RE: Chart to display event joined in Account
Hi Teh,
From your description, would you like to create an account-based event registration view?
e.g:
| Event ID |
Contact |
Event |
Contact Company |
| ER 1326 |
A01 |
XYZ |
Fabrikam |
| ER 3357 |
A02 |
Contoso Reference |
Fabrikam |
| ER 0538 |
A03 |
XYZ |
Fabrikam |
| ER 7465 |
A04 |
Contoso Reference |
Fabrikam |
| ER 6812 |
A05 |
Contoso Reference |
Fabrikam |
| ER 9176 |
A06 |
Contoso Reference |
Fabrikam |
| ER 6975 |
A07 |
Contoso Reference |
Fabrikam |
You expected view:
| Company Name |
Event |
Total |
| Fabrikam |
XYZ |
2 |
| Fabrikam |
Contoso Reference |
5 |
Due to you need aggregation on attribute of linked entity(contact) and event registraion itself(count),
which could be regarded as complex query, in this situation, you should build a custom fetchXML to achieve it.
"
To run above fetchXML, you should execute it in XrmToolBox with its FetchXML Builder plugin.(a free and useful 3rd party tool for Dynamics 365)
From my test as so far, it seems that system view not supports aggregation function, but we can apply the fetchXml into chart with another Xrmtoolbox plugin: Advanced Chart Editor.
Full demo: (Fabrikam, Inc)
1. Raw records in Dynamics 365 Marketing
2. Raw result in fetchXML builder
3. Chart (Deep green block)
Chart is stacked column chart.
In a word,
to build such chart with your requirement, you need follow items:
* XrmToolBox
* XrmToolBox plugin: Fetchxml Builder to test fetchxml result
* XrmToolBox plugin: Advanced Chart Editor(Actually what we need to do is just replacing default fetchxml with our owns, see final screenshot)
* Tutorial about advanced chart editor: https://crmchartguy.com/2018/04/25/use-the-fetchxml-builder-to-help-create-charts-in-dynamics-365/
Regards,
Clofly
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