Microsoft Office Tutorials and References
In Depth Information
A key item to note is the SharePoint API. You can program and create custom delivery extensions, extend the data
processing, transform data, and create custom rendering extensions. You can also build a custom security extension
to support your own authentication needs. Furthermore, you can use the SOAP API to access a report server and the
web service programmatically.
Now that you have a good understanding of the Reporting Services infrastructure and the various components
involved, it is time to start building your first report. Before authoring your report, you need to consider the entire life
cycle of the report.
Report Life Cycle
There are three general steps to consider with any report you want to generate:
Authoring or creating reports, in which you create a report definition file (.rdl) using
SQL Server 2012 SSDT Report Designer or Report Builder 3.0. These report files use data
sources that are either embedded or shared and can be published to a report server that is
either integrated or not integrated with your SharePoint environment.
Managing reports, which involves the administration of reports, defining security,
managing data-source connections, setting properties, scheduling operations,
and so forth.
Delivering reports, which can be done by various means. The delivery mechanism can be
either on-demand or subscription-based.
Data Source Management
To consume data or add it to your reports, you will have to create a connection to a data source. To create a data
source connection, you need three elements: a data source type, connection information, and credential information.
A data source type is a connection type, such as a Microsoft SQL Server, SharePoint List. Connection information
contains details about the name and location of the data source. And credentials with permissions over the data
source are required in order to access the data.
Data sources can be either shared or embedded. Shared data sources are necessary when a data source is used
often by more than one report. Embedded data sources are part of the report itself and can’t be shared with others.
Table 3-1 compares shared and embedded data sources.
Table 3-1. Comparison of Shared and Embedded Data Sources
Shared Data Source
Embedded Data Source
Available on report server or SharePoint site
Defined inside a report
Can be used by multiple reports
Can be used only by a specific report
Managed on a report server
Managed on a report server
Can’t be created with Report Builder 3.0
Can be created using Report Builder 3.0
Required for shared datasets
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