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Create a Reporting Services report by using Dashboard Designer

 

Applies to: SharePoint Server 2010 Enterprise

Topic Last Modified: 2011-08-15

By using PerformancePoint Dashboard Designer, you can create Microsoft SQL Server Reporting Services (SSRS) reports for your dashboards. A Reporting Services report is a report that is published to SQL Server Reporting Services and contains one or more charts and tables. By adding a Reporting Services report to a PerformancePoint dashboard, you can reuse an existing report. In addition, if the Reporting Services report contains at least one parameter, you can connect PerformancePoint dashboard filters to the Reporting Services report.

tipTip
For information about creating a Reporting Services report and adding one or more parameters to the report, see the following resources:

In Dashboard Designer, you do not actually create a Reporting Services report. Instead, you create a PerformancePoint Web Part to display an existing Reporting Services report.

To create a Reporting Services report, see Designing Reports in Report Designer and Report Builder 3.0 (SSRS). To add parameters to the Reporting Services report that you can use to connect to dashboard filters, see Tutorial: Adding Parameters to a Report (SSRS).

importantImportant
Make sure that you have collected the following information:
  • The full name of the Reporting Services report that you want to use.

  • The server location where the Reporting Services report is stored.

  • The server mode (SharePoint Integrated or Report Center) that you will use for the report, and whether Reporting Services is configured to use the Trusted Account authentication mode in SharePoint Server 2010.

    tipTip
    To view Reporting Services configuration settings in SharePoint Server 2010, in Central Administration, under General Application Settings, click Reporting Services Integration.
  • Any parameters that might exist in the Reporting Services report, and information about how those parameters are configured. (You would typically need this information to connect a PerformancePoint dashboard filter to the Reporting Services report.)

Also, make sure that you and the dashboard users have the necessary permissions to view the report.

When you create a Reporting Services report by using Dashboard Designer, you do it in several stages, as described in the following list:

  1. Create the basic structure of the Web Part.

  2. Create the connection to the report. When you do this, you select between two modes in Dashboard Designer:

    • Report Center mode, which corresponds to Native mode in Reporting Services

    • SharePoint Integrated mode

  3. Configure the report to display the information that you want to show.

To create the basic structure of your report Web Part
  1. In Dashboard Designer, in the Workspace Browser, click PerformancePoint Content.

  2. In the ribbon, click the Create tab.

  3. In the ribbon, in the Reports group, click Reporting Services.

    The blank report opens for editing in the center pane of the workspace.

  4. In the center pane, click the Properties tab.

  5. In the Name box, type the name that you want to use for the report.

  6. (This step is optional.) To specify a location for the report, click the Display Folder button, and then select or create a folder.

  7. In the Workspace Browser, right-click the report, and then click Save.

  8. Configure the report to display information by using either Report Center mode or SharePoint Integrated mode.

To connect to the report by using Report Center mode
  1. Begin with the report open for editing in Dashboard Designer. In the center pane, click the Editor tab.

  2. Use the Server mode list to select Report Center.

    tipTip
    Report Center mode in Dashboard Designer corresponds to Native mode in Reporting Services.
  3. In the Server name box, specify the Web site address (URL) for the server that hosts the report that you want to use.

    The server name typically takes the form http://<servername>/reportserver.

  4. Click the Browse button to locate the report that you want to use.

  5. Click the Preview button to view the report in the Preview pane.

  6. Proceed to finish configuring the report

To connect to the report by using SharePoint Integrated mode
  1. Begin with the report open for editing in Dashboard Designer. In the center pane, click the Editor tab.

  2. Use the Server mode list to select SharePoint Integrated.

    tipTip
    SharePoint Integrated mode in Dashboard Designer corresponds to SharePoint Integrated mode in the Reporting Services report server.
  3. In the Report Server URL box, specify the Web site address (URL) for the server that hosts the report that you want to use. Depending on how Reporting Services is configured, the URL should resemble one of the following examples:

    • If Reporting Services is configured to use Windows authentication, then the server name typically takes the form http://<servername>/reportserver.

    • If Reporting Services is configured to use Trusted Account authentication in SharePoint Server, then the server name typically takes the form http://servername/_vti_bin/reportserver.

  4. In the Report URL box, specify the complete address for the report that you want to use.

    The report address typically takes the form http://<servername>/<document library>/<reportname>.rdl.

  5. Click the Preview button to view the report in the Preview pane.

  6. Finish configuring the report.

To finish configuring the report to display data
  1. Begin with the report open for editing in Dashboard Designer. In the center pane, click the Editor tab.

  2. Specify the following settings for your report:

     

    Item Description

    Show toolbar

    Select this check box to display the Reporting Services toolbar.

    Show parameters

    Select this check box to display the filters that are specific to the report.

    Show docmap

    Select this check box to include a document map in a separate pane in your report view.

    noteNote
    Not all Reporting Services reports have document maps. The document map is created by using either SQL Server Reporting Services Report Builder or Microsoft Business Intelligence Development Studio. For more information, see How to Add Items to a Document Map (Reporting Services) (http://go.microsoft.com/?linkid=9733881)

    Zoom

    Select a value in this list to set the viewing size of the report.

    Format

    Select a value in this list to specify how you want your report to display in the dashboard.

    Section

    In this box, type the page number of the page that you want to display.

    For example, suppose that the Reporting Services report contains three pages, and the information that you want to display is located on page 3. In this case, you would type 3 in the Section box in Dashboard Designer.

    DocMap ID

    Whether you use this option depends on the version of SQL Server Reporting Services that was used to create the Reporting Services report.

    • If SQL Server 2005 Reporting Services was used, select this option to display a specific page or an item in the Reporting Services report.

    • If SQL Server 2008 Reporting Services was used, do not use this option. It does not work in the current version of PerformancePoint Services.

  3. Review the information in the Report parameters section.

    If the report that you selected contains parameters, they are displayed in the report parameters section. Depending on how those parameters are configured and the particular information that you want to display in the dashboard, you might not want to make any changes to the parameters. However, you might want to specify a default value for one or more parameters.

    If the report contains at least one parameter and you want to specify a particular default value for a parameter, follow these steps:

    1. In the Report parameters section, click a parameter.

    2. Click the Edit button. The Parameter Picker dialog box appears.

    3. In the Parameter Picker dialog box, use the drop-down menu to select a default value for the parameter, and then click OK.

      The default value that you specify will be selected automatically in the PerformancePoint dashboard when it is deployed to SharePoint Server. If Show toolbar and Show parameters are selected, dashboard users can change parameter selections.

    4. Repeat for each parameter that you want to configure.

  4. In the Workspace Browser, right-click the report, and then click Save.

After you have created and saved your report, you can add it to a dashboard page.

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