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Dashboard Chart RRS feed

  • Question

  • I have been asked to build a chart on a dashboard that displays records between the 15th and 14th of each month.  For example it should show all records between June 15th and July 14th, then it should switch to July 15th to August 14th without having to create new views for each month.  I see options like on or before, last x number of days, etc, but nothing from a specific date.  Any ideas?

    David

    Monday, August 20, 2012 1:33 AM

Answers

  • Try a Reporting Services report that has a date parameter with a default.

    You can then use the Now() function to set the default, and use date arithmetic to hone in on the particular area of the month you're interested in.


    Josh Ash

    • Marked as answer by djamr Saturday, August 25, 2012 8:11 PM
    Monday, August 20, 2012 1:37 AM

All replies

  • Try a Reporting Services report that has a date parameter with a default.

    You can then use the Now() function to set the default, and use date arithmetic to hone in on the particular area of the month you're interested in.


    Josh Ash

    • Marked as answer by djamr Saturday, August 25, 2012 8:11 PM
    Monday, August 20, 2012 1:37 AM
  • Hello Djamr;

    Realisticly with the out of the box charting controls you are unable to specify the parameters of which you speak of. Since they are limited by the views you specify we're currently unable to make the views dynamic to the point of showing records between the 15th until the following 14th. You will have to use a custom SSRS report which is what Josh Ash is refering to. Is this a realistic approach for what you need? As well are you using CRM online or an on premius environment? I can provide some links for report development for what you are using.

    Good Luck!

    Monday, August 20, 2012 2:03 PM
  • Hi,

    The guys who responded here are correct in that you cannot dynamically define 'nth of X month' within advanced find, however there is functionality that will allow you to achieve what you desire within views/charts. You must configure your fiscal settings so that the start date is the 15th of Jan 2010 and set 'Fiscal Period Template' to monthly (see screenshot)

    Then, go to advanced find and use the operators 'last fiscal period', 'this fiscal period', and 'next fiscal period'.

    This should then return records with dates between the 15th of one month and 14th of the next.

    Rob


    Microsoft Certified Technology Specialist (CRM) GAP Consulting Ltd Microsoft Community Contributor Award 2011

    Monday, August 20, 2012 8:25 PM
    Answerer
  • Hi,

    The guys who responded here are correct in that you cannot dynamically define 'nth of X month' within advanced find, however there is functionality that will allow you to achieve what you desire within views/charts. You must configure your fiscal settings so that the start date is the 15th of Jan 2010 and set 'Fiscal Period Template' to monthly (see screenshot)

    Then, go to advanced find and use the operators 'last fiscal period', 'this fiscal period', and 'next fiscal period'.

    This should then return records with dates between the 15th of one month and 14th of the next.

    Rob


    Microsoft Certified Technology Specialist (CRM) GAP Consulting Ltd Microsoft Community Contributor Award 2011


    Thanks for the anwser Bob, interesting concept, but not something we can do.  BTW, love the autosummary tool.

    David J


    • Edited by djamr Saturday, August 25, 2012 8:13 PM typo
    Saturday, August 25, 2012 8:12 PM
  • Right now they are Online, but going to be moving to On Premise early next year as they grow in size.  I was hoping to avoid using a report, but they agreed they can use a report instead of a chart for this purpose.


    David J

    Saturday, August 25, 2012 8:14 PM