Deploy the ADO.NET Provider for Excel Online on an SSRS Report Server



Connect to Excel Online data from multiple reports and pick up updates immediately: Create a shared data source on a native mode report server or a report server on a SharePoint farm.

In this article, we will guide you through the deployment process of the CData ADO.NET Provider for Excel Online on an SQL Server Reporting Services (SSRS) report server. Additionally, you will learn how to establish a shared data source, which facilitates connectivity to real-time Excel Online data from various reports. You can then access these shared data sources from the Report Designer within Visual Studio. For detailed instructions on creating datasets in Report Designer using ADO.NET, please refer to the "Using ADO.NET" section in the help documentation.

Deploy the ADO.NET Provider

The provider installation automatically deploys the provider on report servers in native mode. On report servers in SharePoint mode, you can use the install-sprs.ps1 PowerShell script to deploy. Simply run the script from the lib subfolder in the installation directory, or pass in the "path" parameter.

Create a Shared Data Source for Excel Online

You can create shared data sources directly from a report server or SharePoint site. Alternatively, you can use Report Designer to create shared data sources.

Report Designer

You can use Report Designer to create shared data sources on native mode report servers and report servers on a SharePoint server farm.

  1. In a Report Server Project in Visual Studio, right-click Shared Data Sources in Solution Explorer and click Add New Data Source.
  2. Enter a name for the data source and in the Type menu select CData ExcelOnline Report.
  3. In the Connection String box, enter the connection string to connect to Excel Online.

    You can connect to a workbook by providing authentication to Excel Online and then setting the following properties:

    • Workbook: Set this to the name or Id of the workbook.

      If you want to view a list of information about the available workbooks, execute a query to the Workbooks view after you authenticate.

    • UseSandbox: Set this to true if you are connecting to a workbook in a sandbox account. Otherwise, leave this blank to connect to a production account.

    You use the OAuth authentication standard to authenticate to Excel Online. See the Getting Started section in the help documentation for a guide. Getting Started also guides you through executing SQL to worksheets and ranges.

    When you configure the connection, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

  4. Set the folder and server URL in your project properties. If you are publishing to SharePoint, the values for all properties must be fully qualified URLs. For example:
    • Report Server: http://MyServerName/ReportServer
    • SharePoint: http://MyServerName/MySite/MySubsite
  5. Right-click the shared data source and click Deploy.

Report Manager

On native mode installations of report server, you can use Report Manager to create shared data sources. You must have permissions to manage data sources on the report server.

  1. From the Home page in Report Manager, click New Data Source. The New Data Source page is displayed.
  2. Enter a name for the data source and in the Data Source Type menu, select CData ExcelOnline Report.
  3. In the Connection String box, enter the connection string to connect to Excel Online.

    You can connect to a workbook by providing authentication to Excel Online and then setting the following properties:

    • Workbook: Set this to the name or Id of the workbook.

      If you want to view a list of information about the available workbooks, execute a query to the Workbooks view after you authenticate.

    • UseSandbox: Set this to true if you are connecting to a workbook in a sandbox account. Otherwise, leave this blank to connect to a production account.

    You use the OAuth authentication standard to authenticate to Excel Online. See the Getting Started section in the help documentation for a guide. Getting Started also guides you through executing SQL to worksheets and ranges.

SharePoint

Follow the steps below to create a shared data source on a SharePoint site. Note that this step has the following prerequisites in SharePoint 2013:

  • The Reporting Services add-in for SharePoint
  • The Report Server Integration site collection feature

Follow the steps below to add the report server content types to your library:

  1. Log into SharePoint and open the library where you want to save the .rsds file.
  2. Click Library on the ribbon and then click Library Settings.
  3. In the General Settings section, click Advanced Settings.
  4. In the Content Types section, select Yes to allow the management of content types. The Content Types section is added to the Library Settings page.
  5. On the Library Settings page, click Add from existing site content types.
  6. In the Available Site Content Types list, select Report Data Source and click Add.

You can then create the shared data source. You will create an .rsds file that contains the connection information to Excel Online.

  1. Log into SharePoint and open the library where you want to save the .rsds file.
  2. On the ribbon click Documents -> New Document -> Report Data Source.
  3. Enter a name for the data source.
  4. In the Data Source Type menu, select CData ExcelOnline Report.
  5. In the Connection String box, enter the connection string to connect to Excel Online.

    You can connect to a workbook by providing authentication to Excel Online and then setting the following properties:

    • Workbook: Set this to the name or Id of the workbook.

      If you want to view a list of information about the available workbooks, execute a query to the Workbooks view after you authenticate.

    • UseSandbox: Set this to true if you are connecting to a workbook in a sandbox account. Otherwise, leave this blank to connect to a production account.

    You use the OAuth authentication standard to authenticate to Excel Online. See the Getting Started section in the help documentation for a guide. Getting Started also guides you through executing SQL to worksheets and ranges.

Ready to get started?

Download a free trial of the Excel Online Data Provider to get started:

 Download Now

Learn more:

Excel Online Icon Excel Online ADO.NET Provider

Rapidly create and deploy powerful .NET applications that integrate with live Excel Online Spreadsheet data!