Tag Archives: SSRS
Using the Power BI Report Builder to create and publish paginated reports.
Power BI Report Builder is a great tool to create paginated reports which can be easily printed in a proper page layout. If you used to work in SSRS Report Builder, the whole environment will look familiar. Plus Power BI report builder is a very light tool and has additional features such as directly importing a data source from an existing PowerBI report from any workspace, publishing these RDL reports to existing PowerBI workspace and embedding existing paginated reports into PowerBI dashboards. In this blog we will see how to create a report using the Power BI Report Builder. You need to download the Power BI Report Builder first, for that go to app.powerbi.com and click on the ellipses beside your profile After clicking on the Download option select the Paginated Report builder option. Install the downloaded setup file. Sign into the report builder. You can open the tool from Start Menu and right away start creating reports by adding data from the following data sources. For this blog I am using a dataset of existing PowerBI report. Navigate to the dataset of desired report in PowerBI service, click on the ellipses sign and select Create Paginated Report. Wait for the report to get processed. Open the downloaded RDL file. Since we directly imported our data source from an existing PowerBi report we don’t have to add a data source again. However we have to configure the dataset table. Right click on Datasets and select Add Dataset Choose the Data source from which the dataset should get its Data. Click on the Query Designer and wait for it to load. On the left pane you can see all the fields from the Data source. Drag the fields that you’ll be using in the report and execute the query. After previewing the dataset, click on OK You can view the dataset and its fields now in the left pane. You can insert various visuals from the Insert tab on the ribbon and populate them with fields from the dataset. After finalizing the design and features of the report, you can preview it by clicking on the Run button in the top left corner of the window. You’ll now see your paginated report, to exit this view click on Design button on the top left corner. You can also publish this report in your PowerBI Service Workspaces, However publishing requires a PowerBI Premium License. Thank you for reading, Hope this blog helped
Run/Enable Customer Engagement SSRS Reports on Mobile App Android / iPad
Customer Engagement apps running on a web browser on an iOS or Android tablet provide a similar experience to using it with a web browser on your desktop or laptop computer. However, some features are not available on the mobile app or mobile web browser out of which one is running SSRS reports. Let’s say we need to run a Sales History report as below on a web application. But on mobile but there is not Reports Menu/Button on mobile application. We can use the following work around with Model Driven apps. Step :1 Run the Report 1st time on the web browser and copy the URL.Step Step : 2 Open App designer Step: 3 Create a URL Menu Submenu Item and paste the about URL in the URL field. Step: 4 Save and Publish the app and you can see the same menu appearing on the mobile app # Run the report and it will open on the mobile browse you may continue with the same login credentials. [/vc_column_text][/vc_column][/vc_row] Hope this helps!
How to enable out of the box hyperlink feature for SSRS Reports in D365 Finance and Supply Chain Management
In D365 Finance and SCM there are lot of out of the box SSRS reports in which you have hyperlink to move to that particular record (for example Ledger transaction list). But sometimes when you update environment you might end up with no such option in you SSRS report as you can see in following screenshot. To enable hyperlink features you need to follow following steps:- Navigate to feature management and go to all section in that Search for Report drill through links and disable this feature Search for Report PDF viewer and disable you need to disable this feature for following limitation which you can find in screenshot. Now check desired SSRS reportNow you are able to see hyperlinks links in the reports I hope this post will be helpful to you, Thank you!
Creating Document Map in SSRS
Document Map makes navigation is easy to navigate through table in SSRS In our case we have dataset which contains Product and Product Subcategory. We created the 2 parent groups on Product key and Product Subcategory key. We have to go in the Parent group(ProductCategoryKey) >Advanced > Document Map and select the column used for document Map, in our case we are using ProductCaegoryName Go to Tablix property and in the Document Map Label and specify the Document Map Name. When we preview the report we can see the Product Index Label under the Document Map as shown in image, we can navigate though the table from the Product index. In this way we can create document Map in SSRS to navigate through the report.
