Tuesday 15 January 2013

Charts: Show field from a related record...i.e. Account(Industry code) and Opportunity(Est. Revenue)

Charts, charts and more charts!

How do you create a chart like the one below(2 fields from 2 entities)

Normally when creating charts you can only select fields on the current entity or primary lookups!

So what do you do:

Export the xml and make one tiny change and import it back in.

In example below the chart was created using opportunities, the fields Est. Revenue & Potential Customer.

Edit the xml for potential customer i.e. customerid to industrycode

Majer-blog-image10

Import back in viola!

Other things you can do:

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