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Plz Help - Urgent Help Required Relating to CRM Reports. RRS feed

  • Question

  • Dear Sir,

    I have created some Reports in Business INtelligence Studio and when I tried to upload them on CRM, it gives me an Error "Query execution failed for data set 'Main'."  I have also solved this problem :- What I did is I went to http://ReportServer/Reports, Selected the Report, went to Data Sources, selected "A custom data source", entered connection string, selected Connect using :- Credentials stored securely in the report server and entered Username and Password and clicked Apply. The Report runs fine.

    Now the Problem is :-
    Whenever this Report runs, it always runs using the UserName and Password provided in the above step. So, if any person in the organisation is viewing this Report then Report runs but not using his credentials but the credentials provided in the above step. This Means that if I do dbo.fn_FindUserGuid(), I always get the User provided in the Data Source of ReportServer and not the User who is running the Report.

    Please Help ASAP.

    Thanks,
    Abbas
    Thursday, October 29, 2009 11:47 AM

Answers

  • Hi,

    You should not have to change the data source property within the report in your SRS server manager.  During the upload process, CRM took out your connection string and replace it with its own connection string.  

    Have you check to your report to see if you are using a share data source ?  If so, change your report not to use a share data source and try to upload your report again to see if it works.

    I hope this helps!

    Darren Liu | 刘嘉鸿 | MS CRM MVP | English Blog: http://msdynamicscrm-e.blogspot.com | Chinese Blog: http://liudarren.spaces.live.com
    Thursday, October 29, 2009 1:12 PM
    Moderator
  • What Darren is saying is correct.  When you initially uploaded the report,  you wouldn't have gotten the error you received unless you had the datasource in the report configured as a shared datasource. 

    You need to go to your rdl file and open it in your report creation tool.  In the report, before you upload it to crm, drill into the datasource of the report and set it to use Microsoft SQL similar to what you did on the report server after you uploaded the report. 

    After you have the datasource in your report fixed, save the changes to the rdl file and open CRM in a web browser.  Select the report from the CRM application (not the report server) and select the Edit button.  Select the browse and browse to your updated rdl file and upload your changes to CRM.  If you have the datasource in the rdl file set correctly, you shouldn't see an error when you save the changes and CRM will take care of managing the datasource when the rdl file updates on the Report server.


    Best Regards, Donna
    Sunday, November 15, 2009 5:55 PM

All replies

  • In you report, are you querying tables or filteredViews?
    My blog : http://mscrmtools.blogspot.com You will find: Form Javascript Manager (export/import javascript from forms) ISV.Config Manager (graphical ISV.config edition - export/import) View Layout replicator (customize one view and replicate to others) And others (use tool tag on my blog)
    Thursday, October 29, 2009 11:48 AM
    Moderator
  • Hi,
    In all my Report I am querying FilteredViews.
    Thursday, October 29, 2009 11:59 AM
  • Hi,

    You should not have to change the data source property within the report in your SRS server manager.  During the upload process, CRM took out your connection string and replace it with its own connection string.  

    Have you check to your report to see if you are using a share data source ?  If so, change your report not to use a share data source and try to upload your report again to see if it works.

    I hope this helps!

    Darren Liu | 刘嘉鸿 | MS CRM MVP | English Blog: http://msdynamicscrm-e.blogspot.com | Chinese Blog: http://liudarren.spaces.live.com
    Thursday, October 29, 2009 1:12 PM
    Moderator
  • Dear Sir,
    I am not using Shared Data Source and also I have checked my connection string.
    The thing is the report works but always with "Username and password" provided while publishing the report on the Report Server and not the loggedon User.
    Sunday, November 1, 2009 8:24 AM
  • What Darren is saying is correct.  When you initially uploaded the report,  you wouldn't have gotten the error you received unless you had the datasource in the report configured as a shared datasource. 

    You need to go to your rdl file and open it in your report creation tool.  In the report, before you upload it to crm, drill into the datasource of the report and set it to use Microsoft SQL similar to what you did on the report server after you uploaded the report. 

    After you have the datasource in your report fixed, save the changes to the rdl file and open CRM in a web browser.  Select the report from the CRM application (not the report server) and select the Edit button.  Select the browse and browse to your updated rdl file and upload your changes to CRM.  If you have the datasource in the rdl file set correctly, you shouldn't see an error when you save the changes and CRM will take care of managing the datasource when the rdl file updates on the Report server.


    Best Regards, Donna
    Sunday, November 15, 2009 5:55 PM
  • Dear Sir,
        Thanks for your help.

    Can you please help me related to my Article "Interesting - CRM Grid Customization - ToolTip Customization".

    Thanks - Abbas
    Monday, November 16, 2009 5:28 AM
  • Dear Sir,
        Thanks for your help.

    Can you please help me related to my Article "Interesting - CRM Grid Customization - ToolTip Customization".

    Thanks - Abbas
    Monday, November 16, 2009 5:28 AM