CRM 2011 Sub-grid for Price List Matrix - dynamics-crm-2011

I am trying to add feature to Price List entity to support matrix based price lists.
I had created Price List Columns and Price List Rows entity and added 1-N relations to Price List entity.
Now i have to add a subgrid in a Price List form (probably a new one) to let users fill matrix. So i need a grid that fetches and inserts columns from Price List Columns relation and fetches and inserts rows from Price List Rows relation.
Is this possible? If yes, how can i achieve this?

I believe you are asking, 'How can I build an editable sub grid?'
Well out of the box CRM doesnt support those features. You will have to build (or buy) something custom.
I would suggest having a read of Building an editable grid for CRM 2011 which offers a number of existing addons and suggest development approaches.

Related

How to add product and product category in quotation pivot list in below list like sale analysis in odoo 11?

[in sale analysis on total two list product and product category there. same things I want to add in quotation pivot table how can I add?
That is not really possible, because the BI (Business Intelligence) reports (you called it "sale analysis" in your question) are actually transformed data with sales order LINES as base. And the pivot of sales order are based on sales order. You don't have product and product category information, because you have a one to many relation to order lines where this information is belonging to. It's only working the other way around (lines information -> order information).
So the solution is probably extending sale analysis (i think the model is sale.report) with every other thing you're missing there instead of changing the pivot of sales orders.

Filtering a Pivot Table by a Large Dimension

I have a very large dimension in my OLAP cube - a customer dimension. Each customer has her own unique ID. I require a pivot table to be filtered for a single specific customer (ID).
Unfortunately Excel Pivot table takes very long to display the appropriate customer ID (checkbox) in the report filter.
It also does not help to pre-select customer from a specific town or birth year - it seems that all customers are scanned anyway.
How can I speed up this process?
Is there maybe a specific setting/property that I can apply in the SSAS solution?
Would attribute relationships help?
Can I maybe pre-calculate something in the cube?
Maybe I should add an additional attribute to the dimension?
Try Olap Pivot Table extensions for Excel. You can insert a filter list without having to wait for the costly excel filter.
You could add an attribute hierarchy to the customer dimension ItIsJoeBloggs. In the customer dimension table this would be True for the JoeBloggs rows and False for all others.
Then in Excel this hierarchy could be an additional filter with True selected.

PowerPivot - How to Filter Dimension to Get Value

I am working on a PowerPivot report that has the following tables/relationships:
FactTable:
SponsorId
OfficeId
Type
Color
Quantity
DimSponsor:
SponsorId
SponsorName
ProjectName
DimOffice:
OfficeId
Region
Country
Manager
NumberEmployees
Relationships exist FactTable to each of the two dimension tables.
I wish to create a calculated measure that is the SUM(Quantity)/SUM(NumberEmployees) which represents the average number of items processed by number of employees.
I believe I am having the problem listed here at PowerPivotPro FAQ
When I create a pivot table that has an X-Axis of [Region] with [NumberEmployees] as the only value it always displays the sum of ALL [NumberEmployees] regardless of any slicer selection (in this case, I created a horizontal slicer of [SponsorName]).
I am new to DAX and have struggled to find a formula to meet my needs. Is there any solution to this problem?
I found working examples of what I needed to accomplish on Marc Russo's blob. It is a matter of creating a custom measure that filters the Office table by the already filtered rows of FactTable.
As some of the comments on the page mention, it isn't as easy as drag-n-drop but it works.

Add up values from matching fields in a linked Sharepoint list

I have 2 lists, say, Fruits & Orders.
Orders has a number field FruitID that links to the ID field of Fruits.
Orders also has a number field OrderValue which stores the value of the specific order.
I want to find out the total sale for a particular fruit. I am doing this calculation in a workflow for the specific fruit. Is there an easy way (read 'no coding')?
See the list of standard workflow actions here:
http://office.microsoft.com/en-us/sharepoint-designer-help/workflow-actions-in-sharepoint-designer-2010-a-quick-reference-guide-HA010376961.aspx
There is no select, or looping functionality.
I suggest writing a custom workflow activity, sand boxing should work
http://www.wictorwilen.se/Post/Sandboxed-workflow-activities-in-SharePoint-2010.aspx

Can I create a COUNTIF calculated column in SharePoint?

Is there a way to create a SharePoint calculated column that returns a count of the number of entries in a list? So If I have 3 customers in my list with the company "Starbucks" I'd like the field to return "3"
(Edited some wording for clarity per suggestion from dariom).
You may be able to get what you want with another list using a not-so-well-known variation of a lookup column.
Let's say you have a list called Companies with values in the title column like "Starbucks", "Peets", etc. Now you also have the Customers list you refer to, but the "Company" column is a lookup column pointing to the title column in the Companies list.
You can add a count very similar to what you described to your Companies list. Go to your Companies list, add a column of type "Lookup" referring to the Customers list and you'll notice that in the drop-down area where you define the lookup if you point back to the Customers list, you'll have a new option called "Count Related". This is here automatically because it recognizes that the Customers list has a lookup pointing back to this one. Select that Count Related option and now your Companies list will have a column counting how many customers are associated with that company.
No coding, Javascript hacks, or anything. Just hidden SharePoint auto-magic.
No, I don't think there's a way to do this using the out-of-the-box calculated column.
Some other ways you could accomplish this are:
Create a view for your list that with a group by on the company field and include the total count. This is easiest, but might not be exactly what you're looking for.
Create a custom column type that executes a CAML query to find items that you're interested in. There is a learning curve if you've not done it before and if the list that you're adding this custom column to has lots of rows, you'll be executing a query for each row which is inefficient - it'll be OK for a small number of rows.
Use an event handler on the list that updates a column value each time a new item is added or removed from a list. This is easier, but can also be inefficient if you have a large number of items in your list.
As dariom said (damn my slow typing skills, +1!), only the current row can be operated on with calculated columns by default in SharePoint. There are a couple of documented workarounds involving SharePoint Designer or jQuery, though.
You can get a Count of specific list items in an XSLT Data View
To do this you will need SharePoint Designer.
Right click on your SharePoint List view (ensure the list view contains the field you want to filter by) select convert to XSLT Data View. Then in the Data Source Windows select Data Source Tab and drag and drop the field you want to get a total on for the specific items into where you want it displayed in your XSLT Data View. Click on the numerical value that is showing you should get a lightening bolt icon, select the drop down and choose Count, then select again and choose Filter. Select "Click here to add a new clause" then choose your field name again and enter your unique value as Starbucks and click OK, you can repeat this process for other fields you want the totals on. You will now see the total number of Starbucks items in the list.
I got something similar to work in a way similar to Niall. Basically, I:
Based on the source list, created a Data View Web Part (DVWP) on a "test" web
part page.
Added the footer column, which gives a count.
Set the filter for my conditions (i.e., the items I want to count).
In the code, deleted the recurring items row.
I was left with just the footer, which displayed a filtered count for all the list items. I further customized the footer by taking out the shaded background. Finally, I exported this web part and imported it onto the page where I wanted users to see a total of items in the list (which met the criteria).

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