Power BI Report Server: a Deep Dive for PBIUG Vancouver

Vancouver Power BI
& Modern Excel
User Group

Power BI Report
Server: a Deep Dive
Luca Gualtieri, MCP
PBI Lab Inc.
pbilab.com

Vancouver Power BI & Modern Excel User Group
Luca Gualtieri
CTO at PBI Lab Inc
• BI and Analytics consultant
• Power BI expert (MCP)
• Project management
• Co-founder of PBI Lab
• Passion for data
luca.gualtieri@pbilab.com
pbilab.com

Session Objectives & Agenda
Power BI Report Server
• Live Dashboard Demo
• Introduction to Power BI and Power BI Report Server
• Power BI Report Server for the BI user + Demo
• Editions, Licensing, Download & Installation + Demo
• Branding, Configuration, Utilities and API + Demo
• Summary & QA

Live Dashboard Demo

Live Survey with Power BI
Applications My Purpose Real Purpose
• Gives users the ability to
stream real-time results
into a dashboard
• Think about data sources
like social media, IoT
devices, in out example
MSFT Forms
• Understand your level of
expertise in Power BI
Report Server
• Add a little bit of flexibility
at the presentation flow
• Focus on the right topics
A little bit of fun ☺

PBI Lab Power BI Workspace

Introduction to Power BI
Power BI
INSIGHTS
Get started quickly
Natural Language Query
Real-Time Dashboards &
Interactive Reports
Custom Visualizations
DATA
Cloud
On-premises
ACTION
Automation
Apps
People
MobilePC HoloLens

Power BI: extended on-premises
Custom Visualizations
Live Dashboards
Natural Language Query
Get started quickly
Power BI reports
Power BI
SSRS reports
Power BI reports
Custom
Visualizations

Move to the cloud on your terms
Compatible with SSRS
Keep Power BI reports on-premises
SSRS reports
Power BI reports
Custom
Visualizations

Compatible with SSRS
Built on proven SQL Server Reporting Services technology
Consume in multiple ways
Benefit from an enterprise-ready solution
Publish SSRS reports

Scenarios for all reporting products
My organization wants an on-
premises solution to generate
precisely-formatted operational
reports
My organization wants an on-
premises solution for self-service
BI as well as
operational reporting
My organization wants a
managed Software-as-a-Service
(SaaS) solution for next-
generation, business user-led BI,
complete with Apps, real-time
Dashboards, Q&A,
and more
SQL Server Reporting Services Power BI Report Server Power BI service

Compare reporting options
SQL Server
Reporting Services
Power BI
Report Server
Power BI
Service
Deployment On-premises On-premises Cloud
Power BI dashboards ✓
Power BI apps ✓
Natural language query (Q&A) ✓
Power BI reports ✓ ✓
Paginated reports (RDL) ✓ ✓ ✓
Mobile reports ✓ ✓ ✓
How to buy SQL Server [1] Power BI/SQL Server [2] Power BI
Feature updates SQL Server release cycle Rapid release cycle Rapid release cycle
Support lifecycle SQL Server support policy Modern Lifecycle Policy Managed service
1. SQL Server Standard or Enterprise.
2. Power BI Premium (or SQL Server Enterprise with Software Assurance) per core + Power BI Pro per report publisher

PBIRS for the BI User

Create interactive reports
in Power BI Desktop
Create Publish
Publish to Power BI Report Server
Consume
View and interact in
Power BI Mobile or web browser

Create beautiful, interactive reports
Using Power BI Desktop
Connect to Analysis Services
(Tabular or Multidimensional)
and many other data sources
Variety of built-in and custom
visuals
Direct deployment to Power BI
Report Server

Optimized for document generation
and printing
Page headers, footers, and page breaks
Precise layout and formatting
Conditional formatting and visibility
Modern chart and gauge styles
Design beautiful documents quickly and easily
Create modern paginated reports

View and interact with Excel workbooks
Publish paginated, Power BI, and
Excel reports in a single location
Use a PowerPivot data model
Use live connection to Analysis
Services (Tabular)

Publish and manage reports
Power BI Desktop
Publish to Power BI Report Server
Re-open, edit, and save back
Organize and manage access to
reports

HTML5 rs:Embed=true
Consume reports in multiple ways
Mobile apps
</>
Windows
Android
iOS
Web portal Embedded In your apps

