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Display multiple records in single row -SSRS Report.MS CRM 2013 Online RRS feed

  • Question

  • Hi,

    I have a Account entity linked with Contact entity with 1:N relationship. I want to make SSRS report based out of this. 

    In a single row, i want to show information of related records as well. Quick help would be appreciated.


    

    Monday, June 2, 2014 1:26 PM

All replies

  • There's not a simple way to do this, and there is one major problem with trying to structure the output in this way: The number of columns would be determined at design time (e.g you have columns for 4 contacts), but what do you do if an account has more than this number of contacts ?

    I'd suggest you structure the report so that you have one row per contact - this is much easier to create, and can allow any number of contacts per account


    Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk

    Monday, June 2, 2014 3:37 PM
    Moderator
  • Hi David,

    Thank you for the reply. In my case the contacts/columns are always fixed i.e always 4.

    Tuesday, June 3, 2014 5:49 AM
  • Hi,

    Any help on this.

    Tuesday, June 3, 2014 1:25 PM
  • I can think of two ways to achieve this..


    First one

    one way to achieve this is using creating place holder field on account record, so create 4 contact ID fields on Account and have plug in which populates them when new contacts created/updated against account. 

    this way you can build report against account and put this 4 fields on your report using standard report,

    but this solution will have limitation as mentioned below and even though it is not correct way to resolve this, this solution might work as per your requirement..

        1. only work with 4 contact records max.

        2. some development work required (to do plug in/ workflow) which updates record id on account

        3. storing duplicate data and same ids are present in related contact records..

    Second one

    There is one more way to resolve this by using SSRS Fetch XML based report, so create your report in online then download locally and modify as per your requirement. following steps might be involved for your requirement.

    1. create fetchXML report in SQL SSRS (refer this article http://garethtuckercrm.com/2011/03/24/fetch-xml-reports-for-crm-2011-online/)

    or alternatively create report in CRM reporting wizard and download this report and add this report in your SSRS Solution

    2. once your have SSRS Report, you can modify existing report which might have table to replace this with Matrix (on right hand side on toolbar you will see open to add Matrix)

    3. in Matrix you can columns dynamically (please refer this video example on how matrix based report works, https://www.youtube.com/watch?v=99Slt49pYEk)


    Hope this helps...


    MayankP
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    Wednesday, June 4, 2014 11:26 AM
    Answerer