Combining attribute groupings on Dynamics CRM 2011 Charts - dynamics-crm-2011

If I have a list of appointments w/ status codes I want to create a pie chart of, is there a way to combine some of the status codes to make the chart more readable:
Example: I have status codes A1, A2, A3, A4, B1, B2, B3, B4, C1, C2, C3, C4. Is there a way via FetchXML that I can create groupings of all the A, all the B, and all the C status codes so the pie chart only has 3 sections?
Here is the existing code:
<visualization>
<visualizationid>{F312E947-987E-E111-8116-00155D825C08}</visualizationid>
<name>This Week's Status Codes</name>
<primaryentitytypecode>serviceappointment</primaryentitytypecode>
<datadescription>
<datadefinition>
<fetchcollection>
<fetch mapping="logical" aggregate="true">
<entity name="serviceappointment">
<attribute groupby="true" alias="_CRMAutoGen_groupby_column_Num_0" name="statuscode" />
<attribute alias="_CRMAutoGen_aggregate_column_Num_0" name="statuscode" aggregate="count" />
</entity>
</fetch>
</fetchcollection>
<categorycollection>
<category alias="_CRMAutoGen_groupby_column_Num_0">
<measurecollection>
<measure alias="_CRMAutoGen_aggregate_column_Num_0" />
</measurecollection>
</category>
</categorycollection>
</datadefinition>
</datadescription>
<presentationdescription>
<Chart Palette="None" PaletteCustomColors="55,118,193; 197,56,52; 149,189,66; 117,82,160; 49,171,204; 255,136,35; 97,142,206; 209,98,96; 168,203,104; 142,116,178; 93,186,215; 255,155,83">
<Series>
<Series ShadowOffset="0" IsValueShownAsLabel="True" Font="{0}, 9.5px" LabelForeColor="59, 59, 59" CustomProperties="PieLabelStyle=Inside, PieDrawingStyle=Default" ChartType="pie">
<SmartLabelStyle Enabled="True" />
</Series>
</Series>
<ChartAreas>
<ChartArea>
<Area3DStyle Enable3D="false" />
</ChartArea>
</ChartAreas>
<Legends>
<Legend Alignment="Center" LegendStyle="Table" Docking="right" IsEquallySpacedItems="True" Font="{0}, 11px" ShadowColor="0, 0, 0, 0" ForeColor="59, 59, 59" />
</Legends>
<Titles>
<Title Alignment="TopLeft" DockingOffset="-3" Font="{0}, 13px" ForeColor="0, 0, 0"></Title>
</Titles>
</Chart>
</presentationdescription>
<isdefault>false</isdefault>
</visualization>

You can't aggregate separate types in charts. Instead, create a separate field for this and map the data over properly. An on-demand workflow can accomplish this data migration task pretty easily.

Related

No current header for value line when importing impex in hybris

itemtype code="CartPageConfig" jaloclass="de.hybris.platform.jalo.config.CartPageConfig">
<deployment table="CartPageConfig" typecode="21033" />
<attributes>
<attribute qualifier="code" type="java.lang.String">
<modifiers unique="true" optional="false"/>
<persistence type="property" />
</attribute>
<attribute qualifier="shipToStores" type="AllowedStoresList">
<description> List of stores where the notification should be shown </description>
<persistence type="property"/>
</attribute>
</attributes>
<indexes>
<index name="code" unique="true">
<key attribute="code"/>
</index>
</indexes>
</itemtype>
And the following item to insert data for the above item:
CartPageConfig;code[unique=true];shipToStores;baseStores(uid)
;cartPageConfig;US;en-US-PT02
I get the following error when trying to import the above impex:
CartPageConfig,,,,;code[unique=true];shipToStores;# no current header for value line
,,,,;cartPageConfig;US;# no current header for value line
23.07.2019 16:12:06: ERROR: de.hybris.platform.impex.jalo.ImpExException: Can not resolve any more lines ... Aborting further passes (at pass 2). Finally could not import 2 lines![HY-123]
Try :
INSERT_UPDATE CartPageConfig;code[unique=true];shipToStores;baseStores(uid)
;cartPageConfig;US;en-US-PT02

