Saturday, June 13, 2009  by Marc Charmois - About Me / Previous Posts / Archives - Home

Create a Report from an Analysis Services 2008 Database and deploy it in SharePoint 2007

Creating and deploying a Reporting Services 2008 report bound to an SQL Server 2008 Analysis Services Data Source in SharePoint 2007

Introduction

The goal of this tutorial is to show how to use an SQL Server 2008 Analysis Services Database to generate an SQL Server 2008 Report and how to deploy it in SharePoint 2007.
So we are going to use together three of the most famous Microsoft products at the moment:

  • SQL Server Analysis Services 2008
  • SQL Server Reporting Services 2008
  • SharePoint 2007

I have written SharePoint 2007 on purpose since this tutorial is usable both for MOSS 2007 and Windows SharePoint Services 3.0. As we use SQL Server Reporting Services 2008 AND SharePoint 2007, SSRS 2008 has of course been installed in SharePoint Integrated Mode.

Prerequisites

  • You have a complete environment to generate and deploy reports with SQL Server Reporting Services 2008 in SharePoint Integrated Mode, so including SQL Server Reporting Services 2008, SharePoint 2007 and BIDS.
  • You have installed SQL Server Analysis Services 2008 on this environment
  • You have installed SQL Server 2008 Databases Samples Adventure Works

If you miss any of these features you can find within that blog, articles describing the required steps with screen shots and references to MSDN and Technet documentation to install and configure them either in a single or a multiple server environment.
(See previous posts January, February, March 2009. this is the first article of the serie: Integrating Reporting Services 2008 with SharePoint 2007 Step 1 - SQL Server 2008 Installation )

Tutorial overview

The first step of this tutorial is quite long because you have to perform the several operations described in the Technet Analysis Services Tutorial.
Then using the BIDS Report Wizard you will create a Report bound to an SQL Server 2008 Analysis Services datasource.
You will then deploy it in SharePoint 2007 and check the deployment within a SharePoint site.

The required steps are the following:

Step 1 Analysis Services Tutorial
Step 2 Analysis Services Tutorial checking
Step 3 Creating Reporting Services Project
Step 4 Selecting the data Source
Step 5 Designing the Analysis Services Query
Step 6 Passing through next 3 Wizard dialogs
Step 7 Defining  Deployment Locations
Step 8 Closing the Wizard
Step 9 Report changes and preview in BIDS
Step 10 Defining the report Datasource location in BIDS
Step 11 Deploying the report in SharePoint 2007 with BIDS
Step 12 Checking the report deployment in SharePoint 2007

Step 1 Analysis Services Tutorial

Using your environment including the 2008 Databases Samples Adventure Works, do the Technet Analysis Services Tutorial.
You can stop at the end of Step 3 (browsing the Deployed Cube) that is a good initiation to SSAS 2008 and is enough to generate a significant report and deploy it in SharePoint.

Step 2 Analysis Services Tutorial checking


At the end of the step 3 of the tutorial you should have:

The following view in the Analysis Services database.



The following items in the project folder.



The following in BIDS.



Step 3 Creating Reporting Services Project


Open BIDS, in File menu point  "New “, click “Project"
Choose a Report Server Project Wizard and name this AnalysisServicesBasedReport



Step 4 Selecting the data Source


On "Select the Data Source" windows, choose Microsoft SQL Server Analysis Services as the data source type.



Then click the "EDIT" button to display the "Connection Properties" modal dialog.
In the "server name" text box type the name of your database server where your Analysis Services 2008 database is located.
When the complete name is defined, you will see in the "Select or enter a database name" drop down list the name of the  Analysis Services 2008 database corresponding to the Analysis Services Tutorial: "Analysis services Tutorial".
Select this database and optionally test the connection.

Click OK to close the modal dialog and you will see appear your connection string in the corresponding field of the main dialog.

Step 5 Designing the Analysis Services Query


Click "Next" to display the "Design the Query" dialog.



Click the "Query Builder..." button to open the Query Builder.
Notice that you are now within a SQL Analysis Services 2008 environment since you can see a cube with its measures, KPIs and dimensions.

On the Metadata pane expand Customer dimension and drag and drop the Full Name field in the right pane.
Do the same with the "Product name" field of the "Product" dimension.



Then end by drag and dropping the "Sales Amount" item of the "Internet Sales" folder located beyond the Measures node of the "Analysis Services Tutorial" cube.
You will notice that the values will be automatically populated.

