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Please Help! Aggregate Values Together For Chart

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Posted on by Joel Abbott - xRM C...

135

Hi Guys,

I know i have posted this previously, but i am still searching for the answer please.

I am trying to create a Chart in a report for Microsoft Dynamics CRM 2015 Online. I am using SQL Server Data Tools for Visual Studio 2012.

I have an entity that holds the records of every Presentation carried out by an organisation. On each "Presentation" record, there are two lookups to the contacts entity holding details of the two individuals who carried out the presentation;One lookup for "Presenter A" and the other for "Presenter B".

So, for example, over the course of a year...

Joe Bloggs has been "Presenter A" for 12 "Presentations" and recorded as "Presenter B" for 3 "Presentations"
David Smith has been "Presenter A" for 5 "Presentations" and recorded as "Presenter B" for 18 "Presentations"

What i am trying to do is create a chart that shows this information. I am trying to get it something similar to this crude drawing...

7888.Capture.PNG

Any help is GREATLY appreciated!

Thanks

Joel

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RE: Please Help! Aggregate Values Together For Chart

Hi Joel,

This is not possible directly in a CRM chart as both the series are not sharing the same category. So like Aileen suggested, using a secondary axis will be an option.

Another option is to keep track of the number of presentation done by a contact as Presentor A or Presentor B in the contact entity itself. May be you can use 2 roll up field in Contact entity which will count the number of presentation done by contact as Presentor A and Presentor B as 2 different fields. Then you can create the chart on the contact entity. Hope this trick will work for you.
Joel Abbott - xRM C... 135 on at

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RE: Please Help! Aggregate Values Together For Chart

Hi Varun,

Thanks in advance for your help..

The presentation entity has two lookup fields on its form. One called presenter A and the other called presenter B. Both are lookup fields to the contact entity.

A contact can be chosen as either Presenter A or presenter B by choosing their contact record in either lookup field.
Varun Singh 941 on at

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RE: Please Help! Aggregate Values Together For Chart

Hi Joe,

Need to understand one thing here

Joe Bloggs has been "Presenter A" for 12 "Presentations" and recorded as "Presenter B" for 3 "Presentations"

Here Presenter A is Lookup in form right ?

What is recorded as "Presenter B" for 3 "Presentation" what type of field it's and how you have save this field.
Aileen Gusni 44,524 on at

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RE: Please Help! Aggregate Values Together For Chart

Hi Joel

What you need is You need to create multiple axis in ssrs.

Your query ahould limit the presenter type to A and B only if you want to limit to two stack bar chart.

You can search how to create the multiple series or axis related to ssrs

Multiple Series on a Chart (Report Builder and SSRS)

msdn.microsoft.com

When multiple series are present on a chart, you must determine the best way to compare the series. You can use a stacked chart to show relative proportions of each series. If you are comparing only two series that share a common category (x) axis, use the secondary axis. This is useful when showing...

Adding a Secondary Axis to a SSRS Chart

Interface Technical Training – Blogs

When a series in a SQL chart is not measured on the same scale used for the other series in the chart, a secondary axis can make the chart easier to read.

Hope this helps.

Thanks.