How do I use Data-Driven Package Schedules for Paginates Reports on Premise or SSRS reports in PBRS?

Unlike a Data Driven Schedule, a Data Driven Package will determine the data driver further into the schedule. A Data-Driven Package allows you to send a package of reports to an individual or group from one schedule.

  • Destinations

This article applies to:

  • Power BI Paginated Reports (On Premise - Power BI Report Server)
  • Microsoft SSRS Reports (On Premise - SQL Server Reporting Services)

How to Create a Data-Driven Package Schedule Report for Paginated Reports on Premise or SSRS Reports?

  • Go to Data-Driven Package.

Power BI and SSRS. Data Driven Package in PBRS.

Power BI and SSRS. General Wizard in Data Driven Package in PBRS.

General Wizard

  • Package Name: The name of the package.
  • Create In: The PBRS folder where the package is stored.
  • Description: A short description to help other users identify exactly what this schedule is and what it is expected to do.
  • Keyword: Enter some keywords which can be used later by Smart Folders to identify this schedule.

Click Next to continue to the next wizard section.

Schedule Wizard

Power BI and SSRS. Schedule Wizard in Data Driven Package in PBRS.

In this section, you will decide when the report will execute. There are a variety of options:

  • Daily: Run a report every day or at a frequency of days.
    • Sub options: Repeat every X Days.

Example: Run the schedule every 3 days.

pbrs schedule daily

  • Weekly: Run a report on a weekly time frame.
    • Sub options: Repeat every X weeks.

Example: Run the schedule every 2 Weeks.

  • On: Select the specific days of the week the schedule will run. If only once a week, select only the day of the week it will run.

Example: Run every Monday, Wednesday, and Friday.

pbrs schedule weekly

  • Week Days: Run the schedule Monday through Friday.

pbrs schedule week days

  • Working Day: Run the schedule starting on a specific day of the month. Indicate which day of the month the schedule will run. E.G. run the schedule on the 4th working day of the month.

pbrs schedule working day

  • Monthly: Run the schedule on a monthly time frame.
    • Use the following options: Checking this box will enable you to select frequency options such as the “last Thursday of the month.” Also you can include or exclude specific months from the schedule.

pbrs schedule monthly

  • Annual: Run the schedule every year at a specified time.

pbrs schedule annual

  • Custom Calendar: Select the custom Calendar you wish to use. You can create a new custom calendar from the menu as well. Please see Custom Calendars for more information.

pbrs schedule custom calendar

  • Other: Other scheduling options.
    • Run Schedule every X Minutes, hours, days, weeks, months, years.

pbrs schedule other

  • None: No scheduling is required for this item.

pbrs schedule none

  • Start Date: Enter the desired starting date for the schedule. This section can be the current date (providing schedule time has not already passed) or a date in the future.
  • End Date: If the schedule is due to end after a certain date enter that here. If the schedule is to run indefinitely, then leave it blank.
  • Schedule time: On the Next Run date, the package will run at this time.
  • Exception Calendar: Choose a calendar that will instruct the schedule to NOT run on those specified days. Please see Custom Calendars for more information.
  • Next to run on: The package will next run on this date.
  • Repeat Every: Rerun the package every x minutes from the scheduled time until your specified time.

For example, you can set up a daily package to run every day at 8 am, and to run every hour until 5 pm.

  • Until: After this date, there will be no automated scheduling of this package.
  • Enable this Schedule: Uncheck this option to Disable the package. Disabled packages are not deleted, but they do not execute automatically. You can re-start the automatic scheduling at a later date by checking this option again. Or right-clicking this schedule from the main screen and selecting Enable.

Click Next to continue to the next wizard section.

Data-Driver Wizard

SQL Data DriverData-Driver Wizard in Data-Driven Packages

  • Click Build to specify the data selection criteria. This will return you to the Build Data Driver tool.

Power BI and SSRS. Get Values from database interface in PBRS.

  • The Data Driver is where you set up the source for data for your data-driven reports. If your data source or data selection criteria changes this is where you will need to make any required changes.
  • ODBC Datasource Name: Check this option to select ODBC DSN. Drop down and select a DSN.
We strongly recommend System DSNs so that the DSN is visible to PBRS even when the user associated with the DSN is logged off.
All communication to databases (including Access databases) is done through ODBC, so you must setup a system DSN to the database before you can use this facility.
When setting up DSNs we recommend (if possible) that you use Windows Authentication (Trusted Connection). This ensures that your username and password are not required to be stored in PBRS (more secure) and overcomes a large number of security restrictions which Windows places on DSNs. When using Windows Authentication, make sure that the PBRS NT service user (or background application service user) has full rights to the database otherwise, though you will connect when you are logged in, automated scheduling will fail if the Service user has not got rights to the database.
When setting up a DSN to a SQL server, you must ensure that the "Default Database" setting is set to the database you are connecting to (Windows defaults this to "Master").
  • UserID: Enter the User ID PBRS should use to log on to the database.
  • Password: Enter the password associated with the above user.
  • SQL Server Account: Check this option to use your SQL Server Account.

