Microsoft Dynamics® CRM Training
Multiple Series Chart
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In Microsoft Dynamics CRM, 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.
In this lesson, I’ll demonstrate how to create a multiple series Chart. This is a great visualization for measuring multiple aspects of an entity on a vertical plane.
First, let’s take a look at an out-of-the-box multiple series Chart in the Goals entity. In the All Goals View, I have four sample quarterly Goals. To visualize this data, I open the Chart pane, and select the System Goal called “Goal Progress (Money)”. This is a multiple series Chart. Notice that for each category on the X-axis, there are multiple metrics being measured on the Y-axis: the target of the Goal, the in-progress revenue, the actual revenue earned, and the current day’s target.
I want to replicate this Chart without having today’s target represented. Since I can’t edit the default System Chart, I’ll create a new personal one. In the Charts tab of the ribbon, I click New Chart.
The Chart Designer opens. I want this Chart to measure the actual revenue, the in-progress revenue, and the target of each of these Goals. The first section is Series, and in the first dropdown, I select “Actual (Money)”. It is important that I don’t select the Actual field near the top of the list. This is a text field that does not measure the necessary data. This rule applies the next two series.
I then click Add a series, and a new dropdown appears. Here, I select “In-progress (Money)”. Once again, I click Add a series, and then I select “Target (Money)”. By default, all series are column charts, and I want to leave “Sum” selected in the corresponding dropdowns.
Now, I set the only Category to “Name”. I see a small preview of the Chart, and then click Save & Close in the ribbon.
The Chart Designer closes, and I am returned to the All Goals View with the Chart pane expanded. I have two options to make the chart more legible. I can expand the pane by dragging it out, or, in the Charts tab of the ribbon, click Chart Pane, and then select “Top”.
The Chart looks great, but there is one change I want to make. Since I’m comparing two metrics against another, it might make sense to visually differentiate the target. If I open the Chart Designer again by clicking the Charts tab and clicking Edit Chart, I can designate the target series as a separate chart type.
Notice the chart type icon, which currently looks like a column chart. If I click it, I can make the target a line chart. I now click Save & Close to see what it looks like.
Now I can easily compare estimated revenue and actual revenue against the target. With practice, you’ll be able to configure visualizations that best represent your data by using the Chart Designer.
For more tips, tricks, and tutorials, please refer to the Success Portal or our xRM.com blog.