How to create a Gantt Chart or Progress bar inside a Table in SSRS
In this article, we will create a Gantt Chart or Progress bar inside a table in SSRS . In SQL Server Reporting Service does not allow a report programmer to modify a “width” property at run time. The challenging part of this task is how to create a scale and how to create a progress bar that spans a start date and end date. But SSRS have a range bar chart that will help you to make a Gantt chart or progress bar. And display diamond shape if start date and end date is same. For creating Gantt chart, we need a Data source, a Dataset, a Table and a Range Bar chart. Steps Step 1: First create a new data source. Step 2: Before creating a data set, we need to write a Fetch XML query that created the data we’re going to work with. Fetch XML Query: <fetch version=”1.0″ output-format=”xml-platform” mapping=”logical” distinct=”false”> <entity name=”milestone”> <attribute name=”createdon” /> <attribute name=”item” /> <attribute name=”projectid” /> <attribute name=”contractorid” /> <attribute name=”packageid” /> <attribute name=”startdatemilestone” /> <attribute name=”remarks” /> <attribute name=”finishdatemilestone” /> <attribute name=”startdateforecast” /> <attribute name=”finishdateforecast” /> <attribute name=”startdateactual” /> <attribute name=”finishdateactual” /> <attribute name=”progress” /> <attribute name=”status” /> <attribute name=”durationdays” /> <attribute name=”sequencenumber” /> <attribute name=”milestoneid” /> <order attribute=”item” descending=”false” /> <filter type=”and”> <condition attribute=”projectid” operator=”eq” uiname=”ABC” uitype=”pmtracker” value=”{86AF05D9-6962-E911-A834-000D3A07F3D7}” /> </filter> </entity> </fetch> This gives us a result set like this : Sequence Number Item Package Start Date(Milestone) Finish Date(Milestone) Start Date(Forecast) Finish Date(Forecast) Start Date(Actual) Finish Date(Actual) Duration(Days) Status 1 Concept Design Lighting 02-01-2019 06-02-2019 03-01-2019 09-02-2019 03-01-2019 09-02-2019 37.00 Completed 2 Concept Design approval Lighting 13-02-2019 13-02-2019 07-02-2019 14-02-2019 07-02-2019 13-02-2019 6.00 Completed 3 Detail Design Lighting 14-02-2019 17-04-2019 14-02-2019 17-02-2019 14-02-2019 18-02-2019 4.00 Completed 4 Detail Design Approval Lighting 17-04-2019 23-04-2019 17-04-2019 24-04-2019 17-04-2019 22-04-2019 Delay 5 Tender Issue Lighting 29-05-2019 31-05-2019 01-06-2019 03-06-2019 01-06-2019 03-06-2019 Delay 6 Tender Return Lighting 31-05-2019 22-06-2019 03-06-2019 03-06-2019 03-06-2019 24-06-2019 21.00 Completed Step 3: Now we create a Data set from this query: If start date and end date is same then need to display diamond shape, for that we have to add three calculated field. Need to find number of days between two dates. DayDiff_MileStone=DateDiff(“d”,Fields!startdatemilestoneValue.Value,Fields!finishdatemilestoneValue.Value) we are going to set the following properties: We’re going to create a table within the report that has a column for each of the columns in the data set, plus a column for a graph. We just have to bind the Table to the data set “MilstoneData” Then drag the columns of the data set to the columns of the table. Step 4 : Build the Gantt Chart SSRS have the Range Bar Chart option. Just drop the chart onto a blank area of the report. We’ll fit it into table later. Now we are going to take fewer part of the chart. We’re throw away of: The chart title The legend The vertical Axis title The vertical axis The horizontal axis title When we’re done, the chart should look like this: Let’s start setting up the chart. The first thing we need to do is set the Minimums, Maximums, Intervals and Interval Types. The client wants minimum date must be from “startdatemilestone” date and maximum date should be “finishdateforecast” date. On the Horizontal Axis, we are going to set the following properties: Minimum =DateSerial(Year(Min(Fields!startdatemilestoneValue.Value, “MilestoneData”)), Month(Min(Fields!startdatemilestoneValue.Value, “MilestoneData”)), -1) Maximum =DateSerial(Year(Max(Fields!finishdateforecastValue.Value, “MilestoneData”)), Month(Max(Fields!finishdateforecastValue.Value, “MilestoneData”)) , 0) Interval 1 Interval Type Months Also going to set the format the of items along the Horizontal Axis to MM-yyyy Go to chart series properties, set Marker properties. Let’s get a preview of the report and see how we’re doing. It’s correct, but it doesn’t provide the milestone data. Now cut the chart and paste it into the details row of the Table, in the right most column. Now we’re going to run a preview. OOPS! We receive the error “The chart has a detail member with inner members. Detail members can only contain static members. What this means is that chart cannot live in a detail row. We’re going to create a Group that contains only a single Item. After selecting the Table, at the bottom left of the screen, we find “Row Groups”, Just click on preview shows us: Nice-looking but do we really need a timeline on every now? Now we are going to need a timeline. So, let’s take a copy of the Chart and put it right next to the header “Duration” Now we can hide the Axis Labels on the chart in the footer. We can also change the Axis line style to none. Click on preview Wow! Hope this helps you! Check out my other blog here https://www.cloudfronts.com/performing-update-operation-in-microsoft-dynamics-nav-through-integration-in-scribe-online/
Filter Error In Excel While Exporting SSRS Report From D365 CRM To Excel
Introduction: Once a User exports a report to Microsoft Excel from a Microsoft Dynamics CRM environment, they may want to further filter the report in Microsoft Excel. Issue: An issue I came across recently was that the report, when exported to Excel, would not allow me to filter in Excel for the first few columns, as shown in the screenshot below. On further testing, I found that this was due to the Title text box above the table. Solution: Once the side of the text box was extended to the very end of the report (as shown above), near the end of the page, Excel allowed the filters to be applied to all columns in the exported SSRS report. That solves it!
