I am working on BAM (first encounter), created a simple Activity where I have defined two Business Milestone (Invoice received and Invoice processed time) and one Business Data (Customer Name) and a simple view complementing it with Dimensions "Customer (customer name) " and Date(Invoice processed time) and Total Amount as a value.
Deployed the Activity and View followed by deployment of tracking profile .
I cross verified with the BAMPrimaryDatabase and tables are created, also I get results back when I query on them.
Now the issue is that I don't get it reflected on BAM portal. And when I click on Aggregations a pop up with following errors appears:
Views cannot be displayed for one or more of the following reasons:
Office Web Components 2003 are not installed. (I have installed it)
Your Web Browser does not support ActiveX controls.
Support for ActiveX controls is disabled.(Have enabled the ActiveX controls)
When I click OK , following shows up on the portal:
Provider=MSOLAP; Data Source=MAHESH-PC;Initial Catalog=BAMAnalysis[InvoiceView_InvoiceTotalAmount]Customer[InvoiceView_InvoiceTotalAmount_Customer].[InvoiceView_InvoiceTotalAmount_Customer].[Customer]Column1[Customer]Year[InvoiceView_InvoiceTotalAmount_Date].[InvoiceView_InvoiceTotalAmount_Date].[Year]Row1[Date]Total Amount[Measures].[Total Amount][Measures].[Total Amount]DataRow-1Total AmountData1[Measures].[Total Amount]InvoiceTotalAmount
Pivot Table View
Chart View
Is it generic (known issue) or am I missing something?
The underlying cube needs to be built in BAMAnalysis. After you complete that step you can view your data. The next question you might have is, how often this needs to be built?
Related
How can I read a people picker field and query AD to load additional fields related to the person in the field. Example: Employee Name; load information want to load email address, phone number. the InfoPath form is being used with Nintex Workflow and SharePoint 2010.
I have searched and have not been able to find answer.
Thanks
D
Unfortunately I don't have enough reputation points yet to leave a comment, but your question really doesn't provide enough detail. So any answer provided is going to be based on assumptions. You don't even clarify what version of InfoPath you're using.
That said, a good place to start is to create a data connection to receive data. You'll need to select the web service option and will then need to enter in the web server address. The address will probably be in the following format:
http://yourservernamehere/_vti_bin/userprofileservice.asmx?wsdl
Replace yourservernamehere with the address of your SharePoint server. Then, you'll need to select GetUserProfileByName as the operation you need. Just keep on clicking next and then finish to complete the connection.
You will then have to view the data source within InfoPath to see what fields are available and map the ones you want to the fields you want prepopulated on your form.
All this is based on my own assumptions, so I can't guarantee it will work in your scenario. Happy to assist if you still need help and are able to provide more details.
To autocomplete you can use your e-mail or phone number fields, with a new action rule. This is due to people picker fields not allowing any action rules applied to them.
The web service option mentioned in another answer unfortunately no longer works in SharePoint Online. Please use a data connection the hidden User Information List located on the stem of your SharePoint site instead.
Condition:
Use the condition DisplayName is not blank by using "Select a field or group..." in advanced view and selecting your people pickers DisplayName field
Actions:
Set a field's value
Field: User Information List data connection queryFields DisplayName of people picker
Value: your forms DisplayName of people picker
Query using a data connection: User Information List data connection
Set a field's value
Field: your forms email or phone number field
Value: data fields > Work_email / Work_phone of your data connection
I'm in the process of creating report on static of
View creation for a particular month
total number of views
View deletion.
Any insight would of great help.
Lot of reports planned, second one is this. First one is license usage.
A starting point for that report would be to use cleartool lsview -age (for view access and usage).
But the creation date a a view is only visible in the properties a view (cleartool lsview -l -full -pro), which means you would need to launch a global lsview on a regular basis, and parse the output of those properties for each view, in order for you to detect:
newly created view
recently deleted view
That detection would be done again the previous list of views as recorded by the previous launch of your lsview -pro.
I am trying to modify an existing report (Orders) and I must be doing something wrong because when I export the report and I open it in Visual Studio I don't see the actual report.
As you can see the actual report is not being displayed.
I go to the report entity in Workplace, select the report and click on Edit. From there I go to More Actions and click on Download Report. I then go into SQL Server Data Tools and create a Report Server Project. I then go to the Report folder, right click and Add Existing Item, selecting the order.rdl file.
What am I doing wrong?
.....
After some more research it's my understanding that none of the queries come down as FetchXml but as SQL statements that have to be converted to FetchXml.
