Personalized Community is here!
Quickly customize your community to find the content you seek.
Check out the latest Sales updates!Learn about the key capabilities and features of Dynamics 365 Sales and experience some of the new features.
Download overview guide | Watch Sales video
2020 release wave 1Discover the latest updates and new features to Dynamics 365 planned through September 2020
Release overview guides and videos Release Plan | Preview 2020 Release Wave 1 TimelineWatch the 2020 Release Wave 1 virtual launch event
Ace your Dynamics 365 deployment with packaged services delivered by expert consultants. | Explore service offerings
Connect with the ISV success team on the latest roadmap, developer tool for AppSource certification, and ISV community engagements | ISV self-service portal
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance TechTalks | Customer Engagement TechTalks | Upcoming TechTalks
Hello dear helper,
is it possible to grouby first letters of a memo field?
scala_memo is a variable text field; all text starts with 3 different words: e.g. "Edit:" "Insert:" "View:"
The view only allows to show entries, when these words are starting. Now I want to group these 3 different entries, it doesn't matter what comes after.
<datadefinition> <fetchcollection> <fetch mapping="logical" aggregate="true"> <entity name="mepco_installedbase"><attribute groupby="true" alias="_CRMAutoGen_groupby_column_Num_0" name="scala_memo" /> <attribute alias="_CRMAutoGen_aggregate_column_Num_0" name="mepco_installedbaseid" aggregate="count" /> </entity> </fetch> </fetchcollection> <categorycollection> <category alias="_CRMAutoGen_groupby_column_Num_0"> <measurecollection> <measure alias="_CRMAutoGen_aggregate_column_Num_0" /> </measurecollection> </category> </categorycollection></datadefinition>
I suppose you mean to create Chart (Group by) on the page, right?
The difficulty here is how to get the first character. i.e. 'E' for 'Edit', and 'I' for 'Insert'.
Unfortunately, out of box Calculated field doesn't support this, so I'm afraid that you need to take other approaches, i.e. plugin / workflow / SDK call to populate the first Character to another field.
Once that field is ready, you can use the built-in Chart functionality to create Groupby Chart.
thank you for the respond. You have (nearly) correctly reproduced or understood the request. I have a text field in CRM where we have different categories based on the spelling (first word). The first word is followed by a description that varies. So when I create a chart, I have a lot of different entries on the X axis. Only the first word or at least part of the first word should be on the X axis. Example for content:
Edit: False Entry
Insert: New Text
The best thing would be if I could do completely without a "calculated field". That would have to be created for the entire organization, but it is only needed in Germany.
I had already tried the following idea. The filter can also be formulated in FetchXML for the chart. E.g.:
<fetch mapping="logical" aggregate="true">
<attribute groupby="true" alias="_CRMAutoGen_groupby_column_Num_0" name="ownerid" />
<attribute alias="_CRMAutoGen_aggregate_column_Num_0" name="scala_memo" aggregate="countcolumn" />
<attribute alias="_CRMAutoGen_aggregate_column_Num_30" name="scala_memo" aggregate="countcolumn">
<condition attribute="scala_memo" operator="like" value="%Edit%" />
<attribute alias="_CRMAutoGen_aggregate_column_Num_15" name="scala_memo" aggregate="countcolumn" />
<attribute alias="_CRMAutoGen_aggregate_column_Num_14" name="scala_memo" aggregate="count" />
The problem: The filter criteria are set for the complete chart an not only for the first column (chart) like I hoped before. I am not good in programming so I also thought about a "substring function".
<attribute groupby="true" alias="_CRMAutoGen_groupby_column_Num_0" substring(name="scala_memo", 5) />
Is there a way to use such a function?
Thanks for all responds.
Please correct me if I was wrong.
There is no substring function here, and substring is not supported either in calculated field.
Please consider to take other programming approaches to populate the first word in a new field, and then you can build your chart on this new field.
Unfortunately, you're probably right. I guess I'm asking more of CRM and FetchXML than is possible. Nevertheless, thank you for your support, also if no solution was found.
These days I also searched for a function that returns a period of time in the future (e.g. after x month) or a function that excludes a period of time in the future (not next x month). You can find this request frequently, but MS doesn't seem to be interested in it. Interesting: Resco.net got a advanced FetchXML solution that allows to insert todays date + x days (@@TODAY+2) in operator on-or-after. That would be also a solution, but not for Dynamics.
Too bad it is so inflexible.
Business Applications communities