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How do I add a report's data source in Report Builder?

This article explains how to add a data source to your custom SSRS report.

1. Report Prep

In order to build a custom SSRS report, you will need the following:

  • Reporting Database Credentials. For online customers, this information is available on the Reporting Settings page. For on-premise customers, the credentials were configured at the time of creating the Reporting Database.
  • Site Collection URL.

2. Add a Data Source

  1. Right click on Data Sources.
  2. Select Add a Data Source.

3. Enter Data Source Properties

  1. Enter a Name for your Data Source.
  2. Select whether you want to use a shared connection or use a connection embedded in your report.
  3. Data Source window: If this is the first time using the Report Builder tool, you will see a blank window. If you have worked in Report Builder before, you will see the previously used data sources listed.
  4. If your data source isn't listed, click the Browse button.

4. Browse to find Data Source

You will now navigate to the EPM Live Reporting Database that is already set up in your site collection as a Data Source.

  1. Paste the Site Collection URL in the Name field.
  2. Click the Open button.

5. Enter Your User Credentials

  1. Enter your User Name and Password. This is the login information for your user account.
  2. Click the OK button.

6. Select the Report Library Folder

7. Select the Data Sources Folder

8. Select Report Database Name

  1. Select your Reporting Database name. Typically this is named EPMLiveReportDB. For On-Premise customers, you or another Site Collection Administrator may have named it something else at the time of initial Reporting Database creation.
  2. Click the Open button.

9. Select Reporting Database

  1. Select your Reporting Database.
  2. Optional: Click the Test Connection button to confirm that Report Builder can connect to your Reporting Database.
  3. Click the OK button.

10. Test Connection

If you selected the Test Connection button, a pop-up window should appear to confirm that the connection was created successfully.

Click the OK button to close the pop-up window.

11. Confirm Data Source Added

On the left hand side, your Data Source will be listed under the Data Source folder. You could set up your report to point to two data sources, if needed. This example report will only have one Data Source.

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