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CRM 2011 - Printing Chart RRS feed

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    Using CRM 2011, I have two charts on the dashboard that I wish to print. I have figured that the only way to print is running a report via a chart report format or a screen-shot (quite annoying). The problem occurs that I can't select the chart report format as it states I need a numeric column.

    One example of a chart I use, is an analysis of 'leads' by 'status reason' on a bar graph. Clearly there are no numeric values in columns used in this dashboard chart, other than the CRM grouping 'status reason' text fields and using them as numeric values for the chart.

    Am I doing something wrong or does the report wizard not operate the way other charts can?

    Is there any simpler way to print charts?

     

    Thanks,

    Mark

    Thursday, March 10, 2011 12:44 AM

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    There is no way to print Chart in CRM directly.

    When you create a chart format report, it did require a numeric column for the chart format. So you cannot use the report wizard to design this report.

    So here is a work around:

    We can create a custom report as the chart format in BIDS, then save it to rdl file, then upload it to CRM as a report. After that, you can open the chart in Report viewer and print the Chart.

    In your example, use the xml to create a dataset.

    <fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">
    <entity name="lead">
      <attribute name="fullname" />
       <attribute name="statuscode" />
      </entity>
      </fetch>

    In Chart designer, set Count(fullname) as aggregation value, select Statuscode as Category Groups.

     

    Please remember to click “Mark as Answer” on the post that helps you. Jackie Chen, Microsoft Online Community Support
    Friday, March 11, 2011 6:54 AM
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    You could not print a chart directly in CRM 2011. However, Jackie's trick could help you.

    If the answer helped you, remember to mark it as answer.

    Friday, March 29, 2013 6:05 AM
    Moderator

All replies

  • Question
    Sign in to vote
    0
    Sign in to vote

    There is no way to print Chart in CRM directly.

    When you create a chart format report, it did require a numeric column for the chart format. So you cannot use the report wizard to design this report.

    So here is a work around:

    We can create a custom report as the chart format in BIDS, then save it to rdl file, then upload it to CRM as a report. After that, you can open the chart in Report viewer and print the Chart.

    In your example, use the xml to create a dataset.

    <fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">
    <entity name="lead">
      <attribute name="fullname" />
       <attribute name="statuscode" />
      </entity>
      </fetch>

    In Chart designer, set Count(fullname) as aggregation value, select Statuscode as Category Groups.

     

    Please remember to click “Mark as Answer” on the post that helps you. Jackie Chen, Microsoft Online Community Support
    Friday, March 11, 2011 6:54 AM
  • Question
    Sign in to vote
    0
    Sign in to vote
    You could not print a chart directly in CRM 2011. However, Jackie's trick could help you.

    If the answer helped you, remember to mark it as answer.

    Friday, March 29, 2013 6:05 AM
    Moderator