Dear,
I created a chart on Quote. The problem is that, despite it looks very similar to the one on Opportunity, the one on quote does not offer drill down capabilities.
Is there something I miss? It works on many entities (even custom ones)... Would this be a limitation of MS CRM 2011?
The custom field "my_finalprice" is money type but this should not have any impact:
<visualization>
<visualizationid></visualizationid>
<name>Final Price vs pipelinephase</name>
<primaryentitytypecode>quote</primaryentitytypecode>
<datadescription>
<datadefinition>
<fetchcollection>
<fetch mapping="logical" count="10" aggregate="true">
<entity name="quote">
<attribute name="my_pipelinephase" groupby="true" alias="stepname" />
<order alias="stepname" descending="false" />
<attribute alias="sum_finalprice" name="my_finalprice" aggregate="sum" />
</entity>
</fetch>
</fetchcollection>
<categorycollection>
<category>
<measurecollection>
<measure alias="sum_finalprice" />
</measurecollection>
</category>
</categorycollection>
</datadefinition>
</datadescription>
<presentationdescription>
<Chart Palette="None" PaletteCustomColors="168,203,104; 142,116,178; 93,186,215; 255,155,83">
<Series>
<Series ShadowOffset="0" IsValueShownAsLabel="True" Font="{0}, 9.5px" LabelForeColor="59, 59, 59" ChartType="Funnel" CustomProperties="FunnelLabelStyle=Outside, FunnelNeckHeight=0, FunnelPointGap=1, FunnelNeckWidth=5 ">
<SmartLabelStyle Enabled="True" />
</Series>
</Series>
<ChartAreas>
<ChartArea>
<Area3DStyle Enable3D="True" />
</ChartArea>
</ChartAreas>
<Legends>
<Legend Alignment="Center" LegendStyle="Table" Docking="right" IsEquallySpacedItems="True" Font="{0}, 11px" ShadowColor="0, 0, 0, 0" ForeColor="59, 59, 59" />
</Legends>
<Titles>
<Title Alignment="TopLeft" DockingOffset="-3" Font="{0}, 13px" ForeColor="0, 0, 0"></Title>
</Titles>
</Chart>
</presentationdescription>
<isdefault>false</isdefault>
</visualization>
Thank you beforehand,
Chart on Quote - No drill down
