How to: Create report renderers for PerformancePoint Services in SharePoint 2013

Learn how to create the renderer component in a custom report extension for PerformancePoint Services.

In PerformancePoint Services, custom report renderers are web server controls that render a custom report in a Web Part. A renderer writes the HTML for the report visualization (such as a table or chart), provides logic to handle report parameters, and retrieves the report object from the repository.

The following procedures and code examples are based on the SampleReportRenderer class from the custom objects sample. The renderer renders a table and populates it with values received from a linked filter. For the complete code for the class, see Code example: Create a renderer for custom PerformancePoint Services reports in SharePoint Server 2013.

We recommend that you use the sample report renderer as a template. The sample shows how to call objects in the PerformancePoint Services API and demonstrates best practices for PerformancePoint Services development.

  1. Install PerformancePoint Services, or copy the DLLs that your extension uses (listed in step 3) to your computer. For more information, see PerformancePoint DLLs.

  2. In Visual Studio, create a C# class library. If you have already created a class library for your extension, add a new C# class.

    You must sign your DLL with a strong name. In addition, ensure that all assemblies referenced by your DLL have strong names. For information about how to sign an assembly with a strong name and how to create a public/private key pair, see How to: Create a Public/Private Key Pair.

  3. Add the following PerformancePoint Services DLLs as assembly references to the project:

    • Microsoft.PerformancePoint.Scorecards.Client.dll

    • Microsoft.PerformancePoint.Scorecards.Server.dll

    • Microsoft.PerformancePoint.Scorecards.Store.dll

    Depending on your extension's functionality, other project references may be required.

  4. In your renderer class, add using directives for the following PerformancePoint Services namespaces:

    Depending on your extension's functionality, other using directives may be required.

  5. Inherit from the ParameterizableControl base class.

  6. Override the GetElement method to retrieve the report object from the repository.

  7. Override the SetData method to set up the report dataset and retrieve incoming parameter values.

  8. Override the Render method to render the HTML for the report visualization.

The class in the following code example creates a report renderer that displays stock information passed in from the sample filter.

Before you can compile this code example, you must configure your development environment as described in To create and configure the renderer class.

using System;
using System.Collections.Generic;
using System.Data;
using System.Web.UI;
using Microsoft.PerformancePoint.Scorecards;
using Microsoft.PerformancePoint.Scorecards.Server.Extensions;
using Microsoft.PerformancePoint.Scorecards.Store;

namespace Microsoft.PerformancePoint.SDK.Samples.SampleReport
{

    // The class that define the sample report's renderer.
    public class SampleReportRenderer : ParameterizableControl 
    {
        private ReportView reportView;

        private ReportView ReportView
        {
            get
            {

                // The GetElement method is used internally by this property, which is used
                // in turn by the SetData method.
                reportView = GetElement(ElementLocation) as ReportView;
                return reportView;
            }
        }

        // Initializes the current instance according to a standard interface. This method
        // sets up the dataset.
        public override void SetData(RepositoryLocation elementLocation, string resourcePath, string targetControlId, BIDataContainer dataContainer, bool accessibilityMode)
        {

            // The renderer must call the base implementation of the SetData method
            // to set report properties.
            base.SetData(elementLocation, resourcePath, targetControlId, dataContainer, accessibilityMode);
        
            if (null != ReportView)
            {

                // If the report view's custom data represents a serialized object, deserialize
                // it, and then use it to access a data source or other object.
                string customData = ReportView.CustomData;
                if (!string.IsNullOrEmpty(customData))
                {
                    System.Diagnostics.Debug.WriteLine(string.Format("Report view '{0}' has the following custom data: {1}", ReportView.Name.Text, customData));
                }
                
                // Iterate through the user's selections sent by the filter. 
                // The MultiSelectTreeControl filter control can send multiple
                // rows of data but other native controls send one message only.
                foreach (ParameterMessage message in BIDataContainer.ParameterMessages)
                {
                    // This line demonstrates how to do something with each incoming parameter message.
                    System.Diagnostics.Debug.WriteLine(string.Format("Parameter message: {0}", message.DisplayName));
                }
            }
        }
        
