locked
Advice on a stacked bar chart (sales pipeline) RRS feed

  • Question

  • Hi there,

    I need to create a chart which I reckon that can't be done without fidgeting with FetchXML, so I would like to ask the cummunity for their help and thoughts.

    I need to create a stacked column chart that would sum the Est. Revenue value of Opportunities, but group the stacks based on the "Pipeline Phase" field. Considering the table below:

    Table with sample data

    • Est. Close Date would be the horizontal axis. That is, each month will be a column
    • At each month column, the sum of Est. Revenue, but separated by stacks categorised by the Pipeline Phase

    I wonder if this is possible?

    Thanks in advance for the help!

    Regards,
    P


    MCC, MCP, MCTS
    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".

    Tuesday, February 7, 2012 10:13 AM

Answers

All replies

  • this may help you

    http://exploringxrm.wordpress.com/2012/01/16/customizing-dynamics-crm-charts-using-chart-xml/

    In you scenario Gruop by columns will be Est. Closed Date and Pipeline Phase


    Thanks Anil Chelasani http://exploringxrm.wordpress.com/

    • Proposed as answer by Anil_Ch Tuesday, February 7, 2012 10:17 AM
    • Marked as answer by pmdci Tuesday, February 7, 2012 11:16 AM
    Tuesday, February 7, 2012 10:17 AM
  • Hi Anil,

    Thanks for the post.

    Which chart you reckon I should export and use as a starting point to modify it? Any suggestions?


    MCC, MCP, MCTS
    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".

    Tuesday, February 7, 2012 10:20 AM
  • Create new chart on Opportunities with

    Series:Est.Revenue - sum

    Category: Est.ClosedDate by Month

    then export the chart and follow my blog post for Stacked Chart XML customizations


    Thanks Anil Chelasani http://exploringxrm.wordpress.com/

    Tuesday, February 7, 2012 10:29 AM
  • Hi Anil,

    Thanks for the answer. It worked like a charm.

    Important to mention that with Dynamics CRM Update Rollup 5, I can now create such stacked chart with the on-line chart designer. All I did is to add an additional category for the "Pipeline Phase".

    To make things more complicated, the customer wants the chart to have the goal as well. Like the little circles we have with goal charts, showing what the goal amount is.

    I wonder now if I could do this here in the opportunity entity, or if I should move the chart to the Goal entity? In fact I wonder if such chart is at all possible? Anyway I will create a new post for it.

    Thanks,
    P.


    MCC, MCP, MCTS
    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".


    • Edited by pmdci Tuesday, February 7, 2012 11:17 AM
    Tuesday, February 7, 2012 11:16 AM
  • cool... intresting requirement lets see and hope we get resolution

    Thanks Anil Chelasani http://exploringxrm.wordpress.com/

    Tuesday, February 7, 2012 11:29 AM