SQL SERVER REPORTING SERVICES 2012 (POWER VIEW)

Transcription

1 SQL SERVER REPORTING SERVICES 2012 (POWER VIEW) INSTALLATION AND CONFIGURATION Authored by: AVINASH KUMAR SINGH COMPANY: PAXCEL TECHNOLOGIES PVT.LTD

2 SQL SERVER REPORTING SERVICES 2012 (POWER VIEW)) WHAT S NEW IN SSRS 2012? SQL Server 2008 R2 was an exciting release for Reporting Services. It gave us features such as: - Shared Data Sets - Report Parts - New Visualization, including spatial visualizations There s are also significant changes and new features to SSRS 2012 but a some of these can only be materialized if you are using SSRS 2012 integrated in SharePoint Nonetheless these are still pretty exciting changes, and can change the landscape of reporting for our end users (read: more Self Service BI): Power View Power View, a feature of SQL Server 2012 Reporting Services Add-in for Microsoft SharePoint Server 2010 Enterprise Edition, is an interactive data exploration, visualization, and presentation experience. It provides drag-and-drop ad hoc reporting for business users such as data analysts, business decision makers, and information workers. Power View reports are in a new file format, RDLX. Power View expands on the self-service BI capabilities delivered with PowerPivot for Excel and PowerPivot for SharePoint by enabling customers to visualize and interact with modeled data in a meaningful way, using interactive visualizations, animations, and smart querying. It is a browser-based Silverlight application launched from within SharePoint Server 2010 that enables users to present and share insights with others in their organization through interactive presentations. Based on Tabular Models With Power View, customers start from an SQL Server 2012 Analysis Services (SSAS) tabular model to build their reports. Tabular models use metadata to present an underlying data source to end users, with predefined relationships and behaviors, in terms they understand. 1

3 Coexists with Report Builder Power View does not replace Report Builder, the report authoring tool for richly designed operational reports. Power View addresses the need for Web-based, ad hoc reporting. It coexists with the latest version of Report Builder, which also ships in SQL Server SharePoint Mode SharePoint integration has been re-architected to greatly improve the SharePoint IT administrator experience, the end user experience, and supportability. The new architecture is implemented as a SharePoint 2010 shared service. The shared service architecture allows Reporting Services to leverage many of the IT features of SharePoint products. The following is a list of some of the benefits from this release: Configuration of Reporting Services SharePoint mode is now completely supported through SharePoint Central Administration using management pages for Reporting Services service applications or using Reporting Services SharePoint mode PowerShell cmdlets. Important Reporting Services Configuration Manager no longer supports Reporting Services SharePoint mode. Configuration of SharePoint mode is completed using SharePoint Central Administration. Leverage SharePoint scale-out functionality for Reporting Services Service Applications. The new Reporting Services shared service is hosted in SharePoint Shared Service Application pool. The new Reporting Services service applications support Claims based authentication. SharePoint cross-farm support for viewing reports. Support for SharePoint backup and recovery and end-to-end SharePoint ULS logging. Data Alerts Reporting Services data alerts are a data-driven alerting solution that informs you about changes in report data that are of interest to you, and at a relevant time. Imagine a sales report that contains information such as year-to-day sales, average monthly sales, and sales targets for sales persons by territory. As a sales person, you would like to know how you are doing. By creating a data alert on the sales report, you can receive messages whenever year-to-date sales exceed or fall below a specified value or contain data 2

4 that you consider noteworthy. Rules in the data alert definition specify the data values to trigger the data alert. By using AND, OR operators in the rules you can combine many clauses into complex rules that define precisely the report data values you want to be notified of. In some cases, the presence of any data in a report is of interest. For example, a report that lists cancelled orders becomes interesting when the first cancellation occurs. You can create data alerts on reports in which the presence of data, rather than specific data values, is important. Data alerts messages are sent by . Depending on the importance of the information, you can choose to send alert messages more or less frequently and only when results change. You can specify multiple recipients for the alert messages and this way keep others informed and enhance efficiency and collaboration. If you want to send alert messages immediately, you can run data alerts directly instead of waiting for them to run automatically at the scheduled time. The following summarizes the key areas of data alerting: Define and save data alert definitions User views a report, adds a data alert, creates rules that identify interesting data values, defines recurrence patterns for sending the alert, and specifies the recipients of the data alert message. Run data alert definitions Alerting service runs data alert definitions at a scheduled time, retrieves report data, and triggers data alerts based on the rules in the alert definition. Deliver data alert messages to recipients Alerting service creates an alert instance and sends data alert messages by to recipients. Data alerts provide the following tools for creating and managing data alert instances and definitions: Data Alert Designer Users create and edit data alert definitions. Data Alert Manager for users Users view information about their data alerts, delete their data alert definitions, or open alert definitions for editing. Data Alert Manager for alerting administrators Alerting administrators view a list of data alerts created by all users on the SharePoint site and delete alerts. Report Server Projects in SQL Server Data Tools for Visual Studio In SQL Server 2012, SQL Server Data Tools (SSDT) is an add-in to Visual Studio. Report server projects created in SQL Server 2008 R2 can be opened directly into SQL Server Data Tools (SSDT). Projects created in SQL Server 2008 are automatically upgraded when opened in SQL Server Data Tools (SSDT). For ease of managing your existing and new report server projects, you can continue to add projects created in SQL Server 2008 R2 and SQL Server 2008 to a SQL Server 2012 business intelligence solution. 3

