Aggregate Total on top of Stacked Column Charts or Bar Charts in MS CRM 2011

Adding an aggregated total to the top of a stacked column chart sounds simple enough. It’s a couple of clicks in Excel. In MS CRM 2011 however, it is a different story. You would have to add an additional series to the chart, which then calculates and displays the total. But Stacked Column charts in MS CRM 2011 do not support multiple series.

CRM 2011 Stacked Column Chart with aggregate total on top

But that does not mean it is not possible. This CRM chart show us the aggregated total value of each of our pipelines, stacked by the pipeline phases, for each of the types of purchase processes.

So how did I create this chart? First, I need a chart with a series for each of the 4 pipeline stages, and one for the total. Then I display the series in the chart so they look like a standard stacked column chart. The total on top is a point chart type. The drawback here, is of course that all the possible series needs to be known so we can include them in the chart. In this case, all the series are each phase in the pipeline.

Since the user interface in MS CRM 2011 for creating charts does not support multiple series for stacked column charts, we need to create something else as our chart XML base and work off that.

I will use the UI to create a normal column chart and add all the series I need.

In this case a column chart with 5 series.

Chart Designer with all the series and category - CRM 2011 CRM Chart

1 for each of the 4 stages in the pipeline (Develop, Qualify, Propose, Close) plus 1 extra series for the total.

I want to see how my pipelines looks between the different types of Purchases Processes, so I’ll pick “Purchase Process” as the category so I get that on the X axis.

All the series I have added as a standard column chart.

Now I’ll export the chart xml and get to work. (Full chart XML samples are available at the bottom of this post)

CRM 2011 might add some references to a secondary Y axis in your XML. If that is the case, remove these first.

Rename the series in the Chart XML

I’ll start out by renaming all the aliases to something more sensible and easier to work with.

Original XML

Original Chart XML datadescription with aliases highlighted

Chart XML with renamed aliases

Chart XML with new aliases

Now it’s much easier for me to see which alias represents what data. I have “Purchase Process” as the category, the name for each pipeline phase, and the aggregated total at the end.

Change the Series Chart Types

Next I’ll change the first 4 series for the pipeline phases from ChartType=”Column” to ChartType=”StackedColumn”.

The last series for the aggregated total will need the following changes;

  • ChartType=”Point”
  • IsVisibleInLegend=”False” – don’t need to see “Total” in the legend
  • IsValueShownAsLabel=”True” – YES, this is the whole point of this chart
  • LabelFormat=”#,#,#” – no need to see decimals on the total
  • MarkerColor & MarkerBorderColor=”Transparent” – we just want the total amount – no need to see a marker also
  • The font I increased to 14px so it stands out more

Changing the series charttypes in the xml

Let’s do a quick import of the chart xml just to check what it now looks like in CRM.

Chart after intial modifications - no filters, all totals

We can see the total amount in the larger font, but the different pipeline phases are also showing the aggregate amount.

Let’s add a filter to each of the series in the fetchcollection, so they only show the correct amount for each phase.

Filter the series for the Pipeline Phases

Here’s the original fetchcollection.

Chart XML Fetchcollection with new aliases

I’ll add a filter to each of the series by creating a self-referential <link-entity>. This will allow me to make sure each series only sum up the value of the Opportunities, specific to its phase.  The easiest way to get the filter properties is by creating them in Advanced Find and export the FetchXML.

Each attribute will get a <link-entity> and <filter> added as follows.


<link-entity name="opportunity" from="opportunityid" to="opportunityid" link-type="outer">
  <attribute alias="qualify" name="estimatedvalue" aggregate="sum" />
    <filter>
      <condition attribute="stepname" operator="eq" value="1-Qualify" />
    </filter>
</link-entity>

Here’s a part of the fetchcollection with filters added for each attribute for the pipeline phases. The last attribute I’ll leave without a filter as we do want the total on that one.

Chart XML Fetchcollection with Filters for each phase matcing the alias

Time to import the XML and have a look.

Chart with Total on Top - Filtered, but with Orignial colors and settings

Chart is now filtered and stacked properly for each series and there’s an aggregated total on top.

Adjust Chart Axis, Legend and Colors

It works, but we can make the chart look a lot easier to read and understand.

