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ReportIs it possible to apply a filter during the vertical and horizontal selection of field value in customer chart properties?
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Is it possible to apply a filter during the vertical and horizontal selection of field value in customer chart properties?
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Data filtering is normally done in the View you created or FETCH XML if you are doing advanced chart editing. In your example, if you only want to include particular values from option set, in you view Filter Criteria you could add them as shown below
An alternative approach to this is doing advanced editing of the chart to manually edit the FETCH XML query. If you want to do that you could use the following plugin on XrmToolBox
You can download the XRMToolBox from : https://xrmtoolbox.com
To answer your question on filtering horizontally or vertically, once the data is filtered using View, you can then do Grouping and some aggregate functions on the axis.
Please see the screenshots below aggregate functions on series
And for Horizontal axis grouping
Hope this helps
Yes. filtering the data at the time while creating the chart. Example: I have created an option set type field and from that option set I have chosen particular one or two value which are only shown in the chart .
Hi Shikta Chatterjee,
You can achieve this by modifying the <fetchcollection> tags in the Chart XML. The <fetchcollection> tags hold the FetchXML query to retrieve data for the chart. This is also where the grouping and ordering is designated. Data filters can be applied here in addition to filters defined in the view.
You can find more information on this here.
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