5 You can also continue to open and edit reports that use the 2005 and 2008 RDL schemas in SQL Server Data Tools (SSDT). However, if you add a report item that is not compatible with the schema used by a report, the report will be automatically upgraded to the 2010 RDL schema. Excel Renderer for Microsoft Excel and Microsoft Excel 2003 The Reporting Services Excel rendering extension, new in SQL Server 2012, renders a report as an Excel document that is compatible with Microsoft Excel as well as Microsoft Excel 2003 with the Microsoft Office Compatibility Pack for Word, Excel, and PowerPoint installed. The format is Office Open XML and the file extension is XLSX. This Excel-rendering extension removes limitations of the earlier version, compatible with Excel The following lists the improvement in the rendering extension: Maximum rows per worksheet is 1,048,576. Maximum columns per worksheet is 16,384. Number of colors allowed in a worksheet is approximately 16 million (24-bit color). ZIP compression provides smaller files sizes. Word Renderer for Microsoft Word and Microsoft Word 2003 The Reporting Services Word rendering extension, new in SQL Server 2012, renders a report as a Word document that is compatible with Microsoft Word as well as Microsoft Word 2003 with the Microsoft Office Compatibility Pack for Word, Excel, and PowerPoint installed. The format is Office Open XML and the file extension is DOCX. In addition to making the features that are new in Word available to exported reports, *.docx files of exported reports tend to be smaller. Reports exported by using the Word renderer are typically significantly smaller than the same reports exported by using the Word 2003 renderer. STEP BY STEP INSTALLATION AND CONFIGURATION SHAREPOINT WITH SQL 2012 POWERPIVOT, POWERVIEW AND REPORTING SERVICES. PREREQUISTES: SharePoint Server 2010, SQL Server 2012, PowerPivot add in for MS Office, Windows Server 2008 R2 standard. 1. Install Windows Server 2008 R2 Standard edition and configure a domain controller on the Windows Server. 4

6 2. Install Share point 2010 Pre-requisites from the installer as shown in the following in snapshots 5

7 3. After the pre-requisites are installed restart your server. Again go the installer and install share-point on the server. 4. Enter the product key of share-point server 6

8 5. Accept the license terms and condition of the Microsoft 6. Install share point server in the server Farm mode as shown below. 7

9 7. After the installation is complete it will ask for running configuration wizard skip that by unchecking the text box. 8. After this step install share point service pack. 9. Now install SQL-Server 2012, click on the installer choose option of stand- alone server And follow the following steps as shown 8

10 10. Choose select all option of the SQL Server which install all feature of the SQL Server 2012 as shown 11. Choose default instance id for this instance 9

11 12. Configure the server in the mixed mode authentication although in best practices we have to configure it in windows authentication mode but here we have configured it in the mixed mode add the current user by clicking add current user button and click next 13. In analysis services configuration choose multidimensional and data mining mode and click add current user button to add user for the analysis services as shown below 10

12 14. On reporting services configuration mode choose to install and configure SQL Server in the native mode and chose reporting services in share point integrated mode as shown 15. Specify the user for the distributed replay controller by clicking on the add current user button which will add the user 11

13 16. Add the controller name,working directory and result directory for distributed replay client configuration 17. Click on the check box for sending error reports to Microsoft as shown 12

14 18. After this step set will run installation and configuration rules as shown 19. You are now ready to install please verify your SQL Server 2012 features here and click next 13

15 20. Setup will now install the features now as shown 21. Now after this step you installation is complete and you will get will installation summary after installation is completed.it is recommended that you restart the server after this step. 14

16 22. Now after this we will perform another installation of new Instance of SQL Server in which we will install SQL Server Analysis Services in Tabular Mode by selecting new installation in the option of SQL Server 2012 as shown 23. In the setup role choose the first option i.e. SQL Server feature as shown below 15

17 24. In feature selection check analysis services on the check box 25. In the instance configuration wizard name it Tabular and click on the Next button 16

18 26. It will compute disk space requirements and after that will ask for the service accounts which will authenticate user 27. After that it will ask for the analysis services configuration choose here tabular mode 17