I’ll make the following changes:

  • IsValueShownAsLabel=”false” on all series except the total.
  • Add LegendText to all the series except the total
  • Add Color to each series – I’m going with increasingly darker shades of blue in this case
  • Add Format=”$#,#,k” to the LabelStyle for a shorter label on the Y axis

Last, I’ll reverse the series in the legend, because MS CRM 2011 automatically reverses it on stackedcolumn charts. In other words, I reverse the reversed order so it reads 1-2-3-4 instead of 4-3-2-1.

Cleaning up the Chart by adding colors ot the series etc.

One final import of the CRM chart XML and here’s the result.

CRM 2011 Chart - Stacked Column with Aggregate Total on Top

A couple of notes:

  • Bonus: Even though no Opportunities are in phase “4-Close”  we still see it in the legend
  • Filtering in the XML can be tricky – it’s your job to make sure everything relevant get’s accounted for
  • This approach allow you to add colors directly in the Series, which can be a lot easier than using the PaletteCustomColors
  • The Series have to be listed in the exact same order in the presentationdescription as they do in the measurecollection
  • The User can still hover the mouse over the chart to get the exact value of each pipeline phase in the tooltip

How about an Aggregate Total on top of a Stacked Bar Chart?

The same approach can be used for bar charts. All the chart types need to be a Stacked Bar for the pipeline phases and then a regular Bar type for the total, which then have to be made transparent. (XML sample included at the bottom of post)

CRM Chart 2011 Stacked Bar with Aggregate Total on top

Hope you enjoyed this post.

If you did, please follow me on Twitter for CRM Chart updates

Chart XML Samples

These chart xml samples are for reference only and not intended for use in a live environment without thorough testing.

They were created on a Microsoft Dynamics CRM 2011 trial with only the sample data added. The only addition I made to the sample data, was adding values to the Purchase Process field on the Opportunities.

Stacked Column Chart with aggregated total

<visualization>
<visualizationid>{C618533F-3784-E211-8B16-78E3B5114607}</visualizationid>
<name>Aggregated Total on top of StackColumn chart</name>
<primaryentitytypecode>opportunity</primaryentitytypecode>
<datadescription>
<datadefinition>
<fetchcollection>
<fetch mapping="logical" aggregate="true">
<entity name="opportunity">
<attribute groupby="true" alias="purchase_process" name="purchaseprocess" />
<link-entity name="opportunity" from="opportunityid" to="opportunityid" link-type="outer">
<attribute alias="qualify" name="estimatedvalue" aggregate="sum" />
<filter>
<condition attribute="stepname" operator="eq" value="1-Qualify" />
</filter>
</link-entity>
<link-entity name="opportunity" from="opportunityid" to="opportunityid" link-type="outer">
<attribute alias="develop" name="estimatedvalue" aggregate="sum" />
<filter>
<condition attribute="stepname" operator="eq" value="2-Develop" />
