I have a very basic question with the Microsoft CRM 4.0 Report wizard. I am very experienced in SQL syntax and database queries, but I have no knowledge of MS CRM and SSRS.
I was helping someone create a SSRS report via the CRM wizard tool, and I'm trying to understand what the "Primary record type", and the "Related record type" is. In the Report Wizard. There is a page that mandates that you select a "Primary Record Type" in a populated drop down list. This drop down list is filled with the tables in the database (I believe). There is also an optional "Related Record Type" field that is filled with the tables.
What are these "Types"? Behind the scenes, how are these joined?
The primary record could be an account or a contact or a custom entity. The key is that the report you create will show up when you are looking at a view of that primary entity and it is basically the top of your select for reporting data. Everything else in the report should be related to that primary entity.
The related record is typically a child entity to the primary entity. You may want a rollup with information from the children in your report.
If you were a little more well versed in SSRS I would suggest that you Download the report Available Reports -> Edit -> Actions -> Download Report to generate an RDL file that you could edit in Visual Studio. Then you could see exactly how it looks internally.
One of the great things about the wizard is that you can use it to rough a report in and then download the RDL file to send to a reports writer to tweak or add features beyond the scope of the wizard.
In Crm go to "Workplace","Reports",select the report you want to overwrite and click edit.
In the "Record Type" drop down select - "Existing file",Browse for the .rdl file on your machine and click "Save and Close"
Related
One of the columns in my Table actually has a value which is picks from a field from dataset and a textbox (for example =Fields!Total.Value/ReportItems!Textbox80.Value). The Total Field comes from a dataset in my report however I am struggling to find the Textbox80 . Is there any way I can search for this Textbox from Report builder UI. I tried seeing in Properties view as well but Could not find a way. I looked at below link also for help but it talks about BIDS which I cant see in Report builder
This seems to be a potential duplicate of How do I find a specific textbox within a SSRS 2008 R2 Report
The answers show that there is no specific way to do this with the report builder UI without selecting each report item and manually checking the properties menu.
The textbox can easily be seen if you are viewing the report in Visual studio (using the properties drop down box at the top of the screen)
The textbox can also be found if you edit the .rdl file in a text editor, which can then allow you to attempt to locate the textbox
Here I have a question that is it possible to create an interactive report.
I have a requirement like I have to approve bulk data in Maximo side with birt, in birt report I will keep check boxes who else will run that report they will select that checkboxes if they select the checkbox in the report, the same checkbox need to update in Maximo record. In Maximo also records contain checkboxes.
Two examples of how Maximo does this in the out of the box reports would be the Inventory ROP Analysis and Inventory EOQ Analysis reports - both come with the option on the last page to update Maximo with the suggested Economic Order Quantity or Re Order Point data. That's where I'd start.
The BIRT update reports are interesting. There are several actually. The update report is called directly from the runtime report, as #JohnHartin states. They are not registered directly to the Application. This is for security reasons.
The update report when executed will take the same input parameters you entered into the runtime report and essentially re-execute the report , except the update report has SQL which writes back to the DB. As mentioned as and example: the ROP Analysis. You will find the ".rptdesign" file in the {Maximo_home}/reports/birt/reports/INVENTOR folder on your Maximo build machine. (The report subfolder is the repository you import into BIRT tool to modify your reports.)
From your BIRT workstation navigate to the INVENTOR folder in your project browser and you can then see it in BIRT. Next, you will be able to open up the design file, (note the update reports have "update" as part of the design file name so real easy to identify.) Then you can examine the SQL in the Initialize method of the report.
Since this report works in conjunction with the Analysis report what happens when you touch the update button on the analysis report, is the data generated in the analysis report is parsed and sent as multiple update SQL transactions back to Maximo DB. It is incumbent upon you to be very careful making any modifications to the Analysis AND update reports together.
Hope this helps.
I'm using the Visual Studio Team Foundation Server 2013 web interface and have created and saved many queries with custom columns, sort orders etc.
