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CRM 2011 - Reports Kickoff RRS feed

  • Question

  • CRM learning never stops, everyday we are learning something or doing something that we have not done before.
    So i have build a few simple reports (involving single entity, at max 2) but have no experience in building complicated reports.

    I have come across very useful links:
    http://gonzaloruizcrm.blogspot.ca/2011/07/sql-vs-fetchxml-reports-in-crm-2011.html
    http://blogs.msdn.com/b/crm/archive/2010/10/19/getting-started-with-custom-reports-in-the-cloud.aspx



    I have to build a receipt report and would like to get an idea how to approach with this or how to get started or would be great if you can advise me if what i am trying to accomplish is feasible or not.

    Our Deployment will be CRM Online (won't be a onPremise) so i think FetchXml is way to go as per my limited knowledge.

    My scenario is very simple, i have  following entities:

    1) Account
    2) Transaction
    3) Transaction Items
    4) Transaction Affiliates

    So, we make a Transaction against an Account. Within Transaction we have a) Transaction Items (1-Many) b) Transaction Affiliates (1-Many)
    On the Transaction form, i have subgrids that display Transaction Items.

    We are asked to build a receipt report, that will be called from Transaction Form and it will show following:

    a) Transaction related data 
    b) Transaction Items (1-Many related data)
    c) Transaction Affiliates (Again 1-Many related data)

    Please advise, i will look forward to hear from you.


    Sam

    Wednesday, August 29, 2012 8:21 AM

Answers

  • Sam

    With SQL Reporting Services you will need to create three separate datasets

      • For Transaction related data
      • For Transaction Items
      • For Transaction Affiliates

    As this is FetchXML I would start with Advanced Find and get each of these three queries working with the fields you want in the columns. When you have these queries you can copy/download the Fetchxml generated by Advanced Find from the Ribbon button

    You could start with the Report Wizard to generate the report for Transaction related data and then export the report RDL file from CRM and load it up into Business Intelligence Development Studio (you will need to install the BIDS extension for CRM to work with FetchXML reports)

    You can then amend the layout, add the other datasets and format the report


    Microsoft Dynamics CRM Specialist and MCT www.vigence.co.uk

    Wednesday, August 29, 2012 10:32 AM
  • So after all the pain of non-stop hit/try the issue has been resolved.
    My report and sub-report are working fine and i can see filtered data.

    I would to summarize what i have done, so in future it will be helpful for a newbie like myself and hopefully you don't have to do hit/try like myself.

    1) In your Sub-report create a parameter. Make sure the name starts with "CRM_YOURFIELDNAME". You can make the parameter VISIBLE or INTERNAL both should work.

    2) Next in the sub-report, open the Properties windows for the complete group --> Select FILTERS. In that Filters windows, click ADD. Expression will be the field you want to link with and in the Value select the parameter you have created in previous step.

    3) Now in your main report, drag and drop the sub-report on a new row. In the properties of the SubReport --> Click PARAMETERS. In the parameters click ADD, now make sure the name you enter here is same as what you have specified in STEP: 1, the value will be field you are binding with.

    And that's about it, there are countless of posts that says the Name in the parameter has to be same as SubReport Name which is wrong and that i what i was doing.

    Hope this helps and please vote if you think the post has been helpful.

    Thanks,
    Sam

    • Marked as answer by itsgonabeme Saturday, September 1, 2012 12:22 AM
    Saturday, September 1, 2012 12:22 AM

All replies

  • Sam

    With SQL Reporting Services you will need to create three separate datasets

      • For Transaction related data
      • For Transaction Items
      • For Transaction Affiliates

    As this is FetchXML I would start with Advanced Find and get each of these three queries working with the fields you want in the columns. When you have these queries you can copy/download the Fetchxml generated by Advanced Find from the Ribbon button

    You could start with the Report Wizard to generate the report for Transaction related data and then export the report RDL file from CRM and load it up into Business Intelligence Development Studio (you will need to install the BIDS extension for CRM to work with FetchXML reports)

    You can then amend the layout, add the other datasets and format the report


    Microsoft Dynamics CRM Specialist and MCT www.vigence.co.uk

    Wednesday, August 29, 2012 10:32 AM
  • So after all the pain of non-stop hit/try the issue has been resolved.
    My report and sub-report are working fine and i can see filtered data.

    I would to summarize what i have done, so in future it will be helpful for a newbie like myself and hopefully you don't have to do hit/try like myself.

    1) In your Sub-report create a parameter. Make sure the name starts with "CRM_YOURFIELDNAME". You can make the parameter VISIBLE or INTERNAL both should work.

    2) Next in the sub-report, open the Properties windows for the complete group --> Select FILTERS. In that Filters windows, click ADD. Expression will be the field you want to link with and in the Value select the parameter you have created in previous step.

    3) Now in your main report, drag and drop the sub-report on a new row. In the properties of the SubReport --> Click PARAMETERS. In the parameters click ADD, now make sure the name you enter here is same as what you have specified in STEP: 1, the value will be field you are binding with.

    And that's about it, there are countless of posts that says the Name in the parameter has to be same as SubReport Name which is wrong and that i what i was doing.

    Hope this helps and please vote if you think the post has been helpful.

    Thanks,
    Sam

    • Marked as answer by itsgonabeme Saturday, September 1, 2012 12:22 AM
    Saturday, September 1, 2012 12:22 AM