</filter>
</link-entity>
<link-entity name="opportunity" from="opportunityid" to="opportunityid" link-type="outer">
<attribute alias="propose" name="estimatedvalue" aggregate="sum" />
<filter>
<condition attribute="stepname" operator="eq" value="3-Propose" />
</filter>
</link-entity>
<link-entity name="opportunity" from="opportunityid" to="opportunityid" link-type="outer">
<attribute alias="close" name="estimatedvalue" aggregate="sum" />
<filter>
<condition attribute="stepname" operator="eq" value="4-Close" />
</filter>
</link-entity>
<attribute alias="aggregated_total" name="estimatedvalue" aggregate="sum" />
</entity>
</fetch>
</fetchcollection>
<categorycollection>
<category alias="purchase_process">
<measurecollection>
<measure alias="qualify" />
</measurecollection>
<measurecollection>
<measure alias="develop" />
</measurecollection>
<measurecollection>
<measure alias="propose" />
</measurecollection>
<measurecollection>
<measure alias="close" />
</measurecollection>
<measurecollection>
<measure alias="aggregated_total" />
</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 ChartType="Stackedcolumn" LegendText="1-Qualify" Color="LightSteelBlue" IsValueShownAsLabel="False" Font="{0}, 9.5px" LabelForeColor="59, 59, 59" CustomProperties="PointWidth=0.75, MaxPixelPointWidth=40"></Series>
<Series ChartType="Stackedcolumn" LegendText="2-Develop" Color="CornflowerBlue" IsValueShownAsLabel="False" Font="{0}, 9.5px" LabelForeColor="59, 59, 59" CustomProperties="PointWidth=0.75, MaxPixelPointWidth=40"></Series>
<Series ChartType="Stackedcolumn" LegendText="3-Propose" Color="RoyalBlue" IsValueShownAsLabel="False" Font="{0}, 9.5px" LabelForeColor="59, 59, 59" CustomProperties="PointWidth=0.75, MaxPixelPointWidth=40"></Series>
<Series ChartType="Stackedcolumn" LegendText="4-Close" Color="DarkBlue" IsValueShownAsLabel="False" Font="{0}, 9.5px" LabelForeColor="59, 59, 59" CustomProperties="PointWidth=0.75, MaxPixelPointWidth=40"></Series>
<Series ChartType="Point" IsVisibleInLegend="False" IsValueShownAsLabel="True" LabelFormat="$#,#,#" MarkerBorderColor="Transparent" MarkerColor="Transparent" Font="{0}, 14px" LabelForeColor="59, 59, 59"></Series>
</Series>
<ChartAreas>
<ChartArea BorderColor="White" BorderDashStyle="Solid">
<AxisY LabelAutoFitMinFontSize="8" TitleForeColor="59, 59, 59" TitleFont="{0}, 10.5px" LineColor="165, 172, 181" IntervalAutoMode="VariableCount">
<MajorGrid LineColor="239, 242, 246" />
<MajorTickMark LineColor="165, 172, 181" />
<LabelStyle Font="{0}, 10.5px" Format="$#,#,k" ForeColor="59, 59, 59" />
</AxisY>
<AxisX 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>
<Titles>
<Title Alignment="TopLeft" DockingOffset="-3" Font="{0}, 13px" ForeColor="59, 59, 59"></Title>
</Titles>
<Legends>
<Legend Alignment="Center" LegendStyle="Table" Docking="right" IsEquallySpacedItems="True" LegendItemOrder="ReversedSeriesOrder" Font="{0}, 11px" ShadowColor="0, 0, 0, 0" ForeColor="59, 59, 59" />
</Legends>
</Chart>
</presentationdescription>
<isdefault>false</isdefault>
</visualization>

