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Microsoft Dynamics CRM (Archived)

Whole Number Averages for Charts

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Hi All,

Let me start by saying we are using an on-site solution (Dynamics CRM 2013) and that I am fairly new to working with this product (approx 5 months). 

While working on an entity that was created prior to my joining the team, I encountered the following issue.

I have a whole number field on an entity and am attempting to create a chart that displays the average value of that field.  Seems simple enough.  The problem that I'm running into is that the average is rounding down to the nearest whole (i.e. 9/2 = 4).  Through testing I've determined that this is happening because of the field type, and that this doesn't happen when using decimal or float values. 

Is there any way to force the system to treat the whole number field as a decimal value for charting purposes?

I would rather not have to go back, add a new field and then back-fill the data across the historical records because many of those records are completed and would need to be re-opened to update.  This, in turn, would affect other values we use on a regular basis (Last Updated, for example).

 Thank you for any insights you can offer.

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  • Verified answer
    mscrmba Profile Picture
    on at

    I'm fairly certain there's not if you're using OOTB Charts (for display on configured dashboards etc).  Have had a bit of a play - and I can't see any capability (I don't think you're missing anything).

    Option 1:

    I think you could do a custom chart if you created an SSRS report.

    Option 2:

    You could set up a dynamic worksheet and create a chart in Excel.  But again that's not giving you a dashboard chart - if that's what you're after.

    Option 3:

    Power BI may give you options in CRM 2015, depending on when/if you are looking to upgrade and when some of that functionality becomes available On-Premise.

    Option 4:

    A custom iFrame chart on a dashboard might be possible. 

    Option 5:

    If you set up the new decimal field (and alter your forms and views to reflect the new field), an option would be to copy the data to the new decimal field at the SQL level.  This would be way simpler/quicker than going through CRM to update the records - but only do it if you know your way around SQL and take backups before you try it as it's not a supported approach.

    Option 6:

    Alternatively, if you set up a new decimal field you could set up a workflow to be run once over the existing (active and inactive) records to capture the original Last Modified date (so at least you'd still have it) and populate the new decimal field.  Last Updated (if that's the OOTB Last Modified Date field) would be affected.  

  • Suggested answer
    Community Member Profile Picture
    on at

    There is no other Solution. But i can say a easy method to move all the data from one entity to Other with less effort. For doing dis u hv 2 first create a entity of Decimal Value & add it to the form. Nw u create an on demand work flow. Add a step as Update the Record & move the data of the wrongly entered  entity to Newly Created entity. Save & Activate the workflow.

    Now u run the workflow to the selected records whereever u want changes.

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