However, when creating a new query or doing a "search" (i.e. the "Search work items" control in top right of Queries page) the default columns are always: ID, Work Item Type, Title, State, Assigned To and Tags.
How do I change the default columns so that all new queries will default to my preferred columns?
Thanks
From an MSDN forum post:
And for these work items which are shipped with TFS Server, the information is stored in the team project template. For example, if you are working with a Agile team project, go to MSF for Agile Software Development v5.0\WorkItem Tracking\Queries, select the query you would like to custom the displayed columns and make changes.
For Visual Studio the change is different. This setting is changed via the registry at this location:
Computer\HKEY_CURRENT_USER\Software\Microsoft\VisualStudio\<versionNumber>\WorkItemTracking\QuerySettings\ColumnSetting
I haven't found a consistent Name for the key that affects this default between versions so the item you need to change depends on your version. A little trial and error should narrow down which key to change.
MSDN forum source
You have to add your desired columns for every single work item query via editing columns in the Column Options page. I can't figure out you one way to save default column options to use for new created work item queries.
For example, to add other columns in the Search query, you need to click Column Options function in the Editor page to choose columns you want.
I am trying to create a cascading combobox. I have read on the internet that you should be able to very simply use the "Parent Control" on the combobox's "Data" button. But I don't have that control on the data button. I've also read about using a query built directly on the combobox to run in the browser and not on the web. But I'm uncertain as to what that means. I see no build button or anything in the combobox's data button. Can anyone help? Was this something that came out after the app's release that not everybody has? I'm lost. Please, help if you can. Thank you!
It seems that "Parent Control" is not available in on-premises SharePoint and and only available in SharePoint Online. This may be your issue.
In any case there is a simple 3 minute test to see if you can use cascading combo boxes or not:
Create a new Access Web App;
Open the App in Access;
Create a new blank table and add just one short text column (I called it "Test_name"), save the table as "Test_table";
Edit the List view of Test_table and add a new combo box;
Open the combo box's "Data" menu and select Test_table as the Row Source.
Now the "Parent Control" property should have appeared at the bottom of the list of properties for the "Data" menu (see the image). If it hasn't, it means this feature is not available to you.
See diagram
I have Lightswitch 2013 and need to have nested autocomplete boxes. All the examples on the Internet are for older versions of Lightswitch and there are just a few differences in their examples from my version. Example: When adding Data Item for Local Property, Type "someTable" (Entity) doesn't come up as a choice. Also, if I click on one of my tables, then when I drag this Local Property to the screen is doesn't create an autocomplete box. Seems simple, but frustrating when I've tried many different ways. Please provide specific example using Lightswitch 2013. Thanks in advance. Steve
The steps are:
(1) Create a table called Customers(Id, Name) and a table called Orders(Id, CustomerId, Description) Create a foreign key relationship between Customers.Id and Orders.CustomerId.
(2) Update your LightSwitch 2013 Data Source
(3) Create an Add/Edit screen using the Orders table.
(4) By Default, all the fields (Id, Customer, Description) should be included. The Customer field should default to 'Details Picker' (The Choices will be 'Auto' and will lookup Customers in the Customers table)
Note: The Details Picker will AutoComplete after you type a minimum of three characters.
Thanks for the answer. I figured it out myself. I played around with displaying fields on my screens to see what was actually happening until I finally found out that I can add a specific data binding? to my properties and didn't have to use the drop down choices. I've got it working now.
This seems like a basic requirement for using Lightswitch. I wish someone would be able to post a detailed step by step solution to properly using nested autocomplete boxes. I'm not sure I would remember how to do nexted autocomplete boxes if I had to do this again in a year.
When an expert, like a Beth Massi, provides a detailed example for a specific version of Visual Studio or Lightswitch, it would be nice if that expert, or his/her replacement, would provide a new detailed example whenever Visual Studio or Lightswitch has a new version. Thanks for all the help I have received by searching the Internet.