Stacked Bar Chart with aggregated total

 <visualization>
<visualizationid>{C618533F-3784-E211-8B16-78E3B5114607}</visualizationid>
<name>Aggregated Total on top of Stackedbar Chart</name>
<primaryentitytypecode>opportunity</primaryentitytypecode>
<datadescription>
<datadefinition>
<fetchcollection>
<fetch mapping="logical" aggregate="true">
<entity name="opportunity">
<attribute groupby="true" alias="purchase_process" name="purchaseprocess" />
<link-entity name="opportunity" from="opportunityid" to="opportunityid" link-type="outer">
<attribute alias="qualify" name="estimatedvalue" aggregate="sum" />
<filter>
<condition attribute="stepname" operator="eq" value="1-Qualify" />
</filter>
</link-entity>
<link-entity name="opportunity" from="opportunityid" to="opportunityid" link-type="outer">
<attribute alias="develop" name="estimatedvalue" aggregate="sum" />
<filter>
<condition attribute="stepname" operator="eq" value="2-Develop" />
</filter>
</link-entity>
<link-entity name="opportunity" from="opportunityid" to="opportunityid" link-type="outer">
<attribute alias="propose" name="estimatedvalue" aggregate="sum" />
<filter>
<condition attribute="stepname" operator="eq" value="3-Propose" />
</filter>
</link-entity>
<link-entity name="opportunity" from="opportunityid" to="opportunityid" link-type="outer">
<attribute alias="close" name="estimatedvalue" aggregate="sum" />
<filter>
<condition attribute="stepname" operator="eq" value="4-Close" />
</filter>
</link-entity>
<attribute alias="aggregated_total" name="estimatedvalue" aggregate="sum" />
</entity>
</fetch>
</fetchcollection>
<categorycollection>
<category alias="purchase_process">
<measurecollection>
<measure alias="qualify" />
</measurecollection>
<measurecollection>
<measure alias="develop" />
</measurecollection>
<measurecollection>
<measure alias="propose" />
</measurecollection>
<measurecollection>
<measure alias="close" />
</measurecollection>
<measurecollection>
<measure alias="aggregated_total" />
</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 ChartType="Stackedbar" LegendText="1-Qualify" Color="LightSteelBlue" IsValueShownAsLabel="False" Font="{0}, 9.5px" LabelForeColor="59, 59, 59" CustomProperties="PointWidth=0.75, MaxPixelPointWidth=40"></Series>
<Series ChartType="Stackedbar" LegendText="2-Develop" Color="CornflowerBlue" IsValueShownAsLabel="False" Font="{0}, 9.5px" LabelForeColor="59, 59, 59" CustomProperties="PointWidth=0.75, MaxPixelPointWidth=40"></Series>
<Series ChartType="Stackedbar" LegendText="3-Propose" Color="RoyalBlue" IsValueShownAsLabel="False" Font="{0}, 9.5px" LabelForeColor="59, 59, 59" CustomProperties="PointWidth=0.75, MaxPixelPointWidth=40"></Series>
<Series ChartType="Stackedbar" LegendText="4-Close" Color="DarkBlue" IsValueShownAsLabel="False" Font="{0}, 9.5px" LabelForeColor="59, 59, 59" CustomProperties="PointWidth=0.75, MaxPixelPointWidth=40"></Series>
<Series ChartType="Bar" IsVisibleInLegend="False" IsValueShownAsLabel="True" LabelFormat="$#,#,#" Color="Transparent" Font="{0}, 14px" LabelForeColor="59, 59, 59"></Series>
</Series>
<ChartAreas>
<ChartArea BorderColor="White" BorderDashStyle="Solid">
<AxisY LabelAutoFitMinFontSize="8" TitleForeColor="59, 59, 59" TitleFont="{0}, 10.5px" LineColor="165, 172, 181" IntervalAutoMode="VariableCount">
<MajorGrid LineColor="239, 242, 246" />
<MajorTickMark LineColor="165, 172, 181" />
<LabelStyle Font="{0}, 10.5px" Format="$#,#,k" ForeColor="59, 59, 59" />
</AxisY>
<AxisX 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>
<Titles>
<Title Alignment="TopLeft" DockingOffset="-3" Font="{0}, 13px" ForeColor="59, 59, 59"></Title>
</Titles>
<Legends>
<Legend Alignment="Center" LegendStyle="Table" Docking="right" IsEquallySpacedItems="True" LegendItemOrder="ReversedSeriesOrder" Font="{0}, 11px" ShadowColor="0, 0, 0, 0" ForeColor="59, 59, 59" />
</Legends>
</Chart>
</presentationdescription>
<isdefault>false</isdefault>
</visualization>

66 thoughts on “Aggregate Total on top of Stacked Column Charts or Bar Charts in MS CRM 2011

  1. Excellent post – I especially like how you show the interim stages so people can see how it builds up, and what each XML change does, rather than all in one “ta-daa!!” moment at the end.
    Also helps troubleshoot if someone makes a change which is not right, they may be able to spot which step has gone wrong.

  2. Interesting post. I’d like to know how one can alter the order in which the data appear within a single bar, though. At work, I’m getting a bar of the number of items in queue aggregated by day. The problem is that the oldest tickets (lower date value) are placed at the bottom of the bar, while the most recent one (higher date value) on top of the others. I’d like them to be the other way around because I wish to assign some coloring (from green to red). (There are other reason for me wishing to control the order as well.)

    • Hi Konrad – Thanks for reading.
      In a multi-series chart like the one in this post, you can determine the order by adding the series in the order that you want.
      If you are doing a regular stacked chart, it’s a litte more tricky with the coloring, but you should be able to order the chart by adding an order clause or two to the fetchcollection.
      However, the coloring can vary since they are based on which type of records are available first in the dataset. You may need to add some dummy records to ensure correct colors in that case.

      • Thanks for helping! Oh, I think I’ll hit the wall on this one. My client wants to show a bar with the number of tickets in a queue. Easy! But, he wants them to be colored differently depending on how many days they’ve been in the queue. So I entered the aggregation “by day”. The problem is that the suckers with shortest period get on top, not at the bottom. Could I color a whole bar (no aggregation) with a gradient, so that the bottom is always green and the higher the bar, the more red it gets?

