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Chart on Quote - No drill down RRS feed

  • Question

  • 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,

     

     

    Monday, November 28, 2011 10:33 PM

Answers

All replies

  • What is the data type of "my_pipelinephase" ? Drilldowns do works on quote entity and custom attributes usually.


    Murali
    Thursday, December 1, 2011 11:35 PM
  • This issue may be because the custom field "my_pipelinephase" is not serchable. Check the field properties in the customization area:


    Murali
    Friday, December 2, 2011 7:09 PM
  • Thank you very much Murali.

     

    Indeed, the field was not searchable !

     

    Best Regards,

     

    Benjamin

    Saturday, December 3, 2011 5:51 PM