sql - 基于SQL的报表数据预过滤

Question

我在 Visual Studio 2008 中制作了一个基于 SQL 的报告并将其上传到 CRM。我指出您只能在“相关记录类型的表单”上运行它。我认为这会为您所在的当前记录生成 1 份报告。

事实并非如此。它为特定实体(订单)的每条记录生成一个报告，报告中每页 1 条记录。

我知道我必须使用数据预过滤(自动或特定？)，但网上没有好的例子，甚至在 stackoverflow 上有一个线程，但我无法弄清楚。

链接到线程: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

要预先过滤数据以仅使用当前订单:

• 仅将 CRMAF_ 与 SalesOrder 表一起使用，这样就足够了吗？

FROM FilteredSalesOrder AS CRMAF_FilteredSalesOrder INNER JOIN FilteredAccount

• 对所有表使用 CRMAF_？

编辑:

这是我新的整个 SQL，我在 FilteredSalesOrder 上使用了 CRMAF_。但可惜它不起作用。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订单(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:删除报告并重新部署。

Answer 1

参见Sample: Make a Report Context-Sensitive在 MSDN 上。

您只需过滤当前销售订单。

有关 CRM 2011 中自动预过滤的文档很少，但是，我认为 CRM 2011 和 CRM 4 之间没有太大变化。所以请参阅 Using Filters in a Report有关 CRM 4 中 SSRS 报告的 MSDN，以获得更好的解释。

我在报告中经常使用的是将 CRM_FilteredSalesOrder 等参数与 SQL 查询相结合，如下所示:

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

与自动预过滤器的原理相同，但现在您可以控制预过滤器的插入位置。另请记住，自动预过滤器不能在 SSRS 报告的单个查询中使用多次。

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 参数放入报表上的文本框中。当它位于“相关记录类型的表单”上时，它将是 SELECT f0.* FROM FilteredSalesOrder AS f0 WHERE f0.salesorderid = '3641478b-5022-40fa-90c1-a4d407e8b99b' 形式的查询。这实际上是该特定订单的子查询。这就是他们所说的“预过滤”，您只需查询子查询即可。