19 28. Click on the check box for sending the error report to the Microsoft as shown 29. Set will run Installation configuration rules and now you are ready to install the analysis services in tabular mode 18

20 30. Setup is now complete for analysis services in tabular mode. 31. Now we will perform installation of another instance of the SQL Server by clicking perform new installation of the SQL server 19

21 32. Now in the setup role click on the 2 nd option SQL Server Power Pivot for Share Point. Leave the textbox unchecked as we have already configured SQL Server Relational database engine and click on the next button 33. Now in the feature selection everything is automatically checked you have to just click on the next button. 20

22 34. Setup will configure installation rules and after that ask for instance name,name this instance as POWERPIVOT as shown 35. After this step set will configure disk space requirements and then will ask for user configuration as shown in the snap-shot. 21

23 36. On the Analysis Services configuration add the current user and after that it will prompt for sending the error reports to the Microsoft click on the checkbox and proceed to installation configuration rules which setup will pass and you will get list of features ready to install as shown have a review of it and proceed further on the next step to complete the installation. 22

24 37. Now after this step your installation is complete just few configurations and we are ready to go with power view. Now go to the start button and run the PowerPivot configuration Tool as shown add the database server and prophase password and other authentication for configuring PowerPivot 23

25 38. Now after entering the required fields validate your inputs and after successful validation by the configuration wizard click on the run button to configure PowerPivot. 39. Now go to the start button and click on the run the option open it as administrator and run the following command as shown in the snap shot Now navigate to the following folder in cmd mode cd C:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\14\BIN Run the following command: PSConfig.exe -cmd upgrade -inplace b2b -force -cmd applicationcontent -install -cmd installfeatures 24

26 40. It will install share point Central Administration web content files. 25

27 41. Now go to the SharePoint Management shell on the start menu and run it as administrator. 42. Now run the following command in the shell Install-SPRSService Install-SPRSServiceProxy Get-SPServiceInstance -all where {$_.TypeName -like "SQL Server Reporting*"} Start-SPServiceInstance 26

28 43. Now click on the central administration console link in share point tab of start menu. It will ask for authentication Put in here administrator username and password 44. After this page will be redirected on Central Administration console of the share point server 2010 as shown below navigate to the application management 27

29 45. Click on the manage services on the applications link 46. Navigate to the new button to create SQL Server Reporting services Application as shown 28

30 47. Create the SQL Server reporting service application by defining its service application pool name,data-base Server name, the required authentication for accessing database and the most important thing web application association click on the check box of share-point to run the power view as shown below 29

31 48. Click on the Ok Button share point will take while to create a SQL Server Reporting Services Service Application 49. Click on the ok button and navigate to the Central administration console -> Application Management -> Create Site collection as shown 30

32 50. Create a power pivot site as for e.g. we have created a site named test, in template selection select a power pivot site give the administrator id on the primary site collection administrator option as shown and click on the ok button this will create a PowerPivot site. 51. This will create the top level site successfully navigate to the site link. 31

33 52. Again it will prompt for id password give the required authentication. 53. After that you will redirected to your site home page navigate to the PowerPivot gallery as shown 32

34 54. If you have not installed Silverlight it will prompt you to install silver light as shown 55. After installing silver light navigate to the library at the top of the menu bar and then to the library settings as shown below 33

35 56. Navigate on the advanced setting option as shown 57. Here we have selected all content types of the library documents just for e.g. mainly we require to select BI Sematic model connection after adding the required content types click on the ok button. 34

36 58. Now navigate back to the Document on the top of the menu bar and click on the new Document select BI Semantic Model Connection 59. Create a BI Semantic Interface by Navigating on this page by entering the details of the analysis server and the details of the database. 35

37 60. If your database not on the analysis server then we need to work around for running power view.install PowerPivot add in for Microsoft Office and follow the following steps as shown in the screen shot respectively. Open excel and navigate to the PowerPivot menu click on the PowerPivot Window and navigate to the from SQL Server. 36

38 61. Choose you database from the list. 37

39 62. In this case we have selected all the tables as shown 63. Click on the finish button which will import the entire database in a sheet 38

40 64. Save the sheet and upload on the PowerPivot site by navigating in the Power Pivot Gallery -> Upload document as shown 65. Upload the doc excel file. 39

41 66. It will prompt for content type choose BI Sematic Model Connection add name and title of the document in textbox specified and click ok this will publish your document on your site in PowerPivot Gallery as shown 67. Click on the Create Power View Report Link as shown in the above image that will redirect the page on the power view link 40

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43 68. Here is the sample report generated by Power View which in full screen mode you can attach this file to the power point also for presentation purpose. Note: This installation and configuration steps are bit lengthy and tricky but once you are complete with the configuration you can create numerous users in your site and create BI Dash-Board were user can create, edit, update reports in a very simple and easy manners and it just takes minutes to generate reports using power view tools. 42