SQLSaturday #620 Dublin 17 June, 2017 Reports on the Run: Mobile Reporting with SQL Server Peter Myers Bitwise Solutions

Transcription

1 SQLSaturday #620 Dublin 17 June, 2017 Reports on the Run: Mobile Reporting with SQL Server 2016 Peter Myers Bitwise Solutions

2 Thanks for the sponsors Platinum Sponsors Gold Sponsors Silver Sponsors

3 Presenter Introduction Peter Myers Independent BI Expert, Bitwise Solutions BBus, SQL Server MCSE, Data Platform MVP (since 2007) Experienced in designing, developing and maintaining Microsoft database and application solutions (since 1997) Focuses on consulting, education and mentoring Based in Melbourne, Australia

4 Agenda SQL Server 2016 Reporting Services SSRS Web Portal Mobile Reporting

5 SQL Server 2016 Reporting Services Reporting Services (SSRS) delivers enterprise, web-enabled reporting functionality SSRS 2016 is extended with a new capability to deliver mobile reports, and is enhanced with a new modern web portal To contrast classic RDL reports with the new mobile reports, SSRS reports are now referred to as either paginated or mobile

6 SQL Server 2016 Reporting Services Architecture ANALYZE & AUTHOR DELIVER CONSUME MOBILE REPORTS SQL Server Mobile Report Publisher PAGINATED REPORTS SQL Server Report Builder SQL Server 2016 Reporting Services SQL Server Reporting Services Native mode Mobile Reports now a component of SSRS ONE SET OF MOBILE APPS Windows Phone App Android App ios App Web portal Paginated and mobile reports Report Designer in SQL Server Data Tools SQL Server Reporting Services SharePoint integrated mode Pin paginated Pin paginated report report items to Power items BI to dashboards Power BI SharePoint

7 SSRS Web Portal The SSRS web portal is a new HTML5 application that targets modern web standards and modern browsers Report Manager has been removed and the web portal is now the default used to browse/manage/consume the Report Server catalog Stores, manages and secures reports and related assets: Paginated reports Mobile reports Key Performance Indicators (KPIs) Power BI Desktop files Excel workbooks

8 SSRS Web Portal [Continued] Supports custom branding, allowing the customization of logo, web portal colors and a mobile report theme

9 Demo Creating Custom Branding

10 Mobile Reporting Mobile reporting is enabled by the delivery of a new component Based on Microsoft s acquisition of Datazen in 2015 Supported by Enterprise edition, and Native mode only It is designed to deliver reports with optimal experiences on mobile devices It achieves this with a responsive layout that adapts to very different screen sizes and orientations

11 Mobile Reporting Examples Response Layouts Web browser Tablet Phone

12 Mobile Reporting Authoring SQL Server Mobile Report Publisher is the single point for designing and publishing of mobile reports Available from the Microsoft Download Center 32-bit only Requires: Windows 7, or later.net Framework 4.5, or later Visual C++ Redistributable for Visual Studio 2012 (x86)

13 Mobile Reporting Authoring Mobile Report Publisher Use Mobile Report Publisher to: Connect to: The report server to access shared datasets Local Excel workbooks (data is cached in the report) Design a master layout consisting of element types: Navigators, gauges, charts, maps and data grids Define additional layouts customized for tablet or phone formats Publish reports to the report server for delivery to all devices

14 Mobile Reporting Authoring Development Methodologies Mobile reports can be developed by using different methodologies: Design-First, or Data-First

15 Mobile Reporting Authoring Development Methodologies Design-First Use the Design-First methodology to create a mobile report layout first without importing any data This is a good way to create a mobile report when you are not sure if the data is formatted correctly Simulated data is automatically generated as required, and is not published with the report

16 Demo Creating a Design-First Report

17 Mobile Reporting Authoring Development Methodologies Data-First Use the Data-First methodology to import all required data first, then design the mobile report This has the advantage of being able to connect each report element to real data when you add it to the layout Requires experience to know how to prepare the data

18 Mobile Reporting Authoring Data Preparation Data is imported into Mobile Report Publisher as a collection of datasets, sourced from either local Excel files, or SSRS shared datasets Relationships between datasets are not necessary Lookups from one dataset to another work, providing key values match Date/time aggregations are handled by the mobile report runtime and they will match between different datasets, even if the date/time data granularity is different between datasets

19 Demo Creating a Data-First Report

20 Mobile Reporting Authoring Other Design Concepts Custom branding The SSRS web portal custom branding can also be used to define a single color palette for mobile report styling Mobile Report Publisher will make the custom color palette available once it has connected to the report server Data caching By default, shared datasets deliver the latest data To improve performance, consider caching the shared datasets

21 Mobile Reporting Authoring Other Design Concepts [Continued] Custom maps Geographic maps can be defined by using ESRI shapefiles There needs to be a.shp and.dbf file, and together they cannot exceed 512KB Parameterization Mobile report values can be passed to parameterized datasets

22 Demo Creating a Drillthrough Report

23 Mobile Reporting Delivering Supported by Enterprise edition, and Native mode only Configure firewall access It is likely that the required firewall port is closed A network administrator must ensure TCP on port 443 is open on the report server

24 Mobile Reporting Consuming Mobile reports can be consumed in two ways: SSRS web portal Power BI mobile apps iphone and ipod Touch app (Power BI for ios) ipad app (Power BI for ios) Power BI app for Android phones Power BI mobile app for Windows 10 devices

25 Mobile Reporting Data Caching When viewed, report data is cached on the mobile device If the device goes offline, the report remains interactive (except drillthrough) When added to favorites, report data is automatically cached and refreshed every ~5-10 minutes when the mobile app is running

26 Summary Seventh release of Reporting Services Supported report types are now paginated or mobile The web portal is a new HTML5 application that targets modern web standards and modern browsers, and support custom branding The new mobile component is designed to deliver reports with optimal experiences on mobile devices

27 Resources MSDN: SQL Server Reporting Services MSDN: What s New in Reporting Services MSDN: Features Supported by the Editions of SQL Server SQL Server Reporting Services Team Blog

28 Resources [Continued] TechNet Virtual Lab: Exploring What's New in SQL Server 2016 Reporting Services for Mobile Reporting Use the search pane to locate the lab

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30 Thank You