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7.4 - Reporting for Duty
Best Practices for Reporting Services with SharePoint              #sp_summit74

John P White
Chief Technology Officer, UnlimitedViz Inc

                                                              @diverdown1964
                                             http://whitepages.unlimitedviz.com
Who Am I?


  SharePoint Server MVP
  SQL Server v-TS
  CTO/Co-Founder of UnlimitedViz
  SharePoint Focus – BI, Forms and Workflow
  +20 Years in IT Field
  whitepages.unlimitedviz.com
  @diverdown1964
  about.me/diverdown
Agenda

  Reporting Services in the BI Stack
  Native Mode vs SharePoint Integrated Mode
  Architecture and Installation
  Enabling SharePoint – Lighting Up
  Building And Using Reports
  Discussion




                                              3
The Microsoft BI Spectrum


             Empowered                                 Aligned

      My Context               Our Context          The Org’s Context

   BI solution created     BI Solution created by   BI Solution created by
   by user. Context is      power user. Context         IT, Established
  only for user & exists    is for a small team &   corporate context & is
      as document.            it’s managed on a     reusable, scalable and
                                    server.               backed up.
The Tools



 Excel              Excel Services       SQL Server
                    PowerPivot for       Analysis Services
 PowerPivot         SharePoint
 Visio                                   Integration Services
                    PerformancePoint
                                         Reporting Services
 Data Mining Add-   Visio Services
 in                 Reporting Services   Data Quality Services
                    Add-in               SQL Server Data
 Data Cleansing
 Add-in
                    BCS                  Tools
                    Chart Web Part
                    KPIs
                    Filter Web Parts
                    Access Services
                    PowerView


                                                                 5
Architecture – Native vs SharePoint Integrated

  Integrated Mode Introduced in SSRS 2005R2


  All Reporting Services Objects stored in SharePoint Libraries
     Simplify Storage
     Unified Security Model


  Report Builder Accessed through SharePoint


  With SQL Server 2012 – Reporting Services is a SharePoint Service
  Application




                                                                      6
Architecture – Where Do We
Put This Thing?
Typical SharePoint 2 Server Farm




  WFE    Profile   Indexer   Search   …….    DB   SSAS   SSIS   SSRS




          SharePoint
          Foundation                        SQL Server

        Server OS                           Server OS
Far Too Typical SharePoint 2 Server Farm with RS Integration




     WFE   Profile   Indexer   Search   …….
                                              DB    SSAS   SSIS   SSRS


                                              SharePoint Foundation
    SharePoint Foundation
                                                   SQL Server
           Server OS                               Server OS
RS Integration – A Better Approach




  WFE   Profile   Indexer   Search   SSRS   …….    DB   SSAS   SSIS



  SharePoint Foundation                           SQL Server

        Server OS                                 Server OS
RS Integration – Even Better


                                          Profile   Indexer   Search   SSRS   …….
             WFE
                                           SharePoint Foundation
     SharePoint Foundation

         Server OS                          Server OS

                              DB   SSAS     SSIS



                             SQL Server

                             Server OS
Setup Screen – SQL 2008 R2
Setup Screen – SQL 2012   13
Configuration Manager – 2008 R2 and earlier




                                              14
Config Utility – 2008 R2   15
Native Mode to Integrated Mode Migration Tool


  Download
    http://www.microsoft.com/en-us/download/details.aspx?id=29560
  Using
    http://whitepages.unlimitedviz.com/2012/04/migrate-reporting-services-
    from-native-mode-to-sharepoint-integrated-mode/




                                                                             16
Shared Service Application - 2012




                                    17
Configuration - 2012
Lighting Up

Demo
Adding Content Types
Using Report Builder
Using Data Tools
Deployment Model – Centralized or Distributed?

