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How do use multiple Datasets with CRM 2011 BIDS Fetch Extension

Posted on 2011-09-30
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Last Modified: 2012-05-12
I am trying to create a report using CRM 2011 BIDS Fetch Extension. In my BIDS Project, I am able to set my datasource type to "Microsoft Dynamics CRM Fetch" and set the XML for the Dataset Query. This pulls data successfully. I have placed a table on the report that displays company name, etc as I navigate through the pages. That is all good.

Now, I want to add another table to the report and bind that to a different dataset, but what I am not sure is how this dataset, or second table, knows what group is being displayed as each group is navigated? Do I specify something in the query (i.e. XML)?

Sorry for the ignorance....a little new to working with this.
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Question by:obautista
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GDG_DBA earned 500 total points
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You can't create another dataset to bind to groups like you've described.  It sounds like what you want is a sub-report.  

To do this:
1. Create another report with a dataset and layout you want displayed for any particular group in the first report.  
2. Create parameter(s) in the second report to control what data is in the dataset.  
3a. If you want to expand the details of the second report within the first, drag a sub-report object into a cell at the group or detail level you want it. (Set the values for the subreport object and the values from the first report's values to send to the second report's parameters.)
3b. If you want to drill-through to the second report, choose a text box in the group or detail level row and set the action to open the sub-report. (Select the subreport and the values from the first report's values to send to the second report's parameters.)

Let me know it you have further questions.

Best Regards,
-G

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