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report automation and design Expand / Collapse
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Posted Saturday, August 16, 2014 5:55 PM
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Last Login: Wednesday, November 12, 2014 12:04 PM
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have few monthly/weekly reports that I would like to automate them as much as possible. Please be specific in your recommendations/suggestions. Here is the environment and tools I have access to and current process: Environment and Tools: limited control over integration of these tools

MS SQL2008 R2
SQL Server Management Studio 2008 R2
Excel 2010 and 2013
Access 2010
MS BIDS 2008 R2
SharePoint 2013

Current Process:

Extract Data from SQL Server via SQL Script on a weekly/Monthly basis. Some of the monthly reports include more than 500K records. Raw data need to be included in all reports.

Copy Data to Excel

Create multiple Pivot Tables

Create other Tables with SumiFs formula

Create Charts

Publish final reports on SharePoint

Notify customers to grab their reports from SharePoint

Thank you,

Helal
Post #1604139
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