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I am trying to figure out how it is possible to create a chart and add it to the form on marketing list entity and base it on the Accounts that are the members in the specific marketinglist?
I want to see the categories of the Accounts (marketing list members). Something like this:
X-axis: Categories of Accounts (A, B and C)
Y- axis: Number of Accounts
We have the data in the members list as you can see:
It is achievable.
First create a system chart for Account.
Go to the customizations panel, expand the charts of Account, new a chart.
Select the view which is used in the Account sub-grid in th marketing list form, select Legend Entries ( Series ) to Account, and select Horizontal ( Category ) Axis Labels to Category. Save and close.
Expand the forms of Marksting List, edit the Marksting List form.
In the Member tab, insert a sub-grid, select Entity to Account and the view which is the same in the original Account sub-grid. Select Default Chart to the created chart, uncheck Display Chart Selection.
Switch to the Formatting tab, set Number of Rows to 10 or more. Save and publish.
The effect is as follows.
Thanks a lot, it works prefect!
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