ssrs lookupset between 2 datasets using date range as part of destination expression











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I have 2 SQL databases I am pulling data from. I am unable to query across servers or merge this data in SQL, so I need to have 2 separate datasets & perform a Join / Lookupset between the 2.



The first dataset has order / agent data.
The second dataset has call log information.
(The call data does not have any linkage to the order data so I am "joining" on the phone number of the call to one we have on the order.)



What I want to do is provide all of the calls received by the phone number on the date the agent says a specific task happened.



I need to join on 3 fields, the phone, the date & the agent. This I am able to do no problem by concatenating the 3 fields on each side of the join to then return the value I want from the 2nd dataset.



=join(LookupSet(Fields!in_phone.Value  + Fields!CPCCC_Date.Value + Fields!CPCCC_CompBy.Value, Fields!phone_join.Value  + Fields!Rec_Date.Value + Fields!ad_username.Value , Fields!ident.Value, "CallRecorder"), vbCRLF)


This code works just file & returns the ident value I am looking for when the call & the task are completed on the same date.



I am now being asked to enhance this by looking for any calls that happened on or up to 3 days prior to the task being completed.



This is where I am stuck, how to use a date range as part of the expression.



What I am currently doing in the SQL for both datasets is calculating the calendar week & can use that in place of a date range, but for a task completed on Friday I can be including calls that happened on Monday instead of Wednesday through Friday.



Here is my code to match by week:



=join(LookupSet(Fields!in_phone.Value  + Fields!CPCCC_WK.Value + Fields!CPCCC_CompBy.Value, Fields!phone_join.Value  + Fields!Rec_WK.Value + Fields!ad_username.Value , Fields!ident.Value, "CallRecorder"), vbCRLF)


the vbCRLF creates a line break between each returned value as there can be several calls on the same day.



CPCCC_Date is my task completion date in the 1st data set.
Rec_Date is the date of the call.



It would be easy enough in the SQL for the 2nd data set to create a Rec Date - 3 days value (I also have an business Days function I can use in SQL to get the date that way instead of in SSRS).



So if the task was completed on Friday the 13th, I want to return calls on the 10th through the 13th (instead of the 8th - 13th).



So adding a field that pulls the calendar week for these 2 datasets & matching on does work, but I am looking to see if anyone has been able to use a range as part of the expressions, that way I can dial this in better to what is being requested.










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    I have 2 SQL databases I am pulling data from. I am unable to query across servers or merge this data in SQL, so I need to have 2 separate datasets & perform a Join / Lookupset between the 2.



    The first dataset has order / agent data.
    The second dataset has call log information.
    (The call data does not have any linkage to the order data so I am "joining" on the phone number of the call to one we have on the order.)



    What I want to do is provide all of the calls received by the phone number on the date the agent says a specific task happened.



    I need to join on 3 fields, the phone, the date & the agent. This I am able to do no problem by concatenating the 3 fields on each side of the join to then return the value I want from the 2nd dataset.



    =join(LookupSet(Fields!in_phone.Value  + Fields!CPCCC_Date.Value + Fields!CPCCC_CompBy.Value, Fields!phone_join.Value  + Fields!Rec_Date.Value + Fields!ad_username.Value , Fields!ident.Value, "CallRecorder"), vbCRLF)


    This code works just file & returns the ident value I am looking for when the call & the task are completed on the same date.



    I am now being asked to enhance this by looking for any calls that happened on or up to 3 days prior to the task being completed.



    This is where I am stuck, how to use a date range as part of the expression.



    What I am currently doing in the SQL for both datasets is calculating the calendar week & can use that in place of a date range, but for a task completed on Friday I can be including calls that happened on Monday instead of Wednesday through Friday.



    Here is my code to match by week:



    =join(LookupSet(Fields!in_phone.Value  + Fields!CPCCC_WK.Value + Fields!CPCCC_CompBy.Value, Fields!phone_join.Value  + Fields!Rec_WK.Value + Fields!ad_username.Value , Fields!ident.Value, "CallRecorder"), vbCRLF)


    the vbCRLF creates a line break between each returned value as there can be several calls on the same day.



    CPCCC_Date is my task completion date in the 1st data set.
    Rec_Date is the date of the call.



    It would be easy enough in the SQL for the 2nd data set to create a Rec Date - 3 days value (I also have an business Days function I can use in SQL to get the date that way instead of in SSRS).



    So if the task was completed on Friday the 13th, I want to return calls on the 10th through the 13th (instead of the 8th - 13th).



    So adding a field that pulls the calendar week for these 2 datasets & matching on does work, but I am looking to see if anyone has been able to use a range as part of the expressions, that way I can dial this in better to what is being requested.










    share|improve this question


























      up vote
      0
      down vote

      favorite









      up vote
      0
      down vote

      favorite











      I have 2 SQL databases I am pulling data from. I am unable to query across servers or merge this data in SQL, so I need to have 2 separate datasets & perform a Join / Lookupset between the 2.



