web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Chart not counting opp...
Microsoft Dynamics CRM (Archived)

Chart not counting opportunities

(0) ShareShare
ReportReport
Posted on by Community Member

Hi there,

I have created a chart to display Open Opportunities by Industry and selected to count all(but also non empty) and in both situations some of the chart pieces don't show numbers. Anyone knows about this problem or am I doing something wrong?

*This post is locked for comments

I have the same question (0)
  • Community Member Profile Picture
    Community Member on at
    RE: Chart not counting opportunities

    Three things to think about here:

    1) This is not really a chart to display "Open" Opportunities, unless you deliberately modified the chart XML to do this. It is a chart Of "Opportunities by Industry". You can then use this with a view of Open, or Won, or Lost Opps, or whatever eg "My Open Opps created in last 6 months". So you don't need to create a different chart for each of these, and therefore the name of your chart should not imply that there is a built-in filter when there is not. (Just wanted to cover this because it is a common beginner's error or misconception).

    2) What field are you counting? If you just want to count the records without doing anything clever, I would recommend you count the "Opportunity" field. For any entity there is a field with the same name as the entiity. This has the record IDs in, so it is guaranteed to have a value every time. It also makes the chart definition really easy to intepret for anyone else editing this later: "Oh, I see you are just counting Opportunities in each Industry category".

    3) Where are you getting the Industry from? Is this a field on the Opportunity or are you getting it from a related parent record? Have you added a column for the industry of the parent Potential Customer record to a view, for example, then used that as your category? Is the Potential Customer always filled in? Is it always the same type of entity (Account or Contact)? Could you use the more explicit Account or Contact lookups to identify Industry rather than the multi-facted Potential Customer?

    Do you actually have Opportunities in the Industries that have no values? Have you checked this with Advanced Find?

    If I have totally missed the mark, can you post a screenshot of the chart to try and explain what you think is wrong with it?

  • Community Member Profile Picture
    Community Member on at
    RE: Chart not counting opportunities

    Thank you so much Adam, so sorry I have copied in the chart from a snipping tool, didn't realized is not actually showing, I have reattached it now. As you can see is not showing numbers for all pieces of the chart.

    Also I thought that everyone is familiar with my system:) apologies for that and for the confusion I created with the chart name. I have created a field called Opportunity Status for some complicated to explain reasons and one of the options is Open so I filter records for that Open.

    I am counting the Opportunity field indeed. And just want to mention that everything works fine, I'm getting the correct result, is just the pie chart not showing numbers for all sections. You will probably umderstand better from the picture.

    Capturech.PNG

  • Verified answer
    Community Member Profile Picture
    Community Member on at
    RE: Chart not counting opportunities

    My point about the name and the filter is that the view is what does the filtering, not the chart. So it makes sense that you are using this chart with a filtered view of records but not that this is part of the chart name.

    Anyway, now for what is wrong with your chart:

    1) It is a pie chart. This is a very poor choice of chart for almost anything. People are really bad at judging sizes of wedges / areas to compare them

    2) It is a pie chart with loads of sections. People cannot possible remember what colours mean what (and secondary problem - those meanings will change depending on the data being charted, if you have some industries added or missing next time you use it).

    3) It is a pie chart, and because it is so bad as a data visualisation you feel the need to actually put numbers on the chart itself. For some reason the chart rendering engine is refusing to show the numbers on some of the smallest slices. A more interesting question is why they do show up on other, similar-sized slices.

    Recommendations:

    1) Use a bar chart instead. You will only need one colour, you won't need a legend because the bars will be labelled directly, and using a bar means those labels will be easily legible (compared to a column chart, for example).

    2) Don't show numbers on the bars unless you really really feel you have to. A better option to reduce visual clutter can be to show the values in a ToolTip, so users can see them if they want to roll over, but are not distracted otherwise. You can even show combinations such as the value, and the value as a percent of the overall. For a small range of values such as yours, people will be able to easily read the values from the axis anyway.

    3) Consider using a "Top 99" rule to rank the industries by count so it is immediately obvious which are largest and smallest.

  • Community Member Profile Picture
    Community Member on at
    RE: Chart not counting opportunities

    Hi Adam,

    Thank you so much for your suggestions, it works better indeed.

    Is the fact that the total amount are not showing in all the pieces a Microsoft bug then? just curious.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Join experts in person to explore low code and AI agents at the Power Platform Community Conference sponsored by Microsoft

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Abhilash Warrier – Community Spotlight

We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…

Congratulations to the September Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
Community Member Profile Picture

Community Member 2

#1
HR-09070029-0 Profile Picture

HR-09070029-0 2

#1
UllrSki Profile Picture

UllrSki 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans