Microsoft Dynamics® CRM Training
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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.
In this lesson, we’ll focus on Stacked Charts. To see what one looks like, I can navigate to Workplace > My Work > Activities. I open the Chart pane, and then select the “Activities by Type and Priority” Chart.
I can see that, as of right now, I own three types of Activities: Appointments, Phone Calls, and Tasks. This Chart shows me how many total records of each type I own, and how many of those records fall under each priority level. However, this Chart does not show me when these Activities are due.
I want to create a Stacked Chart that shows me the number of Activities I own, organized by their due date and stacked by priority level. To begin, I click the Charts tab in the ribbon and then click New Chart.
The Chart Designer opens. In the Series section, I select “Subject”, and leave “Count: All” selected in the corresponding dropdown. I can set this to be a stacked Chart by clicking the chart icon, clicking the column chart icon, and then selecting “Stacked Column”. By selecting “Subject” in the Series section, the Chart will display the number of Activity records in the vertical plane, or Y-axis.
I now want to add two categories, the first is Due Date. In the corresponding field, I want to select “Day”. I then click Add a category to add the second. In this dropdown, I want to select “Priority”.
Notice the name field at the top of the designer. Dynamics CRM has automatically named this Chart “Priority by Due Date”. I do have the option to change the name, but I’ll leave it as is. The Chart appears to be complete, so I now click Save & Close in the ribbon.
I am returned to the My Activities View and the new Chart is automatically visible. I can now quickly see how many high priority Activities I own, and when they are due.
For more tips, tricks, and tutorials, please refer to the Success Portal or our xRM.com blog.