Create a Reporting Services report for your PerformancePoint dashboard

You can use PerformancePoint Dashboard Designer to create dashboards that contain a variety of report types, including a SQL Server 2005 Reporting Services report. When you add a Reporting Services report to your dashboard, you create a Microsoft Office PerformancePoint Server 2007 report that links to an existing Reporting Services report. In other words, you add a view of a published report to your dashboard.

A Reporting Services report may resemble the following:

Example of a SQL Server 2005 Reporting Services report in a PerformancePoint dashboard.

When you want to add a Reporting Services report to a PerformancePoint dashboard, you begin by creating the basic structure of your report in Dashboard Designer. Then, you configure the report by using the SharePoint Integrated mode or the Report Center mode, depending on how Reporting Services was installed on the server that you use. Either way, the reports have the same functionality.

What do you want to do?


Learn about Reporting Services reports

A Reporting Services report is a report that has been published to Reporting Services and contains one or more charts and tables. Reporting Services reports that are in PerformancePoint Server dashboards make it easy for dashboard consumers to view published reports and explore data by clicking, sorting, and scrolling through pages in addition to the following:

  • Preview, adjust, and print one or more pages in the report.
  • Apply one or more parameters without having to rerun a query to the database. Parameters are built-in filters that are specific to the report.
  • Export data as image files, Adobe PDF files, Web files, or other formats that Microsoft Office applications recognize.

When you include a Reporting Services report in your dashboard, you can also include the following items to help your dashboard consumers navigate the report:

  • A Reporting Services toolbar
  • One or more Reporting Services filters (referred to as parameters in Reporting Services)
  • A Reporting Services documentation map (referred to as the docmap)

The way that you configure Reporting Services reports in Dashboard Designer depends on the Reporting Services configuration in your environment. When you set up your report view, you select one of two modes: SharePoint Integrated or Report Center. The mode that you select depends on the mode that is used by the Reporting Services report server. The following descriptions delineate the characteristics of each mode.

ShowReport Center mode

The Report Center mode in Dashboard Designer corresponds to the Native mode in the Reporting Services report server. When you use the Report Center mode, Reporting Services reports are stored and managed in the Report Center, and are viewed in Web browsers, such as PerformancePoint Server dashboards. Report permissions are handled in the Reporting Services Report Center.


ShowSharePoint Integrated mode

The SharePoint Integrated mode in Dashboard Designer corresponds to the SharePoint Integrated mode in the Reporting Services report server. When you use SharePoint Integrated mode, Reporting Services reports are stored and managed in Windows SharePoint Services as Report Definition Language (RDL) documents, which can then be accessed by PerformancePoint Server. Report permissions are handled in Windows SharePoint Services.


Although the two modes are mutually exclusive, store reports differently, and handle permissions differently, there is no functional difference between the two modes from the dashboard consumers' perspective.

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Verify that you have what you need to set up the report

Before you can add a Reporting Services report to your dashboard, you must have the following information:

  • The server location where the Reporting Services report resides.
  • The port number that PerformancePoint Monitoring Server uses to connect to the Reporting Services report server.
  • The name and Web site address of the Reporting Services report that you want to use.

In addition, depending on which mode you use for your report, you must have the following permissions and settings:

This mode requires these permissions and settings
SharePoint Integrated
  • Windows SharePoint Services must be configured to use NT LAN Manager (NTLM), which is a protocol that is used to authenticate users on a Microsoft Windows network. The forms authentication method, which is a Web service that uses Microsoft ASP.NET to enable applications to use their own logon forms or dialog boxes, does not work with this report type. In addition, Kerberos, which can be used with other PerformancePoint Server reports, cannot be used with Reporting Services reports using this mode.
  • As a dashboard administrator, you must have Reader or Editor permissions for the Reporting Services report that you want to use.
  • Dashboard consumers must have Reader permissions for the Reporting Services report that you want to use.

Report Center
  • As a dashboard administrator, you must have Reader or Editor permissions for the Reporting Services report that you want to use.
  • Dashboard consumers must have Reader permissions for the Reporting Services report that you want to use.