      • Gradients are fairly straight forward, but a gradient based on the height of a column may not be possible. If, and that’s a big IF, it’s possible it would probably have to be some kind of combination chart where a transparent bar reveals more or less of underlying bar which has the desired color grading. But let me stress that I’m not sure if it’s achievable.

  3. Great Post. Is it possible to aggregate a Stacked Chart with 2 Categories? The 2 Categories allow one and only one series in the chart wizard.

  4. This was really helpful and I was able to create a stacked bar chart. One thing to note, you need to place the aggregate_total attribute first to get the mouse hover to work properly.

    • Yeah, since the bar chart is very limited in its combinations, the only way to ad the total is to add a transparent bar. If you add it last, like in the example, it will be the top layer and that’s the value you will see when using the mouse hover. Add it first, and it will be the bottom layer and you will see the value of the other series on a mouse hover. Not an issue on the column chart since you can combine it with a point chart. I’ve been meaining to add that comment for a while, but kept forgetting about it, so thanks for mentioning it 🙂

  5. Hi Chart Guy.

    I am learning to create charts. In the process I am creating a chart I would like to have in my daily business which shows:
    – Budget
    – Forecast
    – Actual revenue (100k)
    – Weighted pipeline (180k)
    – Unweighted pipeline (300k)

    1.
    I wanted to use stacked charts (actual, weighted and unweighted), but I realized that stacked columns give me 100k+180k+300k chart, so total 580k. What I really want is to have chart where actual is 100k, weighted is 180k shown as 180k above actual and unweighted (300k) shown as 120k above weighted). At the end total should be equal to actual+unweighted pipeline (100k+180k+120k = 400k) so the difference between weighted and unweighted pipeline only, not sum of all three (580k).

    If I would use regular columns then I would get side by side 100k, 180k and 300k, so that would again represent the numbers wrongly as there would not be actual+pipe chart.

    So I see two options, none of which is something I can do:
    – do the unweighted minus weighted calculation to get the right value of unweighted pipe for the stacked bar (100k+180k+120k) or
    – do two stacked bars – actual plus weighted and actual plus unweighted side by side (100k+180k) side by side with (100k+300k).

    Is this doable in chart only (and how) or do I need to do calculations in the Goal entity?

    I can provide graphic idea if you need it.

    2. I would also like to rename labels in Legend to give them humanly readable names like above. I have tried with:
    – Series Name=”o:xx, y” (I created the Option Set) and
    – LegendText=«XXX«
    But I couldn’t get any of them to work. There is always problem with XML syntax.

    Your ideas and expertise is much welcomed.

    ——————————

    {AEC6D51C-EA67-DF11-AE90-00155D2E3002}
    Goal Progress (Money) Forecast
    Shows the actual and estimated revenue against the budget and forecast.
    goal

    false

  6. hmm, is there an easy way to sort based on the aggregate total then? I have a client that wants to break down opportunities based on a master category (which is in the opportunity). So Y is estimated rev, X is opportunity owner, with a secondary category being master category. There is an aggregate total then by which I would want to sort in descending order. Can’t figure out where to add the sort clause. thoughts? it’s not far off from what you are doing here.

  7. Hi, Great article. Just implemented it and it works great. One slight glitch though. When a bar shows a couple of colors and I click on one to drill into the records, all of the records represented by the colors in the total bar are displayed. thoughts?

    • Yes, that is a limitation when using multiple series in a stacked chart. However, you regain that functionality as soon as you do a drilldown on one of the chart areas. Not as good, but close. I guess we can’t have it all.

  8. Good stuff! One question, is there a XML attribute to align the data point labels to the top? My tallest column always places the label below the data point resulting in inconsistent placement of the column value. Have been looking at the MSDN documentation for chart label attributes but cannot seem to find alignment modification.

  9. […] It is possible to add more series to the bar chart so you can color the bars differently depending on which phase in the pipeline they are, or you can group the estimated revenue into different categories. See this post for how to create and work with multiple filtered series in bar and column charts. […]

  10. Excellent post. I used this method to implement a RAG (red, amber, green) chart where I could align the relevant colors with their associated values, and it did not matter if one of the values was not present.

