The document discusses reporting on SharePoint 2010 lists using SQL Server Reporting Services (SSRS) 2012. It provides an overview of the options for building reports on SharePoint data, including using PowerPivot or SSRS. It also covers the necessary software, steps for setting up SSRS in SharePoint integrated mode, using Report Builder to create reports, displaying and filtering data, and some considerations for managing reports.

1. Reporting on SharePoint 2010
Lists Using SSRS 2012
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2. About Us
SDS 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.)
Presenter:
Patrick Tucker MCT, MCITP, MCPD, MCDBA, MCSD, MCTS
Patrick.Tucker@sds-consulting.com
www.sds-consulting.com © 2011 Strategic Data Systems

3. Where to Begin?
• What kinds of reporting are you doing now?
• What options are built in to SharePoint for reporting?
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4. Choices, Choices
• Two BI options with SQL 2012 in Integrated Mode
– PowerPivot for SharePoint
• Power View (Silverlight app) – build and 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
• PowerPivot Walkthrough - http://tinyurl.com/a8t4tnc
– 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
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5. Software Requirements
• SharePoint databases can remain SQL 2008 while Reporting
Services databases can be SQL 2012
Supported Features SharePoint Product
•Power View, a feature of SQL Server 2012 Reporting Services •SharePoint Server 2010 Enterprise Edition.
Add-in for Microsoft SharePoint Server 2010 Enterprise
Edition.
•Reporting Services Data Alerts.
•PowerPivot.
•General Reporting Services report viewing and feature •SharePoint Server 2010 Standard and Enterprise Editions.
integration with SharePoint. •SharePoint Foundation 2010.
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6. What must be in place for SSRS Reports?
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
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7. 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
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8. 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
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9. 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 the information in the report body
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10. 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
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11. Show me . . .
• DEMO
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12. 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)
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13. Parameters and Filters
• Parameters can be defined at the report or dataset level
• Filters can be applied to queries or data regions
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14. 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)
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15. 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
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16. Show me . . .
• DEMO
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17. 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.
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18. Managing Reports Post Deployment
• Additional SSRS capabilities related to management,
processing, caching and subscriptions may be managed
directly in the document library in SharePoint
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19. 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 for subscriptions & alerts
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20. 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.pow
er-view-overview-en-us.aspx
• BI Webcast - Overview
http://tinyurl.com/cn5d2tf
www.sds-consulting.com © 2011 Strategic Data Systems

21. Thank you!
Patrick.Tucker@sds-consulting.com
www.sds-consulting.com © 2011 Strategic Data Systems