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how to duplicate a report in d365 f& o

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Posted on by 1,479
I need to add the field in report which is a query based report not using data provider class so need to add one field in it i don't have idea how to do it can any body have suggestion or any link so i can get it done .
 
Thanks ,
regards ,
dinesh.
  • GirishS Profile Picture
    GirishS 27,821 Super User 2024 Season 1 on at
    how to duplicate a report in d365 f& o
    No as I said earlier use group by for LineProperty - Thats why I shared grouping related documentations.
    From my knowledge you can get the desired results by using group by instead of expressions.
     
    Thanks,
    Girish S.
  • Dineshkarlekar Profile Picture
    Dineshkarlekar 1,479 on at
    how to duplicate a report in d365 f& o
    hi girish ,
    line property is enum field can i write in expression 
    1) if line property ststus open  then sum(invoice amount) 
    2) if line property status invoiced then sum(invoice amount)  
     
    in both the case of enum value the amount is different 
    can i write it in expression 

    can i do like this
     =Switch(Fields!lineproperty.Value ="open", "Fields!sum(invoice amount)",
       Fields!lineproperty.Value ="Invoiced", "Fields!sum(invoice amount)")
     
    thanks for reply ,
    dinesh
  • GirishS Profile Picture
    GirishS 27,821 Super User 2024 Season 1 on at
  • Dineshkarlekar Profile Picture
    Dineshkarlekar 1,479 on at
    how to duplicate a report in d365 f& o
    hi Girishs
    thanks for reply ,
    can you send me any link or example so i can do it like that , i dont have any idea how to deal with expressions in ssrs reports .
     should i write like this in expression   =Fields(Parameters!Group1.linepropertuy).open 
     
    thanks ,
    regards, 
    Dinesh.
  • GirishS Profile Picture
    GirishS 27,821 Super User 2024 Season 1 on at
    how to duplicate a report in d365 f& o
    In that case as per my understanding you need to show the sum of amount based on the LineProperty right?
    If right, then try adding LineProperty as the group by field and write Invoice amount as sum in the expression.
     
    Thanks,
    Girish S.
  • Dineshkarlekar Profile Picture
    Dineshkarlekar 1,479 on at
    how to duplicate a report in d365 f& o
    hi ,
     Girishs
    i have added the table "projproposaljour" to the query  and this table is having two fields which i want to show on the report "InvoiceAmount" &
    "LineProperty"  but the "LineProperty" is nothing but the status of invoice proposal if i want to get the value of invoice amount according to status so if status of invoice amount is open the field on report should get sum of invoice amount for open status and if the status of invoice proposal is invoiced it should get the sum of  invoice amount  on the report for invoiced status do i need to show two fields which get the value from these field i.e open amount and invoice amount as the report is query based how can i achive that do i have to write expression in report design plz let me know .   
    open amount  sum(InvoiceAmount)
    invoice amount  sum(InvoiceAmount)
     
    i want to show it like this on report , as i explain above "open amount " will get the sum of invoice amount when line property status will be open and 
    invoice amount will get the value when line property status is invoiced line property is enum  field can you please how can i get it done .


     
    thanks ,
    regards,
    dinesh.
     
  • GirishS Profile Picture
    GirishS 27,821 Super User 2024 Season 1 on at
    how to duplicate a report in d365 f& o
    If you set the Dynamic fields property of the query DataSource to No, then you must add the fields manually.
     
    Thanks,
    Girish S.
  • Dineshkarlekar Profile Picture
    Dineshkarlekar 1,479 on at
    how to duplicate a report in d365 f& o
    hi girish,
    I have duplicated the query added salesquotationtable in new datasource but still the fields from the sales quotation table are not showing in the query ,i have set the dymamic fields property to no . i anything i am missing plz let me know .
     
    thanks ,
    regards ,
    dinesh
  • GirishS Profile Picture
    GirishS 27,821 Super User 2024 Season 1 on at
    how to duplicate a report in d365 f& o
    It's up to you - You can either duplicate the query and add the new table or extend the standard query and do the changes.
    But if you extend the query, it will affect all the places where it is used. If you are good with that you can extend the query - If not duplicate the query - Add the tables and use it in the SSRS report.
     
    Thanks,
    Girish S.
  • Dineshkarlekar Profile Picture
    Dineshkarlekar 1,479 on at
    how to duplicate a report in d365 f& o
    hi Girish 
    thanks for reply ,
     
    i have duplicate the report in my project  as it is a standard report ,now i got the query from its datasets should i duplicate the query or create extension to my project as i want to add the sales quotation table to the query to get the field . the required field is in sales quotation table .
     
    thanks,
    regards ,
    dinesh.

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