Wednesday, October 14, 2015

SharePoint list report creation using SSRS

Introduction

I am going to share an idea about creating SSRS report with SharePoint List. First create a base list in SharePoint site. Here is the steps to create a report

SSRS 

Open your report builder. We will get start up dialog box which is having an options like New Report, New Dataset, Open and Recent. 


Then, Click Chart Wizard under New Report. First we need to create dataset which is going to provide data to chart. Choose Create a dataset and click Next


Choose the connection data source. We have to connect source of data. Here we are going to connect SharePoint list as source. 


Click New. Then we may get Data Source Properties window. Give name for the Data Source. Choose SharePoint List in Connection Type. Give SharePoint site URL in Connection strin box. Click Test Connection for the confirmation of connection.Then, Click Ok


Published Data Source will be displayed once connection established. 


If we want edit the connection we have an option in this window. Click Next if there is no change in data source.

Next, We will get Design a query window. Here we can choose the list from data source. we have an option to filter at right side.

I have chose Discussion List to get chart. Then Click Next. 

Next window is used to choose the chart type. Chart types are Column, Line, Pie, Bar and Area. I have chose Column chart type.
Click Next

Arrange chart fields window is displaying now. Here we need to choose the field for create chart


We will land to Chart style window once we clicked Next. Here we can choose defined style for chart

Click Finish.

Now we were landed to Chart Editor screen. Here we can able to edit Chart Properties.


Click Run at top ribbon. Chart will display in Run window.

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