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Sub Report in crm 2011 RRS feed

  • Question

  • I want to show sub contacts of contact in sub report it works fine for one contact. now I want to show subcontacts of selected contacts.

    how I run subreport for each contact. I use BIDS. I anyone knows that please help me.

    Wednesday, March 14, 2012 11:53 AM

Answers

  • I understand its a bit tough to explain things like this..

    I am trying with some more description..

    Step 1: You will be having a table on Parent Report A.

    Step 2: In this parent report, in one row, include your sub report control.

    Step 3: Group whole table on accountid. 

    Step 4: Add a parameter in your sub report control

    These 4 steps have to be done on parent report

    Step 5: On Child report, add a parameter to take input from parent report.

    • Proposed as answer by CRMDevlpr Sunday, March 18, 2012 2:53 PM
    • Marked as answer by Riaz Usmani Saturday, May 19, 2012 11:49 AM
    Friday, March 16, 2012 4:50 PM

All replies

  • hi

    From parent report to sub report, pass the guid of parentcontact.

    Add a parameter in subreport to receive this guid and then use the parameter in sub report datasets

    Wednesday, March 14, 2012 12:12 PM
  • I did same. but problem is I want to sub report for each contact. like

    Conatact fullname

    Sub Caontacts 1

    ---------------------------------------

    ---------------------------------------

    Caontact fullname

    Sub Coantacts 2

    --------------------------------------

    --------------------------------------

    Caontact fullname

    Sub Coantacts 3

    --------------------------------------

    --------------------------------------

    how I run sub report for each contact.

    I hope you got my point.


    • Edited by Riaz Usmani Wednesday, March 14, 2012 2:11 PM
    Wednesday, March 14, 2012 12:19 PM
  • In Parent report, add a table and put columns of parent report in this table.

    In one of the columns or rows, place your sub report. (You need to work on layout).

    Then in subreport properties (on parent report). set the parameter values.

    In your child report. add a parameter which uses the value coming from parent report.

    So, ur subreport will be binded to parent report.

    if your report is based on multi record selection, don forget to use CRMAF prefix.

    and also, use filteredviews in your queries for handling security.

    Here is a link on how to use CRMAF (in case you havent seen it yet)

    http://www.xrm.sk/blog/2009/05/crm-reporting-tips-and-hints-ii-crmaf-binding-not-working/

    Hope this helps

    Wednesday, March 14, 2012 12:48 PM
  • In parent Report's table row I add subreport. and set parameter value.

    now subreport gets subcontact of first contact but it repeat these subcontact for all contact.

    like for a contact "test" taht have subcontact "subtest" and other contact "test1" have subcontact "subtest1"

    it gives result like that.

    test

    subtest

    test1 

    subtest

    please if you understand please reply  

    Thursday, March 15, 2012 1:50 PM
  • what are you setting parameter value for subreport in your parent report as ?

    I generally use the guid of primary field id in your dataset on parent report.

    Thursday, March 15, 2012 2:39 PM
  • Yes I use guid. I see a blog that is look like my problem.

    http://shamilat.wordpress.com/2011/12/07/master-detail-ssrs-report-with-crm-2011-online-using-fetch-xml/

    but i cannot understand Setp10 add a group into report and add the sub report into newly created group.

    If you have any idea plese tell me.

    thanks

    Friday, March 16, 2012 10:27 AM
  • This means you need to add group on ur parent report.

    The parent report table and subreport  row (on parent report) should be grouped together.

    Here is some info on how to do grouping in BIDS

    http://sql-bi-dev.blogspot.com/2010/09/groups-in-ssrs-2008.html

    Friday, March 16, 2012 1:49 PM
  • sir I can not understandt yet. how to put sub report in group.

    how to group parent report and subreport group togather.

    Friday, March 16, 2012 3:34 PM
  • Sir I still not understand how to group parent and sub report togather. 
    Friday, March 16, 2012 4:10 PM
  • I understand its a bit tough to explain things like this..

    I am trying with some more description..

    Step 1: You will be having a table on Parent Report A.

    Step 2: In this parent report, in one row, include your sub report control.

    Step 3: Group whole table on accountid. 

    Step 4: Add a parameter in your sub report control

    These 4 steps have to be done on parent report

    Step 5: On Child report, add a parameter to take input from parent report.

    • Proposed as answer by CRMDevlpr Sunday, March 18, 2012 2:53 PM
    • Marked as answer by Riaz Usmani Saturday, May 19, 2012 11:49 AM
    Friday, March 16, 2012 4:50 PM
  • Its now Working.

    Thanks

    Saturday, March 17, 2012 12:12 PM
  • Thats good to know Riaz

    If it was my solution that helped you, then kindly mark it as an answer. Can be helpful for someone else



    • Edited by CRMDevlpr Sunday, March 18, 2012 4:59 PM
    Sunday, March 18, 2012 2:54 PM