        // Render page content using the specified writer.
        protected override void Render(HtmlTextWriter output)
        {
            try
            {
                if (null != ReportView && !string.IsNullOrEmpty(ReportView.CustomData))
                {
                    output.RenderBeginTag(HtmlTextWriterTag.P);
                    output.RenderBeginTag(HtmlTextWriterTag.B);

                    // This line shows how to retrieve the content of the
                    // report's optional CustomData property. CustomData can store
                    // information that the report does not store elsewhere.
                    output.Write(string.Format("The ReportView "{0}" has CustomData information. The CustomData is "{1}"", 
                        ReportView.Name.Text, ReportView.CustomData));
                    output.RenderEndTag(); // B
                    output.RenderEndTag(); // P
                }

                Dictionary<Guid, ParameterMessage> parametersIndex =
                    IndexParameterMessages(BIDataContainer.ParameterMessages.ToArray());

                // Each connection gets a unique identifier.
                foreach (Guid parameterMappingId in parametersIndex.Keys)
                {
                    ParameterMessage message = parametersIndex[parameterMappingId];

                    output.RenderBeginTag(HtmlTextWriterTag.Table);
                    
                    output.AddAttribute(HtmlTextWriterAttribute.Style, "ms-partline");
                    output.RenderBeginTag(HtmlTextWriterTag.Tr);

                    output.AddAttribute(HtmlTextWriterAttribute.Colspan, "5");
                    output.RenderBeginTag(HtmlTextWriterTag.Td);
                    
                    output.RenderBeginTag(HtmlTextWriterTag.B);
                    output.Write(string.Format("EndPoint name is: {0}", message.Values.TableName));

                    output.RenderEndTag();  // B
                    output.RenderEndTag();  // Td
                    output.RenderEndTag();  // Tr

                    output.AddAttribute(HtmlTextWriterAttribute.Style, "\"border-bottom:solid 10px #ffdd00; background:PapayaWhip\"");
                    output.RenderBeginTag(HtmlTextWriterTag.Tr);

                    // Read the message.Values data table and print the column names.
                    foreach (DataColumn col in message.Values.Columns)
                    {
                        output.RenderBeginTag(HtmlTextWriterTag.Td);
                        output.Write(string.IsNullOrEmpty(col.Caption) ? "&nbsp;" : col.Caption);
                        output.RenderEndTag();
                    }
                    output.RenderEndTag();  // Tr

                    // Print the data from the Values property, which is a data table.
                    foreach (DataRow row in message.Values.Rows)
                    {
                        output.RenderBeginTag(HtmlTextWriterTag.Tr);
                        for (int i = 0; i < message.Values.Columns.Count; i++)
                        {
                            output.RenderBeginTag(HtmlTextWriterTag.Td);
                            output.Write(string.IsNullOrEmpty(row[i].ToString()) ? "&nbsp;" : row[i].ToString());
                            output.RenderEndTag();
                        }
                        output.RenderEndTag();  // Tr
                    }
                    output.RenderEndTag(); // table
                }
            }
            catch (Exception e)
            {
                output.RenderBeginTag(HtmlTextWriterTag.H1);
                output.Write("Error! An exception has occurred!");
                output.RenderEndTag();
                
                output.RenderBeginTag(HtmlTextWriterTag.P);
                output.Write(e.Message);
                output.RenderEndTag();

                output.RenderBeginTag(HtmlTextWriterTag.P); 
                output.Write(e.StackTrace);
                output.RenderEndTag();
            }
        }

        // Get the report object.
        protected override Element GetElement(RepositoryLocation elementLocation)
        {
            ReportView rv = null;
            if (!RepositoryLocation.IsNullOrEmpty(elementLocation))
            {
                rv = SPDataStore.GlobalDataStore.GetReportViewForExecution(elementLocation);
            }
            return (rv);
        }
    }
}

After you create a report renderer and a report editor (including its user interface, if required), deploy the extension as described in How to: Register PerformancePoint Services Extensions.

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