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Microsoft Dynamics CRM associates charts with record types. It generates charts using the data in the list of records for any record type. For example, if you create a chart from the list of account records, the Chart Designer shows you only the fields for the Account record type. Multiple charts can be created for a record type. But, you can see only one chart at a time for a record type.

Because charts are created in the context of a list of records, changing the view of a list also changes the chart. Filtering a list of records changes the chart to show the filtered data. Similarly, drilling down in a chart updates the list of records to show the new data.

Creating charts in Microsoft Dynamics CRM

Microsoft Dynamics CRM supports two types of charts.

• 
  System Charts. These are available to all users in the organization.
  
• 
  User Charts. These are available to those with whom a chart has been shared or assigned. Sharing can be by users or by teams.
  

The Chart Designer in Microsoft Dynamics CRM helps you create the following different form of charts:

• 
  Column
  
• 
  Bar
  
• 
  Line
  
• 
  Pie
  
• 
  Funnel
  

The Chart Designer supports creating only single-series charts. To create multi-series charts or comparison charts, use Microsoft Dynamics CRM SDK.

To change a chart or create a new chart from another chart, export an existing chart, change the chart's definition file, and then import the changed definition file back to Microsoft Dynamics CRM. More information: View Data using Charts (Microsoft Dynamics CRM SDK) http://go.microsoft.com/fwlink/?LinkId=191610.

Can I do this task?

This task requires permissions that are found in all default security roles. More information about specific permissions and performing this task while offline: Chart Permissions

1. 
   On the main page of the list of records, on the Charts tab, in the Charts group, click New Chart.
   

To edit an existing chart, click the charts bar on the right or top of the list of records. Click the arrow next to the chart name. In the list, click the name of the chart that you want to edit, and then on the Charts tab, in the Charts group, click Edit Chart.

2. 
   Format the chart.
   

1. 
   Select the chart type.
   

2. 
   Specify which data to display on each axis:
   

• 
  In Legend Entries (Series), select the field to use for the X axis, and the label that is displayed on the chart for the field.
  
• 
  In Aggregate, select the option by which you want to group the field you selected in Legend Entries (Series).
  

For numeric fields, you can select any aggregate options. For non-numeric fields, Count: All is selected by default and you cannot change it.

• 
  In Category, select the field to use for the Y axis and the label that is displayed on the chart for the field.
  
• 
  For fields that are of datetime type, select the option by which you want to group the field you selected in Category.
  

3. 
   If you want to specify a different name for the chart, click the chart name to edit it.
   
4. 
   Type a useful description to identify the purpose of the chart.
   
5. 
   To save the chart and close the designer, on the Design tab, in the Save group, click Save and Close.
   

To close the chart without saving it, on the Design tab, in the Close group, click Close Designer.

The chart obtains the data from the view that is selected for a record type. A chart automatically gets 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 click Refresh Chart on the Charts tab so that the chart and the list of records show the synchronized data.

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. For more information, see Charts (Visualizations) for Microsoft Dynamics CRM in the Microsoft Dynamics CRM Software Development Kit (see Microsoft Dynamics CRM Software Development Kit - http://go.microsoft.com/fwlink/?LinkId=97596).

Related Topics View charts and analyze data 137