You must add the SQL Server Account in Integrations. 

  • Connect: Click Connect to connect to the Database.
  • Select the table from the database that holds the required data. You can refine your selection query by using the simple or advanced tabs.
  • Click Parse.
  • For more information of "Get Values From Database" interface, click here.
  • Click OK.
  • Key Column: Select the key column for the data that is returned for the reports. The information that drives the schedule is required to have a key column so that each row in the table is uniquely identified by the value in this column. The key column is there as an identifier which is used to troubleshoot in cases where there is a problem with one of the records.
  • Group reports by email address: You can instruct PBRS to group reports that are sent to the same email address. Please note that enabling this option disables the ability to embed the reports in the email body for email destinations.
    • Merging Multiple Reports: Where the reports are grouped you can also instruct PBRS to optionally merge the output of the grouped reports into a single file (PDF and MS Excel formats only). Selecting each option will bring up the options for the output format that you can further customize.

JSON Data Driver

Power BI and SSRS Reports: Data Driver Wizard in Data Driven Package in PBRS.

  • Enter your JSON string and click Validate.

Power BI and SSRS Reports: Data Driver Wizard in Data Driven Package in PBRS.

  • Row Identifier: Select the row identifier for the data collection for the reports. The information that drives the schedule is required to have a row identifier so that each row in the table is uniquely identified by the value in this column. The row identifier is there as an identifier that is used to troubleshoot in cases where there is a problem with one of the collections.
  • Group reports by email address: You can instruct PBRS to group reports that are sent to the same email address. Please note that enabling this option disables the ability to embed the reports in the email body for email destinations.
    • Merging Multiple Reports: Where the reports are grouped you can also instruct PBRS to optionally merge the output of the grouped reports into a single file (PDF and MS Excel formats only). Selecting each option will bring up the options for the output format that you can further customize.
Click Next to continue to the next wizard section.

Destination Wizard

In this section, you will decide where your schedule will be delivered. The list in the center will display the list of destinations you have added to the schedule. You can organize the various destinations’ order by clicking on the green up and down arrows.

Destination Wizard Data-Driven Package

  • Add: Click here to add a destination. You have several options which are: Email, Disk, Fax, FTP, ODBC, Printer, Sharepoint, SMS, and Dropbox.
    • For more information of adding destinations, click here.
    • For more information about Output Formats, click here.

pbrs destinations

  • Edit: Select a destination and click to edit it's properties. Or simply double-click on the destination.
  • Delete: Select a destination and click this button to delete it.
  • Import: Click here to import from the list of default destinations.

Customizing the Destination

With the Data-Driven Schedule, you can determine the delivery method of your report based on your data. In your table, specify the delivery method by creating a column for each delivery type (FTP, SharePoint, Email, etc.). For each record specify their email, fax number, and so on.

Power BI and SSRS. Data Driven Example

Tip: For email destinations, simply add a semicolon after an email address to send the same instance of the report to another email address.

  • Data driving the Report's Distribution
  • As mentioned above, PBRS will pull delivery data from your database.
  • In this example, we will be using email addresses found in the table.
  • With Data-Driven inserts, simply drag and drop the field that indicates your desired destination (email in this case).

pbrs email inserts

  • Now PBRS will deliver a unique report based base on a corresponding email address.

Customize Recipient Messaging

  • You can also customize the messaging the recipient receives. Using Data-Driven Inserts, PBRS will automatically pull data from your table and use it to customize the subject, body or report format.
  • Simply drag and drop fields from your table to the desired position.

For example, to customize an email greeting, type the greeting, and add the recipient's name as shown above.

Click Next to continue to the next wizard section.

Report Wizard

Power BI and SSRS. Reports Wizard in Data Driven Package in PBRS.

A package may be created with no constituent reports and then the reports can be added later. However, you may also add reports at this stage in the wizard - and amend, delete or add some more later.

  • Merge all Excel Files: PBRS will then merge all excel outputs in the package into a single excel file.

pbrs merge excel

HINT: Add Password Protection to this section in this option window rather than the individual report in the package. This will password protect the entire merged workbook.

  • Merge all PDF Files: Merge PDF outputs into a single PDF file. The reports will appear in the merged PDF in the order they are displayed in the package schedule. Checking this box will bring up additional PDF Options.

pbrs merge pdf

    • Click Add and select For SSRS or Paginated Reports.

