Cascading Parameters for Reports in Dynamics 365

REPORTS 101 300x225 Cascading Parameters for Reports in Dynamics 365

Oftentimes when a report is pulled in Microsoft Dynamics 365, there will be certain search criteria. When based on the 1st value selection, the 2nd option list should populate in the report parameters. In order to get those precise values, you need to use cascading parameters for reports in Dynamics 365. In today’s blog, we will show you how to use dependent parameters to pull these reports. Let’ get started!

Prerequisite: Create a report in Visual Studio BIDS (sample.rdl), in the example the report to display the orders for given year and given month. The sample report should show Months, only when Year is selected.

When to use: Dependent Parameters should be enabled after selecting the first parameter.

In our example today, we want to enable the Year and Month parameters.

Visual Studio BID>new report (rdl) file>report designer.

111616 2032 CascadingPa1 Cascading Parameters for Reports in Dynamics 365

In the Select field, choose Year and month from the drop-down menu.

111616 2032 CascadingPa2 Cascading Parameters for Reports in Dynamics 365

Now, we can select the appropriate Year and Month fields from a list of drop down options.

111616 2032 CascadingPa3 Cascading Parameters for Reports in Dynamics 365

Next, enable the default value of the parameter and specify a value for which the parameter should be enabled.

111616 2032 CascadingPa4 Cascading Parameters for Reports in Dynamics 365

That’s all it takes to set up a simple cascading parameter. Make sure to stop by our CRM for Dynamics 365 blog daily, for even more fun tips and tricks like this one!

Happy Dynamics 365’ing!

Let’s block ads! (Why?)

PowerObjects- Bringing Focus to Dynamics CRM