CRM 2011 FetchXml to pull list accounts and display only most recent activity dates

I am trying to create a report in fetchxml on crm 2011 that displays a list of Account Names, and also in the same row displays the date of ONLY the most recent activity for that account.
So
Report should look like
Account1, Date of most recent activity for Account 1
Account2, Date of most recent activity for Account 2
Account3, Date of most recent activity for Account 3
I have a fetch query that pulls the correct data, but it pulls a row for each activity for the account instead of just for the newest activity.
so it looks like
Account1, Date of most recent activity for Account 1
Account1, Date of other activity for Account 1
Account2, Date of most recent activity for Account 2
Account2, Date of other activity for Account 2
Account3, Date of most recent activity for Account 3
Here is my fetch
<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="true" aggregate="false">
<entity name="<accountentityname>"
<attribute name="<accountname>" />
<link-entity name="activity" from="<regardingaccoutnfield>" to="<account field>" visible="false" link-type="outer">
<attribute name="<date of activity>" />
</link-entity>
</entity>
</fetch>
Any suggestions?
Thanks.
Not sure if the maxaggregate attribute will work with datetimes, but if it does that might work
What you're wanting to do requires a subquery. This is something that CRM does not support.
If you're not using CRM Online, just perform a standard SSRS query using SQL rather then FetchXml.
If you're just trying to pull back data with the SDK, you could perform the subquery on the client side.
Why Max Aggregate Won't Work
If your column you were wanting to get the max value on was a number you could use an aggregate, but Aggregate functions AVG, MIN, MAX, or SUM can only be applied to attributes of type integer, float, money, bigint, or decimal.
That's the error if you attempt to run this query:
var xml = #"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='true' aggregate='true'>
<entity name='contact'>
<attribute name='fullname' alias='name' groupby='true' />
<attribute name='contactid' alias='id' groupby='true' />
<link-entity name='activitypointer' from='regardingobjectid' to='contactid' alias='ad' link-type='outer'>
<attribute name='createdon' alias='createdon_max' aggregate='max' />
<filter type='and'>
<condition attribute='createdon' operator='not-null' />
</filter>
</link-entity>
</entity>
</fetch>";
EntityCollection fetchResult = service.RetrieveMultiple(new FetchExpression(xml);
You can do a sort on the date and return the first record only!
Do your query on accounts then return a for each & use something like:
<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">
<entity name="activitypointer">
<attribute name="scheduledstart" />
<order attribute="scheduledstart" descending="true" />
<filter type="and">
<condition attribute="scheduledstart" operator="not-null" />
</filter>
</entity>
</fetch>
OR similar Query Expression:
QueryExpression query = new QueryExpression("activitypointer");
query.ColumnSet.AddColumns("scheduledstart");
query.AddOrder("scheduledstart", OrderType.Descending);
EntityCollection results = service.RetrieveMultiple(query);
Then something like:
(DateTime)(((Entity)results.Entities.First()).Attributes["scheduledstart"]);
Add the condition that the regarding field is equal to the account.id that's in scope for the for each loop

Ext:BooleanColumn,when editing ,it shows true or false value

I have a grid and there is ext:BooleanColumn inside it,and I put a combobox for editing boolen colum.everything works fine ,except of this one .when I click boolen colum to edit,it shows false or true inside it,
I added a image what I trying to say.
how I can avoid this .thank you
and here is the my code :
<ext:BooleanColumn ID="BooleanColumn1" runat="server" DataIndex="BorcOdendimi" TrueText="odendi" Text="ödenme durumu"
FalseText="odenmedi" >
<Editor>
<ext:ComboBox runat="server" Text="odendi durumu" Editable="false">
<Items>
<ext:ListItem Text="Odendi" Value="1" />
<ext:ListItem Text="Odenmedi" Value="0" />
</Items>
</ext:ComboBox>
</Editor>
</ext:BooleanColumn>
To get it working the Values of the ComboBox's Items should match the values of a BooleanColumn. Currently, true/false (BooleanColumn's values) doesn't match 1/0 (ComboBox Items' values).
You can replace the existing ComboBox's Items with:
<ext:ListItem Text="Odendi" Value="true" Mode="Raw" />
<ext:ListItem Text="Odenmedi" Value="false" Mode="Raw" />
Answered in the Ext.NET forums thread.

