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Chart question

Question
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I'm using Dynamics CRM for Recruiting and am working on building out some new charts and am having a few issues.
Question 1: I built a column chart to show Education. So it lists columns stating how many candidates in my dynamics crm resume database have Bachelors, Masters, Associates, Ph.D, etc... It produces the chart but when I select Count:Non-empty it still shows a column titled (blank) along with the degrees I mentioned above. I assume that if there's no data in the field and it's left blank it would be considered empty and wouldn't be counted and put on the chart. Any suggestions?
Question 2: Let's assume same column chart that displays how many candidates in my database have various college degrees. It lists them from left to right ((Blank), Bachelors, Associates, Masters, Ph.D, High School). Is there a way I can arrange it so that when the chart displays it changes the order. I'd like it to be from largest to smallest or vice versa.
Any help is appreciated
Wednesday, May 29, 2013 8:27 PM
Answers
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Hi
Q1
I think all you need is to exclude blank/null values from the View you are using. (or create a View that only includes the values you want)
You'll miss out on all the records that don't have a degree, but it sounds like that is what you want.Q2
You can order your chart on the aggregated amount. There's an example of adding an order clause to a chart xml here http://crmchartguy.wordpress.com/2012/08/23/order-or-sort-your-charts/
The full description of Order options, and particularly aggregate can be found on the MS website here http://msdn.microsoft.com/en-us/library/gg309565.aspx#orderby_aggregate
Ulrik,
Blog: http://crmchartguy.wordpress.com - Exclusively for MS CRM 2011 Charts
Twitter: crmchartguy- Marked as answer by techrecruit Friday, May 31, 2013 2:46 PM
Wednesday, May 29, 2013 10:52 PM
All replies
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Question 1: There is a difference between blank and empty. It depends on when the field was created compared to when the record was created. If this is a new field, then on existing records on the time of the field creation, the value will on be set on new records. Not on old records. So I think this might be your problem.
Question 2: Yes.. You need to do this in the XML though. There is a guide on how to do this here: http://social.technet.microsoft.com/wiki/contents/articles/16564.microsoft-dynamics-crm-2011-charts-customization.aspx. Charts in CRM utilizes "Microsoft chart controls for microsoft .net framework 3.5", so you find more information by searching google for XML customisation options https://www.google.dk/search?q=microsoft+chart+controls+for+microsoft+.net+framework+3.5&rlz=1C1KMZB_enDK518DK518&oq=microsoft+char&aqs=chrome.0.59j57j0l2j60j62.4550j0&sourceid=chrome&ie=UTF-8
Rune Daub Senior Consultant - Dynateam CRM http://www.xrmmanagement.com
- Proposed as answer by RuneDaub Wednesday, May 29, 2013 8:37 PM
Wednesday, May 29, 2013 8:37 PM -
Thanks for the response RuneDaub -
Q1 - Question 1: There is a difference between blank and empty. It depends on when the field was created compared to when the record was created. If this is a new field, then on existing records on the time of the field creation, the value will on be set on new records. Not on old records. So I think this might be your problem.
/////////////////////////////////// The field is one I created before I did the mass import of all the data. It's basically an Option Set field and the default value is set to Unassigned Value which basically means if I add a new candidate to my system it will leave the field blank until I got in and look at the resume and determine the College Degree to select in the option set field.
Question 2: Yes.. You need to do this in the XML though. There is a guide on how to do this here: http://social.technet.microsoft.com/wiki/contents/articles/16564.microsoft-dynamics-crm-2011-charts-customization.aspx. Charts in CRM utilizes "Microsoft chart controls for microsoft .net framework 3.5", so you find more information by searching google for XML customisation options
//////////////////////////////////// I'm comfortable exporting a chart into an XML file and modifying the XML and re-importing the chart into Dynamics CRM to achieve 3d charts and changing colors etc. But I don't know how to make the data appear largest to smallest (change order of the data being represented in the column chart. What do I change in the XML file?
Dynamics CRM Recruiting Tinkerer
Wednesday, May 29, 2013 9:25 PM -
Hi
Q1
I think all you need is to exclude blank/null values from the View you are using. (or create a View that only includes the values you want)
You'll miss out on all the records that don't have a degree, but it sounds like that is what you want.Q2
You can order your chart on the aggregated amount. There's an example of adding an order clause to a chart xml here http://crmchartguy.wordpress.com/2012/08/23/order-or-sort-your-charts/
The full description of Order options, and particularly aggregate can be found on the MS website here http://msdn.microsoft.com/en-us/library/gg309565.aspx#orderby_aggregate
Ulrik,
Blog: http://crmchartguy.wordpress.com - Exclusively for MS CRM 2011 Charts
Twitter: crmchartguy- Marked as answer by techrecruit Friday, May 31, 2013 2:46 PM
Wednesday, May 29, 2013 10:52 PM -
Thanks Ulrik - I used the view workaround to exclude the blanks and it works perfectly.
