Custom Goal / Target on Chart

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Posted on by antc

2,909

Hi,

Struggling here I need to try and create targets / goals based on monthly targets for each Account on a count of Opportunity Products targeting the Model (Segment) attribute of which there are 12.

Account A has targets of Products grouped by Model (Segment) type

Products (Model 0-40) target 3 units

Products (Model 40-60) target 2 units

…………...

I created the relationships below and have no issue showing a chart of all related Opportunity Products grouped by model on the Account form.

I also created the custom goals entity as shown below however can't see clearly how I can get this as a line on my existing chart mimicking the OOB Goals.

I have attempted creating some OOB rollup queries without success.

I can get the values into a fetchxml query but at a loss, although thinking about count distinct.

5633.Capture5.JPG

Here is the fetch I can get where I can get Segment and related Goal / Target

7608.Capture6.JPG

The FetchXML

<fetch>
  <entity name="opportunityproduct" >
    <attribute name="new_accountid" />
    <attribute name="productid" />
    <attribute name="extendedamount" />
    <attribute name="baseamount" />
    <link-entity name="new_goal" from="new_account" to="new_accountid" link-type="inner" alias="Goal" >
      <attribute name="new_model" />
      <attribute name="new_goal" />
      <attribute name="new_account" />
    </link-entity>
    <link-entity name="account" from="accountid" to="new_accountid" alias="accountOp" />
  </entity>
</fetch>

Any ideas?

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Dynamics365 Rocker 7,755 on at

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Do you want to create OOB chart and want to display in dashboard?

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antc 2,909 on at

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Yes would like to display on Dashboard and on Account form.

I believe I can create with OOB chart as I need to edit XML to get the Goals / Target into the FetchXML.

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Dynamics365 Rocker 7,755 on at

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First create OOB then update it's XML as per your need.

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antc 2,909 on at

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I have been trying to create the fetchxml and import but keep getting errors.

the logic has been to:

count Opportunity Product quanity

avg Custom Goal entity goal(int)

groupby model

I'm wondering however if my design is flawed and if there is a better way to achieve this outcome.

Here is a different concept view if anyone has any ideas.

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Dynamics365 Rocker 7,755 on at

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Do you have XRM toolbox, If yes then copy paste your below script there and check if it is giving required output.

<fetch>

<entity name="opportunityproduct" >

<attribute name="new_accountid" />

<attribute name="productid" />

<attribute name="extendedamount" />

<attribute name="baseamount" />

<link-entity name="new_goal" from="new_account" to="new_accountid" link-type="inner" alias="Goal" >

<attribute name="new_model" />

<attribute name="new_goal" />

<attribute name="new_account" />

</link-entity>

<link-entity name="account" from="accountid" to="new_accountid" alias="accountOp" />

</entity>

</fetch>

If you do not have XRM toolbox then download it. Thanks

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antc 2,909 on at

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Hi Rocker,

I think this is where my design / logic is flawed as you can see by the screenshot it is returning random model (Ssegment) for same Product which is why I suspect my fetchXML import is failing. I feel like it needs filter conditions with runtime parameters for the linked entity just not sure if this can be done.

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Dynamics365 Rocker 7,755 on at

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It seems like a SSRS report not a chart. Please confirm.

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