How can i create a hierarchical dimension for dates in ActivePivot?

I'm a newbe in ActivePivot and i want to create a dimension with DimensionType = time, where the dates a shown in hierachical manner. E.g. for 30.01.2013 i need one level for the year -> 2013 (sort descending), one level for the month (also sort descending) -> 1 and one level for the days (also sort descending) -> 30, 29, 28, ...
Viewed via ActivePivotLive should look like:
- 2013
- 1
- 30
- 29
- 28
- ...
+ 2012
+ 2011
and so on.
I went through the ActivePivot sandbox project, but i didn't find anything that helps me. The TimeBucket dimension which i've found in the EquityDerivativesCube makes something similar but the buckets are created in a different manner.
How can i solve this problem?
Ok, i handle it out.
It is not necessary to make the round trip and to implement a dimension. It is easy done by levels and the a calculator.
Here the code from the EquityDerivativesCube.xml
<!-- Standard time buckets, bucketing performed at insertion -->
<dimension name="TimeBucket">
<properties>
<entry key="DimensionType" value="time" />
<entry key="IsAllMembersEnabled" value="true" />
</properties>
<level name="Year">
<properties>
<entry key="LevelType" value="TIME_YEARS" />
</properties>
<comparator pluginKey="ReverseOrder" />
</level>
<level name="Month">
<properties>
<entry key="LevelType" value="TIME_MONTHS" />
</properties>
<comparator pluginKey="Custom">
<order name="firstObjects">
<value>Jan</value>
<value>Feb</value>
<value>Mrz</value>
<value>Apr</value>
<value>Mai</value>
<value>Jun</value>
<value>Jul</value>
<value>Aug</value>
<value>Sep</value>
<value>Okt</value>
<value>Nov</value>
<value>Dez</value>
</order>
</comparator>
</level>
<!-- The Value Date level is the field Date -->
<level name="Value Date" property="Date">
<properties>
<entry key="LevelType" value="time" />
</properties>
<comparator pluginKey="ReverseOrder" />
</level>
</dimension>
I added the following snippet to PNLCalculator.enrichTrade:
...
pnl = pnlVega + pnlDelta;
// Year and month calculations BEGIN
final Calendar cal = CALENDAR.get();
cal.setTime(trade.getDate());
final int year = cal.get(Calendar.YEAR);
final String month = DateFormatSymbols.getInstance(GERMANY).getShortMonths()[cal.get(MONTH)];
// Year and month calculations END
// instantiate the result that will hold the enrichment data
final PNLCalculatorResult result = new PNLCalculatorResult();
...
// add them to the result
result.setYear(year);
result.setMonth(month);
...
I also extended the SanboxFields.xml with the two new fields:
...
<field name="Year" type="integer" />
<field name="Month" type="string" />
...
Cheers!
The TimeBucket dimension in the ActivePivot Sandbox application defines a custom bucketing based on financial time periods. Creating a standard year > month > day hierarchy is actually simpler and seamless in ActivePivot. In the description if the schema you need to declare three fields (one for year, one for month and one for the day).
<field name="Year" indexation="dictionary" />
<field name="Month" indexation="dictionary" />
<field name="Day" indexation="dictionary" />
And then you need to declare a dimension that references those fields.
<dimension name="Time">
<level name="Year" />
<level name="Month" />
<level name="Day" />
</dimension>
Then ActivePivot will build the time hierarchy incrementally, by introspecting the loaded records.
This will work automagically if the input records (objects) already contain a Year attribute, a Month attribute and a Day atribute (For instance if the input records are POJOs with getYear(), getMonth() and getDay() methods). If that is not the case and that for instance the input records only have a date attribute, you can either transform your records before puutting them into ActivePivot, or inject a calculator in ActivePivot (com.quartetfs.biz.pivot.classification.ICalculator) that will on the fly compute the three fields from the date. Look at the ActivePivot Sandbox application for an example of calculator.
Extracting those fields is usually done with standard Java code:
Date date = new Date();
Calendar calendar = Calendar.getInstance();
calendar.setTime(date);
System.out.println("Date: " + date);
System.out.println("Year: " + calendar.get(Calendar.YEAR));
System.out.println("Month: " + calendar.get(Calendar.MONTH) + 1);
System.out.println("Day: " + calendar.get(Calendar.DAY_OF_MONTH));
About the ordering of members in the level of a dimension, ActivePivot per default uses the natural ordering of java objects (those that implement java.lang.Comparable interface) so dates and integers will be sorted from the lowest to the greatest. You can easily reverse that by declaring a "ReverseOrder" comparator on the target level(s).
<dimension name="Time">
<level name="Year">
<comparator pluginKey="ReverseOrder" />
</level>
<level name="Month">
<comparator pluginKey="ReverseOrder" />
</level>
<level name="Day">
<comparator pluginKey="ReverseOrder" />
</level>
</dimension>

