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Dynamics 365 general forum

Cascading parameters report

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Posted on by 105

Hi

Using Dynamic 365 online. I am trying to create a cascading parameters report using VSTS. I have built a number of simple cascading parameters reports but having trouble with this on.

I have 3 levels of parameters Region (Custom Entity), Organisation (Account) and Job Title (From Contact entity). I can get the first two parameters to cascade fine but having trouble with the 3rd.

I would have thought the logical link attribute from Organisation to Job Title would be

<attribute name="accountid" />

The only problem is when I add this attribute to the dataset I get the Job title repeated, one for each organisation that has a contact with that job title. I can get distinct values if I remove the accountid from the dataset but then there is nothing to link the two datasets to get cascading parameters to work.

 Organisation Dataset

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

  <entity name="account" >

    <attribute name="name" alias="OrgName" />

    <order attribute="name" descending="false" />

    <filter type="and" >

      <condition attribute="accountid" operator="in" >

(Looks for a number of specific accounts by GUID)

      </condition>

      <condition attribute="statecode" operator="eq" value="0" />

    </filter>

    <link-entity alias="accountprimarycontactidcontactcontactid" name="contact" from="contactid" to="primarycontactid" link-type="outer" visible="false" >

      <attribute name="pirsa_regionid" alias="RegionName" />

    </link-entity>

  </entity>

</fetch>

 

JobTitle Dataset

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

  <entity name="contact" >

    <attribute name="jobtitle" />

    <filter type="and" >

      <condition attribute="parentcustomerid" operator="in" >

(repeats accounts by GUID)

      </condition>

      <condition attribute="statecode" operator="eq" value="0" />

    </filter>

    <link-entity name="account" from="accountid" to="parentcustomerid" link-type="inner" alias="AccountID" >

      <attribute name="name" alias="OrgName" />

    </link-entity>

  </entity>

</fetch>

 Would appreciate any help

Regards

 Trevor

  • TrevorB Profile Picture
    105 on at
    RE: Cascading parameters report

    Hi Arun

    I am familiar with using advanced find and XRMToolbox fetchxml builder. Each query work fine as a stand alone, returning the expected results with fetch builder. Its the linking the 2nd and 3rd parameters to get the Cascading effect to work that I struggling with. I don’t think it’s posible to test this with fetch builder, Or is it.

    Regards

    Trevor.

  • Suggested answer
    Arun Vinoth Profile Picture
    11,615 Moderator on at
    RE: Cascading parameters report

    You can build Advanced find query & download fetchxml from there to use.

    m.youtube.com/watch

    Also you can try fetchxml Builder/tester to modify & test the query in xrmtoolbox

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