Can you create a Cumulative Chart in CRM, or by editing the XML?

Question

Hi,

I'm trying to create a chart that has a cumulative values in the series. 

i.e if the data is:

Jan - 5
Feb - 3
Mar - 4
Apr - 6

then I want to chart:

Jan - 5
Feb - 8
Mar - 12
Apr - 18

Can this be done in CRM or by editing the chart XML? If so how?

Or does this have to be done by having a new field or entity that sums up the cumulative values? If so, what's the easiest way to do this? I'm using CRM Online.

Thanks

Geoff

Answer 1

Hi,

I attempted this a few months ago and I don't think it's possible even with editing the chart xml. It's pretty easy to do using a pivot chart in Excel and you could save the Excel doc as a report in CRM. Alternatively if you need this presenting within a CRM form or dashboard, then you'll need to write an SSRS report.

If you are intent on using crm charts, then you'll need to construct a data model that can store the cumulative values but it's a bit messy as you'd need to build something to calculate and update these records at the end of each month. Using CRMOnline, your options in this respect are a bit limited at the moment.

Rob

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Microsoft Certified Technology Specialist (CRM) GAP Consulting Ltd Microsoft Community Contributor Award 2011