The link you sent for changing the xml in the charts is great (added as a favorite). I am still having issues figuring out how to set a chart data to ascending or descending the data. Could you look at the xml data below and tell me where to insert the command and what to put? I went off one of the examples you sent me and tried placing <order alias='year' descending='false' /> into where I thought was the appropriate spot but when I try and import back in it tells me the code isn't formatted correctly.
<visualization>
<visualizationid>{A96BA01D-35C9-E211-B5BC-D8D385E6B5BF}</visualizationid>
<name>Hired/Placed (no blanks</name>
<primaryentitytypecode>new_candidate</primaryentitytypecode>
<datadescription>
<datadefinition>
<fetchcollection>
<fetch mapping="logical" aggregate="true">
<entity name="new_candidate">
<attribute groupby="true" alias="_CRMAutoGen_groupby_column_Num_0" name="new_datahiredplaced" dategrouping="fiscal-year" />
<attribute alias="_CRMAutoGen_aggregate_column_Num_0" name="new_candidateid" aggregate="countcolumn" />
</entity>
</fetch>
</fetchcollection>
<categorycollection>
<category alias="_CRMAutoGen_groupby_column_Num_0">
<measurecollection>
<measure alias="_CRMAutoGen_aggregate_column_Num_0" />
</measurecollection>
</category>
</categorycollection>
</datadefinition>
</datadescription>
<presentationdescription>
<Chart Palette="None" PaletteCustomColors="55,118,193; 197,56,52; 149,189,66; 117,82,160; 49,171,204; 255,136,35; 97,142,206; 209,98,96; 168,203,104; 142,116,178; 93,186,215; 255,155,83">
<Series>
<Series ChartType="Line" IsValueShownAsLabel="True" BorderWidth="3" MarkerStyle="Square" MarkerSize="9" MarkerColor="37, 128, 153" MarkerBorderColor="37, 128, 153"></Series>
</Series>
<ChartAreas>
<ChartArea BorderColor="White" BorderDashStyle="Solid">
<AxisY LabelAutoFitMinFontSize="8" TitleForeColor="59, 59, 59" TitleFont="{0}, 10.5px" LineColor="165, 172, 181" IntervalAutoMode="VariableCount">
<MajorGrid LineColor="239, 242, 246" />
<MajorTickMark LineColor="165, 172, 181" />
<LabelStyle Font="{0}, 10.5px" ForeColor="59, 59, 59" />
</AxisY>
<AxisX LabelAutoFitMinFontSize="8" TitleForeColor="59, 59, 59" TitleFont="{0}, 10.5px" LineColor="165, 172, 181" IntervalAutoMode="VariableCount">
<MajorTickMark LineColor="165, 172, 181" />
<MajorGrid LineColor="Transparent" />
<LabelStyle Font="{0}, 10.5px" ForeColor="59, 59, 59" />
</AxisX>
</ChartArea>
</ChartAreas>
<Titles>
<Title Alignment="TopLeft" DockingOffset="-3" Font="{0}, 13px" ForeColor="59, 59, 59"></Title>
</Titles>
</Chart>
</presentationdescription>
<isdefault>false</isdefault>
</visualization>Dynamics CRM Recruiting Tinkerer
Thursday, May 30, 2013 2:51 PM -
just change the order alias to alias="_CRMAutoGen_aggregate_column_Num_0"
the alias "year" doesn't exist in your xml.
Ulrik,
Blog: http://crmchartguy.wordpress.com - Exclusively for MS CRM 2011 Charts
Twitter: crmchartguyThursday, May 30, 2013 4:42 PM -
Your awesome thanks Ulrik that did the trick
Dynamics CRM Recruiting Tinkerer
Thursday, May 30, 2013 8:39 PM -
Friday, May 31, 2013 7:37 AMModerator
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You are welcome. Please mark one of my replies as the answer. That way this thread will show up as answered in search results.
Thanks,
Ulrik,
Blog: http://crmchartguy.wordpress.com - Exclusively for MS CRM 2011 Charts
Twitter: crmchartguyFriday, May 31, 2013 2:40 PM