Pivotal CRM Data Visualization Module

The Data Visualization Module allows creating HTML documents containing tabular data or graphical assents such as pie and bar charts. These HTML documents can be used in Client Forms containing a browser control. The main feature of the data visualization module is that it doesn’t require for the data to be saved on the DB in order to display a graph or table. The data is passed as an ADO.Net DataTable (in-memory structure) and rendered in memory. There is no need to create temporary tables such as in the of SharePoint Pivotal webparts. This data visualization feature comes very handy when displaying information that is relevant to the current context only or to the current user.

Main features:

  • Creation of pie and bar charts
  • Creation of HTML tables
  • Consumes ADO.Net DataTables as the input structure
  • Based on jQuery and Flot javascript libraries

Suitable for: Pivotal CRM 6.0.9 or higher (PCM 6.0.8 HF1)

Pivotal CRM Data Visualization Module video-demo

This video-demo shows how to use data visualization enhancements to improve the user experience. Includes a simple example of how to format data with little customization and withouth having to create auxiliary tables.


Pivotal Data Visualization Enhancements from Grupo Lanka on Vimeo.

Pivotal CRM Data Visualization Module flowchart:

Pivotal CRM visulaization module


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