Personalized Community is here!
Quickly customize your community to find the content you seek.
Have questions on moving to the cloud? Visit the Dynamics 365 Migration Community today! Microsoft’s extensive network of Dynamics AX and Dynamics CRM experts can help.
2022 Release Wave 1 PlanDynamics 365 release plan for the 2022 release wave 1 describes all new features releasing from April 2022 through September 2022.
2022 release wave 1 plan
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Community | FastTrack Program | Finance and Operations TechTalks | Customer Engagement TechTalks | Upcoming TechTalks | All TechTalks
I have a dropdown list with 4 values, is it possible in a chart to set colors against those values . For example if I have a dropdown list of car, truck, bus, bike, the colors would be red, green, yellow, blue. So the colors would only appear if there was data for each value in the dropdown list.
You can refer to this blog for more information.
Best advice I can give you: use column or bar chart instead of your pie.
- pie charts take up more space to convey the same information
- in CRM, pie charts are always drawn to fill the space available, so there is no sense of relative scale between one pie and another, or one day and the next.
- you have to show a legend for a pie chart, taking up more space and relying on working memory, because your colours have no inherent meaning (if you were charting only cars by colour, this would be different, but there is nothing in the human brain to equate cars with red, trucks with green etc. In fact what I learnt at school is that all lorries are either red or yellow, according to the old rhyme...)
- if your chart one day has no buses (for example) for the data set being shown, then all your colours shift along so that bikes are shown in yellow and there is no blue segment. So now you have confused anyone that did learn the arbitrary colour scheme, and reinforced the need to keep referring to the legend. I refer to this problem as "palette shift". It can be fixed in CRM by using multi-series charts, but pie charts can only have one series so you cannot avoid this problem.
- using multiple colours assumes everyone can discriminate them clearly. Since about 8%* of the adult male population suffers from deuteranopia (typically red/green "colour blindness") you might not meet your country's disability discrimination laws such as DDA in UK, 508 compliance in the US(?) if some of your workforce can't use the software you provide them to do their jobs. (*varies by ethnicity, but a reasonable average)
- our brains are not wired to compare arbitrary angles very well (we can compare angles of slope above the horizon and tell if they are different, but that is a slightly different trick). We are amazingly good at comparing even very small differences in height (eg column chart), and only slightly less good at doing this with horizontal lengths / widths (eg bar chart).
So in summary: a column chart only needs one colour, does not need a legend, labels the columns directly (and does not matter if one is missing in today's data), saves on space, requires very little working memory, can be compared to other similar column charts (eg vehicles in two regions, if you use a fixed axis for both), and can be interpreted pre-attentively, requiring far less brainpower and much less likelihood of mis-interpretation.
There actually is a solution to this if you're okay with the view showing some dummy-records but the graph showing correct (not displaying the dummy-values). I did this and it worked!
First create a view that shows you the information you want (let's say all vehicles this month) and also include a date that all vehicles will show up on (for example 2015-01-01). Export the FetchXML. Create the pie chart as usual and export the chart. Then follow this post: crmchartguy.wordpress.com/.../specify-exact-colors-for-each-priority-in-the-microsoft-dynamics-crm-2011-case-chart
It works for PieCharts too. So you filter on the date you want information on (this month) in the graph and the graph will not include the dummy-date and the colors will be as you specified even though you don't have a value for example Bus.
So it is possible, but of course the dummy values will show up if you choose "view the records used to generate the graph". You also have to create one specific view for each time period and one specific graph for each time period, so it might be more work then it's worth. In my case, we're only interested in last month and current month, so it wasn't a big deal to create 2 views and 2 graphs.
You take the good with the bad I suppose...
Business Applications communities