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How to use CRM_FilteredSalesOrder in Report? RRS feed

  • Question

  • I have reports written in SQL Server Data Tools that I'm trying to add to a CRM 2013 online system. 

    I have the reports setup to run on a specific order # that the user enters.

    The customer wants to be able to select the report from the Run Reports command, and not have to enter the Order #. I know that I have to use CRM_FilteredSalesOrder, but I'm not sure how to do it. Do I add it as a parameter, and then set the value that I'm expecting the user to enter to that parameter?

    Friday, May 2, 2014 2:20 PM

All replies

  • Please read this aritcle and make your query as mentioned in this article. CRM will take care of filtering.

    Pre Filtering
    
    
    
    
    
    
    

    Regards Faisal

    Friday, May 2, 2014 3:38 PM
  • Since you are using CRM 2013 Online, you will have to create the report using FetchXML, not SQL statements. You can start learning the basics with the following link:

    Report Writers Guide for Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online

    And specifically you need pre-filtering to make reports context-sensitive by narrowing the scope of a report to return more relevant data. Remember to only look for FetchXML sections that are relevant to CRM 2013 Online.

    Enabling data pre-filtering in Fetch-based reports


    Ronald



    • Edited by Ronald Liu Friday, May 2, 2014 4:05 PM
    Friday, May 2, 2014 3:56 PM
  • I did the steps outlined in the 2nd link, but now I'm getting an error when I try to preview the report that says "The CRM_FilteredSalesOrder parameter is missing a value."

    I also can't add it to the report section of Dynamic CRM 2013 online. It clocks for about a minute and then gives me a generic error when I try to add it. 


    • Edited by atxv Friday, May 2, 2014 6:54 PM more detail
    Friday, May 2, 2014 6:54 PM
  • The missing parameter is expected because you don't have any default value if run with BIDS. It will be populated by CRM at run-time.

    I did not run into any issue with my test report. Please see the following Fetch-based RDL in XML format:

    <?xml version="1.0" encoding="utf-8"?>
    <Report xmlns="http://schemas.microsoft.com/sqlserver/reporting/2008/01/reportdefinition" xmlns:rd="http://schemas.microsoft.com/SQLServer/reporting/reportdesigner">
      <Body>
        <ReportItems>
          <Tablix Name="List1">
            <TablixBody>
              <TablixColumns>
                <TablixColumn>
                  <Width>9in</Width>
                </TablixColumn>
              </TablixColumns>
              <TablixRows>
                <TablixRow>
                  <Height>0.93in</Height>
                  <TablixCells>
                    <TablixCell>
                      <CellContents>
                        <Rectangle Name="List1_Contents">
                          <ReportItems>
                            <Tablix Name="table1">
                              <TablixBody>
                                <TablixColumns>
                                  <TablixColumn>
                                    <Width>1in</Width>
                                  </TablixColumn>
                                  <TablixColumn>
                                    <Width>1in</Width>
                                  </TablixColumn>
                                  <TablixColumn>
                                    <Width>1in</Width>
                                  </TablixColumn>
                                  <TablixColumn>
                                    <Width>1in</Width>
                                  </TablixColumn>
                                  <TablixColumn>
                                    <Width>1in</Width>
                                  </TablixColumn>
                                  <TablixColumn>
                                    <Width>1in</Width>
                                  </TablixColumn>
                                  <TablixColumn>
                                    <Width>1in</Width>
                                  </TablixColumn>
                                  <TablixColumn>
                                    <Width>1in</Width>
                                  </TablixColumn>
                                  <TablixColumn>
                                    <Width>1in</Width>
                                  </TablixColumn>
                                </TablixColumns>
                                <TablixRows>
                                  <TablixRow>
                                    <Height>0.22in</Height>
                                    <TablixCells>
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                                        <CellContents>
                                          <Textbox Name="textbox2">
                                            <CanGrow>true</CanGrow>
                                            <KeepTogether>true</KeepTogether>
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                                              <Paragraph>
                                                <TextRuns>
                                                  <TextRun>
                                                    <Value>totalamount</Value>
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                                                      <FontSize>11pt</FontSize>
                                                      <FontWeight>Bold</FontWeight>
                                                      <Color>White</Color>
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                                                    <Value>totalamount Value</Value>
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                                                    <Value>customerid Value</Value>
                                                    <Style>
                                                      <FontFamily>Tahoma</FontFamily>
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                                                      <FontWeight>Bold</FontWeight>
                                                      <Color>White</Color>
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                                            <rd:DefaultName>textbox7</rd:DefaultName>
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                                                <Style>Solid</Style>
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                                              <BackgroundColor>SteelBlue</BackgroundColor>
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                                                      <FontFamily>Tahoma</FontFamily>
                                                      <FontSize>11pt</FontSize>
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                                      <DataElementName>Detail</DataElementName>
                                    </Group>
                                    <TablixMembers>
                                      <TablixMember />
                                    </TablixMembers>
                                    <DataElementName>Detail_Collection</DataElementName>
                                    <DataElementOutput>Output</DataElementOutput>
                                    <KeepTogether>true</KeepTogether>
                                  </TablixMember>
                                </TablixMembers>
                              </TablixRowHierarchy>
                              <DataSetName>DataSet1</DataSetName>
                              <Top>0.5in</Top>
                              <Height>0.43in</Height>
                              <Width>9in</Width>
                              <Style />
                            </Tablix>
                            <Textbox Name="name">
                              <CanGrow>true</CanGrow>
                              <KeepTogether>true</KeepTogether>
                              <Paragraphs>
                                <Paragraph>
                                  <TextRuns>
                                    <TextRun>
                                      <Value>=Fields!name.Value</Value>
                                      <Style>
                                        <FontFamily>Tahoma</FontFamily>
                                        <FontSize>14pt</FontSize>
                                        <Color>SlateGray</Color>
                                      </Style>
                                    </TextRun>
                                  </TextRuns>
                                  <Style />
                                </Paragraph>
                              </Paragraphs>
                              <rd:DefaultName>name</rd:DefaultName>
                              <Height>0.27in</Height>
                              <Width>9in</Width>
                              <ZIndex>1</ZIndex>
                              <Style>
                                <PaddingLeft>2pt</PaddingLeft>
                                <PaddingRight>2pt</PaddingRight>
                                <PaddingTop>2pt</PaddingTop>
                                <PaddingBottom>2pt</PaddingBottom>
                              </Style>
