Support Portal ContactGet in touch

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.

Share this Article

Search Articles

Filter Articles

CRM Tech DocMan

Recent Articles

CRMCS Quick Start Guide: How To Produce a Microsoft Teams Live Event Dynamics 365 Marketing: Lead Scoring and Sales Acceptance Designing and Developing Microsoft Power Apps Portals Thank You for Attending CRMCS’ Webinar - Achieving B2B sales excellence with Dynamics 365 & Microsoft Teams Thank You for Attending Our Webinar - Achieving B2B sales excellence with Dynamics 365 & Microsoft Teams Webinar: Discover How CRMCS Have United Dynamics 365, SharePoint and Microsoft Teams To Create Sales Excellence Ignite your workflow by adding DocDrive365 to Office 365 The CRMCS guide to everything you need to know about integrating Teams with Dynamics 365 Saving Time By Keeping Documents In One Place TDE Database Encryption with On Premise Dynamics The Key to Successful Compliance in 2020 Part 2: Let’s get GDPR Compliant with Microsoft Power Automate Top 3 Essential Tips for Remote Working Dynamics 365 Marketing: Top 5 Best Features Dynamics Day in the Life - Puma Investments Can you use Teams to amplify collaboration in Dynamics? Part 1: Using a Scheduled Power Automate to Trigger Expiry Date Reminders The secrets of successful document collaboration in Dynamics CRMCS launches new AppSource approved DocDrive365 Dynamics Day in the Life - Moneypenny Release Management Add the App to Dynamics DocDrive365 Security: Day One - Getting Started with Dynamics to SharePoint Permissions Building a New Scheduled Process using Flow
  • "Paul has made a real difference to how my team of 24 people record and store valuable customer data and sales opportunities. Highly recommended."

    James, Operations Director

  • "Understanding your business allows us to advise when to implement aspects of CRM and, likewise, when not to."

    Paul McQuillan, Managing Director

  • "Dynamics 365 and CRMCS have made a real lasting difference to our business, allowing us to replace older systems that were holding back our performance."

    Grahame, Chief Operating Officer

  • "James worked well with us to help connect CRM with Outlook and relate how this might benefit our team using CRM for Property Care."

    Natalie, Property Care Supervisor

  • "Matt was really good with helping us run User Testing on the new Compliance Module of our CRM System."

    Tom, Compliance Administrator

Prefer to go old-school?

Write to us using the below addresses.

Head Office
CRM Consultancy
61 Oxford Street
Manchester
M1 6EQ

London Office
CRM Consultancy London
Grosvenor Avenue
London

Content © CRM Consultancy.