Create
and Configure System Charts
System charts are
organization-owned charts and cannot be assigned or shared.
1.
In the Navigation Pane, click Settings.
2.
Under Customization, click Customizations.
3.
In the Customization area, click Customize the System.
4.
Under Components, expand Entities.
5.
Expand the name of the entity for which you want to create or edit
a chart, and then click Charts.
6.
To create a chart, on the Actions toolbar, click New.
-
OR -
To
edit a chart, click More
Actions, and then click Edit.
The
Chart Designer opens.
7.
In Record Type View, select a view that you want to
use for the chart.
By
default, the default view for any record type is displayed in this list. The
view selection determines the data for the chart. For example, if you select My
Open Accounts as the Record
Type View, the chart displays only
the data for the open accounts.
The purpose of this step is to specify the type of
chart, and how the data is displayed in the chart.
a.
In the first drop-down list under Legend Entries (Series), select
a field to display on the series axis.
b.
In the Aggregate drop-down list, click the option by which
you want to group the field you selected in Legend Entries (Series).
For non-numeric fields, you can only select 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.
Important
·
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:
|
Topic
|
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
was not used. The average for Account 2 is 125 because the zero was used.
·
If the records that are used in generating the chart involve
multiple currencies, the aggregated data for records used in generating a chart
may not be consistent.
For example, you have two accounts, Account1 and
Account2. The revenue specified at the time of creating the records for
Account1 is 600,000 Indian rupees and Account2 is and 800,000 Japanese yen. The
conversion rate when the records are created is 1:60 for the Indian rupees and
1:80 for the Japanese yen. When this revenue is converted to the base currency
of US dollars, the revenue becomes 10000 for Account1 and 10000 for Account2.
If you add the amounts, the data in the base currency
is 20,000 US dollars.
If the conversion rate changes to 1:40 for the Indian
rupees and 1:75 for the Japanese yen, and the user’s default currency is Indian
rupees, adding the amounts together in the chart is 800,000 Indian rupees
(20000 US dollars ´ 40).
c.
To create a chart with multiple series, click the Add a series icon
,
select another field to display on the series axis, and then select an
aggregate option for that series.
Note
A multiple series chart can include up to five series items
and only one category item.
d.
To change the chart type for a series, select the series, click
the Current
chart type icon for that series, and then select a chart type.
e.
To stack items in a chart, click the chart type, and then click Stacked or 100% Stacked. You can
stack items only in a bar, column, or an area chart.
f.
To display only top items on the chart, click the Top/Bottom Rules icon
,
then click the Top X Rule icon
,
and then click 3 or 5, or click Custom to specify a different number. For example, to display only the
top three opportunities grouped by potential customers, click the Top/Bottom Rules icon
,
then click Top
X Rule icon
,
and then click 3.
- OR -
To display only the bottom items on the chart, click
the Top/Bottom Rules icon
,
then click the Bottom
X Rule icon
,
and then click 3 or 5, or click Custom to specify a different number.
Notes
·
When you apply the Top X or Bottom X rule in a chart, items are
sorted on the series on which you have applied the top or bottom rule, and then
based on the order, the top or bottom items are selected for that series and
displayed in the chart.
·
To clear top or bottom rules for a series, click the Clear Rules icon
next
to that series.
g.
From the list under Horizontal (Category), select
the field to display on the category axis.
h.
To create a comparison chart with multiple categories, click the Add a category icon
,
and then select another field to display on the category axis.
Note
A comparison chart can contain only two category items
and one series item.
i.
For fields that are of the datetime type,
click 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.
2.
If you want to specify a different name for the chart, click the
chart name to edit it.
3.
Type a meaningful description for the chart. The description is
useful to identify the purpose of the chart.
9.
Click Save.
Important
You can create and attach
charts to only those record types in Microsoft Dynamics CRM that support the
new ribbon interface in the Web application. This is because all of the chart
controls are only present in the ribbon interface of Microsoft Dynamics CRM.
Export a system chart
You cannot create complex
visualizations such as multi-series charts or comparison charts by using the
Microsoft Dynamics CRM Web application. To create complex charts, export the
chart, edit the chart definition file, and then import it back into Microsoft
Dynamics CRM.
1.
In the Navigation Pane, click Settings.
2.
Under Customization, click Customizations.
3.
In the Customization area, click Customize the System.
4.
Expand the name of the entity that has the chart that you want to
export, and then click Charts.
5.
Select the chart that you want to export and on the Actions
toolbar, click Actions, and then click Export Chart.
6.
To open the exported chart definition file, click Open.
-
OR -
To
save the file, click Save.
Import system charts
You cannot create complex visualizations
such as multi-series charts or comparison charts by using the Microsoft
Dynamics CRM Web application. To create complex charts, export the chart, edit
the chart definition file, and then import it back into Microsoft Dynamics CRM.
1.
In the Navigation Pane, click Settings.
2.
Under Customization, click Customizations.
3.
In the Customization area, click Customize the System.
4.
Under Components, expand Entities.
5.
Expand the name of the entity to which you want to import the
chart, and then click Charts.
6.
On the Actions toolbar, click Actions, and
then click Import
Chart.
7.
On the Import Chart dialog box, click Browse to
select the definition file of the chart that you want to import, and then click
OK.
Note
When you import the definition
file, Microsoft Dynamics CRM checks the chart definition file for the chart ID,
chart name, and the file name in the same order.
If a chart with the same ID
already exists in Microsoft Dynamics CRM, you are given the option either to
replace the existing chart with a file or to save the chart that you are
importing with a new name. If an ID is not specified in the chart definition
file, Microsoft Dynamics CRM checks to see if a chart with the same name
already exists. If a chart exists with the same name, you are given the option
either to replace the existing chart or to save the chart that you are
importing with a new name. If both ID and name are not specified, Microsoft
Dynamics CRM checks to see if there is a chart with the name same as the file
name. If a chart exists with the same name, you are given the option either to
replace the existing chart or to save the chart that you are importing with a
new name.
If there are two or more
existing charts with the same name, you can only import a chart with a new
name.
note: fetched from help of MS CRM 2011
Regards,
yes.sudhanshu
