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Microsoft Dynamics CRM Team Blog: CRM 2011 Charts – Charting on Related Records
Источник: http://blogs.msdn.com/b/crm/archive/...-records1.aspx
============== This blog demonstrates how to create a chart from data in the current entity alongside data from related entities. Let’s take the following scenario: A Not For Profit Organization is using CRM 2011 to track the pledges and donations made by their donors. Each pledge a donor makes has a Pledge Amount and will have 1 to * donations associated to it. Each Donation has a Cash-Value and a Status. The Status will have one of the following values: Outstanding, Processing, or Collected. The CRM user that is responsible to manage the pledges for a given cause needs to be able to quickly see the status of a given pledge i.e. the original amount of the pledge and the amount collected. One possibility is to show the following chart in the Pledge form: ![]() ![]() where:
To create this chart and display it in the Pledge form, do the following: 1. Go to Settings > Customizations > Customize the System. 2. Create a Pledge entity with the field ‘Pledge Amount’ and a Donation entity with the fields ‘Cash-Value’ and ‘Status’. ![]() 3. Open the Donation entity 4. Create a new bar chart 5. Create a series for the field Cash Value. ![]() 6. Open the Pledge main form 7. Add a One Column Section 8. Insert a Sub-Grid. Enter the unique Name and Label. Select the entity (Donations) and the default View. Also check the box ‘Show Chart Only’ in order to hide the sub-grid. ![]() 9. In the formatting tab, set the number of rows to 12 ![]() 10. Save, Close, and Publish all the customizations 11. Open a Pledge form 12. You will see the following chart. ![]() 13. Add a Global OptionSet in order to be able to change the legends’ labels
![]() 14. Now we have to manually modify the chart. 15. Export the chart.
![]() 16. Open in your favorite XML editor or notepad 17. Replace the generated with the following:
24. Open a Pledge entity. Final result ![]() Summary: We have showed you how to manually modify CRM 2011 charts in order to:
“CRM 2011 Charts – Know the Real Potential”, Part 1 and Part 2. Christian J. Betrisey Here is the full chart XML that we modified in this example: {AB00D3AF-49E9-E011-B89B-00155DA96A01} Pledge Status by Amount new_donation false Источник: http://blogs.msdn.com/b/crm/archive/...-records1.aspx
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