    Power BI and SSRS. Reports Wizard of Package Schedule Report for SSRS in PBRS.

  • Package Report Properties will appear on.

Package Report Properties

Report Wizard

pbrs dd package report properties report

  • Use SSRS Account: Select the SSRS Account where your report server is located, and then click on (...) button next in Report Location
  • Service URL: Uncheck 'Use SSRS Account' checkbox, to enter the address of your reporting services server.
  • Report Location: Browse through the report server browser to select the desired report. Authenticate to the reports server if necessary.

Hint: SQL Azure Reporting Services- when writing your report, make sure you have enabled Forms Authentication. You should use the 2010 .asmx address for your reporting service URL.

pbrs dd ssrs server

  • Report Name: Write in the name of the package.
  • Format: Select the output format for the report.

Datasources Wizard

pbrs dd package report properties datasources

  • In this section you will authenticate to the database the report runs against, set snapshots, and other options.
  • Login Required: Set the authentication information for the report.

pbrs dd ssrs datasources 2

  • Preview: View the report prior to execution.

Parameters Wizard

pbrs dd package report properties parameters

  • In this section, you will determine the parameters for your report (if any). If your report has no parameters, you may skip this section by clicking next.
  • There are 3 requirements in order for PBRS to detect your SSRS Report parameters and their parameter values:
    • The parameter must be in use in the report.
    • The parameter must be visible.
    • The parameter must be set to be prompted at run time.
  • If these three requirements are achieved, you should see the parameters in your report listed in this screen.
  • For each parameter, select from the drop down list the value the report must use. You can type a value into the field as well.
  • PBRS can handle SSRS Reports with Cascading parameters, or reports where you can select multiple parameter values.
  • Select All: Selecting All Available Values will run the report given all the values.
  • Specified Value: Select the value you want in your report.
  • Null Value: Set no value for this parameter.
  • Default Value: It will select the default value.
  • All Values (at run time): Any new values will automatically will be included at run time.

Naming (Optional) Wizard

pbrs dd package report properties naming

  • Default Naming Convention: PBRS will name the output file in the following format: reportname.format extension, e.g. Catalog Report.pdf.
  • Customize the output file name: Choose your own filename or right-click and use the Insert Function to insert a value.
  • Customize output extension: Choose your own extension. This is useful for system integration. For example, the default extension for a character separated file is "CSV," but you can give your export an extension of "txt" so that the file can be read by another already existing system you may have. You may also right-click and use the Insert Function to insert a value.
  • Append date/time: This is useful for the following reasons:
    • If the filename is the same each time, and it is being exported to the same folder each time, then it will be overwritten by the latest one each time. By appending date and time to the filename, each file remains unique, and no files are overwritten.
    • You can track which reports ran and when they ran by looking at what the report is named.

Exception Handling Wizard

pbrs dd package report properties exception handling

  • Check if the Report is Blank: If a report is blank because it genuinely returned no data, recipients can misconstrue this as an error with the scheduler. This option allows you to identify genuine empty reports and instruct PBRS on what to do with them.
  • Ignore the report and subsequent tasks: If the report is blank, do not send the report. The report will not be delivered to the destination. No custom tasks will be run.

Method

Power BI and SSRS. Exception Handling in Package Report Properties in PBRS.

  • Select the Method that will determine whether a report is blank.
  • SQL Query: Select this option to use a user made query that will determine if the report is blank. If the query returns no results, the report is blank.
  • Click Build.
  • Get values from a database window will appear. For more information about Get values from database, click here.

pbrs get values from database

  • File size check: Assume reports is blank if size is under "X" bytes.

Power BI and SSRS. Exception Handling in Package Report Properties in PBRS.

Actions

Power BI and SSRS. Exception Handling in Package Report Properties in PBRS.

  • Select an action from the task list. This task will be executed in the event that a schedule is blank.
  • For more information about tasks, click here.

Tip: You can send a notification if a report is considered blank instead of sending the report. Simply select “check if a report is blank” then select “Ignore the report.” In the actions tab, select “Send Email” from the list. Compose your email and save.

  • Click OK.

Exception Handling Wizard

Power BI and SSRS. Exception Handling Wizard in Data Driven Package in PBRS.

  • Treat as “error” if not completed in X minutes: If a report takes longer than the specified amount of time to run, this option will treat the schedule as an error and follow the appropriate action. The “Auto-calculate” option instructs PBRS automatically determine how long a schedule should take to run the report. If it takes longer than the calculated amount of time, then it is an error.

If manually determining the error timing, please double check the run time of the report in order to get the correct time estimate.

