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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Getting data for an in...
Microsoft Dynamics CRM (Archived)

Getting data for an interval in an axis of a chart from fields of entity

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Posted on by Community Member

Hello guys,
I have a slightly complicated requirement.
I need to develop a chart where the Y axis interval values need to come in from the fields of the entity. That is if there
are 5 intervals for example, the 5 interval values will come from 5 different fields. Also, the values in these fields may not be consistent.
Lets say their values are 23,24,25,31,32.
Is it possible?

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I have the same question (0)
  • Community Member Profile Picture
    Community Member on at

    Hello Donald CRM,

    Can you tell us more about the use case?  I'm having trouble visualizing without an actual example or story, and I imagine others are having the same trouble.

    Thanks,

    Tricia

  • Community Member Profile Picture
    Community Member on at

    Hello Tricia,

    Thanks a lot for the response. This is a chart based on the goals entity. The CRM is used by Sales Representatives.

    In the goals entity there is a field which will be an aggreagate of the amount sold by the sales rep. This field will be represented in the x axis.

    The Y axis is where the issue arises. The Y axis need the intervals from certain fields in the goal entity. These fields are basically their targets for different commission rates.

    For example, a field called 1% Commision rate will have a value of $1000. A 1.5% commission rate will have a target of $1250. Similarly for others. So basically, it is chart which needs to show how much more they need to sell for the next commission rate. I hope it makes sense. I am trying to achieve this using a column chart now. I am open to other ideas as well.

  • Suggested answer
    NaveedAkhtar Profile Picture
    NaveedAkhtar 80 on at

    Write a plgin to get the data and update the chart presentation description xml. register the plugin to PostSaveQueryVisualizationOperation

    Detailed steps;

    1. In the chart, define Interval as fixed number for instance <AxisY Interval="11111" ....

    2. find the element in the plgin by using XDocument and XElement

    3. Replace the fixed number with the value you want to set

    4. Register the plgin

    Please mark it as answer if it fulfils your requirements

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