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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Help with Creating Opp...
Microsoft Dynamics CRM (Archived)

Help with Creating Opportunity Revenue by Financial Year Chart

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Posted on by MikeC282 2,175

Hi

I was wondering if anyone could provide me some help on creating a stacked chart that shows all potential revenue sitting in opportunities by set owners and across multiple financial years. As some bigger sales may have longer sale cycles, the close date might not be set to this financial year or the next. I would like to create a stacked bar chart that shows sum of potential revenue, spread across close date for example FY16, FY17 , FY18 and FY19.

Any help would be greatly appreciated.

Mike

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  • Verified answer
    Drew Poggemann Profile Picture
    Drew Poggemann 4 on at

    Hi MikeC282,

    I did the following:

    1.  Legend Series:  Sum of Est. Revenue  

    2.  Set the chart type as "Stacked Column"

    3.  Horizontal (Category) Axis Labels:

        a.  Estimated Close Date   by   Fiscal Year

        b.  Owner

    This created a stacked bar by fiscal year on the x-axis with the sales revenue (estimated) on the vertical axis.

    Is this what you are looking for?

    Thanks much!

  • Verified answer
    PS Profile Picture
    PS 23,577 on at

    You might get some idea from the following URLs:

    crmchartguy.wordpress.com/.../combo-bar-and-stacked-bar-charts

    crmchartguy.wordpress.com

    crmchartguy.wordpress.com/.../barchart

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