We are now going to filter the Data using the Dimensions.
In Customer Dimension expand "Location" folder and drag and drop State-province to the Top Right pane
Then expand the "Filter Expression" drop down list, and check the checkbox for "Oregon".
You will notice that a first filtering operation is automatically performed.

Then in the "Order Date" dimension, expand "Order Date English Month Name", then expand English Month Name and drag and drop "February 2002"  just bellow the "State-province" Filter row. As before, the filtering operation runs automatically and you will see only 6 rows left.

Click OK to close the "Design the Query" dialog.
You are taken back to the "Design the Query" dialog and can see the Query string generated by the Query Builder.


Step 6 Passing through next 3 Wizard dialogs

Then click "Next" three times in order to arrive to the "Choose the Deployment Location" dialog.






Step 7 Defining  Deployment Locations


On the "Choose the Deployment Location" dialog, as we are planning to deploy the report based on the SQL Server 2008 Analysis services database, in a SharePoint 2007 document library, we are in the case of an SQL Server 2008 Report Server running in SharePoint integrated mode and we have to type the following in the two input boxes:

Report server:
The SharePoint Site. Notice that if, as in my screenshot your site is the root web site of a root site collection the URL is the same than the Web Application Url

--> http://yourMachineName:portNumber

Deployment folder:
We have to type the URL of the document library where we plan to deploy the report. For example if your document library root folder name is Adventure Works Reports

--> http://yourMachineName:portNumber/adventure works Reports



Step 8 Closing the Wizard

Then in the last dialog "Completing the Wizard", we can name our report,

and after having clicked "Finish" the usual BIDS environment is opening and we can see the report in design mode.



Step 9 Report changes and preview in BIDS


In design mode we can change the report name and the column names to display friendlier names.

Then we can switch to "Preview" mode to check our modifications.

Step 10 Defining the report Datasource location in BIDS

We have now to deploy the report but before deploying it we have to define the datasource location in SharePoint.
So, open the project properties dialog by right-clicking the project name and clicking properties.

In the opening "AnalysisServicesBasedReport Property Pages" dialog, in the TargetDataSourceFolder, copy and paste the URL present in the TargetReportFolder field.



Step 11 Deploying the report in SharePoint 2007 with BIDS


Then in the BIDS Solution Explorer, right click the project name again and click "Deploy".
In the BIDS Output Pane, you can check the deployment status.

Step 12 Checking the report deployment in SharePoint 2007

You can now open your SharePoint document library to check the presence of your .rdl file.

And finally click the .rdl in order to display the SQL Server Reporting Services 2008 Report based on an SQL Server Analysis Services 2008 Datasource in the RSViewerPage.aspx page within a Sharepoint 2007 site.

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2 Comments:

Blogger Mark Ingle said...

Marc - The information you have provide is much appreciated. My IT staff is currently reviewing the content to become familiar with integrating Reporting Services and SharePoint. Our Sharepoint environment is new and we are in the beginning stages of understand the Report Center capabilities. One of the business requirements is to display Sales-to-Budget info to our commission based roles via Sharepoint (we are in telecommmunications). I want to get your thoughts on the ability for SharePoint to pull this off...Basically we need to be able to display sales-to-budget info for directors, managers, and customer service reps. we woould do this in MySites.....Thanks in advance!

Mark Ingle
IT Director
Comporium Communications

July 15, 2009 at 1:56 AM  
Blogger Marc Charmois said...

Mark,

I am happy all this helps.

Regarding your requirements, and your wish to use MySites, of course it is possible since MySite as an usual SharePoint site can have document libraries that can host reports.
It can be very useful to offer a personnal report to each user in his MySite, but it can be also very expensive.

Expensive regarding time because you will have to deploy each specific report in each MySite, and expensive regarding data volume. If you have a few users it is a good idea.

If you want to reduce costs, however, you have also the opportunity to use data driven subscription to send reports to your users by email.

Last, but it is the less specific option, you can group your users and give them the required permissions to a document library of a SharePoint site where you will deploy the reports they need. These users, then can display a specific report by changing themselves parameters. Each rep for example will just type his area code, the dates, etc.

All depends on the number of users you have, the reports specificity, the needs of your users and the budget you have.

Hope this helps.

Marc

July 15, 2009 at 5:25 AM  

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