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Drilldowns not available on custom charts RRS feed

  • Question

  • Can someone please tell me why my custom charts don't have drilldowns
    Thursday, July 7, 2011 3:54 AM

All replies

  • Hi

    If you ae using the charting capabilities out of box in CRM, they are very simplistic in nature:

    • first you create a view, most probably you would use advanced find
    • views are limited as to what kind of queries you can run, similar to advanced find
    • Then you create a chart on the view you have created
    • Out of box charts are limited, unless you are ready to experiment by downlaoding hte chart xml and modifying the xml directly
    • Of course there is no drilldown in the out of box views or charts

    If you need drilldown in hcart - use SSRS reports with sub-reports.

    • Once you have constructed and tested your reports, upload to CRM
    • Create a Dasboard
    • Create a web - resource to display in the dashboard
    • use the web resource to launch the report in dashboard
    • enjoy the full functionality of SSRS reports

    SSRS reports can be used in Dashboards and in iFrams, but not in the views, where you have the quick charting capabilities.

    Thanks and Regards

    AniMandal

    http://xrmadventures.wordpress.com/

    • Proposed as answer by AniMandal Thursday, July 7, 2011 3:57 PM
    Thursday, July 7, 2011 3:57 PM
  • Hi AniMandal

     I can create the charts.  i was however under the opinion the the drills was OOB - just like the samples on account for instance

    Pete

    Wednesday, July 20, 2011 11:16 PM