Friday, 1 February 2013

Implementing Data Alerts using Sql Server Reporting Services 2012 in SharePoint Integrated Mode


Sql Server Reporting services 2012  has some great new features ,Data Alerts is  one the new feature which is a data driven alerting solution  which  sends the important and interesting  report data   as per  the conditions and time we specify,this  feature enables to create interesting business related alerts  using  a combination of operators .Another major new future of   Reporting services  in  SharePoint integrated mode now is   a  Shared Service of SharePoint .This shared service architecture allows   the   configuration of  reporting services  using SharePoint central administration site  and also use  the SharePoint scalability future 

Before diving into the demo i want to share some common error which i  encountered when implementing  SharePoint Farm with Sqlserver 2012 is related to SP1 ,if you haven't installed sp1 for SharePoint 2010 than this error will be encountered as shown below,




To start the demo  .

The first step is to create a new web application ,go to central administration of share point server2010 and application management  and click Manage web applications and create a web application.In the next step go to application management again  and go to site collections section and  create a site collection  with  Business Intelligence Center Template selected as shown below


This creates the top level website ,in the next step we will add a  a service application of Reporting Services by going to central administration ,application management, service application  and click manage service application  and create  a Reporting services service application as shown below




In the next step go to site collection  and site settings to enable all reporting site collection features  and also share point enterprise futures  as shown below,



Also in site settings go to  site actions and  site features and enable  report server file sync feature

In the next step go to site actions and more options and   select report library


In the next step go to  the newly created report library  and go to  library settings  and click add from existing content types  link which can be found on the same page and select Report Builder Model ,Report Builder report,ReportDataSource content types to add to our library


In the next step on the same report library page go to documents and new documents and click report DataSource and give connection string properties and for credentials use stored credentials as for this demo of data alerts we need stored credentials



In the next step ,on the report library page click new documents and select Report Builder to create a new report ,you will prompted for click once deployment for report builder,permissions  need to be granted in the site settings to enable  report builder  to connect to the site and  to use the contents of that site library.In the Report builder click new report and select the data source from the  share point  report library which we created in earlier step





In the next step    create a new data set and select the required fields from the existing tables and click auto detect relationship and edit relationships ,as  in most cases auto detect cant  detect the complex relationships.



The developed report in this demo looks like below,its a simple report using the AdventureworksDW2012 as data source.





Deploy the report to the report library ,than  open  the report and from the actions menu of the report , select   new data alert  as shown below






In data alert window  create the condition for the data alert  as shown below






As you can see in the above diagram , i have created a data alert  to  send an email  when the   condition with  product category of  Bikes  ,sales territory   of Canada  and   sales value greater than 600,023 is met  .In the next step go to the  the report and click on the dropdown list and select  manage data alerts




The alert created is shown below


In the next step right click on the data alert and run the data alert  for testing ,if the data alert is  run successfully it shows the when the data alert was run  and  sends the data alert if the required condition is met as shown below






The data  alert which i sent was success and The sent mail looks like below ,which shows the  condition which we set  for the data alert and  the filtered data as per the condition as marked in the diagram below











                                                                                                                        












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