Linking process grid indicator field filters to an attached SSRS report

This article details the configuration steps to be followed in order to link process grid indicator fields filters to an attached SSRS report.

This is an attention message.

This configuration is not compatible with process quick filters.

Configuring SSRS report properties

The filtering of an SSRS report is done through the report data set. The following parameter has to be added to the SSRS report properties: planIndicatorFieldFilters.

Configuring filter mapping

In order to link the filtering process between the process grid and the attached report, a set of parameters must be configured in the database.

As an example, consider a process grid in which the following indicator fields configured:

• Process name: Salary Review (id_process = 1)

• Indicator name: Bonus (id_indicator = 12)

• Field name: Amount (id_field = 34)

Based on this example, the parameters described below must to be set in the k_report_filter_mapping table.

Filter mapping example

Parameter	Description	Sample output
id_report	ID of the SSRS report in the k_reports table	Copy id_report: 152 filter_name: 1_12_34 filter_mapping_column: Bonus_Amount
filter_name	Key of the indicator field with the following format: <id_process>_<id_indicator>_<id_field>
filter_mapping_column	Name of the column that you want to filter in the SSRS report

This is an note/information message.

If multiple filters are defined in the mapping table, they must be separated by an AND statement.

Modifying the report data set

The report parameter planIndicatorFieldFilters will have the indicators filters of the process in SQL format. This parameter has to be added in a WHERE statement in your report dataset as follows:

Copy

SELECT"column name"
FROM "table name"
WHERE1=1+@planFilterCustom+'  '+@planIndicatorFieldFilters