Two editions of Power BI Desktop
Power BI Desktop
Optimized
Power BI
Desktop

PBIRS for the BI User Demo

Edition & Licensing

Editions

Licensing

How to acquire Power BI Report Server

Power BI Premium

Modern Lifecycle Policy
Support EndsNew Release
Year 1 Year 2
Security &
Critical
Updates
Security Updates (Only)
Security &
Critical
Updates
Security &
Critical
Updates
Release 1
Release 2
Release 3
Frequent releases
(planning ~3 per year)
Security & critical updates
until next release
Security updates continue for
remainder of 12 months

Modern Lifecycle Policy

Download & Installation

Download
Download the msi installers from MSFT
https://www.microsoft.com/en-us/download/details.aspx?id=57270
There are multiple files available for download: Power BI Report server and Power BI Desktop Optimized for Report
Server (32 bit and 64 bit)

Install in minutes
Lightweight download and installation
Requirements
• Windows Server 2012+
• SQL Server Database Engine (2012+)
• SQL Server Analysis Services (2012+)
Zero impact on SQL Server

Report Server Configuration Manager
Configure immediately after the setup
Open Report Server Configuration
Manager
Configuration like SSRS
Integration with Power BI

SSRS Power BI Report Server
Back up report server database
Install Power BI Report Server
Connect report server to database using Report
Server Configuration Manager
Copy/Move
Report Server
Database
Report
Server Database
Migrate from SSRS (Native mode)

Migrate from SSRS (SharePoint-integrated mode)
Sample Script
rs.exe
-i ssrs_migration.rss -e Mgmt2010
-s http://SourceServer/_vti_bin/reportserver
-v st="sites/bi" -v f="Shared Documents“
-u DomainUser1 -p Password
-v ts=http://TargetServer/reportserver
-v tu="DomainUser" -v tp="Password"
SharePoint
Migrate Reports
Power BI Report ServerSSRS

Scale-out report servers
Report Server
Report Server
Report Server
Database
Load BalancerUsers

Updating PBI Desktop + Report Server
IT Pro
Power BI Desktop
Upgrade
Need to coordinate
deployment of updates
Power BI Report Server and
Power BI Desktop release
concurrently
Upgrade

Upgrade
Preliminary Steps
• Download the new version of Power BI Report
Server
• Backup the encryption keys
• Reporting service configuration manager
• rskeymgmt (Native Mode)
• Backup the report server databases
• Backup the configuration files
• Upgrade

Integr. with Power BI Demo

Branding

Report Server Branding
A brand package for Reporting Services consists of three items
and is packaged as a zip file.
• colors.json
• metadata.xml
• logo.png (optional)
The files must have the names listed above. The zip file can be
named however you like.
The zip package can be uploaded in the Site Setting Branding
section

The metadata.xml file allows you to set the name of brand package that you see in Power BI Report Server.
It has a reference entry for both your colors.json file and logo.png file (if applicable).
Next, to use a logo in your brand package, make sure to update the metadata.xml file to include a reference to
a file called “PBILab_logo.png” in the Contents section.
Metadata xml file

Metadata xml file

Almost all the work you need to do for your brand package will happen in this file.
When the brand package is uploaded, the server extracts the appropriate name/value pairs from the colors.json file
and merges them with a master LESS stylesheet, brand.less.
This LESS file is then processed, and the resulting CSS file is served to the client.
All colors in the stylesheet follow the six-digit hexadecimal representation of a color.
Colors json file

Colors json file
Primary Section – button colors, hover colors
Secondary Section – title bar color, search bar, the
left-hand menu (when present), and text color for
those items
Neutral Primary – Home background, Reports Area
background
Neutral Secondary – Text Box background, Folder
Options background, Settings Menu
Neutral Tertiary – Site Settings backgrounds

Branding Demo

Configuration with SSMS

Config File
Steps
• Locate the log file into C:Program
FilesMicrosoft Power BI Report
ServerPBIRSRSHostingService
• Check the config.json file
• Optionally change the logging output
path and the SSAS instance port

Configuration table
Steps
• Connect to PBIRS database using SSMS
• Use the ReportServer database
• Query the ConfigurationInfo table
• Have a look at the MaxFileSize property;
it is the maximum dimension allowed for
your pbix file

Connect with SSMS
Steps
• Get the Report Server Web Service URLs
• Open SSMS
• Open a new connection to Reporting Services
and connect to the Report Server Web Service
URLs

Configuration Example
Disable download button in PBIRS web portal
• Connect to Reporting Services using SSMS
• Right click on the server name and then open
the Properties section
• From the Properties menu, click on the
Advanced section and locate the property
called ShowDownloadMenu
• Change the property to false and click OK
• SERVICE RESTART IS NOT REQUIRED

