI Associate Consultant
April 14, 2012
Session Agenda
•
•
•
•
SSRS Basics
SSRS SharePoint Integrated
Architecture
Development
Who are we?
• Megan Caauwe
– Business Intelligence Consultant
• Email: [email protected]
• Twitter: @megmation
• Brian Caauwe
– SharePoint Consultant & Speaker
• Email: [email protected]
• Twitter: @bcaauwe
• Blog: http://blog.avtex.com/author/bcaauwe
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
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
SSRS Basics
Reporting
Tables, Charts and Maps… OH MY
SSRS Basics
General Overview
• 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
SSRS Basics
Supported Data Sources
• SQL (On Premise, Azure)
• Data Warehouse
• Multidimensional database
• SharePoint Lists
• XML
• SAP
• Hyperion
• Oracle
• Teradata
• DB2
• Generic (OLEDB, ODBC)
SSRS Basics
End User Functions
• Export Options
– Word, Excel, PDF, TIFF, HTML, XML, Data Feed
• Print
• Subscriptions
– Data driven (Enterprise Only)
– User-scheduled
• Parameters
• Self-Service Reporting
SSRS Basics
Sample Report Portal
DEMO – SSRS Native
SSRS Integrated
SSRS Integrated
Better Together
SSRS Integrated
Benefits
• 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
SSRS Integrated
Downfalls
• 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”
SSRS Integrated
Configuration – Report Server
• Same as Native EXCEPT
• Report Server Mode – SharePoint Integrated
• SSRS account needs rights to content databases
SSRS Integrated
Configuration – Central Administration
• General Application Settings
SSRS Integrated
Configuration – Central Administration
• Reporting Services Integration
– Report Server URL
– Authentication Mode
– Credentials
– Features
SSRS Integrated
Configuration – Site Collection
• Site Collection Feature
• Content Types
• Web Part
SSRS Integrated
Sample Report Library
DEMO – SSRS Integrated
Architecture
Architecture
Slightly Confusing…
Architecture
Application Dependencies
• 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
Architecture
Architecture Dependencies
• 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
Licensing Dependencies
• 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/73CAD4E0D0B5-4BE5-AB49D5B886A5AE00/SQL_Server_2012_Licensing_Guide_Apr2012.p
df
Development
Differences in SQL Versions
SQL 2005
SQL 2008
SQL 2008 R2
SQL 2012
Render for MS Word
No
DOC
DOC
DOCX
Render for MS Excel
CSV
CSV & XLS
CSV & XLS
CSV, XLS &
XLSX
Visual Studio Compatibility
2005
2008
2008
2010
Report Builder Version
1.0
2.0
3.0 (best)
3.0
Shared Data Sources
Yes
Yes
Yes
Yes
SQL Azure Data Source Type
No
No
Yes
Yes
SharePoint List Data Source Type
No
No
Yes
Yes
Shared Data Sets
No
No
Yes
Yes
Includes Mapping Component
No
No
Yes
Yes
Includes Gauge, Data Bar,
Sparkline, and Indicator
Components
No
No
Yes
Yes
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.
Other SharePoint Visualization Tools
PerformancePoint
• Dashboard tool with a very SharePoint-centric
look and feel
• Capable of easy
drill-through
interactions
when used in
combination
with a data
cube
Other SharePoint Visualization Tools
Excel Services
• Build out tables and charts in a very familiar
Microsoft Office interface
• Embed the results
into SharePoint for
the masses to see
Other SharePoint Visualization Tools
Power View
• 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
DEMO – Development
References
• Brian’s Blog: http://blog.avtex.com/author/bcaauwe
• Misc. Microsoft MSDN & TechNet
– Licensing Guide:
http://download.microsoft.com/download/7/3/C/73CAD4E0-D0B54BE5-AB49D5B886A5AE00/SQL_Server_2012_Licensing_Guide_Apr2012.pdf
– Features Supported by Reporting Services in SharePoint Integrated
Mode: http://technet.microsoft.com/en-us/library/bb326290.aspx
– Overview of Reporting Services and SharePoint Technology
Integration: http://technet.microsoft.com/enus/library/bb326358.aspx
– Features Supported by the Editions of SQL Server:
http://msdn.microsoft.com/en-us/library/cc645993.aspx
– SSRS Native URL Access Parameters: http://msdn.microsoft.com/enus/library/ms152835(v=sql.105).aspx
Q&A

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