Finally, Reporting Services Report Viewer must be installed on the computer that you are using. Otherwise, Reporting Services may not be accessible from Dashboard Designer, and you will get an error message.

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Set up the structure of the PerformancePoint report

When you add a Reporting Services report to your dashboard, you begin by creating the basic structure of your report. The following procedure applies whether you plan to use SharePoint Integrated or Report Center mode for your report.

  1. In Dashboard Designer, click the Create tab, and then click Other Reports. The Select a Report Template dialog box opens.
  2. Click SQL Server Report, and then click OK. The Create a SQL Server Reporting Services Report wizard opens.
  3. In the Name box, type a name for your report. To specify where you want to store your report in PerformancePoint Monitoring Server, click Select Display Folder and then select or create a folder. Click Finish.
  4. In the Confirmation page, review the information in the Details pane, and then click Close to confirm your choices and create the basic structure of your report. Once you do so, the report is available for you to edit it in the workspace.

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Configure the report using the SharePoint Integrated mode

 Note   This procedure continues the previous procedure. It assumes that you have already created the basic structure of your report and that you have verified that you have the information you need.

  1. In the center pane of the workspace for the report, click the Editor tab.
  2. In the Server mode list, select SharePoint Integrated.
  3. In the Report Server URL box, type the URL to the server that hosts the report. The URL takes the form of http://<server name>:<port>/ReportServer.

    For example, http://Alpha:8080/ReportServer is the URL to a Reporting Services host server named Alpha that uses port 8080.
  4. In the Report URL box, type the path of your report. The report is an RDL file that is stored in the document library on the Windows SharePoint Services site. The URL takes the form of http://<SharePoint site>/Reports/<report library>/<Report.rdl>

    For example, http://Alpha/Reports/Sales Achievement.rdl is the URL to the Sales Achievement report that is in the Reports report library on a Reporting Services host server named Alpha.

 Note   The actual URL that you type may vary, depending on how your Reporting Services reports are organized. For example, http://Alpha/Reports/Sales Reports/Sales Achievement.rdl is the URL to the Sales Achievement report that is in the Sales Reports section of the Reports library on a Reporting Services host server named Alpha. Make sure that you have the complete URL to the report that you want to use.

  1. Specify the following settings for your report:
    • Select the Show toolbar check box to display the Reporting Services toolbar
    • Select the Show parameters check box to display the filters that are specific to the report
    • Select the Show docmap check box to include a document map in a separate pane in your report view.
    • Select a value in the Zoom list to set the viewing size of the report.
    • Select a value in the Format list to specify how you want your report to display in the dashboard.
    • In the Section box, type the section heading you want to use in the report.
    • In the DocMap ID box, type the docmap number.
  2. When you finish setting up the report, click the Home tab, and then click Publish Item to save the report to Monitoring Server.

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Configure the report using the Report Center mode

 Note   This procedure continues the previous procedures. It assumes that you have already created the basic structure of your report and that you have verified that you have the information you need.

  1. In the center pane of the workspace for the report, click the Editor tab.
  2. In the Server mode list, select Report Center.
  3. In the Server name box, type the server location where your SQL Server data resides. Use the following format: http://<server name>:<Reporting Services port>/reportserver
  4. Click Browse to select the Reporting Services report name. (This report must already be saved in SQL Server 2005 Reporting Services.)

    For example, http://Alpha:8080/ReportServer is the URL to a Reporting Services host server named Alpha that uses port 8080.
  5. Specify the following settings for your report:
    • Select the Show toolbar check box to display the Reporting Services toolbar
    • Select the Show parameters check box to display the filters that are specific to the report
    • Select the Show docmap check box to include a document map in a separate pane in your report view.
    • Select a value in the Zoom list to set the viewing size of the report.
    • Select a value in the Format list to specify how you want your report to display in the dashboard.
    • In the Section box, type the section heading you want to use in the report.
    • In the DocMap ID box, type the docmap number.
  6. When you finish setting up the report, click the Home tab, and then click Publish Item to save the report to Monitoring Server.

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