 Centralized                                   Distributed
 All Report items stored centrally             Report items stored throughout the site
 Easy to manage                                collection(s)
 Easy to discover                              Easy to enable power users
 Requires explicit security                    “Intrinsic” security
 Users must navigate to central location       Report are in context
 for reports                                   Multiple management points
 Single point of failure

   Answer – It Depends
     Requirements of IT will need to be balanced with needs of Power
     Users (if any) and End Users
   Separate Connection Libraries from Report Libraries
   TIP – Avoid the use of the name “Reports” for a subsite.
 http://whitepages.unlimitedviz.com/2010/05/deploying-reporting-services-reports-to-
 sharepoint-using-business-intelligence-development-visual-studio/
Design Tools – BIDS SQL Data Tools vs Report Builder

 SQL Data Tools or BIDS                         Report Builder
 Heavy client footprint                         One Click install
 Daunting for end users                         Meant for power users
 Project files stored locally and deployed to   Very friendly UI – Office Ribbon
 server                                         Report items are edited in place
 Analyst Tool                                   Single point of failure
 Relatively simple to redeploy (backup)         Very quick to get up and running
 Can’t use Shared Datasets (BIDS only)
 Can use Team Foundation Server (DT only)

   Answer – It Depends
      A mixture is likely
      Analysts IT own enterprise assets and would likely use Data Tools
      Power Users would own Team assets and use Report Builder
      Do NOT mix on a single library
   TIP – Make Enterprise assets read only to avoid collision

                                                                                   21
Building and Using

Demos
Reporting on SharePoint Data
Report Processing Options
Using Parameters Effectively
Reporting on SharePoint Data

   Report Directly On SharePoint Data
       Very easy to implement
       Places load on SharePoint Server
       “One Off” approach
   Move SharePoint Data into a Data Warehouse
       Less Flexible
       Highly Performant
       Can be integrated into warehousing strategy
   Answer – It Depends
       But will almost always be the Warehouse approach

 SP Data Source for SSIS
 http://sqlsrvintegrationsrv.codeplex.com/releases/view/17652
 Using the SP Data Source for SSIS
 http://dataqueen.unlimitedviz.com/2011/06/how-to-use-a-sharepoint-list-as-a-data-source-
 in-your-ssis-package/

                                                                                            23
Processing Options

  Caching
     Report Data is stored for a period of time
     Can be automatically refreshed
  Snapshotting
     Versions of reports are stored in the database
     Can be used as primary report source
  Subscriptions
     Reports are delivered according to predefined criteria
     Use Shared Schedules
     Reports delivered to Libraries get indexed
     Data Driven subscriptions run concurrently
  Null Renderer
     Used to refresh cache for parameter driven reports with caching



                                                                       24
Use Parameters Effectively

   Drive options with data
       Unless controlled elsewhere….(SP Filters)
   Pull from shared data sets when possible
   Queries vs Filters
       Filters for Cascading Parameters, dynamic content, small data sets
       Queries for Report Data
   Use an All Selector
   Use SharePoint Filters
       When connected, Parameter disappears from view


 http://dataqueen.unlimitedviz.com/2011/06/how-to-default-to-all-in-an-ssrs-multi-select-
 parameter/




                                                                                            25
Shared Data Sources/Sets/Models


  Data Sources
    Should be secured separately from report library
    Can use current or proxy accounts
  Data Sets
    Change Field Names in Your Data Source
    Good for reusability
    Use for parameter options
    Can’t pass parameters to them
  Data Models
    Introduced with SSRS 2005
    Becoming deprecated
    Look to BISM to replace



                                                       26
Other Items

  Use the Reporting Services Web Part!
  Web Services
     Can use to manage Reports or Render
     Different Endpoint Depending on Version
     http://msdn.microsoft.com/en-us/library/ms155398.aspx
  Pre-Render Reports
     http://whitepages.unlimitedviz.com/2012/04/how-to-automate-sharepoint-
     report-creation-with-ssis-and-ssrs/




