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Charts in CRM

  • 1.  Charts in CRM

    D365UG/CRMUG ALL STAR
    Posted 16 days ago
    I am creating a chart in CRM that shows activities by user.  Since it is summarizing the data (counting) activites by person, I woudl prefer it to show the people with the highest number of activities first so the bar chart starts with the tallest bar, to the shortest bar. Also, I woudl like to incude a total number above the bar (total # of activities).  I can't figure out how to make either of these things happen.  Any ideas?
    thank you so much!  Laura​

    ------------------------------
    Laura Mortick
    Marketing Information Systems Manager
    Terracon
    Olathe KS
    Kansas City CRMUG Chapter Leader
    ------------------------------
    Academy - Online Interactive Learning from Experts


  • 2.  RE: Charts in CRM

    TOP CONTRIBUTOR
    Posted 15 days ago
    Hi @Laura Mortick

    To get the activities to sort high-to-low, you will use the "Apply Top/Bottom Rule" button on the Legend entry - right next to the chart type button. Choose "Top X Rule", then choose Custom (Top 3 and Top 5 will only give you the indicated number of records). In the field, plug in a large value like 100 to handle the largest possible number of users that will appear in the chart.

    When I run the report that way, I'm seeing a count of the # of records without further modification. However, if you need to do something with labels that isn't supported, you may need to export the chart and edit the XML (not as scary as it sounds). Here is a great entry-level blog on editing chart XML (​and the CRM Chart Guy has many good blogs that will probably answer most of your charting questions): https://crmchartguy.com/ms-crm-chart-editor-and-xml-overview/

    Here is a screen shot to help you along:







    ------------------------------
    Geoff Ables
    Managing Partner
    C5 Insight
    Charlotte NC
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 3.  RE: Charts in CRM

    D365UG/CRMUG ALL STAR
    Posted 15 days ago
    Thank you @Geoff Ables this is super helpful!  I do follow CRM Chat Guy - he is awesome. This link gave me exactly what i needed! :)  Hope all is good with you!

    Laura​

    ------------------------------
    Laura Mortick
    Marketing Information Systems Manager
    Terracon
    Olathe KS
    Kansas City CRMUG Chapter Leader
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 4.  RE: Charts in CRM

    D365UG/CRMUG ALL STAR
    Posted 15 days ago
    Sorry - should have asked one other question @Geoff Ables. I am tying to create the chart and use the office or division on the horizontal access.  (activities by office or division).  I read that blog and it indicated i needed to add that field to the view and then it would work.  That does not seem to do the trick. Is there a certain view I add the columns to?  Again, thanks for your help! ​


    ------------------------------
    Laura Mortick
    Marketing Information Systems Manager
    Terracon
    Olathe KS
    Kansas City CRMUG Chapter Leader
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 5.  RE: Charts in CRM

    TOP CONTRIBUTOR
    Posted 15 days ago
    The way I remember this working is this:

    * If you want a field from a "parent" entity (in your case, I assume you want to get Office or Division from the User entity) to appear on a chart
    * You first must add it to your view (not your chart - but to at least one of the views for the activity entity)
    * Then it becomes visible on the drop-down list of fields for the chart

    That was quite a long time ago, and it's possible that the trick no longer works.

    Let me know if you're still struggling with it and I'll try it out in a test environment.

    ------------------------------
    Geoff Ables
    Managing Partner
    C5 Insight
    Charlotte NC
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 6.  RE: Charts in CRM

    D365UG/CRMUG ALL STAR
    Posted 14 days ago
    @Geoff Ables once I added the columns to a system view, they were visible as fields to select in the charts.  I was trying with a persona view but that didn't do the trick.  thanks for the tip!

    Laura ​

    ------------------------------
    Laura Mortick
    Marketing Information Systems Manager
    Terracon
    Olathe KS
    Kansas City CRMUG Chapter Leader
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 7.  RE: Charts in CRM

    TOP CONTRIBUTOR
    Posted 11 days ago
    Ah - system views - that was the missing link. Thanks for sending it back so we would have it here for reference!

    ------------------------------
    Geoff Ables
    Managing Partner
    C5 Insight
    Charlotte NC
    ------------------------------

    Academy - Online Interactive Learning from Experts


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