Microsoft Dynamics® CRM Training
Multiple Categories Charts
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In Microsoft Dynamics CRM, Charts help users visualize data. Whether you need to track progress or compare metrics, the Chart Designer can help build a visualization that enables users to dive into their records to reach informed conclusions.
One Chart type that can be used to compare data is a multiple categories Chart. For example, this type of Chart would be useful in comparing the estimated monthly revenue of multiple users. In this lesson, I’ll create this as a Personal Chart.
I begin in the Workplace module in the Open Opportunities View. Charts reflect the open dataset, so the Open Opportunities View is ideal because it presents open records owned by multiple users, which is perfect for creating a Chart that compares estimated revenue generated by different users. To create the chart, I click the Charts tab of the ribbon and click New Chart.
The Chart Designer opens. I’ll set this as a bar chart. In the preview pane, Series represents the Y axis and Category represents the X axis. This is going to be a multiple categories Chart, so I’m only going to pick one series. Since I’m measuring estimated revenue, it will by my Y axis, so in the Series section, I select Est. Revenue, and leave Sum selected for the aggregate value.
Now I’ll select the Category. Since I want to measure monthly estimated revenue by owner, I select “Est. Close Date”. The default grouping selection should be “Month”, but note the other options available. I’ll then click Add a category and select “Owner” as the second category.
The Chart Designer has generated a name automatically. I can change it, but will leave it as is. Finally, I click Save & Close in the ribbon.
I can now easily compare the revenue of each owner by using the Chart. Note that this Chart could get cluttered as more owning users are included in the data, so, for example, comparing 30 users side-by-side might not be ideal. If I narrow down the number of owners, say by Team, or users in a single Business Unit, the Chart is more manageable.
Multiple category Charts are great for comparing data, and as you have seen, the Chart Designer makes them very easy to create.
For more tips, tricks, and tutorials, please refer to the Success Portal or our xRM.com blog.