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Create or edit a chart

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This article applies to Dynamics 365 Customer Engagement (on-premises) version 9.1 using the legacy web client. If you’re using Unified Interface, your apps work the same as Unified Interface for model-driven Power Apps. For the Power Apps version of this article, see: Track your progress with dashboards and charts

Present large quantities of data in your organization in a more insightful and graphical way by creating useful charts in Dynamics 365 Customer Engagement (on-premises).

Create a chart

  1. Go to your work area.

  2. Open the chart designer:

  3. On the right side, select the Charts pane.

  4. In the Charts area, select New Chart +.

  5. Define the properties of the chart.

  6. To specify a different name for the chart, select the chart name to edit it.

  7. To save the chart, in the chart designer, select Save.

    The chart obtains the data from the view that is selected for a record type. A chart is automatically updated every time that you change the view in the list of records. However, if the chart has been idle for some time, we recommend that you select Refresh Chart on the Charts tab, so that the chart and the list of records show the synchronized data.

Specify what you want to display on the chart

  1. In the first drop-down box under Legend Entries (Series), select a field to display on the series axis.

  2. In the Aggregate drop-down box, select the option by which you want to group the field you selected in Legend Entries (Series).

    For non-numeric fields, you can select only Count: All or Count: Non-empty. For numeric fields, you can select one of the following aggregation options: Count: All, Count: Non-empty, Avg, Max, Min, or Sum.

    NULL values are not considered for computing minimum, maximum, and average of data. However, zeros (0) are considered. For example, if you have the following data:

    Records Potential Customer Established Value
    Opportunity 1 Account 1 Null
    Opportunity 2 Account 1 250
    Opportunity 3 Account 2 0
    Opportunity 4 Account 2 250

    The average for Account 1 is 250 because the NULL value wasn’t used. The average for Account 2 is 125 because the zero was used.

  3. To create a chart with multiple series, select the Add a series icon add_series., select another field to display on the series axis, and then select an aggregate option for that series.

  4. To change the chart type for a series, select the series, select the Current chart type icon for that series, and then select a chart type.

  5. To stack items in a chart, select the chart type, and then select Stacked or 100% Stacked. You can stack items only in a bar, column, or an area chart.

  6. To display only top items on the chart, select the Top/Bottom Rules icon > Top X Rule icon, > Top 3 or Top 5, or Custom to specify a different number. For example, to display only the top three opportunities grouped by potential customers, select the Top/Bottom Rules icon > Top X Rule icon > 3.

    -OR-

    To display only the bottom items on the chart, select the Top/Bottom Rules icon > Bottom X Rule icon > select Bottom 3 or Bottom 5, or Custom to specify a different number.

  7. From the list under Horizontal (Category), select the field to display on the category axis.

  8. To create a comparison chart with multiple categories, select the Add a category icon add_series., and then select another field to display on the category axis.

    You can add only two category items and one series item to a comparison chart.

  9. For fields that are of the datetime type, select the option by which you want to group the field you selected as the category.

    The chart is named based on the fields you chose for the series and category axes.

Edit a chart

  1. Go to your work area.

  2. Open the chart designer:

  3. On the right side, select the Charts pane.

  4. In the chart area, select the chart list, select the chart you want to edit, and then select the Edit Chart button.

  5. Modify the properties of the chart. For details, see Step 3 in the Create a chart section.

This topic applies to Dynamics 365 Customer Engagement (on-premises). For the Power Apps version of this topic, see: Track your progress with dashboards and charts

Present large quantities of data in your organization in a more insightful and graphical way by creating useful charts in Dynamics 365 Customer Engagement (on-premises).

Create a chart

  1. Go to your work area.

  2. Open the chart designer:

  3. On the right side, select the Charts pane.

  4. In the Charts area, select New Chart +.

  5. Define the properties of the chart.

  6. To specify a different name for the chart, select the chart name to edit it.

  7. To save the chart, in the chart designer, select Save.

    The chart obtains the data from the view that is selected for a record type. A chart is automatically updated every time that you change the view in the list of records. However, if the chart has been idle for some time, we recommend that you select Refresh Chart on the Charts tab, so that the chart and the list of records show the synchronized data.

Specify what you want to display on the chart

  1. In the first drop-down box under Legend Entries (Series), select a field to display on the series axis.

  2. In the Aggregate drop-down box, select the option by which you want to group the field you selected in Legend Entries (Series).

    For non-numeric fields, you can select only Count: All or Count: Non-empty. For numeric fields, you can select one of the following aggregation options: Count: All, Count: Non-empty, Avg, Max, Min, or Sum.

    NULL values are not considered for computing minimum, maximum, and average of data. However, zeros (0) are considered. For example, if you have the following data:

    Records Potential Customer Established Value
    Opportunity 1 Account 1 Null
    Opportunity 2 Account 1 250
    Opportunity 3 Account 2 0
    Opportunity 4 Account 2 250

    The average for Account 1 is 250 because the NULL value wasn’t used. The average for Account 2 is 125 because the zero was used.

  3. To create a chart with multiple series, select the Add a series icon add_series., select another field to display on the series axis, and then select an aggregate option for that series.

  4. To change the chart type for a series, select the series, select the Current chart type icon for that series, and then select a chart type.

  5. To stack items in a chart, select the chart type, and then select Stacked or 100% Stacked. You can stack items only in a bar, column, or an area chart.

  6. To display only top items on the chart, select the Top/Bottom Rules icon > Top X Rule icon, > Top 3 or Top 5, or Custom to specify a different number. For example, to display only the top three opportunities grouped by potential customers, select the Top/Bottom Rules icon > Top X Rule icon > 3.

    -OR-

    To display only the bottom items on the chart, select the Top/Bottom Rules icon > Bottom X Rule icon > select Bottom 3 or Bottom 5, or Custom to specify a different number.

  7. From the list under Horizontal (Category), select the field to display on the category axis.

  8. To create a comparison chart with multiple categories, select the Add a category icon add_series., and then select another field to display on the category axis.

    You can add only two category items and one series item to a comparison chart.

  9. For fields that are of the datetime type, select the option by which you want to group the field you selected as the category.

    The chart is named based on the fields you chose for the series and category axes.

Edit a chart

  1. Go to your work area.

  2. Open the chart designer:

  3. On the right side, select the Charts pane.

  4. In the chart area, select the chart list, select the chart you want to edit, and then select the Edit Chart button.

  5. Modify the properties of the chart. For details, see Step 3 in the Create a chart section.