c# make barcode Reports and Dashboards in VB.NET

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13 Reports and Dashboards
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9. Visual Studio adds the report to your project. Double-click the report to open it in Layout mode. 10. In the Report Data toolbar, select the CRM data source and click the Edit button. When you download reports, sometimes Microsoft Dynamics CRM sets the data source to localhost and the initial catalog to Adventure_Works_Cycle_MSCRM. You will need to change these default values to the correct values for your deployment. The data source should be the name of your Microsoft Dynamics CRM SQL Server. The initial catalog should be the name of the Microsoft Dynamics CRM database. The initial catalog name should appear as organizationname_MSCRM, where organizationname is the organization name used when Microsoft Dynamics CRM was installed.
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11. After you edit these values, click OK to close the Data Source dialog box. If you click the Preview tab, it should display a blank Account Overview report. If you still receive an error, review your data source settings. 12. Before you can add the No. of Employees field to the report, you must modify the report s dataset so that the report query includes the No. of Employees field in the result set. As we mentioned earlier, most of the default Microsoft Dynamics CRM reports include multiple datasets, so you need to know which dataset to edit. In this example, you want to add the No. of Employees field to the ds_BasicProfile dataset, which is tied to the Basic Profile section in the report. To edit the query, right-click the ds_BasicProfile dataset from the Report Data toolbar and select the Query option. Although you can edit the query from the Dataset Properties dialog box, we prefer to use the Query Designer.
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Part II
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13. To add the No. of Employees field to the query, you need to know the field s schema name, numberofemployees. To add this field to the query, add the following text after the SELECT keyword in the query:
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facct.numberofemployees,
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This is a complex query that we won t explain in detail; however, facct is an alias that the query uses to reference the FilteredAccount database view.
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14. You can test the updated query by selecting the red exclamation point in the Query Designer toolbar. You will need to have an account GUID available to enter as the parameter value. One record should be returned with the numberofemployees field displayed. Tip You have several ways to find a record s GUID. The first is to query the database.
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A simpler way to do this, and one that your users can easily perform if you are helping them troubleshoot an issue, is to review the URL of the record. Figure 13-8 shows the 32-character GUID for the account record toward the end of the URL.
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13 Reports and Dashboards
FIGURE 13-8 Finding a record s GUID in the URL
15. After you add the field to the query, click OK. You might be prompted for the @CRM_CustomerID parameter. Click OK. Click the Save button on the Visual Studio 2008 toolbar. 16. Now that the report query results include the No. of Employees field, you can add that field to the report in the Layout section. In the Design tab, click the text box that contains Ownership. 17. In the table outline, right-click the icon with the three horizontal lines next to Ownership, and then click Insert Row Below to insert a new row between Ownership and Ticker Symbol. 18. Click the text box under Ownership and type No. of Employees:. Click the box to the right of the No. of Employees field, and click the field list icon that displays in the upper-right corner of the field when you rest the mouse over the box. Select numberofemployees.
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