                            </Textbox>
                          </ReportItems>
                          <KeepTogether>true</KeepTogether>
                          <Style />
                        </Rectangle>
                      </CellContents>
                    </TablixCell>
                  </TablixCells>
                </TablixRow>
              </TablixRows>
            </TablixBody>
            <TablixColumnHierarchy>
              <TablixMembers>
                <TablixMember />
              </TablixMembers>
            </TablixColumnHierarchy>
            <TablixRowHierarchy>
              <TablixMembers>
                <TablixMember>
                  <Group Name="list1_name">
                    <GroupExpressions>
                      <GroupExpression>=Fields!name.Value</GroupExpression>
                    </GroupExpressions>
                    <PageBreak>
                      <BreakLocation>Between</BreakLocation>
                    </PageBreak>
                  </Group>
                  <SortExpressions>
                    <SortExpression>
                      <Value>=Fields!name.Value</Value>
                    </SortExpression>
                  </SortExpressions>
                  <DataElementOutput>Output</DataElementOutput>
                  <KeepTogether>true</KeepTogether>
                </TablixMember>
              </TablixMembers>
            </TablixRowHierarchy>
            <DataSetName>DataSet1</DataSetName>
            <PageBreak>
              <BreakLocation>End</BreakLocation>
            </PageBreak>
            <Top>0.36in</Top>
            <Height>0.93in</Height>
            <Width>9in</Width>
            <Style>
              <FontFamily>Tahoma</FontFamily>
              <FontSize>14pt</FontSize>
              <Color>SlateGray</Color>
            </Style>
          </Tablix>
          <Textbox Name="textbox1">
            <CanGrow>true</CanGrow>
            <KeepTogether>true</KeepTogether>
            <Paragraphs>
              <Paragraph>
                <TextRuns>
                  <TextRun>
                    <Value>Report1</Value>
                    <Style>
                      <FontFamily>Tahoma</FontFamily>
                      <FontSize>20pt</FontSize>
                      <FontWeight>Bold</FontWeight>
                      <Color>SteelBlue</Color>
                    </Style>
                  </TextRun>
                </TextRuns>
                <Style />
              </Paragraph>
            </Paragraphs>
            <rd:DefaultName>textbox1</rd:DefaultName>
            <Height>0.36in</Height>
            <Width>9in</Width>
            <ZIndex>1</ZIndex>
            <Style>
              <PaddingLeft>2pt</PaddingLeft>
              <PaddingRight>2pt</PaddingRight>
              <PaddingTop>2pt</PaddingTop>
              <PaddingBottom>2pt</PaddingBottom>
            </Style>
          </Textbox>
        </ReportItems>
        <Height>1.29in</Height>
        <Style />
      </Body>
      <Width>9in</Width>
      <Page>
        <LeftMargin>1in</LeftMargin>
        <RightMargin>1in</RightMargin>
        <TopMargin>1in</TopMargin>
        <BottomMargin>1in</BottomMargin>
        <Style />
      </Page>
      <AutoRefresh>0</AutoRefresh>
      <DataSources>
        <DataSource Name="DataSource1">
          <ConnectionProperties>
            <DataProvider>MSCRMFETCH</DataProvider>
            <ConnectString>https://internalcrm.contoso.com:444;AvanadeCRMDev</ConnectString>
          </ConnectionProperties>
          <rd:SecurityType>DataBase</rd:SecurityType>
          <rd:DataSourceID>598b2703-0d66-486d-b9f4-c7a9c4c0270e</rd:DataSourceID>
        </DataSource>
      </DataSources>
      <DataSets>
        <DataSet Name="DataSet1">
          <Query>
            <DataSourceName>DataSource1</DataSourceName>
            <QueryParameters>
              <QueryParameter Name="CRM_FilteredSalesOrder">
                <Value>=Parameters!CRM_FilteredSalesOrder.Value</Value>
                <rd:UserDefined>true</rd:UserDefined>
              </QueryParameter>
            </QueryParameters>
            <CommandText>&lt;fetch distinct="false" mapping="logical" output-format="xml-platform" version="1.0"&gt; -&lt;entity name="salesorder" enableprefiltering="1" prefilterparametername="CRM_FilteredSalesOrder"&gt; &lt;attribute name="name"/&gt; &lt;attribute name="totalamount"/&gt; &lt;attribute name="statuscode"/&gt; &lt;attribute name="customerid"/&gt; &lt;attribute name="salesorderid"/&gt; &lt;order descending="false" attribute="name"/&gt; -&lt;link-entity name="contact" alias="salesordercustomeridcontactcontactid" link-type="outer" visible="false" to="customerid" from="contactid"&gt; &lt;attribute name="emailaddress1"/&gt; &lt;/link-entity&gt; &lt;/entity&gt; &lt;/fetch&gt;</CommandText>
            <rd:UseGenericDesigner>true</rd:UseGenericDesigner>
          </Query>
          <Fields>
            <Field Name="name">
              <DataField>name</DataField>
              <rd:TypeName>System.String</rd:TypeName>
            </Field>
            <Field Name="totalamount">
              <DataField>totalamount</DataField>
              <rd:TypeName>System.String</rd:TypeName>
            </Field>
            <Field Name="totalamountValue">
              <DataField>totalamountValue</DataField>
              <rd:TypeName>System.Decimal</rd:TypeName>
            </Field>
            <Field Name="statuscode">
              <DataField>statuscode</DataField>
              <rd:TypeName>System.String</rd:TypeName>
            </Field>
            <Field Name="statuscodeValue">
              <DataField>statuscodeValue</DataField>
              <rd:TypeName>System.Int32</rd:TypeName>
            </Field>
            <Field Name="customerid">
              <DataField>customerid</DataField>
              <rd:TypeName>System.String</rd:TypeName>
            </Field>
            <Field Name="customeridValue">
              <DataField>customeridValue</DataField>
              <rd:TypeName>System.Guid</rd:TypeName>
            </Field>
            <Field Name="customeridEntityName">
              <DataField>customeridEntityName</DataField>
              <rd:TypeName>System.String</rd:TypeName>
            </Field>
            <Field Name="salesorderid">
              <DataField>salesorderid</DataField>
              <rd:TypeName>System.String</rd:TypeName>
            </Field>
            <Field Name="salesordercustomeridcontactcontactid_emailaddress1">
              <DataField>salesordercustomeridcontactcontactid_emailaddress1</DataField>
              <rd:TypeName>System.String</rd:TypeName>
            </Field>
          </Fields>
        </DataSet>
      </DataSets>
      <ReportParameters>
        <ReportParameter Name="CRM_FilteredSalesOrder">
          <DataType>String</DataType>
          <Prompt>CRM Filtered Order</Prompt>
          <Hidden>true</Hidden>
        </ReportParameter>
      </ReportParameters>
      <Language>en-US</Language>
      <ConsumeContainerWhitespace>true</ConsumeContainerWhitespace>
      <rd:ReportUnitType>Inch</rd:ReportUnitType>
      <rd:ReportID>a7617a20-4151-45c7-b58d-a6549d1643be</rd:ReportID>
    </Report>


    Ronald

    Saturday, May 3, 2014 3:16 AM