How to add a link to the CRM record from a report
1. Create the table with the data in
2. Select the box you wish to add the link to, right click and choose text box properties
3. Go to Action and select Go To URL
4. Click on the fx icon and type in the following
=Parameters!CRM_URL.Value & "?ID=" & Fields!accountid.Value.ToString & "&LogicalName=account"
5. The example above works for Accounts, just change the Field or Logicalname to your desired entity
6. Create a report parameter called CRM_URL, don't set any values.
The CRM_URL will be completed by CRM online when you run the report.
Wednesday, 26 June 2013
How To display percentage values as labels on a pie chart
To display percentage values as labels on a pie chart
This may sound simple but its not obvious when you try to do it in SSRS, basically to add the percentage values you need to do this
1. Add a pie chart to your report.
2. Right-click on the pie and select Show Data Labels. The data labels should appear within each slice on the pie chart.
3. Right-click on the labels and select Series Label Properties.
4. Type #PERCENT for the Label data option.
5. (Optional) To specify how many decimal places the label shows, type "#PERCENT{Pn}" where n is the number of decimal places to display. For example, to display no decimal places, type "#PERCENT{P0}".
To display percentage values in the legend of a pie chart
1. Right-click on the pie chart and select Series Properties.
2. In Legend, type #PERCENT for the Custom legend text property.
This may sound simple but its not obvious when you try to do it in SSRS, basically to add the percentage values you need to do this
1. Add a pie chart to your report.
2. Right-click on the pie and select Show Data Labels. The data labels should appear within each slice on the pie chart.
3. Right-click on the labels and select Series Label Properties.
4. Type #PERCENT for the Label data option.
5. (Optional) To specify how many decimal places the label shows, type "#PERCENT{Pn}" where n is the number of decimal places to display. For example, to display no decimal places, type "#PERCENT{P0}".
To display percentage values in the legend of a pie chart
1. Right-click on the pie chart and select Series Properties.
2. In Legend, type #PERCENT for the Custom legend text property.
Tuesday, 18 June 2013
FetchXML Outer Joins - CRM 2011, Opportunities and Customers.
Joins in fetchxml or the lack of joins can cause big
problems in data returned if you do the wrong thing.
If you want to show all Opportunities regardless of whether a customer has been added or not then you need to add in link-type=”outer” as per below.
The following line of code run from within the context of an
opportunity would return all opportunities that also have a Customer selected.
<link-entity
name="account" from="accountid" to="customerid"
visible="false" alias="accountid">
If you want to show all Opportunities regardless of whether a customer has been added or not then you need to add in link-type=”outer” as per below.
<link-entity
name="account" from="accountid" to="customerid"
visible="false" link-type="outer" alias="accountid">
Hope this helps
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