Pie Charts CRM 2011

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Posted on by Community Member

Hi,

I've create a new entity called Market Segmentation. In the form I have 4 fields that add up to 100. I would like to show these 4 fields in a pie chart, adding up to 100%. But I can't seem to get it to work. It doesn't allow me to add more series to the pie chart, only one.

Any guidance here?

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Muhammad Adeel Javaid 5,580 on at

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I will like you to refer to this link please:

thecrmworld.wordpress.com/.../how-to-create-chart-in-crm-2011-using-different-views

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MDoddio73 1,910 on at

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Pie Charts in Dynamics CRM only measure a single series. Pie Charts aggregate a single field's values within a given data set and give you the % for each available value in that data field.

For eg, I have a Contact record with an Option Set called Partner Status with 3 values:

1.) Gold

2.) Silver

3.) Bronze

The pie chart looks at all the Contacts in the view and aggregates the % of Gold vs. Silver vs. Bronze.

The way your form is configured, it ain't gonna work with an OOTB pie chart. Even pie charts that use multiple series (which, in my opinion makes them very confusing to read, unless the second series is a sub set of the 1st series (eg, Topic and Sub-Topic). Either way, measuring four numeric values in a single record for a pie chart isn't going to work (I'm assuming you'd like the pie chart to specifically reference the data in a single record, correct?)

Can you provide me more information? What do these data points reference?

Typically, when I see data like this:

Field1 = 10%

Field2 = 80%

Field3 = 5%

Field4 = 5%

You've essentially done the aggregation already, and there's no real need to visualize it...

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Community Member on at

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That article doesn't really help me. I would like to create a pie chart based on one record. I would like the fields in the record to be displayed in pie chart form. Can anyone assist?

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Muhammad Adeel Javaid 5,580 on at

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If you want to go for the aggregation of fields in Pie Chart then the possible way will be to export chart and then to modify the xml of exported chart in this way:

<datadefinition>

<fetchcollection>

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

<entity name="yourentity">

<attribute alias="_CRMAutoGen_aggregate_column_Num_0" name="yourfieldwhichyouaggregate" aggregate="sum/count/avg" />

<attribute groupby="true" alias="_CRMAutoGen_groupby_column_Num_14" name="yourfieldwhichyouaggregateon" />

<attribute groupby="true" alias="_CRMAutoGen_groupby_column_Num_15" dategrouping="month" name="anotherfield" />

</entity>

</fetch>

</fetchcollection>

<categorycollection>

<category alias="_CRMAutoGen_groupby_column_Num_14">

<measurecollection>

<measure alias="_CRMAutoGen_aggregate_column_Num_0" />

</measurecollection>

</category>

</categorycollection>

</datadefinition>

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MDoddio73 1,910 on at

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Sorry I couldn't be of help. The issue here is that you want the out of the box charts to run against a single record. They aren't really designed to do this. They're design to aggregate data from multiple records, as defined by a grid view (which is why they require you to specify a view when designing them.

It's possible to modify the FetchXML to run a custom query against the record in question. But I'm not certain that you would be able toy pass the record ID (the GUID) as a parameter.

Someone in this forum may be able to answer that.

But there's still the issue of using multiple fields as multiple series in a Pie Chart. I don't think this is possible.

Where exactly are these four values coming from? Maybe if I had more information I could be more helpful.

The important thing to understand about Pie Charts is that thy only support a single value from 1 data field aggregated against multiple records in the CRM. I don't think you'll get the intended results even using a custom FetchXML query against 4 integer (or float, or decimal) fields on the same record...

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AFTAB HUSSAIN on at

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Hello Devin,

Please find the links below related to Pie charts.

community.dynamics.com/.../visualizations-how-to-create-charts-and-dashboards-in-dynamics-crm-2011.aspx

msdn.microsoft.com/.../gg309515.aspx

blogs.msdn.com/.../crm-2011-chart-enhancements.aspx

blogs.c5insight.com/.../Visualizations-How-to-Create-Charts-and-Dashboards-in-Dynamics-CRM-2011.aspx

I hope these helps.

Thank You !

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Ezorif 1,655 on at

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In MS CRM 2013, The way to create a Chart was ,

1) Goto the settings area and open your solution package.

2) Click on the entity eg. Contact and double click on the chart from the left menus.

3 ) Now we can make a new chart for contact entity.

In which you can have the certain chart type, in which you can have your selected records to display that counts 100 % .

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