2012-07-09 52 views
2

按銷售階段漏斗圖使用默認的CRM 2011機會,即使沒有每個階段的數據,如何使它顯示圖例中的所有階段?這似乎是一個簡單的問題,但我很難過。CRM 2011圖表 - 如何顯示圖例中的所有值?

圖表只顯示通過提取獲取的數據,並且提取不一定每個階段都至少有一條記錄。此外,漏斗圖不能有多個系列。

這是我想出來的,但它不能作爲漏斗圖表工作。交換至雷達圖至少可以做一些佈局對這類數據毫無價值。

<visualization> 
    <visualizationid>{BA88CAC2-637F-E011-8E24-00155D840900}</visualizationid> 
    <name>Opportunities by Sales Stage</name> 
    <primaryentitytypecode>opportunity</primaryentitytypecode> 
    <datadescription> 
    <datadefinition> 
     <fetchcollection> 
     <fetch mapping="logical" aggregate="true"> 
      <entity name="opportunity"> 
       <attribute alias="aggregate_column_1" name="opportunityid" aggregate="count" /> 
       <attribute groupby="true" alias="groupby_column" name="salesstagecode"> 
        <filter type="or"> 
         <condition attribute="salesstagecode" operator="eq" value="1" /> 
        </filter> 
       </attribute> 
       <attribute alias="aggregate_column_2" name="opportunityid" aggregate="count"> 
        <filter type="or"> 
         <condition attribute="salesstagecode" operator="eq" value="200000" /> 
        </filter> 
       </attribute> 
       <attribute alias="aggregate_column_3" name="opportunityid" aggregate="count"> 
        <filter type="or"> 
         <condition attribute="salesstagecode" operator="eq" value="200001" /> 
        </filter> 
       </attribute> 
       <attribute alias="aggregate_column_4" name="opportunityid" aggregate="count" > 
        <filter type="or"> 
         <condition attribute="salesstagecode" operator="eq" value="200002" /> 
        </filter> 
       </attribute> 
       <attribute alias="aggregate_column_5" name="opportunityid" aggregate="count"> 
        <filter type="or"> 
         <condition attribute="salesstagecode" operator="eq" value="100000000" /> 
        </filter> 
       </attribute> 
       <attribute alias="aggregate_column_6" name="opportunityid" aggregate="count"> 
        <filter type="or"> 
         <condition attribute="salesstagecode" operator="eq" value="100000001" /> 
        </filter> 
       </attribute> 
       <attribute alias="aggregate_column_7" name="opportunityid" aggregate="count" > 
        <filter type="or"> 
         <condition attribute="salesstagecode" operator="eq" value="100000002" /> 
        </filter> 
       </attribute> 
       <attribute alias="aggregate_column_8" name="opportunityid" aggregate="count"> 
        <filter type="or"> 
         <condition attribute="salesstagecode" operator="eq" value="100000003" /> 
        </filter> 
       </attribute> 
      </entity> 
     </fetch> 
     </fetchcollection> 
     <categorycollection> 
     <category> 
      <measurecollection> 
      <measure alias="aggregate_column_1" /> 
      </measurecollection> 
      <measurecollection> 
       <measure alias="aggregate_column_2" /> 
      </measurecollection> 
      <measurecollection> 
       <measure alias="aggregate_column_3" /> 
      </measurecollection> 
      <measurecollection> 
       <measure alias="aggregate_column_4" /> 
      </measurecollection> 
      <measurecollection> 
       <measure alias="aggregate_column_5" /> 
      </measurecollection> 
      <measurecollection> 
       <measure alias="aggregate_column_6" /> 
      </measurecollection> 
      <measurecollection> 
       <measure alias="aggregate_column_7" /> 
