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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / how to display the cus...
Microsoft Dynamics AX (Archived)

how to display the customer account and name in one group in ssrs report

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Posted on by srinivas pamidi 1,737

i need to displat the customer account and customer name in top of the table and dispaly the customer realted deatils in below .

like this.

cust-0001                  abc enterprises ltd

salesorderinvoicecount     salesorderopencount    salesorderdeliveredcount        total

10                                          5                                      6                                    21

cust-0002                xyz ltd

salesorderinvoicecount     salesorderopencount    salesorderdeliveredcount        total

     20                                         10                                      5                                    35

i am already try to dispaly with the RDP class..

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  • Sohaib Cheema Profile Picture
    Sohaib Cheema 48,938 User Group Leader on at
    RE: how to display the customer account and name in one group in ssrs report

    you can group data by AccountNumber of customer, which is already part of sales table as well as custtable

  • srinivas pamidi Profile Picture
    srinivas pamidi 1,737 on at
    RE: how to display the customer account and name in one group in ssrs report

    Hi Sohaib,

    i write the below code in process report method.

    ///<summary>
    /// Processes the SQL Server Reporting Services report business logic
    /// </summary>
    /// <remarks>
    /// This method provides the ability to write the report business logic. This method will be called by
    /// SSRS at runtime. The method should compute data and populate the data tables that will be returned
    /// to SSRS.
    /// </remarks>
    public void processReport()
    {
    //super();
    CustTable custTable;
    SalesTable salesTable;
    //select all customers
    while select * from custTable
    group by AccountNum
    {
    //clear the temporary table
    custReportRDPDemoTmp.clear();
    //assign customer account and name
    custReportRDPDemoTmp.CustAccount = custTable.AccountNum;
    custReportRDPDemoTmp.Name = custTable.name();
    //select the count of invoiced sales order of customer
    select count(RecId) from salesTable
    where salesTable.CustAccount == custTable.AccountNum
    && salesTable.SalesStatus == SalesStatus::Invoiced;
    {
    custReportRDPDemoTmp.SalesOrderInvoiceCount = int642int(salesTable.RecId);
    }
    select count(RecId) from salesTable
    where salesTable.CustAccount == custTable.AccountNum
    && salesTable.SalesStatus == SalesStatus::Backorder;
    {
    custReportRDPDemoTmp.SalesOrderOpenCount = int642int(salesTable.RecId);
    }
    select count(RecId) from salesTable
    where salesTable.CustAccount == custTable.AccountNum
    && salesTable.SalesStatus == SalesStatus::Delivered;
    {
    custReportRDPDemoTmp.SalesOrderDeliveredCount = int642int(salesTable.RecId);
    }
    //insert in to temporary table buffer
    custReportRDPDemoTmp.insert();
    }
    }

    i get this output..

    only first customer account is displayed.

    i am develop this only with the RDP class

    customerSalesorderstatus.png

  • Suggested answer
    Sohaib Cheema Profile Picture
    Sohaib Cheema 48,938 User Group Leader on at
    RE: how to display the customer account and name in one group in ssrs report

    group by inside RDP will not  be reflected on Report Design. That will just group the data.

    remove group by from RDP and group data on SSRS

    Have  a look at next URL

    msdn.microsoft.com/.../dd220467.aspx

    Do let us know, if you need step by step procedure to do this

  • srinivas pamidi Profile Picture
    srinivas pamidi 1,737 on at
    RE: how to display the customer account and name in one group in ssrs report

    Hi Sohaib,

    I understand it is possible in design,

    i want the design same as budget vs actuals report.

    How to design it?

  • Sohaib Cheema Profile Picture
    Sohaib Cheema 48,938 User Group Leader on at
    RE: how to display the customer account and name in one group in ssrs report

    what is path for "budget vs. actuals report"?

  • srinivas pamidi Profile Picture
    srinivas pamidi 1,737 on at
    RE: how to display the customer account and name in one group in ssrs report

    Hi Sohaib,

    Can you Explain the Budget vs Actuals Report Design step by step..

    How to achieve this in new report design.

  • srinivas pamidi Profile Picture
    srinivas pamidi 1,737 on at
    RE: how to display the customer account and name in one group in ssrs report

    Budgeting ->Reports->Actual Vs Budget

    In AOT -> Visual Studio Projects-> Budget

  • Sohaib Cheema Profile Picture
    Sohaib Cheema 48,938 User Group Leader on at
    RE: how to display the customer account and name in one group in ssrs report

    in Budget report the data is being grouped by two fields

    1) BudgetModelId

    2) DimensionFocus

    what is the space science required to know that??

  • srinivas pamidi Profile Picture
    srinivas pamidi 1,737 on at
    RE: how to display the customer account and name in one group in ssrs report

    I am Understand grouped by budget model id and dimension focus

    but i am unable to design same.

    Like custaccount and name

    i am trying to create the Row Parent Group, but out put is not sames as like budget one.

    I want to create the same one as like budget report for my new report.

    How to achieve it?

  • Sohaib Cheema Profile Picture
    Sohaib Cheema 48,938 User Group Leader on at
    RE: how to display the customer account and name in one group in ssrs report

    1) there is one Tablix

    2) there is one row group

    3) inside single row group data is being grouped by two fields

    may be you are doing mistake to create two row groups.

    unfortunately I or nobody else would be able to help you, if you will keep on dragging discussion without reasoning

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