Using PBRS to Set Up Data Driven Subscription Scheduling for SSRS Reports
1.7 هزار بار بازدید -
4 سال پیش
-
Use PBRS to schedule Power
Use PBRS to schedule Power BI to export a filtered, password-protected PDF report weekly and place in a folder.
Want to see how? Visit http://bit.ly/2Od5iGG.
(00:16):
This demo will show you how to schedule an SSRS report using a data-driven schedule. The report will run every week on a Monday at 8:00 AM and will be sent to a folder location and an email. To begin, I'm going to select data-driven for SSRS. The first thing I need to do is connect to the DSN, which is linked to my database, which has all the required information. If you don't already have a user ID and password, then enter it here. I'm going to connect. And now I need to select the table that holds my required data, and for me, it's suppliers. And I'm going to return records where the supplier ID is equal to number one, or the supplier ID contains the number two. And I will just pass those results and view them. And these are the results that it brings back. And okay to save that information.
(01:42):
The next thing I need to do is give it a key column. In my case, it's going to be supplier ID. This check box here will allow me to group reports together by email address for the email destination. So if a recipient of the reports is due to get five reports, instead of getting five separate emails, they would get one email with five attachments. Next. This is where I select the SSRS account that I wish to use for running my reports. Then I select my report location. I'm going to be running the supplier information report.
(02:42):
Next. This report is going to run weekly every Monday at 8:00 AM. So I can leave every one week as the default, uncheck the other days of the week and over type the time here to say 8:00 AM. And next to save it. This is the data sources tab, where you will see the data source name. Next, amateurs tab, where you enter parameters information. Unlike a single schedule where you run a report using static parameters, I'm going to run the report, pulling the parameters back from my database. So for my supplier ID, I'm going to click on this parameter and instead of entering a single number, I'm going to use the insert menu and I'm going to bring across supplier ID. And click okay. For the category ID, I'm going to just run all values present at runtime, and for the product ID, I'm going to do the same. And click next.
(04:10):
This is the destinations tab. I'm going to set up two destinations. One is going to be a disk destination and one is going to be email. The first one, we'll do email. This is the email destination. Here we have the two field. And again, I'm going to data drive this information from my database. So I'm not going to enter in a static email. Instead, I'm going to use the inserts menu and I'm going to pick up the email column. The subject, this can be a static subject, or again, you can use an insert. So I will use the company name. We'll call it weekly report. I can also customize the body of the email, again, using the inserts from my database. I can change the format from text to be HTML.
(05:44):
The format of these reports, I'm going to choose PDF. I will enable PDF options and I will put in a password and also a user password for the report. I can enter in a watermark. I can choose the font that I want to use. I can make it bold and I can change the size. You can also choose to type whether to have an overlay or underlay. In my case, we'll do overlay. I will choose a 45 degree angle. I'll put it in the middle of the paper. And okay. The naming tab, the customize file name is going to be supplier ID. I can accept that or I can remove it and choose to put in the company name and the supplier ID. And okay. That will save the email destination.
(07:12):
The next destination I'm going to do is a disk destination. I'm going to output these reports to Excel. So the first thing I need to do is click add a disc. I don't actually want to select a static destination folder because I want to get that information from my database. So I'm just going to click okay here. I'm going to bring up my folder path and I'm going to remove it. Delete. I'm going to bring in my insert. I'm actually going to drag and drop folder, and the down arrow to save it. The format that I'm going to use is Excel, and the worksheet name, I can customize this using information from my database, or I can leave it blank for sheet one, for example. But in my case, I'm going to drag across the company name. I can also password protect the workbook. And click okay.
(08:35):
Next we'll save the destinations. This moves us to exception handling. This is our exception handling tab. Next, custom tasks. If you want to run any custom tasks for the reports or for the schedule, you would do that here. You can do it for each generated report or once for the entire schedule. Clicking finish will save the schedule...
Want to see how? Visit http://bit.ly/2Od5iGG.
(00:16):
This demo will show you how to schedule an SSRS report using a data-driven schedule. The report will run every week on a Monday at 8:00 AM and will be sent to a folder location and an email. To begin, I'm going to select data-driven for SSRS. The first thing I need to do is connect to the DSN, which is linked to my database, which has all the required information. If you don't already have a user ID and password, then enter it here. I'm going to connect. And now I need to select the table that holds my required data, and for me, it's suppliers. And I'm going to return records where the supplier ID is equal to number one, or the supplier ID contains the number two. And I will just pass those results and view them. And these are the results that it brings back. And okay to save that information.
(01:42):
The next thing I need to do is give it a key column. In my case, it's going to be supplier ID. This check box here will allow me to group reports together by email address for the email destination. So if a recipient of the reports is due to get five reports, instead of getting five separate emails, they would get one email with five attachments. Next. This is where I select the SSRS account that I wish to use for running my reports. Then I select my report location. I'm going to be running the supplier information report.
(02:42):
Next. This report is going to run weekly every Monday at 8:00 AM. So I can leave every one week as the default, uncheck the other days of the week and over type the time here to say 8:00 AM. And next to save it. This is the data sources tab, where you will see the data source name. Next, amateurs tab, where you enter parameters information. Unlike a single schedule where you run a report using static parameters, I'm going to run the report, pulling the parameters back from my database. So for my supplier ID, I'm going to click on this parameter and instead of entering a single number, I'm going to use the insert menu and I'm going to bring across supplier ID. And click okay. For the category ID, I'm going to just run all values present at runtime, and for the product ID, I'm going to do the same. And click next.
(04:10):
This is the destinations tab. I'm going to set up two destinations. One is going to be a disk destination and one is going to be email. The first one, we'll do email. This is the email destination. Here we have the two field. And again, I'm going to data drive this information from my database. So I'm not going to enter in a static email. Instead, I'm going to use the inserts menu and I'm going to pick up the email column. The subject, this can be a static subject, or again, you can use an insert. So I will use the company name. We'll call it weekly report. I can also customize the body of the email, again, using the inserts from my database. I can change the format from text to be HTML.
(05:44):
The format of these reports, I'm going to choose PDF. I will enable PDF options and I will put in a password and also a user password for the report. I can enter in a watermark. I can choose the font that I want to use. I can make it bold and I can change the size. You can also choose to type whether to have an overlay or underlay. In my case, we'll do overlay. I will choose a 45 degree angle. I'll put it in the middle of the paper. And okay. The naming tab, the customize file name is going to be supplier ID. I can accept that or I can remove it and choose to put in the company name and the supplier ID. And okay. That will save the email destination.
(07:12):
The next destination I'm going to do is a disk destination. I'm going to output these reports to Excel. So the first thing I need to do is click add a disc. I don't actually want to select a static destination folder because I want to get that information from my database. So I'm just going to click okay here. I'm going to bring up my folder path and I'm going to remove it. Delete. I'm going to bring in my insert. I'm actually going to drag and drop folder, and the down arrow to save it. The format that I'm going to use is Excel, and the worksheet name, I can customize this using information from my database, or I can leave it blank for sheet one, for example. But in my case, I'm going to drag across the company name. I can also password protect the workbook. And click okay.
(08:35):
Next we'll save the destinations. This moves us to exception handling. This is our exception handling tab. Next, custom tasks. If you want to run any custom tasks for the reports or for the schedule, you would do that here. You can do it for each generated report or once for the entire schedule. Clicking finish will save the schedule...
4 سال پیش
در تاریخ 1399/07/03 منتشر شده
است.
1,722
بـار بازدید شده