SQL Server guide

List memberships for a portfolio


Returns memberships for a specific portfolio — who has access and with what role. Supply the portfolio ID. Use this to report on portfolio-level permissions or to mirror access in another tool.

Standard SQL query example

This is the base query accepted by the connector. To execute it in SQL Server, you have to pass it to the Data Gateway via a Linked Server. See how to accomplish this using the examples below.

SELECT * FROM Memberships WITH(PortfolioId=1206673375982077)

Using OPENQUERY in SQL Server

SELECT * FROM OPENQUERY([LS_TO_ASANA_IN_GATEWAY], 'SELECT * FROM Memberships WITH(PortfolioId=1206673375982077)')

Using EXEC in SQL Server (handling larger SQL text)

The major drawback of OPENQUERY is its inability to incorporate variables within SQL statements. This often leads to the use of cumbersome dynamic SQL (with numerous ticks and escape characters).

Fortunately, starting with SQL 2005 and onwards, you can utilize the EXEC (your_sql) AT [LS_TO_ASANA_IN_GATEWAY] syntax.

DECLARE @MyQuery NVARCHAR(MAX) = 'SELECT * FROM Memberships WITH(PortfolioId=1206673375982077)'
EXEC (@MyQuery) AT [LS_TO_ASANA_IN_GATEWAY]