Tip #328: How rollup fileds make charts better

Ever since charts were introduced in CRM 2011, there has been a limit of 50,000 records that could be aggregated via a chart.  This limitation is there for performance reasons, and has been a reason why some users with large data sets have stayed away from using charts.

CRM 2015 introduces rollup fields, which automatically roll up child record data to a field on the parent record. This presents a solution to get around the 50,000 record limit (and make charts with fewer than 50,000 record render more quickly): Create a rollup field on a parent record, then chart the rollup field values.