This document discusses various ways to generate reports from SharePoint data, including using SQL Server Reporting Services, Power BI, and Power Query to connect to and report on SharePoint lists and libraries. It covers techniques for handling complex SharePoint field types like lookups, metadata, and rich text. Reporting options for SharePoint Online, on-premises, and hybrid environments are also compared.

1. UNLOCK SHAREPOINT’S REPORTING SECRETS

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3. ♡ DIAMOND AND PLATINUM SPONSORS ♡

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John P White, M.Sc.
CTO/Co-Founder of tyGraph
Office Apps and Services MVP
Data Platform MVP
jpw@unlimitedviz.com
http://whitepages.unlimitedviz.com
@diverdown1964

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SharePoint Reporting

7. SharePoint as a
Data Source

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SQL Server Reporting
Services / Power BI
Report Server
• Paginated Reports
SQL Server
Integration Services
(SSIS)
• Extract-Transform-Load
Power Query
• “Get Data” in Power BI and
Excel
BI Tools for SharePoint Data

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Connects live
Lists look like
tables
CAML Queries
on back end
Kerberos or
cached
credentials
10x slower than
equivalent SQL
Queries
SSRS and SharePoint Data

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Extract/Transform/Load Mashups
SharePoint List Data Source
• SOAP web services
• Read/Write
• Deprecated
• On-prem only
SSIS OData data source
• REST Web services
• Supports SPO authentication
• Read Only
• Some data limitations
SSIS and SharePoint Data

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Applies to Excel and
Power BI
Multiple options
• OData
• SharePoint list
• SharePoint Online List
• SharePoint Folders
Cached data model
• Less perf impact,
manageable
Supported by SSAS,
AAS
Mashup with multiple
data sources
Helpers for complex
SharePoint data types
All on-premises sources
work with the On-Prem
data gateway
Power Query and SharePoint Data

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Odata
• Siteurl + _vti_bin/listdata.svc
SharePoint Online List
• For online lists
SharePoint List
• For on-prem lists
SharePoint Folders
• For SharePoint documents
Power Query SharePoint Data Connectors

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Person
Hyperlink or Picture
Managed Metadata
Lookup
Choice
Rich Text
Complex SharePoint column types

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FieldValuesAsText
Column
Extensions
Build relational
tables
Techniques for Complex Data

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Working With Blog Series
• Using Power BI to Report on Multi-Value SharePoint Fields
• https://whitepages.unlimitedviz.com/2018/01/using-power-bi-to-report-on-multi-value-sharepoint-fields/
• Using Power BI to Report on Person Fields in SharePoint
• https://whitepages.unlimitedviz.com/2018/01/using-power-bi-to-report-on-person-fields-in-sharepoint/
• Using Power BI to Report on Managed Metadata Fields in SharePoint
• https://whitepages.unlimitedviz.com/2018/04/using-powerbi-report-managed-metadata-fields-sharepoint/
• Using Power BI to Report on Rich Text Data Fields in SharePoint
• https://whitepages.unlimitedviz.com/2018/04/power-bi-report-rich-text-sharepoint/
• Using Power BI to Report on Hyperlink or Picture Fields in SharePoint
• https://whitepages.unlimitedviz.com/2018/04/powerbi-report-hyperlink-picture-fields-sharepoint/
• Using Power BI to Report on Lookup Fields in SharePoint
• https://whitepages.unlimitedviz.com/2018/04/using-powerbi-report-lookup-fields-sharepoint/
• Using Power BI to Report on Location Fields in SharePoint
• https://whitepages.unlimitedviz.com/2019/01/using-power-bi-to-report-on-location-columns-in-sharepoint/

16. Working with
SharePoint Data
Demo

17. SharePoint as a Report Canvas

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Native mode
only
Page viewer
with
rs:Embed=True
SharePoint lists
as a data
source
Report delivery
to SharePoint
libraries
The future of SSRS in SharePoint

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BI Features in SharePoint 2019
Feature Status Migration Action (on prem)
SQL Server Reporting Services
Integrated Mode
Removed Move to SSRS Native Mode / PBIRS
Power View Removed Convert to PBI Desktop
BISM file connections Removed Recreate in PBI Desktop
PerformancePoint Deprecated Gradual conversion to PBIRS
PerformancePoint –
Decomposition Trees
Removed Recreate in PBI Desktop
Power Pivot for SharePoint Removed Move to PBIRS
Scheduled workbook data refresh Removed Store workbooks in PBIRS
Workbook as a data source Removed Import data model to SSAS
PowerPivot management
dashboard
Removed N/A
PowerPivot Gallery Removed N/A

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Released
August 2017
Full fidelity
with integrated
mode web part
Requires
Kerberos
(mostly)
SSRS Native Mode web part

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Client side
rendering
No server
configuration
Works best
with Groups
Online only
SharePoint Online – Power BI Web Part

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SharePoint Classic – Secure Embed
Client side
rendering
License
required
Treat like
media embed
Script web
part
Modern or
classic
Online or on
prem

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Excel Services web part
for Excel reports
(onPrem & online)
SSRS Report Viewer web
part
(onPrem only)
Power BI web part
(online only)
SSRS/PBIRS with
rs:Embed=true
for Interactive and
mobile reports
(onPrem & online)
Other content types
SharePoint dashboards

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SharePoint embed options
Report type & platform SharePoint Online
modern page
SharePoint Online
classic page
SharePoint
on-premises
PBIX in Power BI Service Power BI WP or Secure embed
with script editor WP
Secure embed with
script editor WP
Secure embed with script
editor WP
PBIX in PBIRS Modern embed content WP Script editor WP* Script editor WP
RDL in PBIRS/SSRS Native Modern embed content WP Script editor WP* Report Viewer WP
RDL in SSRS Integrated mode Modern embed content WP Script editor WP* SSRS Integrated WP
XLSX (stored in SharePoint) Excel Online Embedding ** Excel Services WP Excel Services WP
RSMobile in PBIRS/SSRS Native Modern embed content WP Script editor WP* Script editor WP

26. SharePoint Usage
Reporting

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SharePoint On-Premises SharePoint OnlineHybrid
Hybrid
On-prem + Online
Reporting Scenarios

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SharePoint
2007 and earlier
• IIS Logs
SharePoint 2010
• Usage Analytics
Service
SharePoint 2010
and later
• Usage Database
SharePoint On-Premises

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Office 365
Admin
Dashboard
Microsoft 365
Usage
Analytics
Audit log Reporting APIs
Microsoft
Graph
SharePoint Online

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Hybrid Auditing
https://technet.microsoft.com/en-us/library/mt622371%28v=office.16%29.aspx
Management API
Service ApplicationUsage DB

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Page
Injection
Wiretapping
Warehousing
Third Party Tools

32. Wrapping up

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SharePoint
reporting is an
overloaded term
SharePoint can
be tricky as a
data source
Powerful report
delivery
platform
Operational
reporting is
doable
In Closing

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thank you
questions?
@diverdown1964
jpw@unlimitedviz.com
https://whitepages.unlimitedviz.com