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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / User entity Chart (.XM...
Microsoft Dynamics CRM (Archived)

User entity Chart (.XML import) showing "The maximum record limit is exceeded" when trying to view. Total record count in system well under 50,000.

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Posted on by Community Member Microsoft Employee

Hey all,

I'm attempting to generate a report that will show for a particular user the sum of opportunity pipeline revenue among different probabilities as well as Order revenue in progress all in a stacked column. I can get the report to work with 3 different series referencing opportunities but as soon as I add the series for orders I get the message that the maximum record limit is exceeded. 

The kicker here is this is a very young test system with only 25 Opportunities and 11 Orders entered so far, so there's no way I'm hitting any record limits. I'm wondering what I'm doing wrong here. Below is the XML I used.

<visualization>
<visualizationid>{4953B551-A847-E711-80DA-005056A863AC}</visualizationid>
<name>Pipeline Burndown</name>
<description>Test chart</description>
<primaryentitytypecode>systemuser</primaryentitytypecode>
<datadescription>
<datadefinition>
<fetchcollection>
<fetch mapping="logical" aggregate="true">
<entity name="systemuser">
<attribute groupby="true" alias="_CRMAutoGen_groupby_column_Num_0" name="systemuserid" />
<filter type="and">
<condition attribute="systemuserid" operator="eq" uiname="Mark Johnson" uitype="systemuser" value="{AC7B025C-88F6-E511-80C2-005056A863AC}" />
</filter>
<link-entity name="opportunity" from="owninguser" to="systemuserid" link-type="outer">
<link-entity name="opportunity" from="opportunityid" to="opportunityid" link-type="outer">
<attribute alias="LowConfidenceOpportunities" name="estimatedvalue" aggregate="sum" />
<filter type="and">
<condition attribute="statecode" operator="eq" value="0" />
<condition attribute="new_probability" operator="eq" value="279640000" />
<condition attribute="new_quoteexists" operator="ne" value="1" />
<filter type="or">
<condition attribute="estimatedclosedate" operator="this-fiscal-period" />
<condition attribute="purchasetimeframe" operator="eq" value="1" />
</filter>
</filter>
</link-entity>
</link-entity>
<link-entity name="opportunity" from="owninguser" to="systemuserid" link-type="outer">
<link-entity name="opportunity" from="opportunityid" to="opportunityid" link-type="outer">
<attribute alias="MediumConfidenceOpportunities" name="estimatedvalue" aggregate="sum" />
<filter type="and">
<condition attribute="statecode" operator="eq" value="0" />
<condition attribute="new_probability" operator="eq" value="279640001" />
<condition attribute="new_quoteexists" operator="ne" value="1" />
<filter type="or">
<condition attribute="estimatedclosedate" operator="this-fiscal-period" />
<condition attribute="purchasetimeframe" operator="eq" value="1" />
</filter>
</filter>
</link-entity>
</link-entity>
<link-entity name="opportunity" from="owninguser" to="systemuserid" link-type="outer">
<link-entity name="opportunity" from="opportunityid" to="opportunityid" link-type="outer">
<attribute alias="HighConfidenceOpportunities" name="estimatedvalue" aggregate="sum" />
<filter type="and">
<condition attribute="statecode" operator="eq" value="0" />
<filter type="or">
<condition attribute="new_probability" operator="eq" value="279640002" />
<condition attribute="new_probability" operator="eq" value="279640003" />
</filter>
<condition attribute="new_quoteexists" operator="ne" value="1" />
<filter type="or">
<condition attribute="estimatedclosedate" operator="this-fiscal-period" />
<condition attribute="purchasetimeframe" operator="eq" value="1" />
</filter>
</filter>
</link-entity>
</link-entity>
<link-entity name="salesorder" from="owninguser" to="systemuserid" link-type="outer">
<link-entity name="salesorder" from="ordernumber" to="ordernumber" link-type="outer">
<attribute alias="IncompleteOrders" name="totalamount" aggregate="sum" />
<filter type="and">
<condition attribute="statecode" operator="eq" value="0" />
<condition attribute="requestdeliveryby" operator="this-fiscal-period" />
</filter>
</link-entity>
</link-entity>
</entity>
</fetch>
</fetchcollection>
<categorycollection>
<category alias="_CRMAutoGen_groupby_column_Num_0">
<measurecollection>
<measure alias="LowConfidenceOpportunities" />
</measurecollection>
<measurecollection>
<measure alias="MediumConfidenceOpportunities" />
</measurecollection>
<measurecollection>
<measure alias="HighConfidenceOpportunities" />
</measurecollection>
<measurecollection>
<measure alias="IncompleteOrders" />
</measurecollection>
</category>
</categorycollection>
</datadefinition>
</datadescription>
<presentationdescription>
<Chart Palette="None" PaletteCustomColors="91,151,213; 237,125,49; 160,116,166; 255,192,0; 68,114,196; 112,173,71; 37,94,145; 158,72,14; 117,55,125; 153,115,0; 38,68,120; 67,104,43; 124,175,221; 241,151,90; 186,144,192; 255,205,51; 105,142,208; 140,193,104; 50,125,194; 210,96,18; 150,83,159; 204,154,0; 51,90,161; 90,138,57;">
<Series>
<Series ChartType="StackedColumn" IsValueShownAsLabel="True" LegendText="Low Confidence Opp" Font="{0}, 9.5px" LabelForeColor="59, 59, 59" CustomProperties="PointWidth=0.75, MaxPixelPointWidth=40"></Series>
<Series ChartType="StackedColumn" IsValueShownAsLabel="True" LegendText="Medium Confidence Opp" Font="{0}, 9.5px" LabelForeColor="59, 59, 59" CustomProperties="PointWidth=0.75, MaxPixelPointWidth=40"></Series>
<Series ChartType="StackedColumn" IsValueShownAsLabel="True" LegendText="High Confidence Opp" Font="{0}, 9.5px" LabelForeColor="59, 59, 59" CustomProperties="PointWidth=0.75, MaxPixelPointWidth=40"></Series>
<Series ChartType="StackedColumn" IsValueShownAsLabel="True" LegendText="Unfulfilled Order" Font="{0}, 9.5px" LabelForeColor="59, 59, 59" CustomProperties="PointWidth=0.75, MaxPixelPointWidth=40"></Series>
</Series>
<ChartAreas>
<ChartArea BorderColor="White" BorderDashStyle="Solid">
<AxisY LabelAutoFitMinFontSize="8" TitleForeColor="59, 59, 59" TitleFont="{0}, 10.5px" LineColor="165, 172, 181" IntervalAutoMode="VariableCount">
<MajorGrid LineColor="239, 242, 246" />
<MajorTickMark LineColor="165, 172, 181" />
<LabelStyle Font="{0}, 10.5px" ForeColor="59, 59, 59" />
</AxisY>
<AxisX LabelAutoFitMinFontSize="8" TitleForeColor="59, 59, 59" TitleFont="{0}, 10.5px" LineColor="165, 172, 181" IntervalAutoMode="VariableCount">
<MajorTickMark LineColor="165, 172, 181" />
<MajorGrid LineColor="Transparent" />
<LabelStyle Font="{0}, 10.5px" ForeColor="59, 59, 59" />
</AxisX>
</ChartArea>
</ChartAreas>
<Titles>
<Title Alignment="TopLeft" DockingOffset="-3" Font="{0}, 13px" ForeColor="59, 59, 59"></Title>
</Titles>
<Legends>
<Legend Alignment="Center" LegendStyle="Table" Docking="right" IsEquallySpacedItems="True" Font="{0}, 11px" ShadowColor="0, 0, 0, 0" ForeColor="59, 59, 59" />
</Legends>
</Chart>
</presentationdescription>
<isdefault>false</isdefault>
</visualization>

