Datasets contain information on leads, deals, companies, and other items. Each item has multiple datasets that automatically include both standard and custom fields. Use these datasets to create charts and analyze business performance indicators.

Datasets

To start analyzing data on a dashboard, select a dataset and create a chart based on it.

Activity — crm_activity: Contains details about activities in CRM items. You can find out which activities are linked to your deals, contacts, or companies, along with their types, deadlines, and responsible users.

Some activities are marked as user actions, such as tasks (type_id=6). To specify the activity type, use the PROVIDER_ID and PROVIDER_TYPE_ID fields. They allow you to see the category for a specific activity in CRM.

CRM stages — crm_stages: Includes information about the stages of CRM items. You can learn about the current stages of deals or SPAs, including their names and order.

CRM item links — crm_entity_relation: Provides information about the connections between CRM items. You can see how deals are linked to contacts or companies and how CRM items interact with each other.

How to create a chart

Use datasets to create charts and check business performance. Charts can show the trends in completed activities, progress across various deal stages, and the links between CRM items.

Go to the BI Builder and follow these steps:

1. Open the Charts tab.
2. Click + Chart.
3. Select the dataset from the list. If you don't see the one you need, click Add a dataset to create a new one.
   How to create a dataset
4. Choose a format for showing the data: big number, table, line chart, or others.
5. Click Create new chart.

How to blend datasets

Combine datasets to identify which activities are linked to deals in your report.

Go to the BI Builder and do the following:

1. Go to SQL > SQL Lab.
2. Select the bitrix24 scheme.
3. Enter the SQL query and click Run.

The new set includes information from the fields that you specified in the SQL query. You can save it as a dataset to create a chart for the dashboard.
Create a chart based on a virtual dataset

If you're blending datasets for the first time, refer to the sample query.

SELECT
    crm_deal.ID AS "Deal ID",
    crm_deal.TITLE AS "Deal name",
    crm_deal.ASSIGNED_BY AS "Responsible user",
    crm_activity.ID AS "Activity ID",
    crm_activity.SUBJECT AS "Activity name",
    crm_activity.DEADLINE AS "Activity deadline"
FROM
    crm_deal
LEFT JOIN
    crm_activity ON crm_activity.OWNER_ID = crm_deal.ID AND crm_activity.OWNER_TYPE_ID = '2'
WHERE
    crm_deal.ID = 225;