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How to Add a New Filter to an SCRM Report

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The following procedure adds the SMS site code as a filter on the SCRM 2006 Software Update Status for a Specific Software Update report.

To complete this procedure, you must first add a dataset column in an SCRM report. For more information, see How to Add a Dataset Column in an SCRM Report.

How to add a new filter to an SCRM report

  1. Open the SQL Server Business Intelligence Development Studio project you used in How to Add a Dataset Column in an SCRM Report.

  2. In Solution Explorer, right-click the report and then select View Code.

  3. In the code, search for the node <DataSet Name="LocationParameter">.

  4. Copy the node and paste it directly below the source node.

  5. In the copied node, change the <DataSet> node name to <DataSet Name="SMSSiteCode">.

  6. Change the child element <CommandText> to <CommandText>SCRS_GetSMSSiteCode</CommandText>.

  7. Delete the child node <QueryParameter Name = "@Location">.

  8. In the child node <Fields>, change the child node <Field Name="LocationParameter"> to <Field Name="SMSSiteCode">.

  9. Change the child element <DataField>LocationParameter</DataField> to <DataField>SiteCode</DataField>.

  10. In the child node <Fields>, change the child node <Field Name="LocationParameterLabel"> to <Field Name="SMSSiteCodeLabel">.

  11. Change the child element <DataField>LocationParameterLabel</DataField> to <DataField>SiteCodeLabel</DataField>, and then save the report.

  12. In the code, search for the node <ReportParameter Name="LocationParameter">.

  13. Copy the node and paste it directly below the source node.

  14. In the copied node, change the <ReportParameter> node name to <ReportParameter Name="SMSSiteCode">.

  15. Delete the child node <DefaultValue>.

  16. Change the child element <prompt> to <prompt>Site Code:</prompt>.

  17. In the node <ValidValues>, change the child element <DataSetName> to <DataSetName>SMSSiteCode</DataSetName>.

  18. Change the child element <ValueField> to <ValueField>SMSSiteCode</ValueField>.

  19. Change the child element <LabelField> to <LabelField>SMSSiteCodeLabel</ValueField>.

  20. Save and preview the report.

  21. In Solution Explorer, right-click the report, and then select View Code.

  22. In the code, search for the node <commandText>SCRS_SWUStatusSpecificUpdate_CUSTOM</CommandText>.

  23. Copy the child node <QueryParameter>Name="@Location Parameter"</QueryParameter> and then paste it below the source node.

  24. Change the copied node to <QueryParameter>Name@SMSSiteCode"</QueryParameter>.

  25. Change the child element <Value> to <Value>=Parameters!SMSSiteCode.Value</Value>.

  26. Change the stored procedure SCRS_SWUStatusSpecificUpdate_CUSTOM to accept the new parameter @SMSSiteCode NVARCHAR(255)='<ALL>'. For a completed example, see Code Sample: SCRS_SWUStatusSpecificUpdate_CUSTOM SCRM Stored Procedure.

  27. Verify and publish the report.

See Also

Tasks

Code Sample: SCRS_SWUStatusSpecificUpdate_CUSTOM SCRM Stored Procedure
How to Add a Dataset Column in an SCRM Report
How to Create an SCRM Report Server Project
How to Create an SCRM Stored Procedure
How to Obtain the Report Definition Language File for an SCRM Report
How to Publish an SCRM Report
How to Switch the Filter Order of an SCRM Report

Concepts

About SCRM 2006 Report Customization

Other Resources

Sample SCRM Stored Procedures
SCRM 2006 Stored Procedures