*This post is locked for comments

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: User entity Chart (.XML import) showing "The maximum record limit is exceeded" when trying to view. Total record count in system well under 50,000.

    May have stumbled across my own answer here, I'll comment my findings for those who might have a similar question. I'm relatively new to chart xml so I didn't realize I was creating extra link-entity entries. All the opportunity references can be housed under the same link-entity to the owner. This seems to make the report work as expected. Here's an updated XML. I have a few other changes to how the stacked column are organized and I picked some pallete colors, those changes are not important for those viewing this with a similar issue.

    <visualization>

     <visualizationid>{4953B551-A847-E711-80DA-005056A863AC}</visualizationid>

     <name>Pipeline Burndown</name>

     <description>Test chart</description>

     <primaryentitytypecode>systemuser</primaryentitytypecode>

     <datadescription>

       <datadefinition>

         <fetchcollection>

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

             <entity name="systemuser">

               <attribute groupby="true" alias="UserName" name="systemuserid" />

    <filter type="and">

    <condition attribute="systemuserid" operator="eq" uiname="Mark Johnson" uitype="systemuser" value="{AC7B025C-88F6-E511-80C2-005056A863AC}" />

    </filter>

               <link-entity name="opportunity" from="owninguser" to="systemuserid" link-type="outer">

    <link-entity name="opportunity" from="opportunityid" to="opportunityid" link-type="outer">

    <attribute alias="LowConfidenceOpportunities" name="estimatedvalue" aggregate="sum" />

    <filter type="and">

     <condition attribute="statecode" operator="eq" value="0" />

     <condition attribute="new_probability" operator="eq" value="279640000" />

     <condition attribute="new_quoteexists" operator="ne" value="1" />

     <filter type="or">

    <condition attribute="estimatedclosedate" operator="this-fiscal-period" />

    <condition attribute="purchasetimeframe" operator="eq" value="1" />

     </filter>

    </filter>

    </link-entity>

    <link-entity name="opportunity" from="opportunityid" to="opportunityid" link-type="outer">

    <attribute alias="MediumConfidenceOpportunities" name="estimatedvalue" aggregate="sum" />

