SSRS User Story-6: Prepare a SSRS report on the birthday, In First part, group by with date of birth. In second report, prepare the wishes card with individual students.

Output format link:  https://ax.docentric.com/how-to-manuals/template-design/template-examples-step-by-step/example-2-hcm-birthday-report-with-grouping/

*      In this scenario need to show the birthdays list based on month and date

Entities:

·         Student

     Fields:

o   DOB

In this Task need to create 3 Reports

Creating Dob field:

Choose field behaviour as Time-Zone Independent


Fetch xml for retrieving student information:




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

  <entity name="effi_student">

    <attribute name="effi_studentid" />

    <attribute name="effi_name" />

    <attribute name="createdon" />

    <attribute name="effi_dob" />

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

  </entity>

</fetch>

Creating Birthday Image report:

Here need to pass parameter from other child report


Creating Child 1 Report:

 


In this report am adding row number and student Name by using List









Row Number Expression:


Right click on Dataset and choose filteràAdd







Add one parameter


Right click on student name field and choose action and specify the Happy birthday image report and create one parameter for student name and pass this parameter into Happy birthday image report


Creating Main Report:



Design:

By using Sub report call the child report here










Click on sub report properties add sub report




Here grouping the dob value field


Click on group properties:


Click on Preview then below output will come:

Here based on date and month display the birthday lists


If you click on student name then its navigate to Birthday image report (HBDTask6_2.rdl)


Output in CRM:

 



Output:

Open the student record and click on Run Report then choose SSRS report name



 

Comments

Post a Comment

Popular posts from this blog

SSRS User Story-7: Create a SSRS report group by Case, retrieve all work orders and make work orders as sub group, retrieve all bookable resource bookings based on work order. If booking is completed then show the row color as green.

Image
Entities: ·          Cases ·          Wok Order ·          Bookable Resource Booking Fetch xml for retrieving cases which does not contains Work Orders (or) choose contain work Orders data: If you choose contains data then in fetch xml in link entity, link type shown as Inner If you choose does not contain data then in fetch xml in link entity, link type shown as Outer . In this scenario we need all work Orders that’s why choose link type as Outer In this below fetch xml code need to remove filter condition Here also need to remove filter condition   Final Fetch xml: Here am writing one link entity data into another link entity Need to pass a from as attribute from link entity < fetch version = " 1.0 " output-format = " xml-platform " mapping = " logical " distinct = " true " >      ...
Read more

SSRS User Story-5: Create a SSRS report with student name, DOB, Date of Admission, parent details. Schedule this report, every day evening 6 pm it need to run and share with managers. (use power automate)

Image
Entities: ·          Student ·          Contact     Fields : ·          Student : o    Student Name o    DOB o    Date of Admission o    Parent Name o    Parent Phone Number Fetch xml for retrieving student details: Click on Edit Columns and add required fields Creating SSRS Report:   Design:     SSRS Report output in visual studio: Adding SSRS report in to CRM: Open CRM and choose Reports in sitemap and click on New Then add above created SSRS report. Power Automate: Step1: Step2:   Then, add a  List Rows  action from the  Dataverse  connector and configure it to lookup the report by the  Report Name .   Step3 :   Setup the report viewer – We do this using the  HTTP with Azure AD  c...
Read more