Ribbon button should be hidden based on lead status - CRM 2011

I have custom button in lead ribbon. The custom button should be hidden when lead is qualified. How can I do that? Can any one please explain. I appreciate.
You can actually accomplish this entirely with built-in DisplayRule functionality. When a Lead is qualified, the StatusCode property is set to "Qualified", which translates into an OptionSet value of "3". You can check for the value of this property in a ValueRule and display/hide the control appropriately. I can think of two ways to achieve this:
Erik Pool's Visual Ribbon Editor
RibbonXml
<RibbonDiffXml>
<CustomActions>
<CustomAction Id="CompanyName.Form.lead.MainTab.Actions.Sample.CustomAction" Location="Mscrm.Form.lead.MainTab.Actions.Controls._children" Sequence="41">
<CommandUIDefinition>
<Button Id="CompanyName.Form.lead.MainTab.Actions.Sample" Command="CompanyName.Form.lead.MainTab.Actions.Sample.Command" Sequence="29" ToolTipTitle="$LocLabels:CompanyName.Form.lead.MainTab.Actions.Sample.LabelText" LabelText="$LocLabels:CompanyName.Form.lead.MainTab.Actions.Sample.LabelText" ToolTipDescription="$LocLabels:CompanyName.Form.lead.MainTab.Actions.Sample.Description" TemplateAlias="isv" />
</CommandUIDefinition>
</CustomAction>
</CustomActions>
<Templates>
<RibbonTemplates Id="Mscrm.Templates"></RibbonTemplates>
</Templates>
<CommandDefinitions>
<CommandDefinition Id="CompanyName.Form.lead.MainTab.Actions.Sample.Command">
<EnableRules />
<DisplayRules>
<DisplayRule Id="CompanyName.Form.lead.MainTab.Actions.Sample.Command.DisplayRule.ValueRule" />
</DisplayRules>
<Actions>
<Url Address="http://www.bing.com" />
</Actions>
</CommandDefinition>
</CommandDefinitions>
<RuleDefinitions>
<TabDisplayRules />
<DisplayRules>
<DisplayRule Id="CompanyName.Form.lead.MainTab.Actions.Sample.Command.DisplayRule.ValueRule">
<ValueRule Field="statuscode" Value="3" />
</DisplayRule>
</DisplayRules>
<EnableRules />
</RuleDefinitions>
<LocLabels>
<LocLabel Id="CompanyName.Form.lead.MainTab.Actions.Sample.LabelText">
<Titles>
<Title languagecode="1033" description="Sample" />
</Titles>
</LocLabel>
<LocLabel Id="CompanyName.Form.lead.MainTab.Actions.Sample.Description">
<Titles>
<Title languagecode="1033" description="Sample Description" />
</Titles>
</LocLabel>
</LocLabels>
</RibbonDiffXml>

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