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Hello mates,
I'm trying to make a chart who will compare this month of this year and the month of the last year :
I think i have succeeded to, but i need to display the Jan 2021 near the Jan 2020 column to make it more relevant, do you know if its possible please ? that would be great
Best regards.
Hi,
Yes, you need change attribute with your fields logic name.
Regards,
Leah Ju
Hi Partner,
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Thanks.
Regards,
Leah Ju
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Hi Archetype,
The type of field i created is text, and you can delete workflow after updating original records.
And other steps you understand are all right, you can try to test.
Regards,
Leah Ju
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Hello Leah Ju,
Thanks for you very much for your help, so in summary i have to do these steps :
1. I make 2 custom fields named "year" and "month" in milestones entity, which type of format ? free text or whole number ?
2. I add these 2 custom fields that i have made to the main form and the view of milestone entity
3. I create the chart , Legend entries : Sum of milestone amounts and Horizontal : year and month fields
4. I add the js code on the OnSave event on the main milestone entity for the next new milestones
5. To get the older existing milestones dates i have to download the solution and import it
6. I set like you did a workflow and i run it
7. That's all
8. After i run the workflow to retrieve the old records, can i delete it ?
Best regards and thanks a lot ;), you saved me a lot of times Leah , thanks you very very much
Hi Archetype,
Now, you can’t achieve it by customizing chart with xml and you don’t have power BI licenses to do second ways.
So you can Imitate the second method to create two fields (Year and Month), then you can extract Year and Month from date field(milestone date) to fill into the new fields manually.
Then you can use these two fields as horizontal(category) when you editing chart.
if so, chart will show as you want: show same month with last and this year together.
The js and workflow is used to fill new fields(Year and month) automatically, js can fill them when you creating new records, and workflow can fill them in existing records.
Finally, I replaced the previous screenshot with a clearer one in previous answer.
Regards,
Leah Ju
Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.
Hello Leah Ju, thanks a lot for your answer. I'm sorry I really didnt understand what i have to do :(
My goal is to display a comparing chart between month of this year and month of last year in the milestone entity.
Actually i use this chart :
Legend = amount line --> Sum
Catégorie = milestone date (Month)
Hi Archetype
And js code just for creating new records, not for large existing records.
So you need use workflow or flow to extract year and month from date field, but no oob workflow function, you need download Date Time Workflow Utilities from Jason Lattimer.
https://github.com/jlattimer/CRM-DateTime-Workflow-Utilities
Download it and import it to the solution.
After importing the solution and open it to see the plugin name and remember it.
Go Settings > Process to create an on-demand new workflow in the entity you need.
Add steps, find plugin name and click it to select get month name and get year number function.
set their properties(you need add createdon field in the page).
Add 'Update record', then lick 'set properties'to put year and month into the fields.
Save and Active the workflow.
Go to view page, select records you need and expand flow button to run the workflow you created.
Regards,
Leah Ju
Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.
Hi Archetype,
Through the Instruction from the link, the most import is that you can create two custom field to store year and month of date field, then use them to create chart.
1.Create year and month field, then add then to the form and view you need.
2.Add filter to the view if you just show records that last year and current year.
you can use createdon date to set filter, i just test with custom date field.
3.Create chart.
4.Test.
Note: you can use js code fill year and month field automatically.
(1)js code.
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function SetMonth(executionContext) {
var formContext = executionContext.getFormContext();
var date = formContext.getAttribute("new_date").getValue();
var d = new Date(date);
locale = "en-us";
var curr_year = d.getFullYear().toString();
var curr_month = d.toLocaleString(locale, { month: "long" });
formContext.getAttribute("new_month").setValue(curr_month);
formContext.getAttribute("new_year").setValue(curr_year);
}
(2)Add js code to the OnSave event.
Go to Settings > Customizations > Customize the system > Web Resource.
Go to Settings > Customizations > Customize the system > Entities >one entity you need> Forms > main form to click ‘Form Porperties’ button to open one dialog.
Regards,
Leah Ju
Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.
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