Count Number of weekends between 2 dates in SSRS
Problem: There is no in-built function in SSRS where we can count the number of Saturdays and Sundays between any two dates in SSRS. This is a needed function for scenarios where we only need to get a count of working days.’ Solution: Following is a formula that can be used for getting an accurate count of weekends. = (((DateDiff (DateInterval.Day, DateAdd(DateInterval.Day,7-WeekDay(Parameters!startDate.Value),Parameters!startDate.Value), DateAdd(DateInterval.Day,7-WeekDay(Parameters!endDate.Value),Parameters!endDate.Value).AddDays(1)) + 1)/ 7)*2) + iif(weekday(Parameters!endDate.Value)=7,1,0) + iif(weekday(Parameters!startDate.Value)=1,1,0) -1 Here instead of Parameters!startDate.Value and Parameters!endDate.Value, you can use any other Start Date or End Date.
Generating Image dynamically in SSRS Report from CRM
Introduction: It is possible to Fetch images from CRM’s entity records using Fetch XML. This can be done using Notes attachment in CRM and the steps to display the Image in your report are pretty simple as well. Steps: Attach your image to a note under your respective entity in CRM In your Visual Studio copy paste the following code in your Query Designer <fetch mapping=”logical” output-format=”xml-platform” version=”1.0″> <entity name=”annotation”> <attribute name=”subject”/> <attribute name=”notetext”/> <attribute name=”filename”/> <attribute name=”filesize”/> <attribute name=”documentbody”/> <attribute name=”annotationid”/> <attribute name=”mimetype”/> <attribute name=”objectid”/> <filter type=”and”> <condition attribute=”mimetype” value=”%image%” operator=”like”/> </filter> <order descending=”false” attribute=”subject”/> </entity> </fetch> Add an Image Control in your Report. If you want to generate multiple images then you can add the Image Control under a Table Go to Image properties and select the image source as Database. Under field select documentbody and select your MIME type to whichever image format you want it to be Click on preview and your image should be rendered in your report Conclusion: Thus you can store images in your CRM and generate dynamic SSRS reports with these images easily.
SSRS Report Preview not working for D365 CRM V9 (Solution)
Issue: If you are trying to preview a FetchXML report in SSRS and you are a facing an issue due to a Sign-In Failure, then the reason for that most probable is due to the reason that you are trying to connect to CRM v9. When we try to connect to a v9 environment using report authoring extensions, the connection fails without any proper error and loops back to organization selection screen or login screen. If you would try to preview the same report in a v8.x environment then you would be able to preview it successfully. Reason: The main reason for this issue is that v9 only uses Transport Layer Security(TLS) 1.2 and TLS 1.0 & 1.1 connections whereas the previous CRM versions still support all TLS connections. Solution: The first solution would be to update your Business Intelligence Development Studio(BIDS) to the latest version. Please use the link below: https://www.microsoft.com/en-us/download/details.aspx?id=56973 The second solution is to make a few changes in your regedit For systems running on .NET Framework 3.5 on x64-based systems: HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Microsoft\.NETFramework\v2.0.50727 Create a DWORD key Name: SchUseStrongCrypto Value: 1 For systems running on .NET Framework 4.5 or later on x64-based systems: HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Microsoft\.NETFramework\ v4.0.30319 Create a DWORD key Name: SchUseStrongCrypto Value: 1 Restart your PC Note: Please take a backup of your regedit before editing it. Regedit used incorrectly can cause serious problems in your operating system. For x32-based systems do not add the \Wow6432Node in the HKEY paths mentioned. Your Report should preview fine now!