One problem That I'm having is the use of a function. How does that get converted to FetchXml?
SELECT fullname
FROM FilteredSystemUser
WHERE (systemuserid = dbo.fn_FindUserGuid())
Thanks,
Gary
Your main problem is that you environment is Dynamics CRM Online, this means that you need to create your reports only with FetchXML, no SQL reports are allowed.
The second problem is that you want to modify a built-in report , because most of the standard reports (I'm not sure if all the reports but Order is one of them) are built using SQL you can't modify and import back, you need to recreate using FetchXML.
Last thing, the report you opened refers to a sub report (stored in a separate rdl file)
I've installed CRM 2011 to see if I can tailor it to our business. We do repairs, I want to be able to book in a contact (client) and then a case and have the clients number and address print on the case form. All I can find are fields relevant to the case and not client, any idea on how I can select them?
To get fields from the contact onto the case form you could -
Create redundant fields on the case form for the fields that you want to port over from the contact, and then edit the mappings of the relationship from Contact to Case to map those fields to the case.
Create a web application that loads contact data and then add it to an iframe on the case form. Make it so that the web application accepts the case id in the query string of the URL so that it can look up the related contact and load its details within the web app.
Add JScript (or HTML resource in 2011) to the case form to load the contact values on the fly. You will have to use SOAP XML (or REST endpoints in 2011) messages to pull the data from the CRM service and then can inject it into the CRM case form's DOM.
Option 1 is the quickest solution but will not be realtime (only comes over when the case is first created and must be related to the contact on creation. Option 1 also adds some database redundancy.
Option 2 is the most supported realtime solution, but also requires the most work.
Option 3 is easier than option 2, but any DOM injection will likely not be supported for future releases.
EDIT
To use the mapping option, go to Settings > Customization > "Customize the System". Expand the Case item in the left hand navigation. Then click on N:1 relationships and open the relationship "incident_customer_contacts". This relationship connects the contact to its cases.
On the relationship window click on "Mappings" in the left hand navigation. This controls what fields are mapped from the case when it is created.
Click new and select the contact field from the left that you want to map to the case on the right. Repeat this for each field that you want mapped. Note that the fields need to be the same types, and if they are option sets, they will have to have the same underlying integer values for each of their options.
Now when you create a new case from a contact (or set the contact during the create), the fields should map onto the case.
Seeing as how Craig mentioned he's using CRM 2011, I felt I'd clarify that for Option 3 of Cole's suggestion, you can also use SOAP Xml against the Organization Service, or just use the REST endpoint and both will be supported. So long as you utilize CRM's Xrm.Page object to display the data on the form and don't do any other DOM manipulation, you should be fully supported.
Another Option, "Option 2b" we'll call it would be to add fields to the form for the data you want to be loaded, then add a plugin registered to the Retrieve of the case entity that would populate those fields on the fly for you. No redundancy other than the fields on the form at that point.
I would personally recommend Option 2b if possible because there will not be any lag in loading the data onto the form, and it provides for minimal data redundancy, minimal service calls, and the least amount of additional customizations.
My option is a lot easy one. All we are doing is using Dialog to create cases and in the dialog fields you can get contact detail dynamically. At the end of the form when you create new case, use this dynamic values to submit in Case form.
We get times when customer tell us that the phone number is changed since last time and this method gives you option to change customer's details on the fly and submit both in Contact Entity and Case entity at the same time.
Simple problem. I use the Entity framework to map an SQL Server database to objects. The EF is then used to fill a Dynamic Data Site. There are 50+ tables and layout isn't really important. Allowing the users to use it for quick data entry while keeping the amount of code as low as possible is.
Basically, I have four work-hours to find a solution to filter some of the tables on the first letter of one (or more) of the fields. (One filter per field.) When I have one, I have another 4 hours to implement it. Any time I spend more on this will not be compensated. :-(
I have full control over the code, the database structure and whatever else. However, I am limited to .NET 3.5/Visual Studio 2008 and am not allowed to include MVC. I'm also not allowed to add more libraries. Can't upgrade to .NET 4.0 either. So, how can I add such filters in a minimum number of hours?
Simple answer : add filters the way the Dynamic Data samples add filters, using user controls and FilterRepeaters and designating your custom filters in Metadata . See the DynamicData/Filterss directory for examples.
For example, in metadata
[FilterUIHint("LastNameSearch")]
public object LastName { get; set; }
and a user control called LastNameSearch.ascx.
See this link on MSDN