基于 SQL 的报表上的数据预过滤

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 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？），但网上没有很好的例子，甚至在 stackoverflow 上也有一个线程，但我无法弄清楚。

链接到主题：CRM 2011 中的 CRMAF 过滤

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：

• 仅将CRMAF_ 与SalesOrder 表一起使用，就足够了吗？

FROM FilteredSalesOrder AS CRMAF_FilteredSalesOrder INNER JOIN FilteredAccount

• 对所有表使用 CRMAF_ ？

编辑：

这是我在 FilteredSalesOrder 上使用 CRMAF_ 的新的整个 SQL。但可惜它不起作用。它仍然只让我有机会针对所有记录运行它，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它。

Answer 1

请参阅示例：在 MSDN 上制作上下文相关的报告。

您只需要过滤当前的SalesOrder。

关于 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。因此，请参阅在 MSDN 上的报告中使用过滤器，了解 CRM 4 中的 SSRS 报告以获得更好的解释。

我在报告中经常使用的参数是CRM_FilteredSalesOrder与 SQL 查询相结合的参数，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。另请记住，在 SSRS 报告的单个查询中不能多次使用自动预过滤器。

编辑：好的，让我从字面上使用你的例子：

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。SELECT f0.* FROM FilteredSalesOrder AS f0 WHERE f0.salesorderid = '3641478b-5022-40fa-90c1-a4d407e8b99b'当它在“相关记录类型的表单”上时，它将是表单中的查询。这实际上是此特定订单的子查询。这就是他们所说的“预过滤”，您只需查询子查询。