I have created a report using Report Builder, but when I add it to a tile for a Work Portfolio, it does not recognize the active Work portfolio (all work items are pulled instead of just work within the current Work portfolio). Does anyone know how I would make my report recognize the Work portfolio? How about if I want to run it for a single Work entity/item? I suspect it is in the Report Builder parameters, but I’m not sure how to code it. Thank you in advance.
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How to make report created with MS Report Builder recognize active Work Portfolio
+1Best answer by Mario.munoz
is that structure_code parameter hidden? Check out this video and see if ti makes sense. maybe also check out video 8 and 9 of the series as well.
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There is some guidance here in the CSC:
Specifically this topic on hidden parameters:
+1Thank you. I have used the Customer Success Center pages you referenced. If it tells me there how to accomplish what I’m wanting to do, it is not spelling it out clear enough for me to understand. I’m no expert in Report Builder, so that could be the problem. 😁
+4I think you need to add the structure code and planning code parameters then add the following to your report. Maybe easier to copy an rdl report and make the changes needed.
+1Hi Mario. Thank you for the tips. That got me to the point where it will ask the user to enter the structure code (for the Work Portfolio). If I know the code, I can enter it and can create a report. However, most people don’t know their portfolio’s structure code. A drop-down of all Work portfolios that a user has access to would be better option. But, the desired option is that the report recognize the portfolio that is active for the user when the user selects the report tile. Any suggestions on how I can achieve this?
+4is that structure_code parameter hidden? Check out this video and see if ti makes sense. maybe also check out video 8 and 9 of the series as well.
+1This looks like exactly what I need! I’ll let you know how it turns out when I get a chance to work on it.
Thank you!
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