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Microsoft Dynamics CRM (Archived)

How to create a chart for an option set field

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Posted on by

Hi,

I'm not sure if this is possible, but I want to create a chart from an option set field, to use in a dashboard.

At the moment we can select if an attendee attended the event "yes" or not "no". I want to create a chart that shows the number of attendees and then the actual number. I'm guessing a bar chart is easiest, as I want to show this over a number of events, not just one.

Is their a way to get the system to recognize the "yes" and sum count those. At the moment it only recognizes it a line level, so counts regardless of option. I need to be able to get the total number and then only the yes in a graph.

Or is my only option to export the data to excel and then try to push a chart back in? If so what is the best way to do this?

Thank you

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  • Inogic Profile Picture
    682 on at

    Hi Rhiannon,

    You can check this approach and hope this works for you. You can create a view with the filter criteria to display only attendee which are attended the event.

    Then you can use that view to design your chart, here we displayed Closed leads count for Rating “Cold” (Option set).

    Then select Option Set field on the X axis (Horizontal axis field) and select the newly created view as below.

    6237.forum.jpg

    Thanks!

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