display sum of revenue of opportunity in label in Dynamic CRM

Description:

In this example we explain that how to display the total sum of all open opportunities on the dashboard. Or display the total sum of revenue of all opportunities in label format in dynamic crm. Or display the sum of the revenue of all opportunities in chart in dynamic crm.

Here we explain that how to customize the chart entity to display the sum of all opportunities In chart. Some question are raised in our mind like to display a total amount of opportunities in the pipeline on the dashboard like sum of the estimated costs for all opportunities.

So below is the code that demonstrate display sum of all opportunities in dashboard using customized the chart in dynamic crm.

Chart:

<visualization>

  <visualizationid></visualizationid>

  <name> display sum of revenue of opportunity in label  in Dynamic CRM</name>

  <primaryentitytypecode>opportunity</primaryentitytypecode>

  <datadescription>

    <datadefinition>

      <fetchcollection>

        <fetch mapping="logical" aggregate="true">

          <entity name="opportunity">

            <attribute groupby="true" alias="statecode" name="statecode" />

            <attribute alias="SumTotal" name="estimatedvalue" aggregate="sum" />

            <attribute alias="Average" name="estimatedvalue" aggregate="avg" />

            <attribute alias="CountOfOpp" name="estimatedvalue" aggregate="count" />

            <attribute alias="NextCloseDate" name="estimatedclosedate" aggregate="min" />

            <attribute alias="LastCreated" name="createdon" aggregate="max" />

          </entity>

        </fetch>

      </fetchcollection>

      <categorycollection>

        <category alias="statecode">

          <measurecollection>

            <measure alias="SumTotal" />

          </measurecollection>

          <measurecollection>

            <measure alias="Average" />

          </measurecollection>

          <measurecollection>

            <measure alias="CountOfOpp" />

          </measurecollection>

          <measurecollection>

            <measure alias="NextCloseDate" />

          </measurecollection>

          <measurecollection>

            <measure alias="LastCreated" />

          </measurecollection>

        </category>

      </categorycollection>

    </datadefinition>

  </datadescription>

  <presentationdescription>

    <Chart Palette="None" PaletteCustomColors="91,151,213; 237,125,49; 160,116,166; 255,192,0; 68,114,196; 112,173,71; 37,94,145; 158,72,14; 117,55,125; 153,115,0; 38,68,120; 67,104,43; 124,175,221; 241,151,90; 186,144,192; 255,205,51; 105,142,208; 140,193,104; 50,125,194; 210,96,18; 150,83,159; 204,154,0; 51,90,161; 90,138,57;">

      <Series>

        <Series ChartType="Bar" Color="Transparent" IsValueShownAsLabel="True" Font="{0}, 30px" LabelFormat="Sum of Opportunities #,#,k" LabelForeColor="59, 59, 59" CustomProperties="BarLabelStyle=Left, PixelPointWidth=150, MaxPixelPointWidth=5000"></Series>

        <Series ChartType="Bar" Color="Transparent" IsValueShownAsLabel="True" Font="{0}, 28px" LabelFormat="Average amount #,#,k" LabelForeColor="59, 59, 59" CustomProperties="BarLabelStyle=Left, PixelPointWidth=150, MaxPixelPointWidth=5000"></Series>

        <Series ChartType="Bar" Color="Transparent" IsValueShownAsLabel="True" Font="{0}, 26px" LabelFormat="Number of Opportunities #,#" LabelForeColor="59, 59, 59" CustomProperties="BarLabelStyle=Left, PixelPointWidth=140, MaxPixelPointWidth=4000"></Series>

        <Series ChartType="Bar" Color="Transparent" IsValueShownAsLabel="False" Font="{0}, 20px" Label=" Next Est. Close Date #VALY" LabelForeColor="59, 59, 59" CustomProperties="BarLabelStyle=Left, PixelPointWidth=140, MaxPixelPointWidth=4000"></Series>

        <Series ChartType="Bar" Color="Transparent" IsValueShownAsLabel="False" Font="{0}, 15px" Label="  Latest Opportunity Created #VALY" LabelForeColor="59, 59, 59" CustomProperties="BarLabelStyle=Left, PixelPointWidth=140, MaxPixelPointWidth=4000"></Series>

      </Series>

      <ChartAreas>

        <ChartArea BorderColor="White" BorderDashStyle="Solid">

          <AxisY Enabled="False" Maximum="1" LabelAutoFitMinFontSize="8" TitleForeColor="59, 59, 59" TitleFont="{0}, 10.5px" LineColor="165, 172, 181" IntervalAutoMode="VariableCount">

            <MajorGrid LineColor="239, 242, 246" />

            <MajorTickMark LineColor="165, 172, 181" />

            <LabelStyle Font="{0}, 10.5px" ForeColor="59, 59, 59" />

          </AxisY>

          <AxisX Enabled="False" LabelAutoFitMinFontSize="8" TitleForeColor="59, 59, 59" TitleFont="{0}, 10.5px" LineColor="165, 172, 181" IntervalAutoMode="VariableCount">

            <MajorTickMark LineColor="165, 172, 181" />

            <MajorGrid LineColor="Transparent" />

            <LabelStyle Font="{0}, 10.5px" ForeColor="59, 59, 59" />

          </AxisX>

        </ChartArea>

      </ChartAreas>

    </Chart>

  </presentationdescription>

  <isdefault>false</isdefault>

</visualization>