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add charts or graphs on the dashboard RRS feed

  • Question

  • how can we add graphs and charts on the dashboard which can show the sales this week, cases this month etc

    is there any facility in crm custamization

    or we need to develop custom aspx pages and insert the page in the dashboard


    Wednesday, December 16, 2009 5:26 AM

Answers

  • Wednesday, December 16, 2009 7:25 AM
    Moderator
  • What you need to do is download (if you haven't already done so) Visual Studio 2005/2008 load it and start a new report project, create a new data source which will point to your CRM database, add a new report and build your query.  Once you've run through all the steps you are now in a position to add a dashboard,  if you are running SQL 2005 install the dashboard tool, Dundas for Reporting Services (http://www.dundas.com/Components/Technologies/RS/index.aspx), which is a non-expiring eval of the dashboarding software that comes with SQL 2008.  From within Visual Studio Select 'Chart' from 'toolbox' and start adding your graphs and charts - I normally have about 4 charts per page.   Once completed save and deploy, then load up the report from IE (typically you will go to somewhere like http://reportservername/ReportServer and the report name and copy the URL. Next step is to add it into CRM - you will need to edit your sitemap.xml file to do this.  Use something like the following code:
    </Area>
    <Area ID="DB" Icon="/_imgs/yourimage.gif />
    <Titles>
    <Title LCID="1033" Title="Dashboards" />
    </Titles>
    <Descriptions>
    Description LCID="1033" Description="Dashboards" />
    </Descriptions>
    <Group Id="DB">
    <SubArea Id="YourReport" Icon="/_imgs/youricon.gif" URL="TheURLyoucopiedabove" Client="Web,OutlookWorkstationClient" AvailableOffline"false" Tile"Dashboard" />
    </Group>
    </Area>
    Save and upload back into CRM,  you will now have an area in CRM called Dashboards and within that area a dashboard,  this then allows you to break up dashboards by customer service, sales etc.  Also you can point to custom views in CRM when creating your dashboards that can be used to drilldown into the CRM data from the charts you've just created.

    I hope this helps.

    Sarah 
    SJM09
    Wednesday, December 16, 2009 8:38 AM

All replies

  • Wednesday, December 16, 2009 7:25 AM
    Moderator
  • What you need to do is download (if you haven't already done so) Visual Studio 2005/2008 load it and start a new report project, create a new data source which will point to your CRM database, add a new report and build your query.  Once you've run through all the steps you are now in a position to add a dashboard,  if you are running SQL 2005 install the dashboard tool, Dundas for Reporting Services (http://www.dundas.com/Components/Technologies/RS/index.aspx), which is a non-expiring eval of the dashboarding software that comes with SQL 2008.  From within Visual Studio Select 'Chart' from 'toolbox' and start adding your graphs and charts - I normally have about 4 charts per page.   Once completed save and deploy, then load up the report from IE (typically you will go to somewhere like http://reportservername/ReportServer and the report name and copy the URL. Next step is to add it into CRM - you will need to edit your sitemap.xml file to do this.  Use something like the following code:
    </Area>
    <Area ID="DB" Icon="/_imgs/yourimage.gif />
    <Titles>
    <Title LCID="1033" Title="Dashboards" />
    </Titles>
    <Descriptions>
    Description LCID="1033" Description="Dashboards" />
    </Descriptions>
    <Group Id="DB">
    <SubArea Id="YourReport" Icon="/_imgs/youricon.gif" URL="TheURLyoucopiedabove" Client="Web,OutlookWorkstationClient" AvailableOffline"false" Tile"Dashboard" />
    </Group>
    </Area>
    Save and upload back into CRM,  you will now have an area in CRM called Dashboards and within that area a dashboard,  this then allows you to break up dashboards by customer service, sales etc.  Also you can point to custom views in CRM when creating your dashboards that can be used to drilldown into the CRM data from the charts you've just created.

    I hope this helps.

    Sarah 
    SJM09
    Wednesday, December 16, 2009 8:38 AM