Allow specific resource extensions for upload in PBIRS web portal
• Right click on the server name and then open
the Properties section
• From the Properties menu, click on the
Advanced section and locate the property
called AllowedResourceExtensionsForUpload
• Change the property to include only the file
types you want to be enable for upload

Customized Roles
• Expand Roles to explore the existing Roles
• Right click on Roles and create a new one
• Configure the properties and click OK

Configur. with SSMS Demo

Office Online Server

Host Excel Workbooks
Steps
• Installation Prerequisites
• Install Office Online Server on separate
machine
• Integrate with Power BI Report Server; you
can do this in the Site Settings General section
• Add machine account as Admin to SSAS
• Install PowerPivot Instance

API & Utilities

RS.exe utility
PBRIS tasks automation
• The rs.exe utility processes script that you provide in an input file. This utility to automate report server deployment and administration tasks
• RS.exe is located at Program FilesMicrosoft SQL Server110ToolsBinn. You can run the utility from any folder on your file system
• To run the tool, you must have permission to connect to the report server instance you are running the script against. You can run scripts to
make changes to the local computer or a remote computer
• The script is a RSS (Reporting Services script) file in SSRS
• The following example migrates content from the native mode Sourceserver to the native mode Targetserver

REST API
API programmatic access to PBIRS
• Power BI Report Server support Representational State
Transfer (REST) APIs. The REST APIs are service endpoints
that support a set of HTTP operations (methods), which
provide create, retrieve, update, or delete access for
resources within a report server.
• The REST API provides programmatic access to the
objects in a Power BI Report Server catalog.
• http://<<reportservername>>/Reports_PBIRS/api/v2.0/

PowerShell
Reporting Services PowerShell Tools
• Reporting Services supports a wide range of
development and management scenarios
including PowerShell for both Native and
SharePoint mode.
• The example here uses a function to add
Users in specific Power BI Report Server
folder

API & Utilities Demo

Credits & Resources

Connect with PBI Lab
pbilab.com
@pbilab
info@pbilab.com
luca.gualtieri@pbilab.com
raymonddlima@pbilab.com

Credits
• Peter Myers – Power BI For Developer meetup at PBIUG Vancouver
https://www.meetup.com/Vancouver-Power-BI-User-Group/events/254565601/
• Devin Knight – Power BI Streaming Datasets with MS Flow video
https://www.youtube.com/watch?v=ODL317jCy3Y
• Teck Resources – MSDN subscription, PBIRS experience

Resources
• Power BI Report Server
https://powerbi.microsoft.com/en-us/report-server/
https://www.microsoft.com/en-us/download/details.aspx?id=57270
• RS.exe Utility
https://docs.microsoft.com/en-us/sql/reporting-services/tools/rs-exe-utility-ssrs?view=sql-server-2017
• Form, Flow and Power BI
https://flow.microsoft.com/en-us/blog/forms-and-flow-and-powerbi/
• PBIRS Role Definitions
https://docs.microsoft.com/en-us/sql/reporting-services/security/role-definitions-create-delete-or-
modify?view=sql-server-2017

Resources
• Upgrade Power BI Report Server
https://docs.microsoft.com/en-us/power-bi/report-server/upgrade
• Power BI Report Server System Requirements
https://docs.microsoft.com/en-us/power-bi/report-server/system-requirements
• Host Excel Workbook
https://docs.microsoft.com/en-us/power-bi/report-server/excel-oos
• PBIRS data-sources
https://docs.microsoft.com/en-us/power-bi/report-server/data-sources
• Reporting Services Server Properties (Advanced Page)
https://docs.microsoft.com/en-us/sql/reporting-services/tools/server-properties-advanced-page-
reporting-services?view=sql-server-2017

Resources
• Branding Power BI Report Server
https://docs.microsoft.com/en-us/sql/reporting-services/branding-the-web-portal?view=sql-server-2017
https://blogs.msdn.microsoft.com/sqlrsteamblog/2016/03/20/how-to-create-a-custom-brand-package-for-reporting-
services-with-sql-server-2016/
• Troubleshot Scheduled Refresh in PBIRS
https://docs.microsoft.com/en-us/power-bi/report-server/scheduled-refresh-troubleshoot
• Integrate with Active Directory Federation Services (ADFS)
https://docs.microsoft.com/en-us/power-bi/consumer/mobile/mobile-oauth-ssrs
• API
https://github.com/microsoft/ReportingServicesTools
https://docs.microsoft.com/en-us/power-bi/report-server/rest-api
https://app.swaggerhub.com/apis/microsoft-rs/PBIRS/2.0

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Power BI Report Server: a Deep Dive for PBIUG Vancouver

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