  • On error, retry executing schedule every: If set to 0, PBRS will deem the schedule as "Failed" the first time it encounters an error. The schedule will not run again until its next scheduled time. Change the value to tell PBRS how many times you want it to retry running the report before declaring it as "Failed."
  • Check if the Report is Blank: If a report is blank because it genuinely returned no data, recipients can misconstrue this as an error with the scheduler. This option allows you to identify genuine empty reports and instruct PBRS on what to do with them.
  • Ignore the report and subsequent tasks: If the report is blank, do not send the report. The report will not be delivered to the destination. No custom tasks will be run.

Method

Power BI and SSRS. Exception Handling Wizard in Data Driven Package in PBRS.

  • Select the Method that will determine whether a report is blank.
  • SQL Query: Select this option to use a user made query that will determine if the report is blank. If the query returns no results, the report is blank.
  • Click Build.
  • Get values from a database window will appear. For more information about Get values from database, click here.

pbrs get values from database

  • File size check: Assume reports is blank if size is under "X" bytes.

Power BI and SSRS. Exception Handling in Data Driven Package in PBRS.

Actions

Power BI and SSRS. Exception Handling in Data Driven Package in PBRS.

  • Select an action from the task list. This task will be executed in the event that a schedule is blank.
  • For more information about tasks, click here.

Tip: You can send a notification if a report is considered blank instead of sending the report. Simply select “check if a report is blank” then select “Ignore the report.” In the actions tab, select “Send Email” from the list. Compose your email and save.

Click Next to continue to the next wizard section.

Custom Tasks Wizard

Power BI and SSRS. Custom Tasks Wizard in Data Driven Package in PBRS.

  • In the section you have the option of setting up custom tasks. Custom tasks are business process automation tools that can be auto triggered before or after a report runs.
  • For more information on Custom Tasks, click here.
  • If you have no desire to add a Custom Task, you can click finish to complete the schedule.

Data-Driven Package Report Schedule Context Menu

Power BI and SSRS. Data Driven Package Report Schedule Context Menu in PBRS.

Right-Click on a schedule to see the following actions:

  • Properties: Edit the schedule from here. Or you can just double click on the schedule.
  • Open: This will open the package and show its constituent reports.
  • Add Report: Use this to add one or more reports to an existing package.
  • Copy: Use this to copy the schedule. Right-click in the "white space" of the folder you wish to copy it to and select the Paste button.
  • Rename: Rename the package.
  • Enabled: Schedules are enabled when there is a check icon beside this option. To stop a schedule from running, or to "pause" it for a while, select this option to remove the check icon. Disabled schedules will not run until they are enabled again.
  • Move: Use this option to move the report into an existing package.
  • Execute: This button will execute the schedule immediately. Note that the next run date and time is not moved on as a result of a manual execution. They only move on if the schedule is run automatically by one of the schedulers .
  • Delete: Selecting this option will delete the schedule.
  • Execute On: Use to option to execute the schedule to another collaboration server. 
  • Test Package: Use this option to test the schedule and export it to selected "test" destinations.
  • Split into Single Schedules: This will split all the constituent reports in the package into Single Report Schedules.

This process will automatically delete the package once the splitting process is completed.

  • Ad-Hoc Email to Recipients: Select this option to send an ad-hoc email to all recipients of this package. You can use this to alert recipients to a planned system outage, or any other useful information.
  • Create Shortcut: Use this option to create a shortcut you can save in any location on your PC. Execute the shortcut to execute the schedule in PBRS.

Data-Driven Package Properties

Power BI and SSRS. Data Driven Package Report Schedule Context Menu in PBRS.

  • To access your schedule properties, right-click on a schedule and select properties.
  • Similar to the schedule wizard, you adjust settings to your schedules such as timing, error handling, or custom tasks.
  • General

You can view the Schedule Unique ID in the General Wizard.

Power BI and SSRS. General Wizard in Data Driven Package in PBRS.

  • Schedule

Power BI and SSRS. Schedule Wizard in Data Driven Package in PBRS.

  • Destinations

Destination Wizard Data-Driven Package

  • Reports
Power BI and SSRS. Reports Wizard in Data Driven Package in PBRS.
  • Exception Handling

Power BI and SSRS. Exception Handling Wizard in Data Driven Package in PBRS.

  • History

Power BI and SSRS. Data Driven Package Properties in PBRS.

  • Tasks

Power BI and SSRS. Custom Tasks Wizard in Data Driven Package in PBRS.

  • Sharing: Here you can share this schedule with multiple users. 

Power BI and SSRS. Data Driven Package Properties in PBRS.

  • Data-Driver

Power BI and SSRS. Data Driven Package Properties in PBRS.