I'm creating custom SSRS reports for a client that uses CRM Online. However, I'm not able to deploy reports that have SQL DataSource connections to them. I get the following error:
"Invalid Data Source. This report type is not supported. Microsoft Dynamics CRM Online supports only reports that use Fetch XML data sources."
However, this error is somewhat untrue. Reason: When I download other custom reports from their CRM, the DataSources are all SQL connection strings with T-SQL queries.
So, there MUST be a way to deploy these reports. From within the client's network perhaps? I've not been able to find any details online thus far. Help?
I'm afraid there is no solution. CRM Online will only allow you to upload fetchXml based reports. There is no workaround (that I have heard of at least).
Are you sure that the other reports you downloaded are definitely custom (CRM allows some system reports to be SQL based) or if custom do they actually work (nevermind how they got there in the first place!).
Yes it's possible with couple of work around.
You need to create your data source for SQL and upload it on your CRM server. Do you have SSRS services running on your CRM server ? if yes then there would be 2 data sources available. One for CRM data source (fetch XML) and another for SQL server.if it's not there you need to create it .
Once you have those data source you are good to get your data in your SSRS report. Make sure your data source name should match with your SSRS report data source. (I have on-promise environment for my CRM 2011)
Related
I am new to Microsoft BI and I am wondering if you need SSRS installed in order to deploy a PowerView report to SharePoint. My datasources will be Excel files.
I know my company has a SharePoint (don't know yet which version). I don't think SSRS is installed, can I still deploy a PowerView report on the SharePoint? Or is SSRS needed for this requirement? Datasource will be just excel files.
No, you need SSRS in SharePoint mode in order to use Power View reports. You will also need to have the Reporting Services Add-In for SharePoint and PowerPivot for SharePoint installed and configured. Your SharePoint instance will need to be 2010+, depending on your version of SQL and Excel.
When deployed in a SharePoint BI Centre, Power View utilises components of the SSRS installation for the report, and uses the PowerPivot server (essentially an SSAS Tabular instance) to store and process the data model.
If you think about it, it makes sense, since a Power View .RDLX file is essentially a zip file containing an SSRS report and some other stuff. Dan English wrote a good article exploring it.
MSDN has a good deployment checklist that I've used myself in the past.
I did some extensive searching and was unable to find the answer to my question:
Are there alternatives to pulling data using ATOM Data Feeds other than Microsoft Powerpivot? I am trying to set up a connection to MS Access so I can populate some tables using data that currently has to be accessed through an SSRS embedded on a Sharepoint dashboard. I do not have access to the server, so I can't create my own connection at this time. Powerpivot has been the only method that returns data outside of manually going to the Sharepoint. I want the data to automatically populate in MS Access 2010.
I would try the Power Query Add-In - it can connect to SharePoint Lists or OData feeds:
SharePoint:
http://office.microsoft.com/en-au/excel-help/connect-to-a-sharepoint-list-HA104019822.aspx
OData:
http://office.microsoft.com/en-au/excel-help/connect-to-an-odata-feed-HA104019824.aspx
I have a requirement to create KPI and dashboard for which all data comes from Oracle. I am looking for getting this data into PerformancePoint to create KPIs..
Can anybody point me to the right direction on how to set my data source as Oracle tables? If this is not possible, what are other options available for me to get my data to SQL Server and then get it to display KPIs...
Will it be possible to use Business Catalog? or will I have to use some web services? Does anybody have how to go about this requirement?
I would think the best route to go would to possibly pull the Oracle data into a PowerPivot file and reference that in PerformancePoint. You could pull the data into SharePoint list through BCS or use SQL Server LinkedServer (but would just be tabular in PPS), but with PowerPivot or pulling it into a SSAS model that would probably be ideal and provide more functionality.
I have some records in SharePoint server. I have to create some reports using SSRS. I am little bit confuse that I used SharePoint list for creating reports or I used separate database for creating SSRS report. Please let me know which one is best way for creating SSRS report, using SharePoint list or using separate SQL Server database.
Thanks.
If you're dealing with relatively small datasets, it's probably fine to get data from SharePoint lists but this is not supported directly until SSRS 2008 R2. However, you can try to adapt the technique described here for earlier versions:
http://www.codeproject.com/Articles/24469/SQL-Reporting-Services-data-from-SharePoint-lists
This example explains how to do this with SharePoint 2007 - I'm not sure what you'd need to do to make it work with SharePoint 2010. You don't indicate in your question which version of SharePoint you're using, so I'll throw it out there just in case it's helpful.
If you're using SSRS 2008 R2, then you have a built-in SharePoint list source which you can learn about here: http://www.mssqltips.com/sqlservertip/2068/using-a-sharepoint-list-as-a-data-source-in-sql-server-reporting-services-2008-r2/
I would consider it a reasonable source if the reports run fast enough. If they don't, you might need to set up a separate database so that you can tune the queries and/or the data to get better performance.
I have provided users with a view of a large data set through Sql Server Analysis Services, and they find it very easy and intuitive to manipulate.
However, I am now being asked to provide them with access to smaller and smaller data sets, for which Analysis Services is not a great fit. The reason is that they like the ease of manipulation of the data, and it's pretty flexible in it's presentation of the data.
Also, many of the data sets are available to retrieve via a REST API, in a tabular form, which I'd prefer to use rather than providing database access.
Can anyone recommend any tools or libraries (ideally open source) which:
provide an SSAS-like interface for building up a pivot table (with attributes grouped together rather than in a flat list)
can retrieve their data from a web service rather than a traditional DB?
(NB I thought about trying powerpivot, but I'm not really sure what I'd be getting myself into, so if anyone has any experience of using this I'd be interested to hear)
Powerpivot is an excel plugin for excel 2010 that uses the vertipaq engine. It has a language called DAX that is very similar to MDX,
more information can be found here
If you wish to use PowerPivot, you have three options:
1) Use PowerPivot from within Excel (it's a free add-in - be sure to install the edition that matches the edition of Excel you have, i.e. 2007 or 2010 and 32-bit or 64-bit). You are using the resources of the client machine in this configuration.
2) Use PowerPivot for SharePoint - this requires SPS 2010 Enterprise. It allows you to host (render) the PowerPivot workbook using resources from the SPS server.
3) Use SQL Server 2012 SSAS installed in Tabular mode (to build a BISM). BI Semantic Models are PowerPivot models which are hosted on a SQL Server instance. This requires a full SQL Server licence, so it's certainly not cheap. However, here you have the greatest flexibility for resources, as you can use (control/monitor) the resouces of your server.
For more information see my deck on the BISM on SlideShare.