                                                                              27
In Conclusion

  Add RS to SharePoint, DON’T add SharePoint to SQL Server
  SSRS Integrated Mode > SharePoint + Reporting Services
  Understand your usage and design model
  Never mix models in a single location
  Report from a data warehouse when possible
     Especially with SharePoint data
  Filter your data as close as possible to the source
  Understand your loads
  Take advantage of report processing where possible
  Reuse as much as possible
  Take advantage of SharePoint features
  Never, ever forget about the end user

                                                             28
Questions




            29

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Reporting For Duty - Best Practices for Reporting Services With Sharepoint

  • 1. 7.4 - Reporting for Duty Best Practices for Reporting Services with SharePoint #sp_summit74 John P White Chief Technology Officer, UnlimitedViz Inc @diverdown1964 http://whitepages.unlimitedviz.com
  • 2. Who Am I?  SharePoint Server MVP  SQL Server v-TS  CTO/Co-Founder of UnlimitedViz  SharePoint Focus – BI, Forms and Workflow  +20 Years in IT Field  whitepages.unlimitedviz.com  @diverdown1964  about.me/diverdown
  • 3. Agenda Reporting Services in the BI Stack Native Mode vs SharePoint Integrated Mode Architecture and Installation Enabling SharePoint – Lighting Up Building And Using Reports Discussion 3
  • 4. The Microsoft BI Spectrum Empowered Aligned My Context Our Context The Org’s Context BI solution created BI Solution created by BI Solution created by by user. Context is power user. Context IT, Established only for user & exists is for a small team & corporate context & is as document. it’s managed on a reusable, scalable and server. backed up.
  • 5. The Tools Excel Excel Services SQL Server PowerPivot for Analysis Services PowerPivot SharePoint Visio Integration Services PerformancePoint Reporting Services Data Mining Add- Visio Services in Reporting Services Data Quality Services Add-in SQL Server Data Data Cleansing Add-in BCS Tools Chart Web Part KPIs Filter Web Parts Access Services PowerView 5
  • 6. Architecture – Native vs SharePoint Integrated Integrated Mode Introduced in SSRS 2005R2 All Reporting Services Objects stored in SharePoint Libraries Simplify Storage Unified Security Model Report Builder Accessed through SharePoint With SQL Server 2012 – Reporting Services is a SharePoint Service Application 6
  • 7. Architecture – Where Do We Put This Thing?
  • 8. Typical SharePoint 2 Server Farm WFE Profile Indexer Search ……. DB SSAS SSIS SSRS SharePoint Foundation SQL Server Server OS Server OS
  • 9. Far Too Typical SharePoint 2 Server Farm with RS Integration WFE Profile Indexer Search ……. DB SSAS SSIS SSRS SharePoint Foundation SharePoint Foundation SQL Server Server OS Server OS
  • 10. RS Integration – A Better Approach WFE Profile Indexer Search SSRS ……. DB SSAS SSIS SharePoint Foundation SQL Server Server OS Server OS
  • 11. RS Integration – Even Better Profile Indexer Search SSRS ……. WFE SharePoint Foundation SharePoint Foundation Server OS Server OS DB SSAS SSIS SQL Server Server OS
  • 12. Setup Screen – SQL 2008 R2
  • 13. Setup Screen – SQL 2012 13
  • 14. Configuration Manager – 2008 R2 and earlier 14
  • 15. Config Utility – 2008 R2 15
  • 16. Native Mode to Integrated Mode Migration Tool Download http://www.microsoft.com/en-us/download/details.aspx?id=29560 Using http://whitepages.unlimitedviz.com/2012/04/migrate-reporting-services- from-native-mode-to-sharepoint-integrated-mode/ 16
  • 19. Lighting Up Demo Adding Content Types Using Report Builder Using Data Tools
  • 20. Deployment Model – Centralized or Distributed? Centralized Distributed All Report items stored centrally Report items stored throughout the site Easy to manage collection(s) Easy to discover Easy to enable power users Requires explicit security “Intrinsic” security Users must navigate to central location Report are in context for reports Multiple management points Single point of failure Answer – It Depends Requirements of IT will need to be balanced with needs of Power Users (if any) and End Users Separate Connection Libraries from Report Libraries TIP – Avoid the use of the name “Reports” for a subsite. http://whitepages.unlimitedviz.com/2010/05/deploying-reporting-services-reports-to- sharepoint-using-business-intelligence-development-visual-studio/
