Walkthrough - SSRS Mobile Report

Introduction

Microsoft introduced mobile report in SQL Server 2016. In this article, we are going to see the following:

  • Mobile report builder installation
  • Creating first SSRS mobile report
  • Publishing SSRS Mobile report

Mobile report in SSRS is a Datazen – Mobile BI tool. Microsoft bought Datazen and integrated Datazen with SSRS.

Click here to know about Datazen.

Step 1: Once you install SQL Server 2016, go to Start -> Select Report server configuration manager under Microsoft SQL Server 2016.

Click here for a step by step SQL Server installation guide.

guide

Step 2: Select the instance that has been installed in SQL Server. Currently, I have only one instance, SQLDEV, so I am connecting to that instance SQLDEV.

SQLDEV

Step 3: Go to Web Portal URL -> Select hyperlink, which is the report manager URL for SQLDEV instance.

URL

Step 4: Once you select the hyperlink, you will get the report manager portal. Go to New -> Mobile Report.

In SSRS 2016, Microsoft changed the report manager UI, which looks very good.

Report

Step 5: Once you select the Mobile report, you will get a screenshot, given below. Click to get the report builder publisher. In order to create a Mobile report, you need a report builder.

publisher

Step 6: Click the download button to download the report builder setup.

Report builder download Link is given. Click it.

publisher

Step 7: To install SSRS Mobile Report builder, you need Visual C++ Redistributable for Visual Studio 2012 (x86) and click here to download.

Download VSU_4\vcredist_x86.exe from that package.

Now, run the report builder setup by following the steps, given below:

report builder

report builder

report builder

report builder

report builder

report builder

report builder

Step 8: Now, we are going to create a new mobile report. You can open a mobile report builder in the two ways; one is go to the start menu and open Microsoft SQL Server mobile Report publisher; while another one is to open the mobile report from the report manager URL.

I am going to open from Report manager, because this option automatically creates a Server connection.

connection

Step 9: Automatically, the user will get a Server connection Window now. Click connect to create a data source connection.

connection

Step 10: When you click on the Server icon on the report builder, you are able to see the list of the Server connections that have been created. Now, I created only one. Thus, it is showing one connection.

connection

Step 11: Now we have to create a data set. To create a new dataset, go to -> Data -> click Add Data.

create

Step 12: Mobile report in SSRS wouldn’t allow you to create a data set from the mobile report builder; it allows you to browse the data set that has been already created and deployed in the Report Server (like shared dataset in SSRS), sothe only way for yo to do that is to create a data set from BIDS or SSRS report builder and deploy that in the Server. Thus, I already created some shared data sets and now, I am going to browse that from my Server,

Select -> Report Server.

 Report server

Step 13: Browse to the Server where you have the data set. I created one in SQLDEV. Thus, I am selecting SQLDEV.

SQLDEV

Step 14: Now, you can see the list of the data set that has been deployed in the Server SQLDEV. Select the data set that you want to use in the mobile report. I am selecting Sales by the product data set.

dataset

Step 15: Data set successfully added to the mobile report.

Mobile report

Step 16: I am repeating step 10 to step 13 to create another data set named as sales by the product category.

category

Step 17: Now, we are going to design a report. Go to -> Layout -> category chart -> from the chart category. Change Title name as Sales By Product.

report

Step 18: Drag and drop another category chart, as shown below and name the chart  Sales by the category.

report

Step 19: Drag and drop Pie chart, as shown below and name it Sales Analysis.

chart

Step 20: Drag and drop the sample data grid from the data grid category and name it as sales tables, as shown below:

chart

Step 21: Go to the mobile phone view, as shown below and reorder the item that you created in the master view, as shown below:

SSRS mobile report has an option to reorder and create a custom view for the tablet and mobile phone.

chart

Step 22: Now go to the data-> select the report element and map the data set to the element.

Data

Data

Data

Data

Step 23: The mobile report has an option to change the theme. Let’s try how it looks. I am changing the theme to Blue.

Mobile report

Step 24: Click preview to preview the report.

preview

preview

Step 25: Click Phone view.
Phone view  

Step 26: Click Preview to preview the report in Phone view.

Preview

Preview

Step 27: Click -> save.

save

Step 28: Browse where you want to save the file system or the Server. I am selecting Server.

server

Step 29: Provide the report name and click save.

report

report

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