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Dynamic Dashboards–Adding a Composite Field

   Words by James Binnie

   on 29/06/2017 09:30:00

Say we currently have a Chart that allows us to compare our Opportunity Pipeline by a number of different criteria - including by Region or by Business Type.

clip_image001[8]

However we have a requirement to filter by BOTH Region and Business Type to divide the Bar Chart accordingly.

There are several ways we could achieve this, however one of these is using a Composite Field.  Whilst this is not as neat as adding multiple groups to our chart, it does have the virtue of being a very simple addition to our Dashboard Scripting.

To do this, we can add a new Calculated Field into our Data Set that combines both the Region and Opportunity Type into one Composite Field:

<crmcs:ListDefinitionColumn DisplayName="Region + Opportunity Type" Visible="false" CompositeColumn="true" CompositeType="CompositeText" Composition="[Region] and [Opportunity Type]" Type="String" WidthType="Percent" Width="8"></crmcs:ListDefinitionColumn>

We can then add the clauses that instruct the Dashboard to group by this new Composite Field, grouping it by:

-          SUM of Opportunity Estimated Revenue

-          SUM of Opportunity Weighted Revenue

-          COUNT of the Number of Opportunities

<crmcs:ListDefinitionColumn DisplayName="Region + Opportunity Type" Visible="false" CompositeColumn="true" CompositeType="CompositeText" Composition="[Region] and [Opportunity Type]" Type="String" WidthType="Percent" Width="8"></crmcs:ListDefinitionColumn>

    <GroupingRanges>

        <crmcs:GroupingRange DateColumn="Est. Close" TotalColumn="Est. Annual" DateGrouping="ByMonth" Categorise="true" AddOverRange="false" DateGroupingIncludeBlanks="false" TotalType="SUM" />

        <crmcs:GroupingRange DateColumn="Est. Close" TotalColumn="Weighted" DateGrouping="ByMonth" Categorise="true" AddOverRange="false" DateGroupingIncludeBlanks="false" TotalType="SUM" />

        <crmcs:GroupingRange DateColumn="Est. Close" TotalColumn="Est. Annual" DateGrouping="ByMonth" Categorise="true" AddOverRange="false" DateGroupingIncludeBlanks="false" TotalType="COUNT" />

    </GroupingRanges>

</crmcs:ListDefinitionColumn>

This then adds this new column into our Dashboard and so into our Opportunity Pipeline Report:

clip_image002[8]

So this simple change allows us to add a slightly different Grouping to our Chart in a handy no-code approach.

This article uses the CRMCS Dynamic Dashboard Framework for adding Interactive Dashboards to Dynamics CRM that merge and group data from CRM and other potential Datasources – further information on this framework can be viewed here.

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