      The first dataset has order / agent data.
      The second dataset has call log information.
      (The call data does not have any linkage to the order data so I am "joining" on the phone number of the call to one we have on the order.)



      What I want to do is provide all of the calls received by the phone number on the date the agent says a specific task happened.



      I need to join on 3 fields, the phone, the date & the agent. This I am able to do no problem by concatenating the 3 fields on each side of the join to then return the value I want from the 2nd dataset.



      =join(LookupSet(Fields!in_phone.Value  + Fields!CPCCC_Date.Value + Fields!CPCCC_CompBy.Value, Fields!phone_join.Value  + Fields!Rec_Date.Value + Fields!ad_username.Value , Fields!ident.Value, "CallRecorder"), vbCRLF)


      This code works just file & returns the ident value I am looking for when the call & the task are completed on the same date.



      I am now being asked to enhance this by looking for any calls that happened on or up to 3 days prior to the task being completed.



      This is where I am stuck, how to use a date range as part of the expression.



      What I am currently doing in the SQL for both datasets is calculating the calendar week & can use that in place of a date range, but for a task completed on Friday I can be including calls that happened on Monday instead of Wednesday through Friday.



      Here is my code to match by week:



      =join(LookupSet(Fields!in_phone.Value  + Fields!CPCCC_WK.Value + Fields!CPCCC_CompBy.Value, Fields!phone_join.Value  + Fields!Rec_WK.Value + Fields!ad_username.Value , Fields!ident.Value, "CallRecorder"), vbCRLF)


      the vbCRLF creates a line break between each returned value as there can be several calls on the same day.



      CPCCC_Date is my task completion date in the 1st data set.
      Rec_Date is the date of the call.



      It would be easy enough in the SQL for the 2nd data set to create a Rec Date - 3 days value (I also have an business Days function I can use in SQL to get the date that way instead of in SSRS).



      So if the task was completed on Friday the 13th, I want to return calls on the 10th through the 13th (instead of the 8th - 13th).



      So adding a field that pulls the calendar week for these 2 datasets & matching on does work, but I am looking to see if anyone has been able to use a range as part of the expressions, that way I can dial this in better to what is being requested.










      share|improve this question















      I have 2 SQL databases I am pulling data from. I am unable to query across servers or merge this data in SQL, so I need to have 2 separate datasets & perform a Join / Lookupset between the 2.



      The first dataset has order / agent data.
      The second dataset has call log information.
      (The call data does not have any linkage to the order data so I am "joining" on the phone number of the call to one we have on the order.)



      What I want to do is provide all of the calls received by the phone number on the date the agent says a specific task happened.



      I need to join on 3 fields, the phone, the date & the agent. This I am able to do no problem by concatenating the 3 fields on each side of the join to then return the value I want from the 2nd dataset.



      =join(LookupSet(Fields!in_phone.Value  + Fields!CPCCC_Date.Value + Fields!CPCCC_CompBy.Value, Fields!phone_join.Value  + Fields!Rec_Date.Value + Fields!ad_username.Value , Fields!ident.Value, "CallRecorder"), vbCRLF)


      This code works just file & returns the ident value I am looking for when the call & the task are completed on the same date.



      I am now being asked to enhance this by looking for any calls that happened on or up to 3 days prior to the task being completed.



      This is where I am stuck, how to use a date range as part of the expression.



      What I am currently doing in the SQL for both datasets is calculating the calendar week & can use that in place of a date range, but for a task completed on Friday I can be including calls that happened on Monday instead of Wednesday through Friday.



      Here is my code to match by week:



      =join(LookupSet(Fields!in_phone.Value  + Fields!CPCCC_WK.Value + Fields!CPCCC_CompBy.Value, Fields!phone_join.Value  + Fields!Rec_WK.Value + Fields!ad_username.Value , Fields!ident.Value, "CallRecorder"), vbCRLF)


      the vbCRLF creates a line break between each returned value as there can be several calls on the same day.



      CPCCC_Date is my task completion date in the 1st data set.
      Rec_Date is the date of the call.



      It would be easy enough in the SQL for the 2nd data set to create a Rec Date - 3 days value (I also have an business Days function I can use in SQL to get the date that way instead of in SSRS).



      So if the task was completed on Friday the 13th, I want to return calls on the 10th through the 13th (instead of the 8th - 13th).



      So adding a field that pulls the calendar week for these 2 datasets & matching on does work, but I am looking to see if anyone has been able to use a range as part of the expressions, that way I can dial this in better to what is being requested.







      visual-studio-2012 reporting-services






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      edited Nov 27 at 16:50

























      asked Nov 19 at 21:18









      John

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