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how to show graph on dashboard that shows the count of occurrences?

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Posted on by smw_brad

I'm aware how to use the "simple" D365 built-in graphing function to add a graph to the dashboard...but I find it very limiting in scope. I'd like the dashboard to show the number of occurrences for opportunity losses and displays a graph like this:

(The raw data is shown above the graph.) The "COUNTIF" function is required to make this type of graph.

So my question is: how can a graph like this be added to a dashboard?

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ba365guy 2,950 on at

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Hi smw_brad

I assume the list above is the reason you choose before closing opportunity

You can try creating a crating a chart as follows: (in opportunity entity)

In the example above, I chose the view as "Closed Opportunities". You can choose a view of "Lost Opportunities" for your specific requirement.

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LuHao 40,892 on at

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Hi smw,

To filter the data of the chart, there are two ways - 1) filter from the view, 2) filter form the chart. Both of them essentially adding filtering code to their respective fetch xml.

1. filter from the view.

When editing the dashboard, select the "Lost Opportunities" view before selecting the chart.

You don't need to create additional charts.

In this case, all the data in the chart are lost opportunities, so the number of opportunities in the chart is also the number of lost opportunities.

2. filter form the chart.

We could modify the xml of the chart to add filtering.

First open the chart in the dashboard and export it.

Open the xml file, find </entity>, add

<filter type="and"> <condition value="2" attribute="statecode" operator="eq" /> </filter>

before it.

Import it.

Switch the chart in the dashboard to the new imported chart.

This way, we can filter out lose opportunities without changing the original view range.

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smw_brad 70 on at

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Follow up. Our friends at MS Support solved the issue: the built-in chart feature works fine....and it's a simple and elegant solution.

Here are the basic steps: Go to customize the system; in the left hand pane click ENTITIES, OPPORTUNITIES, CHARTS; create a new chart using the appropriate drop down selections. Use the appropriate drop down selection under "Legend Entries (Series)" - i.e., the vertical axis - in my case it was called "Status Reason"; and then make sure Count All is showing in the adjacent box. For the horizontal axis pick the same drop down item (for me that was "Status Reason". If everything was done correctly, a preview of the graph will show. Save it; publish it; and then use the normal steps for entering the graph on the dashboard.

I appreciate those who responded and special thanks to CJ at MS Support for the excellent assistance.

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ba365guy 2,950 on at

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Hi.. Glad it worked for you.

This is exactly i posted in my response too..

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