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SSRS report for online CRM with multiple dataset

Posted on by 110

Hi All,

We have requirement to display data of 3 related entity.

1] order

2] order product

3] annual charges

Report will run from order record and it display "order" information and multiple "order product and annual charges" information.

i created 3 fetch xml with 3 different dataset. i am able add enableprefiltering attribute it given data of specific order only.

but i am not able to filter with same order for "order product and annual charges"

  • Dynamics@CRM Profile Picture
    Dynamics@CRM 110 on at
    RE: SSRS report for online CRM with multiple dataset

    It works..

    Thanks Andrew .

    Appreciate your help.

  • Verified answer
    a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: SSRS report for online CRM with multiple dataset

    Try to use following Fetch Queries:

    <fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">
     <entity name="oc_hotunit">
       <attribute name="oc_hotunitid" />
       <attribute name="oc_name" />
       <attribute name="oc_order" />
       <link-entity name="oc_order" from="oc_orderid" to="oc_order" enableprefiltering="1" prefilterparametername="CRM_Filteredoc_order">
         <attribute name="oc_orderid" />
       </link-entity>
     </entity>
    </fetch>

    <fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">
     <entity name="oc_annualcharges">
       <attribute name="oc_annualchargesid" />
       <attribute name="oc_currentrate" />
       <attribute name="oc_fromdate" />
       <attribute name="oc_order" />
       <link-entity name="oc_order" from="oc_orderid" to="oc_order" enableprefiltering="1" prefilterparametername="CRM_Filteredoc_order">
         <attribute name="oc_orderid" />
       </link-entity>
     </entity>
    </fetch>


    There is no guarantee but I hope you got the idea and I hope it will work.

  • Dynamics@CRM Profile Picture
    Dynamics@CRM 110 on at
    RE: SSRS report for online CRM with multiple dataset

    Dataset 1

    <fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>

     <entity name='oc_order' enableprefiltering='1' prefilterparametername='CRM_Filteredoc_order' >

       <attribute name='oc_companyname' />

       <attribute name='oc_orderid' />

     </entity>

    </fetch>

    Dataset-2 [require to pass oc_orderid as filter parameter from Dataset-1]

    <fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">

     <entity name="oc_hotunit">

       <attribute name="oc_hotunitid" />

       <attribute name="oc_name" />

    <attribute name='oc_order' />

     </entity>

    </fetch>

    dataset-3  [require to pass oc_orderid as filter parameter from Dataset-1]

    <fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">

     <entity name="oc_annualcharges">

       <attribute name="oc_annualchargesid" />

       <attribute name="oc_currentrate" />

       <attribute name="oc_fromdate" />

      <attribute name='oc_order' />

     </entity>

    </fetch>

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: SSRS report for online CRM with multiple dataset

    Hello,

    Post all of your FetchXml queries here, please.

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