Filter data in CRM Chart XML

(0) Share

Report

Posted on by Community Member

I am trying to filter Activities data based on "activity type" i.e Filter all records for a chart that has values "Email" and "Phone call". Here is the code I am trying to use which is not working.

<link-entity name="Activities" from="activitytypecode" to="activitytypecode" link-type="outer">
<attribute name="activitytypecode" groupby="true" alias="_CRMAutoGen_groupby_column_Num_13" />
<filter>
<condition attribute="activitytypecode" operator="or" >

<value>"Email"<value/>

<value>"Phone call"<value/>

</condition>
</filter>
</link-entity>

</entity>

Any suggestions?

*This post is locked for comments

All responses (8)

Answers (1)

Suggested answer

a33ik 84,331 Most Valuable Professional on at

Like (2)

Report

RE: Filter data in CRM Chart XML

Hello,

Have you tried to do anything before asking here? Advanced find can give you result. Here is what I got:

<fetch mapping="logical" aggregate="true" >

<entity name="activitypointer" >

<attribute name="subject" aggregate="count" alias="_CRMAutoGen_aggregate_column_Num_0" />

<attribute name="createdby" groupby="true" alias="_CRMAutoGen_groupby_column_Num_13" />

<attribute name="createdon" groupby="true" alias="_CRMAutoGen_groupby_column_Num_14" dategrouping="day" />

<filter type="and" >

<condition attribute="activitytypecode" operator="in" >

<value>4202</value>

<value>4210</value>

</condition>

<condition attribute="createdon" operator="last-x-weeks" value="5" />

</filter>

</entity>

</fetch>
Community Member on at

Like (0)

Report

RE: Filter data in CRM Chart XML

Thanks much. This works.

How about filtering data for last 5 weeks?
Suggested answer

a33ik 84,331 Most Valuable Professional on at

Like (1)

Report
RE: Filter data in CRM Chart XML

Try to use following FetchXml query:

<fetch mapping="logical" aggregate="true"> <entity name="activitypointer"> <attribute name="subject" aggregate="count" alias="_CRMAutoGen_aggregate_column_Num_0" /> <attribute name="createdby" groupby="true" alias="_CRMAutoGen_groupby_column_Num_13" /> <attribute name="createdon" groupby="true" alias="_CRMAutoGen_groupby_column_Num_14" dategrouping="day" /> <filter type="and"> <condition attribute="activitytypecode" operator="in"> <value>4202</value> <value>4210</value> </condition> </filter> </entity> </fetch>
Community Member on at

Like (0)

Report

RE: Filter data in CRM Chart XML

Oh wow! that's a smart way.

Another issue is. I have another CRM chart in which I am using some different attributes from activity but still I want to filter data based on Activity type . Here is the code:

<fetch mapping="logical" aggregate="true">

<entity name="activitypointer">

<attribute name="subject" aggregate="count" alias="_CRMAutoGen_aggregate_column_Num_0" />

<attribute name="createdby" groupby="true" alias="_CRMAutoGen_groupby_column_Num_13" />

<attribute name="createdon" groupby="true" alias="_CRMAutoGen_groupby_column_Num_14" dategrouping="day" />

</entity>

</fetch>
Community Member on at

Like (0)

Report

RE: Filter data in CRM Chart XML

Oh wow! that's a smart way.

Another issue is. I have another CRM chart in which I am using some different attributes from activity but still I want to filter data based on Activity type . Here is the code:

<fetch mapping="logical" aggregate="true">

<entity name="activitypointer">

<attribute name="subject" aggregate="count" alias="_CRMAutoGen_aggregate_column_Num_0" />

<attribute name="createdby" groupby="true" alias="_CRMAutoGen_groupby_column_Num_13" />

<attribute name="createdon" groupby="true" alias="_CRMAutoGen_groupby_column_Num_14" dategrouping="day" />

</entity>

</fetch>
Suggested answer

a33ik 84,331 Most Valuable Professional on at

Like (1)

Report

RE: Filter data in CRM Chart XML

I just used Advanced Find for this purpose:
Community Member on at

Like (0)

Report

RE: Filter data in CRM Chart XML

How did you get 4202 and 4210?
Verified answer

a33ik 84,331 Most Valuable Professional on at

Like (2)

Report
RE: Filter data in CRM Chart XML

Hello,

You don't need to make any joins to organize filtering. Check following FetchXml:

<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false"> <entity name="activitypointer"> <attribute name="activityid" /> <attribute name="subject" /> <filter type="and"> <condition attribute="activitytypecode" operator="in"> <value>4202</value> <value>4210</value> </condition> </filter> </entity> </fetch>