I'm using CRM 2013 On Premise, Reporting Services 2012. I have never been able to get the Pre-Filtering to work, a Default Filter is never created.
Here is a simple report that I have tried:
SELECT DISTINCT AccountNumber, Name, AccountNumber + ' - ' + Name AS Account
FROM [REPORT2].[BPCRM_MSCRM].[dbo].[FilteredAccount] AS CRMAF_FilteredAccount
Ultimately I want the below code to generate from within the Account Entity.
SELECT DISTINCT [CUSTOMER_ID]
,[CUSTOMER_NAME]
,[ROLLING_12_DATE_PERIOD]
,[SALES]
,[LINES]
,[RUNDATE]
,LABEL =
CASE WHEN ROLLING_12_DATE_PERIOD = '1 - TTM' THEN 'TTM - Trailing 12 Months'
ELSE
CASE WHEN ROLLING_12_DATE_PERIOD = '2 - PTM' THEN 'PTM - Prior 12 Months'
ELSE
CASE WHEN ROLLING_12_DATE_PERIOD = '3 - 2YPTM' THEN '2YPTM - 2 Years Prior Trailing 12 Months'
ELSE
CASE WHEN ROLLING_12_DATE_PERIOD = '4 - 3YPTM' THEN '3YPTM - 3 Years Prior Trailing 12 Months'
END
END
END
END
FROM [BPC_DW].[dbo].[result_tbl_ACCOUNT_TRENDS_BY_ACCOUNT] AT
INNER JOIN
(SELECT DISTINCT AccountNumber, Name, AccountNumber + ' - ' + Name AS Account
FROM [BPCRM_MSCRM].[dbo].[FilteredAccount] AS CRMAF_FilteredAccount
) AS FilteredAccount ON
AT.[CUSTOMER_ID] collate SQL_Latin1_General_CP1_CI_AS = AccountNumber