Datasets contain information on invoices, estimates, products, 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.

Invoices — crm_dynamic_items_31: This dataset provides information about invoices such as amounts, statuses, deadlines, and responsible employees. You can find out each invoice's stage, who created it, and which client is linked to it.

Estimates — crm_quote: This dataset contains data about estimates, including amounts, statuses, deadlines, and responsible employees. It includes information about companies, deals, and contacts linked to the estimate. Use this data to track the status of estimates and analyze their progress through stages.

Estimate: products — crm_quote_product_row: This dataset includes information about products in estimates, including names, prices, discounts, taxes, and quantities. The data helps analyze what estimates include and track changes in product prices and quantities.

How to create a chart

Use datasets to create charts and track the number and stages of estimates. The charts will show the dynamics of working with estimates and their distribution among responsible employees.

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 data on estimates and products to see which products are included in each estimate.

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_quote.ID AS "Estimate ID",
    crm_quote.TITLE AS "Estimate name",
    crm_quote.ASSIGNED_BY_NAME AS "Responsible person",
    crm_quote_product_row.PRODUCT_NAME AS "Product name",
    crm_quote_product_row.QUANTITY AS "Quantity",
    crm_quote_product_row.PRICE AS "Price"
FROM 
    crm_quote
LEFT JOIN 
    crm_quote_product_row 
ON 
    crm_quote.ID = crm_quote_product_row.QUOTE_ID
WHERE 
    crm_quote.ASSIGNED_BY_NAME = 'Justin Testard';