Mobile Report Publisher
SQL Server Mobile Report Publisher is the new reporting tool expressly dedicated to create and deliver mobile BI. With this developers can easily realize reports, dashboards and KPIs and publish immediately on every device. Dashboards are built locally on developer’s computer using the Publisher app and then published on Reporting Services server. Everything integrated natively into SQL Server Reporting Services 2016.
Features of Mobile Report Publisher
- It’s simpleness and quickness makes it really easy to use.
- Unified dashboards designer for any visualization.
- Native apps for all mobile platforms(Windows, iOS, Android).
- Automatics rendering in any screen size.
- Data sources availability.
- The unique layout creation technology enables efficient coverage of the entire BI presentation layer and perfect scaling to all screens size(Mobile phones, Tablets, Laptops, Desktops, Large screens)
Working with Mobile Report Publisher
Step 1: Assuming that you already have installed Microsoft SQL Server and configured the SQL Server Reporting Services, next you need to download and install the Mobile Report Publisher.
Step 2: Go to SQL Server Reporting Services Web Portal and in the Home screen, click on the down arrow present in the upper right corner and from the available options, select Mobile Report Publisher.
Step 3: Next it redirects to a page where you can download it for installing it further.
Step 4: After installing, launch the Mobile Report Publisher, you will see a blank layout grid and a gallery of available visualization types – navigators, gauges, charts, maps, and data grids.
Step 5: To start designing your report, simply drag-and-drop these visualizations onto the layout grid. Here each component is designed using a set of Simulated Data which is a set of fictional data the components can use when rendering the report before real data is connected to your dashboard.
Data for Reporting Services Mobile Reports
Step 1: The SQL Server Mobile Report Publisher data model is simple. You can import data from two types of sources:
- Local Excel files: Select an Excel document and pick which worksheet(s) to import. After import, the data is stored within the mobile report definition.
- SQL Server 2016 Reporting Services shared datasets: Browse the list of published datasets on the server and select the ones to add to the mobile report. Mobile reports based on server data always stay connected to the original server datasets and reflect the latest state of the data on the server.
Step 2: Go to the Data pane and select Add Data..
Step 3: On the next screen select Report Server and you will be able to see the list of the Server connections that have been previously created.
Step 4: If this is your first time connecting to the server, click on the Server Connections Icon on the top left of the Mobile Report Publisher screen and select Add new server connection.. fill in the server name and your username and password. Put the server name in the Server address box in this format: <“servername”>/reports/ then hit Connect.
Step 5: Going back to step 3 on connecting to report server, select the available server and browse to the Datasets folder inside Data Sources where you can see the list of the data set that has been deployed in the Server. Select the dataset that you want to use in the mobile report and the dataset will be successfully loaded.
Designing Mobile Reports
Step 1: Drag the desired visualizations onto the layout grid and click on preview. By default the report will contain the simulated data.
Step 2: Now switch to the Data pane, where you can add shared datasets from your report server and bind your visualizations to fields within those datasets. Select each report element and map the data set to the element.
Step 3: Repeat the above steps for adding your required data sources to every report element and finally see the preview.
Step 4: By default, you’re designing the Master layout, but you can also design layouts for Tablet and Phone.
Step 5: Switch to the Phone layout and simply drag-and-drop the visualizations you already created to optimize the layout for phones, click on preview. When you are ready to publish your report, simply Save As, choose a report server, browse to a folder and give an appropriate name to the report.
Step 6: Users can also view the Mobile Reports published on the server from their Windows, Android and iOS devices.