  11. Hi,

    I have tried to repeat the stpes from the article “Aggregate Total on top of Stacked Column Charts”
    on the MS Dynamics CRM 2013. It looks like after doing the steps from “Change the Series Chart Types” and after importing the corrected xml file the chart doesn’t have one cumulated bar but separted 2 bars for each of two values. Any idea ?

    Regards

    Marc

      • Hi,
        Thanks for the replay. I have of course stackedcolumn chart. But as I wrote earlier it doesn’t show one stacked column but two :-(. Below I added the part of modified xml file. Maybe you can tell me what is wrong.

        *************************************************************************

        *******************************************************************

        Thanks

        Marc

      • Hi Marc
        WordPress doesn’t allow xml in comments unfortunately.
        However, if both your series are chart type stacked, and you still have two bars instead of one, there’s probably a stackedgroupname in the custom properties section of the series. Either make sure both series have the exact same name or just remove it entirely.

  12. Hi,

    I have additional question:

    I have 2 values in CRM: tpv_value and weighted value, where weighted value is a part of tpv_value.

    I want to prepare such chart which will be visualized this to value / per Sales Maker but for expamle if tpv equals 100$ and coresponding weighted value equals 20$ one column should be displayed:
    |
    100$ | __100 $
    | | |
    | | |
    | | |
    20$- | |_|20$
    |–|–|—————————————————————>
    Sales Maker1 sales maker2 ….

    It is possible to do it in CRM 2013 ?

    Great thanks

    Marc

  13. I have a requirement to display the users having how many phone call activity as a chart. for ex.
    User1 – 10
    User2 – 15

    I have created the view but when group using the “from” field it’s not allowing me to import the solution
    any idea

    • Hi Rob. The “from” field is a party list and not a field per se. Unfortunately party lists are not fully supported by charts, so you risk running into issues like the one you mention.

  14. Hi there 🙂

    Really great job that you’re doing Mr Chart Guy and actually it helps me a lot to create by dashboards.
    I’ve tried to proceed as mentioned above to get the labels in the stackedbar but unfortunately when I want to import the xml file, I get error message (field unknow in CRM or something like that)
    Could it be that since I’ve added 1 column (actually the one for which I want this stackedbar) via the advanced find and related to option, that I cannot apply your methodology to get my stackedbar chart ?
    Could it be also the fact that I do not have the results as “sum” but as “count” ?

    Thanks a lot in advance for your great support and hopefully solution provided 🙂

  15. Your series of posts has been invaluable in allowing the creation of useful charts. Thank you.
    But there is one thing I am currently unable to achieve.

    When using Bar or Column charts, I can change the Tooltip which appears when hovering the mouse over:
    – Axis (Tooltip=””);
    – Legend (LegendToolTip=”#LEGENDTEXT #TOTAL”); &
    – Label (LabelToolTip=”Total #LEGENDTEXT #VALY”).

    But when hovering over the body of the column, the tooltip remains the standard ugly x/y names & aggregate, eg
    Month (Created On): Jan 2013
    Count:All (Account Name): 14

    Where I want to be able to change the mouse-over to show “Jan 2013: 14”

    When using custom fields, the end-user does not need to see “Count:Non-empty (Item Category(Line Item)) : 1”

    Is there a way to set this?

  16. Hmm, this doesn’t appear to work with Count fields — does that make sense to you? I would have figured the Filter would not discriminate, but I just tested this with what I intended (which didn’t work) and then tested it against an arbitrary Whole Number field, and it worked.

  17. Is there a way to show the total of all the slices of a pie chart? Maybe off to the side somewhere? For example, I’ve created a pie chart showing orders by sales coordinator at a certain store location. Is it possible to show a total of all the orders at this location on this chart?

  18. Ok I have another question, totally unrelated to my first.

    I’m creating a stacked column chart to show activities by owner. We only report on Appointments, Emails, Phone Calls, and Tasks, so I’ve got those each as their own color within each owner’s column. I am able to accomplish all of that in the Chart editor, without editing any code. I’d like to have each owner’s total activity count at the top of his or her column, but when I try importing the chart after making the changes above, I get this error:

    The specified XML file “Activities by Owner and Activity Type (Stacked Column).xml” is either not valid XML or does not conform to the chart schema.

