Datasets store information about leads, deals, companies, and other CRM items. Each item includes multiple datasets with both standard and custom fields. Use these datasets to build charts and analyze performance.

Datasets

To analyze data in a dashboard, select a dataset and create a chart.

Activity — crm_activity. This dataset stores details about activities in CRM items. Use it to see which activities are linked to deals, contacts, or companies. It also shows activity types, deadlines, and responsible users.

Some activities are labeled as user actions, such as tasks (type_id=6). To identify the exact activity type, use the PROVIDER_ID and PROVIDER_TYPE_ID fields. These fields define the activity category in CRM.

CRM activity associations — crm_activity_relation. This dataset shows how activities link to leads, deals, contacts, and companies. Use it to identify which activities are connected to specific CRM items.

CRM stages — crm_stages. This dataset stores information about CRM stages. Use it to track the current stages of deals or SPAs, including their names and order.

Create a chart

Use datasets to build charts and track business performance. Charts help you see trends in completed activities, monitor deal progress, and analyze links between CRM items.

To create a chart in BI Builder:

1. Open the Charts tab.
2. Click + Chart.
3. Select a dataset. If the dataset is not available, click Add a dataset.
   How to create a dataset
4. Choose a chart type (big number, table, line chart, or others)
5. Click Create new chart.

Combine datasets

Combine datasets to see how activities relate to deals in your reports.

To combine datasets in BI Builder:

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

The result includes the fields defined in your query. Save it as a dataset and use it to create charts on your dashboard.
Create a chart based on a virtual dataset

If you are new to combining datasets, start with a 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;