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Small and medium business | Business Central, N...
Suggested Answer

How to create a dashboard chart group by task status

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Posted on by 10

I am new in Dynamics 365 for Office 365. I need to create a dashboard based on all task activities.

All tasks Key fields:

1.Task name

2. Day late ( such as 20, -2 ),  20 will be early, -2 will be late

3.Product Category ( Regarding type coming from opportunity )

Table looks like this:

Task name

Day late

Product Category

Notes

Task1

-2

Cat1

Late completed

Task2

1

Cat1

Early completed

Task3

-20

Cat2

 

Task4

3

Cat2

 

Task5

-12

Cat3

 

Task6

0

Cat3

On time

Task7

0

Cat2

 

Task8

6

Cat1

 

 

Dashboard will be used to track the task status, as:

Total early tasks and each category percentage ( will be day late > 0 and group by category )

Total late tasks and each category percentage ( will be day late < 0 and group by category)

Total on time tasks each category percentage ( will be day late =0 and group by category )

How to do this kind of group by dashboard chart in Dynamics 365 for Office 365?

I have the same question (0)
  • Suggested answer
    Renni Profile Picture
    960 on at

    Hello Leung,

    Are you sure you have posted this in the correct place ?

    Sounds like Dynamics 365 CRM (or 365 Sales they change everything's name so much !)

    As the only thing I can relate this question to would be cue cards on the role centre

  • leung2020 Profile Picture
    10 on at

    Yes, it is Dynamics 365 CRM, I posted there

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