    <filter type="and">

     <condition attribute="statecode" operator="eq" value="0" />

     <condition attribute="new_probability" operator="eq" value="279640001" />

     <filter type="or">

    <condition attribute="estimatedclosedate" operator="this-fiscal-period" />

    <condition attribute="purchasetimeframe" operator="eq" value="1" />

     </filter>

    </filter>

    </link-entity>

    <link-entity name="opportunity" from="opportunityid" to="opportunityid" link-type="outer">

    <attribute alias="HighConfidenceOpportunities" name="estimatedvalue" aggregate="sum" />

    <filter type="and">

     <condition attribute="statecode" operator="eq" value="0" />

     <filter type="or">

    <condition attribute="new_probability" operator="eq" value="279640002" />

    <condition attribute="new_probability" operator="eq" value="279640003" />

     </filter>

     <filter type="or">

    <condition attribute="estimatedclosedate" operator="this-fiscal-period" />

    <condition attribute="purchasetimeframe" operator="eq" value="1" />

     </filter>

    </filter>

    </link-entity>

    </link-entity>

    <link-entity name="salesorder" from="owninguser" to="systemuserid" link-type="outer">

    <link-entity name="salesorder" from="ordernumber" to="ordernumber" link-type="outer">

    <attribute alias="IncompleteOrders" name="totalamount" aggregate="sum" />

    <filter type="and">

     <condition attribute="statecode" operator="eq" value="0" />

     <condition attribute="requestdeliveryby" operator="this-fiscal-period" />

    </filter>

    </link-entity>

    </link-entity>

             </entity>

           </fetch>

         </fetchcollection>

         <categorycollection>

           <category alias="UserName">

     <measurecollection>

       <measure alias="IncompleteOrders" />

     </measurecollection>

             <measurecollection>

               <measure alias="HighConfidenceOpportunities" />

             </measurecollection>

             <measurecollection>

               <measure alias="MediumConfidenceOpportunities" />

             </measurecollection>

             <measurecollection>

               <measure alias="LowConfidenceOpportunities" />

             </measurecollection>

           </category>

         </categorycollection>

       </datadefinition>

     </datadescription>

     <presentationdescription>

       <Chart Palette="None" PaletteCustomColors="RoyalBlue; DarkMagenta; HotPink; LightSeaGreen; Green; Orange; Gold; 158,72,14; 117,55,125; 153,115,0; 38,68,120; 67,104,43; 124,175,221; 241,151,90; 186,144,192; 255,205,51; 105,142,208; 140,193,104; 50,125,194; 210,96,18; 150,83,159; 204,154,0; 51,90,161; 90,138,57;">

         <Series>

       <Series ChartType="StackedColumn" IsValueShownAsLabel="True" LegendText="Unfulfilled Orders" Font="{0}, 9.5px" LabelForeColor="59, 59, 59" CustomProperties="PointWidth=0.75, MaxPixelPointWidth=40"></Series>

    <Series ChartType="StackedColumn" IsValueShownAsLabel="True" LegendText="High Confidence Opp" Font="{0}, 9.5px" LabelForeColor="59, 59, 59" CustomProperties="PointWidth=0.75, MaxPixelPointWidth=40"></Series>

           <Series ChartType="StackedColumn" IsValueShownAsLabel="True" LegendText="Medium Confidence Opp" Font="{0}, 9.5px" LabelForeColor="59, 59, 59" CustomProperties="PointWidth=0.75, MaxPixelPointWidth=40"></Series>

           <Series ChartType="StackedColumn" IsValueShownAsLabel="True" LegendText="Low Confidence Opp" Font="{0}, 9.5px" LabelForeColor="59, 59, 59" CustomProperties="PointWidth=0.75, MaxPixelPointWidth=40"></Series>

     </Series>

         <ChartAreas>

           <ChartArea BorderColor="White" BorderDashStyle="Solid">

             <AxisY LabelAutoFitMinFontSize="8" TitleForeColor="59, 59, 59" TitleFont="{0}, 10.5px" LineColor="165, 172, 181" IntervalAutoMode="VariableCount">

               <MajorGrid LineColor="239, 242, 246" />

               <MajorTickMark LineColor="165, 172, 181" />

               <LabelStyle Font="{0}, 10.5px" ForeColor="59, 59, 59" />

             </AxisY>

             <AxisX LabelAutoFitMinFontSize="8" TitleForeColor="59, 59, 59" TitleFont="{0}, 10.5px" LineColor="165, 172, 181" IntervalAutoMode="VariableCount">

               <MajorTickMark LineColor="165, 172, 181" />

               <MajorGrid LineColor="Transparent" />

               <LabelStyle Font="{0}, 10.5px" ForeColor="59, 59, 59" />

             </AxisX>

           </ChartArea>

         </ChartAreas>

         <Titles>

           <Title Alignment="TopLeft" DockingOffset="-3" Font="{0}, 13px" ForeColor="59, 59, 59"></Title>

         </Titles>

         <Legends>

           <Legend Alignment="Center" LegendStyle="Table" Docking="right" IsEquallySpacedItems="True" Font="{0}, 11px" ShadowColor="0, 0, 0, 0" ForeColor="59, 59, 59" />

         </Legends>

       </Chart>

     </presentationdescription>

     <isdefault>false</isdefault>

    </visualization>

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