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Configure Chart XML for Quote Entity RRS feed

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    Hi,

    I'm trying to build a chart based on the quote entity. I have a view which shows all quotes created within the last 12 months. My charts category groups the quotes by month and I have two series. The first series(column type) shows the totalamount of the quotes as sum. The second series(line type) counts the created quotes by quoteid. This works fine.

    I would like to add a third series(also line type) which should only count the created quotes where the owner equals the logged in systemuser.

    Does soemone know if this is possible?

    Friday, August 17, 2012 8:46 AM

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    Hi KKammerer,

    Looks like it is not possible to achieve in single chart what you are trying, because filter applied is filtering out all the records based on current user. 

    I would suggest you create a separate chart for series 2 and 3 and make it Count of QuoteId group by Month and group by Owner. This would be close to what you want to see.

    Regards,

    Rahul Agarwal

    • Marked as answer by F. Schulz Friday, August 24, 2012 12:58 PM
    Friday, August 17, 2012 2:55 PM

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    Hi KKammmerer,

    Try adding this to your chart XML under the Fetch XML part -

    <filter type='and'>

     <condition attribute='ownerid' operator='eq-userid' />

     </filter>

    I am not sure if this is what you want? 

    Regards,

    Rahul Agarwal

    Friday, August 17, 2012 10:44 AM
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    Hi Rahul,

    thank you for your reply.

    I would like to display 3 series:

    1) totalamount of all quotes by month

    2) Number of all quotes created by month

    3) Number of all quotes by month where quoteowner = systemuser

    It tried the following:

    - <entity name="quote">
      <attribute groupby="true" alias="_CRMAutoGen_groupby_column_Num_0" dategrouping="month" name="createdon" />
      <attribute alias="_CRMAutoGen_aggregate_column_Num_0" name="totalamount" aggregate="sum" />
      <attribute alias="_CRMAutoGen_aggregate_column_Num_14" name="quoteid" aggregate="count" />
      <attribute alias="_CRMAutoGen_aggregate_column_Num_15" name="ownerid" aggregate="count" />
    - <filter type="and">
      <condition attribute="ownerid" operator="eq-userid" />
      </filter>

    </entity>

    The result shows me only my quotes and series 2 and 3 have the same value.

    Friday, August 17, 2012 11:07 AM
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    Hi KKammerer,

    Looks like it is not possible to achieve in single chart what you are trying, because filter applied is filtering out all the records based on current user. 

    I would suggest you create a separate chart for series 2 and 3 and make it Count of QuoteId group by Month and group by Owner. This would be close to what you want to see.

    Regards,

    Rahul Agarwal

    • Marked as answer by F. Schulz Friday, August 24, 2012 12:58 PM
    Friday, August 17, 2012 2:55 PM
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    Hi Rahul,

    thanks for your answer. I will try it this way.

    Regards,

    KKammerer

    Friday, August 24, 2012 12:58 PM