Tip #409: Make Tip #380 work for option sets

In tip 380, Adam Vero explained how to make a chart sorted by the aggregate sum or count. This is a great tip, except it didn’t work for one of my clients when the chart was grouped by an option set.

Perplexed, I tweeted The CRM Chart Guy. He acknowledged that this was an issue, but it is fixed in the latest update rollups for CRM 2013 and 2015. In his words, prior to that “option sets were a nightmare in charts.”

Bonus tip: Everybody should follow @crmchartguy

Bonus bonus tip: We are back with episode 2 of the CRM Audio podcast. This week we clarify what the USD really is and we unveil a very exciting new feature called George Doubinski’s Developers Minute.


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