Microsoft Dynamics® CRM Training
Applying Filters to Charts
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In Microsoft Dynamics CRM, Charts help users analyze data visually. They present information based an underlying dataset. This means that an open Chart will refresh with new numbers as you switch between Views.
Users can drill down into Charts by clicking a specific section, thus isolating the records that represent that portion of the visualization. However, users can also isolate records though filters, and then refresh the Chart to represent the filtered data. This is necessary when the open Chart does not allow for the desired filters.
An example would be a pie chart that displays the estimated revenue of opportunity records by their rating. You want to see which of these records is generated from a specific potential customer. However, potential customers are not represented in the Chart, therefore you cannot isolate this information by drilling down into the visualization. Instead, filters would be better for this task.
Applying Filters to a Chart
- Open the View to display the desired dataset.
- Open the desired Chart by maximizing the Chart pane on the right and using the Chart selector.
- In the ribbon, click Filter. Arrows appear in the column headers of the dataset.
- Click the arrows and select the appropriate filters.
- Once the filters are applied to the dataset and you have the relevant records, the Chart should be grayed out. This happens because the visualization no longer represents the current dataset.
- Click the Refresh Chart button in the Chart pane.
- The Chart refreshes as a visual representation of the current dataset.
Creating a View from a filtered dataset
- Once you have applied the desired filters to the dataset, as outlined in steps 3 & 4, click the View tab of the ribbon.
- Click Save As in the ribbon.
- A Query Properties dialog opens where you can name the View.
- Click the OK button.
For more tips, tricks, and tutorials, please refer to the Success Portal, and blog.xrm.com.