Dear Support Team,
We are currently working on a dashboard for our on-premise CRM dynamics 2011 instance. What we need is to display Won VS ALL opportunities of a certain account manager. I have tried exporting one of the default chart in CRM which is the Won Deals VS Lost
Deals. I have modified the XML to get the COUNT of opportunity number for WON and LOST deals instead of the SUM of revenue. Now, i have imported the modified xml content and was able to import it successfully. Upon checking the chart data, it shows the
same count for WON and LOST records which is incorrect. How do i able to correct this. Please refer below to the xml codes i have imported. Looking forward to any help. Thank you.
<visualization>
<visualizationid>{7842C8AF-0FD2-E411-9758-F5ACB647B220}</visualizationid>
<name>Test Chart For Comparison</name>
<description>Shows the amount of revenue for won deals versus lost deals.</description>
<primaryentitytypecode>opportunity</primaryentitytypecode>
<datadescription>
<datadefinition>
<fetchcollection>
<fetch mapping="logical" aggregate="true">
<entity name="opportunity">
<link-entity name="opportunity" from="opportunityid" to="opportunityid" link-type="outer">
<attribute alias="sum_lost" name="opportunityid" aggregate="count" />
<filter>
<condition attribute="statecode" operator="eq" value="0" />
</filter>
</link-entity>
<link-entity name="opportunity" from="opportunityid" to="opportunityid" link-type="outer">
<attribute alias="sum_won" name="opportunityid" aggregate="count" />
<filter>
<condition attribute="statecode" operator="eq" value="1" />
</filter>
</link-entity>
<attribute groupby="true" alias="groupby_column" name="nexus_accountmanager_lookup" />
</entity>
</fetch>
</fetchcollection>
<categorycollection>
<category>
<measurecollection>
<measure alias="sum_won" />
</measurecollection>
<measurecollection>
<measure alias="sum_lost" />
</measurecollection>
</category>
</categorycollection>
</datadefinition>
</datadescription>
<presentationdescription>
<Chart Palette="None" PaletteCustomColors="97,142,206; 168,203,104; 209,98,96; 142,116,178; 93,186,215; 255,155,83; 148,172,215; 217,148,147; 189,213,151; 173,158,196; 145,201,221; 255,180,138">
<Series>
<Series Name="opportunity_statecode,1" Color="149, 189, 66" IsValueShownAsLabel="False" BackGradientStyle="TopBottom" BackSecondaryColor="112, 142, 50" Font="{0}, 9.5px"
LabelForeColor="59, 59, 59">
<SmartLabelStyle Enabled="True" />
</Series>
<Series Name="opportunity_statecode,2" Color="255,124,31" IsValueShownAsLabel="False" BackGradientStyle="TopBottom" BackSecondaryColor="235,98,0" Font="{0}, 9.5px" LabelForeColor="59,
59, 59">
<SmartLabelStyle Enabled="True" />
</Series>
</Series>
<ChartAreas>
<ChartArea BorderColor="White" BorderDashStyle="Solid">
<AxisY LabelAutoFitMinFontSize="8" TitleForeColor="59, 59, 59" TitleFont="{0}, 10.5px" LineColor="165, 172, 181">
<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">
<MajorGrid Enabled="False" />
<MajorTickMark Enabled="False" />
<LabelStyle Font="{0}, 10.5px" ForeColor="59, 59, 59" />
</AxisX>
</ChartArea>
</ChartAreas>
<Titles>
<Title Alignment="TopLeft" DockingOffset="-3" Font="{0}, 13px" ForeColor="0, 0, 0" />
</Titles>
<Legends>
<Legend Alignment="Center" LegendStyle="Table" Docking="Bottom" Font="{0}, 11px" ForeColor="59, 59, 59" />
</Legends>
</Chart>
</presentationdescription>
<isdefault>false</isdefault>
</visualization>
Best regards,
Honey Dulatre
