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Microsoft Dynamics CRM (Archived)

SQL report writing

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Posted on by

Hi everyone

I am a beginner in report writing for MS CRM,this is my question I want to show opportunities on my SQL report based on the probability value  e.g 

Probability > 80 the select opportunity name,solution,.....etc

else 

select select opportunity name,solution,.....etc

I have a value integer value called probability (holds between 1-100)

I want a case statement based on this value

 

Eg

When probability >80 then select one, two, three

Else

Select one, two three .

End

 

 

The columns one,two,three are similar columns but will be selected based on the probability value.

 

How do I write this statement in the correct SQL syntax?

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  • Verified answer
    Jason M. Cosman Profile Picture
    5,234 Moderator on at
    RE: SQL report writing

    Hello MyDoll;

    When it comes to writing SSRS reports I'd start with reading technet.microsoft.com/.../dn531161.aspx. It's important to note that you should always be using Filteredentity views; in your case FilteredOpportunity. In order to simplify the SQL I'd get all of the columns for each of the different possibilities of probability and then do a case field on the table on the report designer.

    select name,probability,field1, field2,field3 from FilteredOpportunity

    Not sure if your doing a table or a chart inside of your report but your able to do filtering and case statements within the grids or value charts themselves. Hope this gives a bit of direction or at least a simplified approach instead of trying to do case statements within SQL.

  • Verified answer
    Aiden Kaskela Profile Picture
    19,696 on at
    RE: SQL report writing

    Hi,

    There are two ways to use a case statement, depending on how complex your comparisons are.

    Here's how you'd do it with simple cases:

    select
     case statuscode
      when 1 then 'Status is 1'
      when 2 then 'Status is 2'
     end as MyStatusCode
    from contact


    and with more complicated cases:

    select
     case 
      when statuscode is null or statuscode <= 1 then 'Status is 1 (or less or null)'
      when statuscode = 2 then 'Status is 2'
     end as MyStatusCode
    from contact


    Hope this helps! If so I'd appreciate if you would mark this as a verified answer.

    Thanks,

      Aiden

  • gfafa456 Profile Picture
    5 on at
    RE: SQL report writing

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  • Community Member Profile Picture
    on at
    RE: SQL report writing

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