  • 21. Design Tools – BIDS SQL Data Tools vs Report Builder SQL Data Tools or BIDS Report Builder Heavy client footprint One Click install Daunting for end users Meant for power users Project files stored locally and deployed to Very friendly UI – Office Ribbon server Report items are edited in place Analyst Tool Single point of failure Relatively simple to redeploy (backup) Very quick to get up and running Can’t use Shared Datasets (BIDS only) Can use Team Foundation Server (DT only) Answer – It Depends A mixture is likely Analysts IT own enterprise assets and would likely use Data Tools Power Users would own Team assets and use Report Builder Do NOT mix on a single library TIP – Make Enterprise assets read only to avoid collision 21
  • 22. Building and Using Demos Reporting on SharePoint Data Report Processing Options Using Parameters Effectively
  • 23. Reporting on SharePoint Data Report Directly On SharePoint Data Very easy to implement Places load on SharePoint Server “One Off” approach Move SharePoint Data into a Data Warehouse Less Flexible Highly Performant Can be integrated into warehousing strategy Answer – It Depends But will almost always be the Warehouse approach SP Data Source for SSIS http://sqlsrvintegrationsrv.codeplex.com/releases/view/17652 Using the SP Data Source for SSIS http://dataqueen.unlimitedviz.com/2011/06/how-to-use-a-sharepoint-list-as-a-data-source- in-your-ssis-package/ 23
  • 24. Processing Options Caching Report Data is stored for a period of time Can be automatically refreshed Snapshotting Versions of reports are stored in the database Can be used as primary report source Subscriptions Reports are delivered according to predefined criteria Use Shared Schedules Reports delivered to Libraries get indexed Data Driven subscriptions run concurrently Null Renderer Used to refresh cache for parameter driven reports with caching 24
  • 25. Use Parameters Effectively Drive options with data Unless controlled elsewhere….(SP Filters) Pull from shared data sets when possible Queries vs Filters Filters for Cascading Parameters, dynamic content, small data sets Queries for Report Data Use an All Selector Use SharePoint Filters When connected, Parameter disappears from view http://dataqueen.unlimitedviz.com/2011/06/how-to-default-to-all-in-an-ssrs-multi-select- parameter/ 25
  • 26. Shared Data Sources/Sets/Models Data Sources Should be secured separately from report library Can use current or proxy accounts Data Sets Change Field Names in Your Data Source Good for reusability Use for parameter options Can’t pass parameters to them Data Models Introduced with SSRS 2005 Becoming deprecated Look to BISM to replace 26
  • 27. Other Items Use the Reporting Services Web Part! Web Services Can use to manage Reports or Render Different Endpoint Depending on Version http://msdn.microsoft.com/en-us/library/ms155398.aspx Pre-Render Reports http://whitepages.unlimitedviz.com/2012/04/how-to-automate-sharepoint- report-creation-with-ssis-and-ssrs/ 27
  • 28. In Conclusion Add RS to SharePoint, DON’T add SharePoint to SQL Server SSRS Integrated Mode > SharePoint + Reporting Services Understand your usage and design model Never mix models in a single location Report from a data warehouse when possible Especially with SharePoint data Filter your data as close as possible to the source Understand your loads Take advantage of report processing where possible Reuse as much as possible Take advantage of SharePoint features Never, ever forget about the end user 28
  • 29. Questions 29

Editor's Notes

  • #6: It’s important to get this right. RS isn’t the only Reporting tool in the bag. It’s no individual, it’s partly team, and mostly Enterprise. It will report against cubes, but it doesn’t do that fancy ProClarity stuff like you get in PerformancePoint
  • #11: This also lets you mix and match SQL versions
  • #12: Your Version of RS Dou
  • #20: No more All or nothing Proxy accounts