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I have several custom reports and I would like to be able to trigger them from a CRM Dialog.
Is it possible? And if so, any examples would be great!
To actually execute the report (rather than display it) requires much more work. We have used a "trigger entity" model in the past.
In summary, your workflow or dialog you create an instance of the Report Trigger entity which has attributes holding the report to run (relative URL in SSRS) and the entity that should be passed as a parameter to the dataset. On create of such a trigger record, we have registered a plugin which invokes the SSRS web service, executes and then renders the report to PDF. Since there is no way merely display this report to the user you then have to decide whether the rendered report will be emailed to the calling user or, in our case, committed to a contextual SharePoint document library for the record that was processed in the original workflow.
Our requirements were very specific ;) Also, this won't work in CRM Online since there is no exposure of the SSRS Web Service.
In your case, given the interactive nature of a Process Dialog I think that James' approach is likely a better fit. I've added this as an intro to potentially another option. Happy to post more if it will fit your use case.
The easiest way to do this is to open the report with a url as shown here.
Then you just present the url in the dialog.
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I have the following scenario in my company:
We have two BI tools
One is a highly interactive reporting platform that reports from and generates
the company data warehouse
The other is SSRS which we use for our static form type reports. We
also use it for real time reporting as this sources directly from the
transactional databases
It is a hassle to have users jumping between two reporting platforms to find specific reports they are looking for.
What I would like to do is use SSRS as the home for all reports by creating dummy reports in SSRS whose only purpose is to redirect the user the report in other reporting platform
I imagine this should be possible using custom code functionality in SSRS.
What code (VB.net / C#) can I use to invoke a URL when a user clicks on the report.
Add a textbox to your report with whatever text you want the user to see (e.g. My Other Report).
Right-click the textbox and choose properties, then click the Action tab
Select "Go to URL" and then set the URL as required.
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Last year I started to develop a small "program" (not sure how this is called) in Access to help the family shop with the stock list and product prices, etc.
A few months ago, a client of the company started to ask for my Access's program because he needed one for its stock and they haven't found one yet. I was a bit scared of giving them the program because they could copy and steal my work.
Finally, my family suggested me to encrypt it in order to not be able to open its code, but I don't know how to do it.
So my questions are:
Is there a way to block the access to my VBA code in each Form? Through MS Access config or with more code, for me, it's the same.
Is there a way to block the duplication of its Forms or the whole file?
How can I secure my code?
I'm using MS Access 2016.
Edit: I've already got 2 downvotes and close flags, if you could explain to me in comments which thing do you think it's wrong I could try to fix it.
Access 2016 allows you to save as .accde format which is in effect an executable file. It seems that is what you need
Heres's how
you can also hide most of the Access environment so users can't really tell its Access
like so
Saving as an executable file as SEarl1986 said may be your best bet. I am unsure what happens to their database if you need to update your code tho.
Another way is to open Visual Basic, go to Tools, and "yourfilenames" properties, then under the protection tab you can "lock the project for viewing" and add a password.
It isn't foolproof as their is a method to break the password by editing the file with a hex editing tool, but it's a good lock that will deter most people. It will protect your code from prying eyes.
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I am looking to develop an Excel based VBA system, as opposed to displaying and entering data in user forms, is it possible to use HTML as an interface to do so? And if so, can you please point me in the direction of how to set this up?
I have searched Google and can only find information on creating HTML emails in VBA, so apologies if this isn't an outright programming question/issue, but please can you help me.
All I want to know how to do is set up a system using VBA with HTML as the interface and Excel to store the data.
Thank you for reading.
Use the Microsoft Web Browser ActiveX control. You can put this control on a userform or position it directly over your worksheet. Your VBA code will then populate the web browser (basically Internet Explorer in a frame) with whatever HTML you generate. (In my experience, you'll likely have to generate the HTML and save it as a temp file before pushing it to the web browser control - but my memory may be fuzzy on this.)
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Is there any way I can write back to the database in the report?
I know that I can use the parameters at the top to pass a value and insert the data into the database with sql.
I'd like to have an editable field in my report with an initial value and the possibility to save the changes to the database.
Any chance to do this with SSRS?
Maybe some kind of add-on?
If not, is there an free alternative reporting engine that can do the job?
I know Infor BI can be used for such tasks, but the licenses are expensive, especially if this is the only benefit.
You cannot have an editable field on a report for any reason (doesn't exist). Like others have alluded to, you can use parameters to insert values back into the database, or have a button image that reloads the page with a new hidden parameter value that then gets inserted into a database.
You will need a different application/technology to achieve what you are looking for.
Yes there is, when do you a dataset you can set it to be retrieved from a query.
for some reason the image is not showingm basically when you configure your dataset in dataset properties, go the query menu on the left, select a datasource, and on the query type choose text and from there you can put any sql you want : for example :
Make sure your user has write permission on the database
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Essentially I want to be able to feed it data and see fancy charts and graphs displaying information out of the data based on x amount of transactions etc etc and/or SQL statements etc.
It does not matter if it is client based or web based. Open source would be great but commercial is fine also.
Have a look at myDBR. It allows you to easily generate reports and also takes care of the report layout.
To make a report you just write a stored procedure (either with the included SQL editor or with your preferred DB tool). The data generated by the stored procedure is then interpreted by myDBR. For example to create a chart of your monthly sales you would write the following code:
select 'dbr.chart', 'Column', '2D Column';
select Name, SUM(Items)
FROM demo.TestTable
GROUP BY Name;
There are plenty of chart types and configuration options available.
myDBR community version is free of charge, and the premium version is only 129 EUR / year.
This looks like a job for Google! Well here's some info anyway :)
Crystal Reports is one of the most popular commercial systems for more of a reporting server.
Microsoft Excell can be used to create reports out of your csv data. You'll have to create the excell sheets yourself and dump the data. It can be automated with VBScript or .NET.
Also look into bluya for a free solution but I don't really know much about it.
Oh and .NET has the sql report thing for free. It's built in as a asp.net control so you can see it in the visual studio toolbox.