Knowledge: Report with Taxonomy Runtime Filter
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Knowledge
Title*Report with Taxonomy Runtime Filter
ManualReporting
Created13/01/2022
DetailFollow these steps to create a simple Data Room report that can be filtered by Taxonomy:
- Create new Web Report.
- Give it a name.
- Select Type Data Room.
- Pick Data Room to report on.
- Use the following select query replacing URL and CompanyID with correct values:
SELECT ItemName, 'https://www.example.com/EditClaimTabbed.aspx?CompanyID=1&listitemid=' + CAST(Claims.ID as nvarchar(max)) as Link FROM Claims WHERE ISNULL(Archived,0) = 0 {0} Order BY ItemName
- The {0} is automatically replaced by Sysero with other parts of WHERE clause for Data Room and any Runtime Filters.
- Select Taxonomy Field in Runtime Filters section. Note if Repeater Taxonomy code will automatically generate SQL.
- Change Appear As to what you what filter to appear as e.g. Practice Area.
- Change Filter Type to DropDown.
- In Filter Query use syntax as found in article SQL to Lookup Root Taxonomy Level.
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