Hello! I have access to SSMS and to Visual Studio and I have a basic understanding of how to create reports. What I want to do is add an additional parameter to a standard report -- I don't want to mess with the standard report, so I'd like to create a copy, edit it and save it as a custom report. What I can't figure out is how to get at the existing standard report in Visual Studio to make a copy -- do we have access to the standard reports? I see a folder for them, but it is empty.
Thanks!Anne
I'm almost there! I'm trying to attach a new data source -- a new stored procedure -- to the new custom report, but I'm getting the following error message when Visual Studio tries to connect to SSMS:
You have specified integrated security or credentials in the connection string for the data source, but the data source is configured to use a different credential type. To use the values in the connection string, you must configure the unattended report processing account for the report server.
If you are using the Tessitura_Custom project (recommended), then the data source for the project should already be defined. You should see it in the Solution Explorer under Shared Data Source. The Data Source in your report should be set to that Data Source (Report Data pane --> Data Sources --> Data Source Properties --> Use shared data source). The Use shared data source should be set to the Solution shared data source.
Something to consider: Each environment has a separate data source. So if you're in TEST then the data source string should point to your TEST instance. It looks like this: <AWS instance NameTEST>\\{AWSInstanceName>\\Initial Catalog=impresario;MultipleActiveResultSets=True. You will also want your Configuration Manager set to debug if in TEST and Release if in PROD.
This can take a lot of fiddling to get everything lined up but once it is configured correctly, it will run without issue when you run the Build.
I think the data source is okay. Its dataset that needs to be changed, at least I think it does. Since I'm adding a parameter, don't I have to create a new stored procedure that includes the new variable? Or can I use the existing one? This is where I'm trying to make the change. It points to the stored procedure for the standard report.
Sorry, confused "new data source" with "new stored procedure." You will need to add the parameter to the new local procedure you created based on the standard procedure, yes. And, of course, add the parameter to the report.
I did that. But when I try to add the data source to the report it won't connect to SSMS. Hmmm. I'm also not finding the rdl file when I try to upload it via Report Manager.
Take or leave this advice, but I also find it is often easiest just to copy the "Tessitura Report Sample" for each new report I make. Then, if I have another report I want to use as a template, I just open it, go to "View Code" to view the full XML code directly, and then just copy and paste that into the newly copied report I just created.
Many ways to get there, that has been easiest for me.
I think it is time for a support ticket - when I open SSDT in Live it can't access my shared data source either.
Do you have the correct Connection Properties for your Data Source? Can you Test Connection?
I think it may be that it was set to using SQL Server Authentication rather than Windows. Thank you! I'll keep trying.
But now it seems that my Report Parameters is pointing to Live instead of Test and I can't find where to change the file location.
Your Data Source needs to point to Test so the Dataset is connecting to Test as well.