Join Gini von Courter for an in-depth discussion in this video Create and modify a chart, part of Dynamics for Power Users: Reports, Charts, and Dashboards.
- [Instructor] When we begin talkin' about dashboards we immediately turn to charts because charts do what they do for us in Excel here in Dynamics 365, they allow us to visually represent data. You'll notice this dashboard then is composed of a view, my activities, but it also includes two types of charts that would be familiar from Excel. The leads by sources campaign is a bar chart. Cases by priority per day is a type of column chart, a stack column chart. The other core types of charts that we would know from other applications like Excel include a pie, and a line, and then an area chart which is a line that is filled in underneath.
The final type of chart that's used in Dynamics 365 and Dynamics CRM appears here on the left, the sales pipeline. And it's a funnel chart. The major entities in Dynamics 365, entities like accounts and contacts, entities like cases, entities like campaigns, have built in charts. Let's swing back to sales. And go look at our accounts.
This view is the default view. It's my active accounts. And if I want to see charts about active accounts, they're right here on the right-hand side. All I need to do is click to expand this pane, and this is the default which is accounts by industry. Notice though that this is a dropdown account, by owner will be a pretty boring chart because they're all mine, all ten of them. My industry is a little bit more exciting though. If I'd like to expand or collapse the chart area I can make this a lot bigger.
Which makes it easier to look at. Easier to view. I can save this chart with a new name. I have some other choices, import and export. And finally a plus button which will allow me to create a new chart, and we will get there in a moment. But first it's worth noting that this is the chart for this view, if I switch views and go for example to customers, then I'm looking at a customer and they are in one industry.
They have one owner and so on. If we go to leads, these then are the charts for leads by how they're rated. Are they warm, hot, or cold. Each time I change views to look at different information, different data, if I have the chart pane exposed, I get a different chart. To create a new chart, simply make sure you're in the entity you wish to chart and create and click the plus button, and this opens up a chart designer.
In the chart designer, we are going to create a personal chart. You can create system charts, but that's beyond the scope of this course. To create a new chart, simply fire up this chart designer and we're going to begin, by entering a name for the chart. This is going to be accounts and credit limits. Next I need to select a field, and I have two areas, I have the series that I'm going to chart and I have the access labels for the bottom.
So the field that I'm going to select, as I scroll down is the credit limit. It's the only series I'm charting right now. And the horizontal labels will be the account name. And there's my chart. Now, it's a little crowded up in there. And if we open it up the designer doesn't make it much better. But you'll notice that I have the names of my accounts and I have their credit limits. We can bring this back over, by collapsing it.
And this is, account name and credit limit. When I'm all done, save this chart. And close the chart designer. And here are my accounts with their credit limits. If I'd like to edit this chart, there's a button right here that will allow me to do that. This will allow me to change the chart type. Remember that we have column charts, bar charts, area charts, line charts, pie charts, and funnel charts.
If I don't want to show all of my information but want to show simply some, then we have the ability to add in top and bottom rules, so for example, I'd like to see the top five. These are my accounts that have the largest credit limits. If I want to clear that, a button to clear the rules. This is particularly helpful if I'm looking for my three largest customers, my ten biggest orders, the five cases that were resolved most quickly or have been lingering the longest in case management.
And I don't have to choose three or five if I want to see a different number. I can choose custom. And indicate that I'd like to view the top six items for example. Enter whatever number I wish. When I'm done, I can then save this or I can save this as a new chart with a new name and I'll be prompted to provide a different name for it. So rather than accounts and credit limits, then we might now that we've added a top and bottom filter, we might add top accounts, or accounts with top credit limits.
Like that. I'm going to cancel this and simply retain the chart I have already. I'm going to close this, and I'm going to say OK to discard my changes 'cause that's a good thing to know how to do as well. What if I wanted to delete a chart I'd already created? Display the chart, open the menu, and choose delete. Notice there is no recycle bin for this chart. If I delete it I cannot undo that.
- Running a report
- Creating a report using the Report Wizard
- Categorizing and managing reports
- Creating charts and dashboards
- Adding a dashboard chart and a dashboard list
- Modifying a dashboard's appearance
- Customizing templates and views