Question

我在Visual Studio 2008中创建了一个基于SQL的报告，并将其上传到CRM。我表示你只能在“相关记录类型的表单”上运行它。我认为这会为您当前的记录生成1个报告。

事实并非如此。它为特定实体（订单）的每条记录生成一份报告，报告中每页有1条记录。

我知道我必须使用Data-Prefiltering（自动或特定？），但是没有好的在线示例，而且stackoverflow上甚至有一个线程，但我jsut无法弄明白。

链接到主题：CRMAF Filtering in CRM 2011

SELECT FilteredSalesOrder.customerid AS x1, FilteredAccount.accountid AS x2, FilteredSalesOrderDetail.salesorderid AS x3, FilteredSystemUser.systemuserid AS x4,
FilteredProduct.productid AS x5, FilteredAccount.address1_city, FilteredAccount.address1_line1, FilteredAccount.address1_postalcode, FilteredAccount.name AS AccountName, 
FilteredSalesOrder.ordernumber, FilteredSalesOrderDetail.quantity, FilteredSystemUser.fullname, FilteredProduct.fmcg_erpreference, FilteredProduct.name AS ProductName
FROM FilteredSalesOrder INNER JOIN FilteredAccount 
ON FilteredSalesOrder.customerid = FilteredAccount.accountid INNER JOIN FilteredSalesOrderDetail 
ON FilteredSalesOrderDetail.salesorderid = FilteredSalesOrder.salesorderid INNER JOIN FilteredProduct 
ON FilteredProduct.productid = FilteredSalesOrderDetail.productid INNER JOIN FilteredSystemUser 
ON FilteredSystemUser.systemuserid = FilteredSalesOrder.ownerid

仅预过滤数据以使用当前订单：

将CRMAF_与仅 SalesOrder表一起使用，就够了吗？

FROM FilteredSalesOrder AS CRMAF_FilteredSalesOrder INNER JOIN FilteredAccount

将CRMAF_与所有表格一起使用？

编辑：

这是我使用FilteredSalesOrder上的CRMAF_的全新SQL。但唉它不起作用。它仍然只给我机会对所有记录运行它，从而生成所有存在的销售人员（幸运的是没有那么多）。

SELECT CRMAF_FilteredSalesOrder.customerid AS x1, CustomerAccount.accountid AS x2, 
FilteredSalesOrderDetail.salesorderid AS x3, FilteredSystemUser.systemuserid AS x4,
FilteredProduct.productid AS x5,CRMAF_FilteredSalesOrder.fmcg_supplierid as x6,
CustomerAccount.address1_city as customerCity, CustomerAccount.address1_line1 as 
customerStreet1, CustomerAccount.address1_postalcode as customerPostalCode,
CustomerAccount.name AS CustomerAccountName, CRMAF_FilteredSalesOrder.ordernumber,
FilteredSalesOrderDetail.quantity, FilteredSystemUser.fullname, 
FilteredProduct.fmcg_erpreference, FilteredProduct.name AS ProductName, 
SupplierAccount.name as supplierAccountName, SupplierAccount.address1_city AS 
supplierCity,SupplierAccount.address1_line1 as supplierStreet1, 
SupplierAccount.address1_postalcode as supplierPostalCode, 
CRMAF_FilteredSalesOrder.requestdeliveryby, CRMAF_FilteredSalesOrder.createdon 

FROM FilteredSalesOrder AS CRMAF_FilteredSalesOrder INNER JOIN FilteredAccount AS CustomerAccount
ON CRMAF_FilteredSalesOrder.customerid = CustomerAccount.accountid INNER JOIN FilteredSalesOrderDetail 
ON FilteredSalesOrderDetail.salesorderid = CRMAF_FilteredSalesOrder.salesorderid INNER JOIN FilteredProduct 
ON FilteredProduct.productid = FilteredSalesOrderDetail.productid INNER JOIN FilteredSystemUser 
ON FilteredSystemUser.systemuserid = CRMAF_FilteredSalesOrder.ownerid INNER JOIN FilteredAccount AS SupplierAccount
ON CRMAF_FilteredSalesOrder.fmcg_supplierid = SupplierAccount.accountid

解决方案：已删除报告并重新部署。

Answer 1

请参阅MSDN上的Sample: Make a Report Context-Sensitive。

您只需要过滤当前 SalesOrder。

CRM 2011中有关自动预过滤的文档很少，但我认为CRM 2011和CRM 4之间没有太大变化。因此，请参阅MSDN上的Using Filters in a Report有关CRM 4中的SSRS报告的信息。更好的解释。

我经常在报告中使用的是像CRM_FilteredSalesOrder这样的参数，结合SQL查询，如下所示：

EXEC('
    SELECT FSO.*
    FROM (' + @CRM_FilteredSalesOrder + ') AS FSO
')

它与自动预过滤的原理相同，但现在您可以控制预过滤器的插入位置。另请注意，SSRS报告中的单个查询中不能多次使用自动预过滤器。

编辑：好的，让我直接使用你的例子：

EXEC('
  SELECT
    FSO.customerid AS x1,
    FilteredAccount.accountid AS x2,
    FilteredSalesOrderDetail.salesorderid AS x3,
    FilteredSystemUser.systemuserid AS x4,
    FilteredProduct.productid AS x5,
    FilteredAccount.address1_city,
    FilteredAccount.address1_line1,
    FilteredAccount.address1_postalcode,
    FilteredAccount.name AS AccountName, 
    FSO.ordernumber,
    FilteredSalesOrderDetail.quantity,
    FilteredSystemUser.fullname,
    FilteredProduct.fmcg_erpreference,
    FilteredProduct.name AS ProductName
  FROM (' + @CRM_FilteredSalesOrder + ') AS FSO
  INNER JOIN FilteredAccount ON FSO.customerid = FilteredAccount.accountid
  INNER JOIN FilteredSalesOrderDetail ON FilteredSalesOrderDetail.salesorderid = FSO.salesorderid
  INNER JOIN FilteredProduct ON FilteredProduct.productid = FilteredSalesOrderDetail.productid
  INNER JOIN FilteredSystemUser ON FilteredSystemUser.systemuserid = FSO.ownerid
')

如果您想了解CRM插入的内容，请将CRM_FilteredSalesOrder参数放在报告的文本框中。当它出现在“相关记录类型的表单”时，它将是SELECT f0.* FROM FilteredSalesOrder AS f0 WHERE f0.salesorderid = '3641478b-5022-40fa-90c1-a4d407e8b99b'形式的查询。这实际上是这个特定订单的子查询。这就是他们所谓的“预过滤”，你只需查询一个子查询。

基于SQL的报告的数据预过滤

1 个答案: