Loading...

CRM Chart Map

Properties Related

Widget Type:
Page Widgets
TPC Version:
  • 3.3 +
VideoLogos
CRM Chart Map displays CRM values on a map in a form of bar charts.

Prerequisites 

You will need entities containing an address and a numeric value, typically a CRM Entities with Linked-Entities that hold a numeric value. 
For example: contacts linked to orders.

Configuration

Basic Setup


Drag and drop the CRM Chart Map onto a page.

1) Click Edit and configure your options in Basic Tab. These are all optional settings.





Appearance 

2) Click Appearance Tab and configure your more graphics related options. 

Choose your Bar Width and Corner Radius. Recommended settings are 20 and 2.

Configure Chart Color by selecting a from pallets. Or use the KendoUI Dropdown Picker and don't forget to choose transparency level, click Apply when done using the Picker. You can also manually adjust values in a textbox.


FetchXML

 
3) Go to FetchXML Tab to configure what CRM data to pull. You can select Entity from Dropdown to useLoad Default FetchXML and then Use Builder to configure the fetchXML in a GUI. OR type in the FetchXML manually then Use Builder.


* Make sure you have included a unique identifier and a numeric value in your linked-entity: such as ordernumber and totalamount.
* Do not need to include  aggregate in the linked entity such as Sum because the widget will always sum up the value for you. 



Data


4) Next is the Data Tab: Once fetchXML is configured all dropdown options are dynamically pre-filled with values from FetchXML. 

Choose your Name Attribute for a tool-tip pop-up on an event of mouse over. 

Then choose your type of Address Lookup depending on CRM data entity:
- Use Coordinates: If you have latitude and longitude fields in your entity.
- Use Address: If you have multiple address fiends in the entity: Street, Number, etc
- Use Composite Address: If you have one line address. 

Appropriate attribute dropdown selectors will show up automatically. These dropdown options are also pre-populated from the fetchXML. 

Select Numeric Value Attribute field that is used for data visualization.





5) Fill the optional filters, additional to in-fetchXML filters. 
Use add /remove links [ + ] / [ - ]  to add or remove filters.

6) Save and Publish Page when done.

Widget Properties

Basic Properties

Bar Color

3 ways to choose color
- Simple Pallet
- Kendo Color Picker with Transparency lever
- Manual text box, use hex-RGB or RGBA styles here.


 

Bar Width and Bar Corner Radius

Controls the shape of the bar.

Numeric Value Attribute

In Bubble Map: 
- Adjust bubble size.

In Shape Map: 
- dictates the color code of the regions.

In Chart Map: 
- Adjust bar chart size.

Use Composite Address

Used when you have address fields concatenated in one line in CRM. Using this option activates Geocoder. (that uses external APIS to pull coordinates)

Use Address

Used when detailed address is registered in CRM on each entity. If true, the following sub properties will be available in drop down boxes. Street Line 1, Street Line 2, City Attribute, Province Attribute, Country Attribute, Postal Attribute. Using this option activates Geocoder. (that uses external APIS to pull coordinates).

Use Coordinates Option

Used when coordinates are registered in the CRM entity. Sub Properties: Latitude and Longitude Dropdowns: to specify the coordinates fields.

Name Attribute

CRM field to be attached to each marker as a tooltip.

Entity

Drop Down: Optional, select entity to use the Load Default FetchXML. Required in Advanced Pin Map: Used to dynamically populate image selectors list to differentiate markers by status.

Zoom Control

Completely optional tool to adjust zoom by clicking on +/- buttons. If not null, Position Sub Property drop down will be available. Type: Boolean

Navigation Control

Completely optional tool to navigate map by clicking arrows. If not null, Position Sub Property drop down will be available. Type: Boolean

Map Overlay

Over a dozen of map overlay types, available with preview to choose from a nice KendoUI Dropdown.

Attribution or Comment

Use this to add some info, description, credentials, links or just leave blank.

If not null, Position sub property will be available.

Zoom

You got 20 map zoom levels.

Map Height - advance pin map

Choose a height in pixels (300 is default) and width is determined by the page layout.

Center By Address

Type address by any format you wish, in the background map widget would use google API to select best matching location. So type a full address or just name of the city.

Center Longitude & Latitude

If Center By Address is null, this property is used instead.
Allows to choose to center by direct coordinates.

Advanced Properties

Advanced properties provide additional functionality. They can be accessed by clicking on the "Advanced" Button in the bottom right corner of the widget designer.

Bar Color

3 ways to choose color
- Simple Pallet
- Kendo Color Picker with Transparency lever
- Manual text box, use hex-RGB or RGBA styles here.


 

Bar Width and Bar Corner Radius

Controls the shape of the bar.

Numeric Value Attribute

In Bubble Map: 
- Adjust bubble size.

In Shape Map: 
- dictates the color code of the regions.

In Chart Map: 
- Adjust bar chart size.

Use Composite Address

Used when you have address fields concatenated in one line in CRM. Using this option activates Geocoder. (that uses external APIS to pull coordinates)

Use Address

Used when detailed address is registered in CRM on each entity. If true, the following sub properties will be available in drop down boxes. Street Line 1, Street Line 2, City Attribute, Province Attribute, Country Attribute, Postal Attribute. Using this option activates Geocoder. (that uses external APIS to pull coordinates).

Use Coordinates Option

Used when coordinates are registered in the CRM entity. Sub Properties: Latitude and Longitude Dropdowns: to specify the coordinates fields.

Name Attribute

CRM field to be attached to each marker as a tooltip.

Entity

Drop Down: Optional, select entity to use the Load Default FetchXML. Required in Advanced Pin Map: Used to dynamically populate image selectors list to differentiate markers by status.

Zoom Control

Completely optional tool to adjust zoom by clicking on +/- buttons. If not null, Position Sub Property drop down will be available. Type: Boolean

Navigation Control

Completely optional tool to navigate map by clicking arrows. If not null, Position Sub Property drop down will be available. Type: Boolean

Map Overlay

Over a dozen of map overlay types, available with preview to choose from a nice KendoUI Dropdown.

Attribution or Comment

Use this to add some info, description, credentials, links or just leave blank.

If not null, Position sub property will be available.

Zoom

You got 20 map zoom levels.

Map Height - advance pin map

Choose a height in pixels (300 is default) and width is determined by the page layout.

Center By Address

Type address by any format you wish, in the background map widget would use google API to select best matching location. So type a full address or just name of the city.

Center Longitude & Latitude

If Center By Address is null, this property is used instead.
Allows to choose to center by direct coordinates.

Examples of CRM Chart Map Configuration