SSRS 2016 – Part 3 Mobile Reports

This is the final post of 3 on SSRS 2016. This time I’m looking at the new SSRS 2016 mobile reports.

Post 1 covered the basics of creating your first paginated report.

Post 2 covered the new features for the SSRS portal and paginated reports.

Mobile Reports

To install Mobile Report Publisher, click the down arrow in the SSRS portal and select the Mobile Report Publisher. Download the installer and click through to the end. Install the C++ redistributable. If you have used DataZen then the designer will look very familiar.

The designer for mobile reports in SSRS 2016

Before we can start building our mobile report, we need a data source and a data set. I’m creating a shared data source in the new SSRS portal.

Adding a new data source in the portal in SSRS 2016
I used this simple connection string but you may require a different setup depending on your environment. If you need help try connectionstrings.com for templates.

Setting the connection string for a data source in SSRS 2016

Datasets have to be built in the Report Builder.

Creating a new dataset in Report Builder for SSRS 2016
Browse other data sources to select the shared data source we created in SSRS. Double click your SSRS server and select your dataset.

Writing a query to build a dataset in the Report Builder in SSRS 2016

The query used here is very similar to the one I used in Importing Open Datasets in SQL Server. Once you have a query that returns data, save the dataset to your SSRS server.

Connect the Mobile Report Publisher

We now have all we need to start building our first Mobile Report. Select Data at the top of the panel on the left of the designer. Then click add data, SSRS Server and your server name. If you saved your dataset in the root folder of SSRS, you will see something like the screenshot below.

Selecting the dataset in Mobile Report Publisher for SSRS 2016
The data in my open dataset (that I got from datagov.com) starts at 2011-01-01 and ends at 2012-12-12 so for this example I went into settings at set the Effective Date to 2012-01-01. This way the report can be used to draw comparisons between the two years that my data covers.

Setting an effective date for a Mobile Report in SSRS 2016

Mobile reports can include interactive objects that can filter the data feeding the other visulisations. For this report, I want the users to be able to filter the data on the social media platforms and the date. To do this, I will use a Selection List for the platforms and a Time Navigator for the date.

Selection List

As I’m not dealing with currency, I configured the Number Format of each visualisation to general. The default is Currency. Below are my layout settings for the selection list. I have switched Allow Select All off as the user can achieve this by deselecting any filters they have applied.

Configuring a selection list in the Mobile Report builder in SSRS 2016

In the Data Section check the key fields are correct for your data. This may take some experimentation.

Time Navigator

We need a datetime column in our dataset for this to work. Select appropriate values for Time Levels and Time Range Presets.
Time Navigator settings in Mobile Report Publisher

Charts

Now that our interactive filters are in place, we can add the charts and gauges. I will be using a Total Chart and a good old Pie Chart. For my data it made sense to set the Data Structure property to By Rows. On the data pane select the category to group the data by. Simulated datasets can only be removed once they have been deselected on all items.

Pie Chart settings in Mobile Report Publisher

Click Options on the category section in the data pane to make sure the Selection List and Time Navigator are selected to filter the data for each data visualisation.

Select data filters for charts in the Mobile Report Publisher in SSRS 2016

Before you can save the report, you need to create a mobile view. You can select all or a subset of the visualisations you configured in the master view. You can also select a different layout for tablets.

The mobile preview in the Mobile Report Publisher in SSRS 2016

Select save to server to publish to SSRS. If you have folders in SSRS, you can select a loction for the report otherwise just select the root.

Saving a report in the Mobile Report Publisher in SSRS 2016You can then see your report and it’s components in the SSRS portal.

Previewing the mobile report in the SSRS 2016 portal

You can now view your report in your browser.

A Mobile Report in SSRS 2016

You can also filter your report.

Filtering data in a mobile report with selection lists and time ranges

And you can do all of this on IOS and Android devices.

KPI

The last feature I want briefly mention is the KPI feature. This lets you add simple visualisations to the SSRS portal. This enables your users to see data without having to click a report and set parameters or filters. My dataset wasn’t exactly right for the purposes of a KPI but the screenshot below shows how simple and quick they are to setup. What you see in the top left is what will appear in the portal alongside your reports.

The settings for a KPI in SSRS 2016

 

Since I started this post, SQL Server Release Candidate 0 was released – so far it only seems to include small fixes for stability.

Well that’s it for me and SSRS for a while. I hope you enjoyed this short series of posts.

 

About the author

James Anderson

I'm a freelance SQL Server DBA in Southampton, UK. Performance tuning code and improving development processes are what I love to do for work. Outside of work, I live to travel to as many places as possible with my wife Sarah.

18 thoughts on “SSRS 2016 – Part 3 Mobile Reports”

      1. Can i view mobile report without Power BI? I want to view mobile reports with browser or custom app. Actually i can view but these are not responsive. Do you know how can i solve this problem?

  1. I see that the Mobile Reporting features are only available in the Enterprise version of SQL not the Standard.

  2. Hello. We are currently using SSRS in integrated mode in SharePoint. Do these reports also work on the SharePoint environment – so when I access the SharePoint via my mobile phone – am I able to click on the mobile report and it will be optimized for my mobile phone?

  3. hi james;

    I have an issue when using time navigator, I can’t choose my dataset as reference, i just have simulated table as series for background chart.
    in my data set, i ám using M/D/Y format such as 12/31/2015. any idea to solved this ?

    best regards;

    Azura

      1. hi james;

        not yet altering that, should I convert my date column to datetime column in SSIS? I tried to convert it using data conversion but didn’t work. any other idea how to convert it ?

        1. I would try creating a small test copy of your reporting database and play with the data types in it until you get the report working correctly with it. Then you will know exactly what you need to do in SSIS.

  4. 1 more question , how does the security works on SSRS mobile? can it handle row level security? Looks like it rely on the shared datasource configuration Right?

    1. Well the login used to authenticate the data source will be susceptible to row level security. This login will be down to the option you select when creating the data source. If your users use their AD credentials to login to SSRS and Keberos is configured then row level security could hide different rows for different users. See the credentials section here for full details.

  5. Hi , I have an issue with SSRS 2016 mobile reports. I tried to create one mobile report in SSRS browser. Here the problem is we are not able to delete the report.
    error: an error occurred when invoking the authorization extension.
    This error will get only when we try to edit and change the security.
    steps to reproduce: on mobile report -> click manage -> Go to security -> Edit -> select all -> Apply.
    Now when to try to delete then we are not able to delete.

    Please help
    Rama

    1. That’s not one I’ve seen before. I would try setting the security settings for your user at the route of the site to see if that overrides it. This will give the user full rights to everything so be careful.

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James Anderson SQL Server DBA

Hi, I'm James Anderson. When I'm not blogging about SQL Server, I do this.

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