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Error on Funnel Chart Modification RRS feed

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    When trying to update the Sales Pipeline Funnel (or any Funnel Chart) and choose a field that is an Option Set (this one is a Global Option Set) - I get the following error:

    The chart definition is invalid as it does not specify an order node for the count attribute.

    The funnel works great using the Pipeline Phase field CRM gives you as default, but we'd like to look at a different field. Appreciate your assistance.

    Thursday, August 11, 2011 8:49 PM

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    You just need to replace "stepname" with the name of your custom field. For example, if your field is called new_salesstage, the order element would look like this:

    <order alias="new_salesstage" descending="false" />

    Matt Wittemann CRM MVP C5Insight.com
    Sunday, August 21, 2011 2:19 AM
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    Export your chart XML and take a look at the fetchXml. You'll need to have an "order" attribute node. Something like the following:

    <entity name="opportunity">
 <attribute name="estimatedvalue" />
 <order attribute="mycustomstagefield" descending="false" />
 <filter type="and">
  <condition attribute="statecode" operator="eq" value="0" />
  <condition attribute="ownerid" operator="eq-userid" />
 </filter>
</entity>

    Funnel charts need to know how the parts of the funnel should be ordered. You'd think it would just sort them by the values or indexes of the picklist, but FetchXml is a little more particular than that!

    Matt Wittemann CRM MVP C5Insight.com
    Monday, August 15, 2011 4:12 AM
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    Matt - thanks for the reply.

    The export of the attribute tag looks like the following:

     <entity name="opportunity">
                <attribute name="stepname" groupby="true" alias="stepname" />
                <order alias="stepname" descending="false" />
                <attribute alias="sum_estimatedvalue" name="new_investmentamount" aggregate="sum" />
              </entity>

    I'm looking to change the stepname attribute to my custom field, which is an Option Set. The existing export above appears to already be calling out an order...

    Thanks for the help.
    Dan

    Monday, August 15, 2011 7:03 PM
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    You just need to replace "stepname" with the name of your custom field. For example, if your field is called new_salesstage, the order element would look like this:

    <order alias="new_salesstage" descending="false" />

    Matt Wittemann CRM MVP C5Insight.com
    Sunday, August 21, 2011 2:19 AM
    Moderator
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    I added a post that spells out how to address this alittle more.  Great response above, hopefully this makes it a little more clear:

    http://www.affirmaconsulting.com/blog/Lists/Posts/Post.aspx?ID=13

    Michael Brown, Affirma Consulting

    Mobile, Cloud, Business Intelligence, High-End Development and SharePoint Consulting

    Monday, September 26, 2011 5:00 AM
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    Hi,

    I've been working on a pipeline chart, but the order of the elements are completely wrong. How is it possible to change this? For example I would like Lead to be on top. Thanks in advance.

    Wednesday, September 19, 2012 1:40 PM
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    Unfortunately you can't specify the order of the elements in a funnel chart when they are based on an Option Set. Not sure if this a bug or something, but you just can't.

    Had it been a lookup field you would have been able to do it.

    It would be possible in a stacked column chart or a stacked bar chart. There you would create a series for each phase, and then stack them in the correct order. But you would have to accept moving away from the funnel chart.

    Ulrik,
    Blog: http://crmchartguy.wordpress.com - Exclusively for MS CRM 2011 Charts
    Twitter: crmcchartguy

    Tuesday, March 12, 2013 9:37 PM