    Here is my XML so far. I can’t figure out what the problem is. Please help. 🙂

    {E7DB733A-21A6-E311-AC01-6C3BE5A89D1C}
    Activities by Owner and Activity Type (Stacked Column)
    activitypointer

    false

  19. Is it possible to have 2 stacked columns + 1 column in a chart?

    What I did was I set the two series to charttype=”stackedcolumns” and the other one as “column”

    But when I do this the the 1 column is not drawn side by side with the stacked column instead it is drawn together thus overlapping the the stacked columns please help.

  20. I am trying to import chart xml but getting the error
    “The specified XML file “abc.xml” is either not valid XML or does not conform to the chart schema” . I think the issue is with below xml. Any idea.

    <!—->

  21. Hi Marc,
    I am trying to implement this approach for count scenario.I have field in account entity that contains four possible values blank(no value),Red,Green and yellow. On the x axis i have those values and y axis show the count for the fields. When i implemented the approach it does not count for null or blank values and for all the legend series it shows “Count:nonempty”.
    Any idea?

  22. Hi,

    I hope someone can assist me, I have a chart with one series and two categories but I can’t seem to get the Top 8, I have added count=”8″ in the mapping and I have added a order clause but as soon as I do that my secondary category’s data disappears, please can you point me in the right direction please.

    Thanks

    Kind Regards

  23. Hi there,
    is it possible Point chart type is no longer available in the 2015 version? Having done your example, I get 1 stacked column with 4 values and 1 next to it for the total. Another question: is it possible to have more than 5 series for the stack ? it seems to be restricted to 5, so 4 “stages” and a total.
    Many thanks in adavance

  24. First of all, thank you for this great post!

    I’m trying to do something fundamentally the same, but a little different– I’m trying to get stacked columns on a custom entity based on the value of an Option Set picklist. The problem I’m having is that each series of the column is still showing all of the results, instead of filtering them. For instance, the total of one column should be 7, divided as 2-3-2. Instead, I get 7-7-7. Is there something different I need to do to get this to filter properly? Here’s an example of how I set the filter (omitting the XML):

    condition attribute=”custom_picklist” operator=”eq” value=”100000000″

    I’m assuming I need to use the underlying numerical value instead of the text label, but I have tried it both ways without success. I have also tried the “like” operator instead of “eq”, also to no avail.

    Any guidance is greatly appreciated.

  25. Hi,

    I could like to have grand total of chart , in your case is 60,000 + 56,000 = 116,000.

    Do you have any idea to make it appear somewhere in the chart?

    Any help is very appreciated

    Anh Mai.

  26. Hey,
    Great post, got some fine looking charts out of it! However, it seems like I lost some drill-down functionality. My chart is based on opportunity statuses(won/lost) (y) and owners(x). When I click on for example, lost for one specific owner, it filters on the owner correctly, but shows me all opportunities for the owner, not the specific status I clicked on in the graph. So correct filtering on the owner but not the status… Any suggestions?

  27. Great post, have managed to do a lot of things with the charts in CRM 2015, however, i am hoping someone can help by either telling me its possible or not. I have a funnel chart which is showing Est Value, is it possible to add percentage to this chart as well??

  28. Hey Dude. Awesome website – it’s saving my bacon! I followed this post and have it stacking my chart by my own custom field which is great. However when I view it against a view and click on the sales step, it doesn’t filter the list by the combination of purchase process (Series) & sales step (Category), it only filters the list by sales purchase process (category). Am I missing something? Cheers

  29. Hi there, Thank you for your posts, I have your site open all day everyday as my go to reference, it’s great! I have a question, I have three columns within the same entity. I have column a,b and c. I would like to display columns a&b as a stackedbar in the chart, showing their individual sum and aggregated total on top and then, i’d like to display column c as a bar showing its sum next to them. Is this possible? Thank you in advance for any assistance.

  30. Does this work in Dynamics 365? I’m seeing all my Stages with stacking. Just wondering if it still works or if I need to make other changes. Thank you. I love all your help.

      • I’m sorry to ask but I’m not sure what I need to change them to. I do see an extra Link Filter in my XML at the very beginning, but not sure where I need to change filter.
        Any help is appreciated.
        I added partial here.
        fetch mapping=”logical” aggregate=”true”>

  31. Hello,
    Is there a reason you wouldn’t be able to see these totals VIA the APP on an apple device? No problems with the Android.

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