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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Design to mimic Cross Tab
Microsoft Dynamics CRM (Archived)

Design to mimic Cross Tab

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Posted on by antc 2,909

Hi all,

Trying to think of best way to design a view in CRM similar to this excel sheet.

Basically each user will have dates set that will match one or more month columns. I need to be able to have a similar view or iframe that will provide a similar view from a group of dates. I have considered having these fields then via code create a value in the corresponding field depending on the date of the associated records. I don't like to do this however can't think of a way to display it where the User gets a similar experience to excel sheet.

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  • Suggested answer
    Shidin Haridas Profile Picture
    Shidin Haridas 3,497 on at
    RE: Design to mimic Cross Tab

    If you want such a view on your CRM Form, you would need to build your own custom web-resource. And then have the logic implemented through script or plugins/workflows.

    Another way would be create a separate entity. Each row in that excel will be an entity record. So you would have attributes such as User, ID, Phone, email, Member, Jan, Feb....Dec.

    And then, have a 1:N or N:N relationship with the entity where you want this view.

    And then implement editable grids.

    Though messy & not the ideal, this is an easier way to achieve it than custom web-resources.

  • Suggested answer
    Nflannery Profile Picture
    Nflannery 360 on at
    RE: Design to mimic Cross Tab

    You could make a custom web resource using the below.  It's very easy to implement.

    https://handsontable.com/features

  • Suggested answer
    Ryan Maclean Profile Picture
    Ryan Maclean 3,070 on at
    RE: Design to mimic Cross Tab

    An Excel Template would be a fairly straightforward way of achieving this for you

  • David Jennaway Profile Picture
    David Jennaway 14,063 on at
    RE: Design to mimic Cross Tab

    I'd suggest using a reporting services report to display this data - you should be able to use a matrix for this.

    Alternatively, you could create an Excel Template that receives the raw data, and converts it into a pivot table

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