= Parameters!HostName.Value & Parameters!OrgName.Value & “/main.aspx?etc=10000&extraqs=%3fpagemode%3diframe%26sitemappath%3dWorkplace%257cExtensions%257cnew_clientaccount&pagetype=entitylist&viewid=%7b” &Īlso note the use of two report parameters for the server hostname and Dynamics CRM organization name – these are constants that would need to be updated when deploying to different environments and so are more easily maintained as report parameters.
HOW TO CREATE PIE CHART IN EXCEL 2011 SERIES
Then in our dataset, we built a case statement to populate a column with the appropriate ID for account type of each data row.įinally, we set the Action property of the Chart Series to ‘Go to URL’,Īnd use the Expression Builder tool to build the following expression from the report URL copied above and where Fields!reportid.Value is a reference to the report ID we populated for each record: To set this up in an easily maintainable manner, we established two report parameters and set the default values to the IDs. Since the URLs for the two reports are the same except for the report ID, we just needed to pass the correct ID for the pie slice being clicked and we could hard-code the URL string.
HOW TO CREATE PIE CHART IN EXCEL 2011 WINDOWS
This can be found by opening each view and clicking Copy a Link -> Of Current View, which will place the link on the Windows Clipboard. Once the views are created, we needed the URL to each view to embed in the report.
These are standard Dynamics CRM 2011 views created through Advanced Find and filtering on the account type, then saved in Dynamics CRM. We then needed to create the Dynamics CRM views to which the chart would link – in this case there are only two types, ‘Brokerage’ and ‘Managed’, so two views were created and saved in Dynamics CRM. Here is how we did it using Visual Studio 2010 Report Designer.įirst we created a standard pie chart categorized by account type and tallying the account values. A client recently asked us for a pie chart report illustrating the breakdown of account types, and hyperlinked to a Microsoft Dynamics CRM 2011 view showing only accounts of the type matching the clicked pie slice.
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