Microsoft Dynamics® CRM Training
Chart Color Schemes
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When you view or create Charts in Microsoft Dynamics CRM, a color scheme is automatically applied to them. You may want to change the color scheme to improve the visualization, like if certain numbers or figures are illegible or difficult to read. For example, take a look at the Chart I made for the lesson, “Multiple Category Charts”. The monetary values are difficult to read in certain parts of the Chart. However, the color scheme cannot be changed through the user interface.
In this lesson, I will demonstrate how to change the color scheme of a Personal Chart by exporting it as an XML document and making a simple modification to its code. I will then import it back into Dynamics CRM.
The first thing I need to do is open the Chart. Then, in the Charts tab of the ribbon, I click Export Chart. I will save this file locally. Next, I open the XML file with a text editor like Microsoft Notepad.
When the file opens, I locate the <Chart> tag. I want to find the portion that reads, ‘<Chart Palette="None”…’. To change the color scheme, I need to replace the value of the Palette attribute. There are a number of predefined color schemes for Dynamics CRM from which you can choose.
Since I want the numbers on my Chart to be more legible, I’ll try “SemiTransparent”. To do this, I simply replace “None" with “SemiTransparent”. I then save the file and close it.
I now return to Dynamics CRM, and, in the Charts tab of the ribbon, I click Import Chart. The Import Chart dialog opens, where I locate and select the file. I then click the OK button. The dialog notifies me that a duplicate has been detected. I can replace the existing file, keep both of them, or cancel the import. Note that it is a good idea to keep a backup, but in this demo, I want to click Replace, and then click the Close button.
The Chart refreshes with the new color scheme, and the numbers are more legible.
For more tips, tricks, and tutorials, please refer to the Success Portal or our xRM.com blog.