How to Use Multi Selected Dropdown as Parameter in CRM SSRS Report

1
How to Use Multi Selected Dropdown as Parameter
in CRM SSRS Report
Aegis - Offshore Software Mobile Apps
Development Company
2

• In this document, I will explain how to set
  dropdown list on report as Input parameter same
  as OptionSet in CRM. We can use Optionset items
  as dropdown Items and also make it multi selected
  with some default items as selected. We can also
  do it by using CRM query instead of specific
  values but in that case we cannot pre select
  default values in Input parameter.
• First, create report project and add new
  report(.rdl) file.
• Configure Multi Select Input Parameter
• Open report data pane and right click on
  Parameters option and select Add Parameter.
• In General tab, give appropriate Name and
  Prompt text as you like.
• Set Text as Data Type.
• Select Allow multiple values checkbox, this
  option sets checkbox before all options in
  dropdown.
• In Available Values tab, select Specify
  values radio button and add Label and Value
  same as in OptionSet of CRM Entity (see below
  image).
•  

3
(No Transcript)
4

• In Default Values tab, select Specify values
  radio button and select value from dropdown which
  you want as default select option on report.
• E.g. Suppose the value of Cash is 100000001 and
  you want Cash as selected then select 100000001
  from dropdown. Same way, 100000002 for Cheque and
  then click on Ok button (see below image).

5
(No Transcript)
6
Filter report field data by Parameter Values

• Add DataSet or right click on existing DataSet
  and select Dataset Properties, in Filters tab
  click on add button.
• Select field from Expression dropdown. (In my
  case it is paymentmethod).
• Select In as operator and in Value field add
  this line Parameters!paymentmethod.Label.
• I select paymentmethod.Label because I want to
  compare record field text with text of parameter.
• You can set paymentmethod.Value if you want to
  compare record field value with value of
  parameter.
• (See below image).

7
(No Transcript)
8
Display Parameter values on Report.

• Design report as per your need after configuring
  Dataset and Data source in previous step to show
  data.
• Then run report and select options from report
  parameter dropdown (see below image). Here I set
  Cheque and Cash as default selected options.

9

• Click on View Report button to show report
  output.
• Now, if you want to display selected values of
  dropdown parameter on report then follow these
  steps.
• Right click on body area of Report.
• Select Insert -gt Text Box.
• Now right click on textbox and select Expression
  and add following text as expression.
• Join(Parameters!paymentmethod.Label,
  Environment.NewLine)
• This will display all selected options on report
  with new line same as below image (I selected
  Cheque and Cash from dropdown).

http//www.aegissoftwares.com/ms-crm-development.h
tml
10
usa_at_aegissoftwares.com
http//www.aegissoftwares.com/
11
(No Transcript)