Just a few useful links from the newly released / updated TechNet articles around SharePoint, Project Server and BI in 2013
- Hardware planning support: http://technet.microsoft.com/en-us/library/cc262485(v=office.15).aspx
- Browser support including activex controls http://technet.microsoft.com/en-us/library/cc263526(v=office.15).aspx
- Mobile device support: http://technet.microsoft.com/en-us/library/fp161353(v=office.15).aspx
- Software Boundaries and Limitations: http://technet.microsoft.com/en-us/library/cc262787(v=office.15).aspx
- Capacity / Performance Management: http://technet.microsoft.com/en-us/library/ff758647(v=office.15).aspx
- IPv4 / IPv6 Guidelines: http://technet.microsoft.com/en-us/library/cc748826(v=office.15).aspx
Project Server 2013
- Hardware and Software requirements: http://technet.microsoft.com/en-us/library/ee683978(v=office.15).aspx
- Performance and Capacity: http://technet.microsoft.com/en-us/library/ff646967(v=office.15).aspx
- Plan User Access
- Good overview video of the two different permission models and why you would use one over the other: http://technet.microsoft.com/en-us/library/fp161361(v=office.15).aspx
Business Intelligence within SharePoint 2013
- Software Requirements: http://technet.microsoft.com/en-us/library/jj219634(v=office.15).aspx
- Remember with Office Web Apps as a seperate SKU and install, things are a little different this time around…http://technet.microsoft.com/en-us/library/ee424405(v=office.15).aspx
- BI functionality within Excel Services for SharePoint 2013, SharePoint Online and interestingly, SkyDrive: http://technet.microsoft.com/en-us/library/jj219751(v=office.15).aspx
- PerformancePoint 2013 overview including migration!!!: http://technet.microsoft.com/en-us/library/ee424392(v=office.15).aspx
- PerformancePoint Strategy Maps: http://technet.microsoft.com/en-us/library/ff535783(v=office.15).aspx
- Download: http://www.microsoft.com/en-us/download/details.aspx?id=30375
- NB: Remember this is not for production environments yet.
Reporting Services / Power View / PowerPivot
Reporting Services 2012 SP1 CTP3 or higher required for PowerPivot functionality
2012 SP1 CTP4 is out and RS2012 installation details here:
SQL Server 2012 BI – includes links to Report Builder, Power View and PowerPivot help
Reporting Services 2012 Developers Reference
Hardware and Software requirements for Reporting Services and Power View
Supported Reporting Services with SharePoint combinations
Reporting Services add-in locations
Feature support for rs2012 Native vs. SharePoint
Reporting Services 2012 feature availability comparison with different SQL Server 2012 editions
So the first phase of the project I have been on for the last year is starting to move into the closing phases. The information architecture is in place, most of the custom development is complete and mapped to the project lifecycle / business processes of my client.
The project takes data from multiple places including:
- SAP (Resource, cost rate, metadata and product contract information)
- Project Server 2010 (Timesheets, Plans, Project / Task / Assignment data)
- SharePoint 2010 (Risks, Issues, Actions, Documents etc.)
- Custom database (Snapshot data)
I’ve learnt a lot about SharePoint 2010 and Project Server 2010 since I started this project (pre public beta). So now that we have all this data, the time has come to bring it all together with Business Intelligence dashboards and UI design.
Once of the main tools we are using for this is Reporting Services in SharePoint Integration mode and although I have lead projects involving SSRS in the past, actually getting my hands dirty and creating reports myself is something of a novelty.
However, time and resource pressures have meant that I have had to setup the SSRS infrastructure, development environments and test reports to ensure that the data can be utilised in the required way. As part of this setup I am also training my client on the business intelligence studio interface and deployment of reports in to SharePoint environment.
So getting to the point of this post, below is a list of useful links, findings and discoveries I have made during this setup process this week to serve as a reminder to me and will hopefully help others too.
Reporting Services Web Part – Firefox Compatibility (Windows, Linux – 3.6.13)
- Turn off Asynchronous data (Edit Web Part Settings > View Section)
NB: If this setting is left to its default, the loading screen does not go away until you hit the refresh button on the Web Part toolbar.
SharePoint Integration Mode – Linking to pages within SharePoint
It would appear that the Reporting Services web part in SP2010 disables links where the target URL is within SharePoint itself (“/pages/default.aspx” for example).
This blog post suggested a useful workaround:
However the suggested approach was good if you had a definitive URL such as default.aspx, but if you wanted to add a query string parameter based on the data returned, adding as action directly to the image did not allow me to select the appropriate date.
To get round this, I added a calculated field to the data set using the same process suggested in the post:
Then for the action on the image I was able to select “Go to URL” and select my calculated field.
This doesn’t work in the designer preview (or any exports of the report), however it works a treat when you are using the report as part of a dashboard with drill down features.
Interactive Column Sorting
Another useful blog post:
Although the instructions are for SSRS 2005, it is still relevant today.
- Right click on the column header field
- Select Properties
- Interactive Sort Tab
- Select the appropriate sort field
- Click OK
Alternating Row Colours
Always a popular choice for tabular based reports.
Highlight the data row and under the properties pane for the background color, use the following expression:
MSDN Documentation Links
- Support Features for SharePoint Integration Mode: http://msdn.microsoft.com/en-us/library/bb326290(v=SQL.100).aspx
- Reporting Services Features: http://msdn.microsoft.com/en-us/library/ms159273(v=SQL.100).aspx
- Tutorials: http://msdn.microsoft.com/en-us/library/bb522859(v=SQL.100).aspx
- Design Guidance: http://msdn.microsoft.com/en-us/library/ms159734(v=SQL.100).aspx
- Designing and Implementing Reports Using Report Designer: http://msdn.microsoft.com/en-us/library/ms159253(v=SQL.100).aspx
- Development Topics (High Level): http://msdn.microsoft.com/en-us/library/bb522683(v=SQL.100).aspx
- Report Builder Information: http://technet.microsoft.com/en-us/ff657833.aspx
- How to publish a report to a SharePoint Library: http://msdn.microsoft.com/en-us/library/bb283155.aspx
NB: Although a lot of the above links are for SSRS 2008, there is an option at the top of the page to make the content relevant for SSRS 2008 R2 also.
Recently I have been teaching myself PerformancePoint 2010 and connecting it to the Analysis Services cube as part of Project Server 2010.
During my investigation, I started thinking about all the Business Intelligence options that are available within the SharePoint / Microsoft stack and thought I would map out what I know so far.
Please bare in mind this is work in progress based on what I have personally used as part of my projects over the years and research on MSDN / TechNet and other sources.
I will be gradually updating this as I learn more about the technologies and I welcome any input from the SharePoint / EPM community.
Notes against the items can be found in the attached Excel spread sheet below:
I’ve been playing with PerformancePoint 2010 today and one of the first hurdles I came across in our MOSS 2007 upgraded environment was the following error:
An error occurred during the processing of /PerformancePoint/Pages/ppssample.aspx. Code blocks are not allowed in this file.
This seemed to be an issue with the following reference not being in the web.config on the site.
<PageParserPath VirtualPath="/PerformancePoint/Pages /ppssample.aspx" CompilationMode="Always" AllowServerSideScript="true" />
Once this was in, the error was resolved and I could install the Dashboard Designer as standard.