Create view to count the child records of all parent entities

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Posted on by Community Member Microsoft Employee

Hi there!

I have a custom entity named "Service" and a custom entity called "Type" .

I have N:N relationship between them. I would like to add a chart to my dashboard with all services with their types.

So lets say i have 10 services last month. 5 Interior Car wash type and 5 exterior car wash type. I would like to show them in chart by type.

How is that possible?

Edit: Updated description

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Sindre Wetting on at

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RE: Create view to count the child records of all parent entities

This is very similar from, the previous lymentioned, CRM Chart Guy: crmchartguy.wordpress.com/.../nn-relationship-charts-in-ms-dynamics-crm
Community Member Microsoft Employee on at

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RE: Create view to count the child records of all parent entities

The problem is that i have N:N relationship. There is no lookup field Service Type , but a sub-grid with Service Types. Therefore i can do this as you instructed
PekkaSahlsten 827 on at

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RE: Create view to count the child records of all parent entities

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Community Member Microsoft Employee on at

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RE: Create view to count the child records of all parent entities

Hi shak,

it is a simple task.

Please refer to this site: https://crmchartguy.wordpress.com or search google for "dynamics crm create a chart".

In few words:

1) Create a view (Service of this month with Service Type included in columns)

2) Create a chart based on this view, selecting Service Type field in chart fields

Please let me know if you solve

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Francesco Picchi

Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

Independent Contractor

http://www.francescopicchi.com
Community Member Microsoft Employee on at

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RE: Create view to count the child records of all parent entities

Hi there!

I have a custom entity named "Service" and a custom entity called "Type" .

I have N:N relationship between them. I would like to add a chart to my dashboard with all services with their types.

So lets say i have 10 services last month. 5 Interior Car wash type and 5 exterior car wash type. I would like to show them in chart by type.

How is that possible?
Community Member Microsoft Employee on at

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RE: Create view to count the child records of all parent entities

Hi shak ,

please post more details, your description is not clear:

1) we are talking about standard or custom entity?

2) post a full example

Thanks

If you found the answer helpful, please mark as Verified

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Thank You & Best Regards

Francesco Picchi

Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

Independent Contractor

http://www.francescopicchi.com
Community Member Microsoft Employee on at

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RE: Create view to count the child records of all parent entities

Any ideas?