      </measurecollection> 
      <measurecollection> 
       <measure alias="aggregate_column_8" /> 
      </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="Funnel" Name="o:salesstagecode,1" Color="55,118,193" IsValueShownAsLabel="true" Font="{0}, 9.5px" LabelForeColor="59, 59, 59" CustomProperties="FunnelLabelStyle=Outside, FunnelNeckHeight=0, FunnelPointGap=1, FunnelNeckWidth=5 "> 
       <SmartLabelStyle Enabled="True" /> 
      </Series> 
      <Series ChartType="Funnel" Name="o:salesstagecode,200000" Color="197,56,52" IsValueShownAsLabel="true" Font="{0}, 9.5px" LabelForeColor="59, 59, 59" CustomProperties="FunnelLabelStyle=Outside, FunnelNeckHeight=0, FunnelPointGap=1, FunnelNeckWidth=5 "> 
       <SmartLabelStyle Enabled="True" /> 
      </Series> 
      <Series ChartType="Funnel" Name="o:salesstagecode,200001" Color="149,189,66" IsValueShownAsLabel="true" Font="{0}, 9.5px" LabelForeColor="59, 59, 59" CustomProperties="FunnelLabelStyle=Outside, FunnelNeckHeight=0, FunnelPointGap=1, FunnelNeckWidth=5 "> 
       <SmartLabelStyle Enabled="True" /> 
      </Series> 
      <Series ChartType="Funnel" Name="o:salesstagecode,200002" Color="117,82,160" IsValueShownAsLabel="true" Font="{0}, 9.5px" LabelForeColor="59, 59, 59" CustomProperties="FunnelLabelStyle=Outside, FunnelNeckHeight=0, FunnelPointGap=1, FunnelNeckWidth=5 "> 
       <SmartLabelStyle Enabled="True" /> 
      </Series> 
      <Series ChartType="Funnel" Name="o:salesstagecode,100000000" Color="49,171,204" IsValueShownAsLabel="true" Font="{0}, 9.5px" LabelForeColor="59, 59, 59" CustomProperties="FunnelLabelStyle=Outside, FunnelNeckHeight=0, FunnelPointGap=1, FunnelNeckWidth=5 "> 
       <SmartLabelStyle Enabled="True" /> 
      </Series> 
      <Series ChartType="Funnel" Name="o:salesstagecode,100000001" Color="255,136,35" IsValueShownAsLabel="true" Font="{0}, 9.5px" LabelForeColor="59, 59, 59" CustomProperties="FunnelLabelStyle=Outside, FunnelNeckHeight=0, FunnelPointGap=1, FunnelNeckWidth=5 "> 
       <SmartLabelStyle Enabled="True" /> 
      </Series> 
      <Series ChartType="Funnel" Name="o:salesstagecode,100000002" Color="97,142,206" IsValueShownAsLabel="true" Font="{0}, 9.5px" LabelForeColor="59, 59, 59" CustomProperties="FunnelLabelStyle=Outside, FunnelNeckHeight=0, FunnelPointGap=1, FunnelNeckWidth=5 "> 
       <SmartLabelStyle Enabled="True" /> 
      </Series> 
      <Series ChartType="Funnel" Name="o:salesstagecode,100000003" Color="209,98,96" IsValueShownAsLabel="true" Font="{0}, 9.5px" LabelForeColor="59, 59, 59" CustomProperties="FunnelLabelStyle=Outside, FunnelNeckHeight=0, FunnelPointGap=1, FunnelNeckWidth=5 "> 
       <SmartLabelStyle Enabled="True" /> 
      </Series> 
     </Series> 
     <ChartAreas> 
     <ChartArea> 
      <Area3DStyle Enable3D="True" /> 
     </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> 

有沒有人有更好的方法來做到這一點?

回答

0

您的方法不起作用,因爲正如您所提及的,漏斗圖表不幸的是不允許多個系列。 如果確實如此,您還需要在每個屬性和過濾器周圍添加標籤以使過濾器正常工作。

我假設您的漏斗圖顯示每個階段的總和,因此您可以爲每個階段添加一個虛擬記錄並確保這些記錄包含在您的視圖中。在虛擬記錄中,值爲0,所以它們不會對總和產生貢獻。您只需在包含高級查找功能時使用一點創意。他們。

你可以看到一個更先進的方法在這裏添加僞記錄http://crmchartguy.wordpress.com/2013/01/23/include-records-with-no-value-in-charts/

你與你的XML服用,如果你有一個堆積柱形圖,而不是將工作的方法,雖然你需要添加上述標籤。你可以在這裏看到一個例子http://crmchartguy.wordpress.com/2013/03/10/aggregate-total-on-top-of-stacked-column-charts-or-bar-charts-in-ms-crm-2011/