[Charts] Creating a chart according to process phase

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Hi everyone,

I have a process that begins with the ticket entity (custom)

then there is a field that tells me either it is an incident (custom) or an evolution (custom), let's say I choose incident,
then I go on with the incident entity sharing the same process.

My question is : how I could create a chart on my dashboard to see all the incident according to the phase it is in my process ?

I wish to have different series :
- one for the total amount of incident
- one for the incident that are in phase 2 of the process
- one for the incidents that are in phase 3 ...
for one category :
the 30 last days.

This tells me to build a report... But I'm confused on how to build the series after that, or a graph after building a table...

Any thoughts ?

(I'm on CRM Online 7.0)

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Aileen Gusni 44,524 on at

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Hi Caroline,

Assuming you want to create OOB Charts showing in dashboard

Create 3 Views first

1 is the All Incident view (or Active one, or whatever you want)

1 is the incident view with filter criteria = in phase 2

1 is for in phase 3

Those I believe you have field to indicate each case phase right?

So, you need to go to view and then filter the criteria, using its field to filter

After that just you need to create a chart, use COUNT and then use the incident ID as the series.

For reporting, also you can use the same concept, you need to COUNT also,

You can try using personal chart also.

And then go to Dashboard and then referring to your Entity then your view and chart.

Hope this helps.

Thanks.

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Community Member on at

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Hi Aileen !

Thank you for your answer !

I'm not sure what you mean by OOB Chart... But I do wish to make one (and one only) chart.

First of all, Incident is a custom entity (not the system Incident). I'm not sure what you mean then by "Incident ID".

Each series I want has a two-options (Yes/No) field. If the field is Yes, then it is imagined, the phase is going on.

Let's say first phase is all the incident, second phase has a first test for UAT (field Yes/No) that could give me all the incident that went UAT, and third phase is about deployment (field Yes/No).
I have now 4 views :
1- Active Incidents (open)
2- All Active incidents that have the isUATok on Yes and isDeployed on No
3- All Active incidents that have the isDeployed on Yes
4- All Inactive Incidents (closed)

Now I don't understand what to do with those in order to make one chart out of all this.

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mscrmba on at

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Hi Caroline,

OOB (Out-of-the-box)

You could do a stacked column by Phase or a Funnel chart by Phase.

If you want the overall total figure to be shown:

crmchartguy.wordpress.com

Have a look at some of the posts on crmchartguy's website - they'll give you some more ideas.

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