Remove From My Forums

Calculations in CRM 2011 reports

Question
0

Sign in to vote

I am about to create a report where one column will contain money. Another column will contain a city name. There wil be a number of different cities.

My customer wants me to order by city and then to create a sum of the money for each city. The customer also wants me to create a total sum of all the money at the botom of the report.

Does anyone know how to do these SUM calculations within the reports.

Thanks.

Wednesday, February 22, 2012 9:43 AM

Answers

0

Sign in to vote
Hi

Use of PivorTable in Report is your solution

Use Pivot

Following article will give you a basic idea aout Pivot in CRM.

http://blogs.msdn.com/b/crm/archive/2008/09/26/simplified-pivot-table-integration.aspx

If you find this post helpful then please "Vote as Helpful" and "Mark As Answer". Many Thanks -Bhautik Desai xRM Technologies
- Proposed as answer by Bhautik Desai-XRM Tech Wednesday, February 22, 2012 9:50 AM
- Edited by Bhautik Desai-XRM Tech Wednesday, February 22, 2012 9:52 AM
- Marked as answer by JMcCon Wednesday, February 22, 2012 1:17 PM
Wednesday, February 22, 2012 9:50 AM
0

Sign in to vote
Create a custom ssrs report using BIDS. You can use filteredviews or fetch xml to get the crm data. Use matrix control to display the data and ADD group by city.

here is an example

http://balavardhanreddy.over-blog.com/article-advanced-matrix-control-in-ssrs-43729818.html

here is link on creating a custom report

http://msdn.microsoft.com/en-us/library/gg328097.aspx

I hope this helps.
If you find this post helpful then please "Vote as Helpful" and "Mark As Answer". Amreek Singh Senior CRM Consultant CDC Praxa Sydney, Australia http://mscrmshop.blogspot.com http://crm2011usersettings.codeplex.com
- Proposed as answer by Amreek Singh Wednesday, February 22, 2012 10:14 AM
- Marked as answer by JMcCon Wednesday, February 22, 2012 1:17 PM
Wednesday, February 22, 2012 10:14 AM
0

Sign in to vote
i have an article how to import rdl file into crmin BIDS

http://www.ahmetcankaya.com/create-reports-in-crm-2011/

Hope this helps

Software Specialist Crm
- Proposed as answer by Ahmet Çankaya Wednesday, February 22, 2012 12:44 PM
- Edited by Ahmet Çankaya Wednesday, February 22, 2012 12:56 PM
- Marked as answer by JMcCon Wednesday, February 22, 2012 1:17 PM
Wednesday, February 22, 2012 12:43 PM

All replies

0

Sign in to vote
Hi

Use of PivorTable in Report is your solution

Use Pivot

Following article will give you a basic idea aout Pivot in CRM.

http://blogs.msdn.com/b/crm/archive/2008/09/26/simplified-pivot-table-integration.aspx

If you find this post helpful then please "Vote as Helpful" and "Mark As Answer". Many Thanks -Bhautik Desai xRM Technologies
- Proposed as answer by Bhautik Desai-XRM Tech Wednesday, February 22, 2012 9:50 AM
- Edited by Bhautik Desai-XRM Tech Wednesday, February 22, 2012 9:52 AM
- Marked as answer by JMcCon Wednesday, February 22, 2012 1:17 PM
Wednesday, February 22, 2012 9:50 AM
0

Sign in to vote
Create a custom ssrs report using BIDS. You can use filteredviews or fetch xml to get the crm data. Use matrix control to display the data and ADD group by city.

here is an example

http://balavardhanreddy.over-blog.com/article-advanced-matrix-control-in-ssrs-43729818.html

here is link on creating a custom report

http://msdn.microsoft.com/en-us/library/gg328097.aspx

I hope this helps.
If you find this post helpful then please "Vote as Helpful" and "Mark As Answer". Amreek Singh Senior CRM Consultant CDC Praxa Sydney, Australia http://mscrmshop.blogspot.com http://crm2011usersettings.codeplex.com
- Proposed as answer by Amreek Singh Wednesday, February 22, 2012 10:14 AM
- Marked as answer by JMcCon Wednesday, February 22, 2012 1:17 PM
Wednesday, February 22, 2012 10:14 AM
0

Sign in to vote

This looks good.

Can you store the Excel report and allow the user to update it at the click of a button from time to time.

The users won't want to be doing this themselves.

Wednesday, February 22, 2012 10:28 AM
0

Sign in to vote

This looks good also.

Can these custom reports be stored in the CRM so the users can run them for themselves when needed?

I will have to build these reports and leave them so that users can run them for themselves.

Wednesday, February 22, 2012 10:31 AM
0

Sign in to vote

you can use visual studio intelligence report project

then you can import this report(rdl file) to crm in a short time

there are functions avg,max,min sum you can create your functions on it

Software Specialist Crm

Wednesday, February 22, 2012 12:03 PM
0

Sign in to vote

That would be handy to do it in BIDS.

Have you any info. on how to import the .rdl file into CRM once it has been created in BIDS ?

Wednesday, February 22, 2012 12:29 PM
0

Sign in to vote
i have an article how to import rdl file into crmin BIDS

http://www.ahmetcankaya.com/create-reports-in-crm-2011/

Hope this helps

Software Specialist Crm
- Proposed as answer by Ahmet Çankaya Wednesday, February 22, 2012 12:44 PM
- Edited by Ahmet Çankaya Wednesday, February 22, 2012 12:56 PM
- Marked as answer by JMcCon Wednesday, February 22, 2012 1:17 PM
Wednesday, February 22, 2012 12:43 PM
0

Sign in to vote

Thanks guys.

All your answers were great.

I'll have to see which one suits me best.

Wednesday, February 22, 2012 1:20 PM

Answered by:

Calculations in CRM 2011 reports

Question

Answers

All replies