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Customer experience | Sales, Customer Insights,...
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Create a line chart including a Totals series

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Posted on by 10

I have a business requirement to create a chart which can display the following information:

  • Multiple Lines to represent the case creation totals grouped per line on case-origin (telephone, email, by mouth, portal etc.)
  • A line that represents the case creation totals not-grouped

Both things are easily created in separate line charts, but i cannot figure out to combine these two. It would give us an excellent insight of the situation over time.

Here is an example of what we would like:

4428.D365Charts.png

I have done some testing including XRMToolbox tools 'Advanced Chart Editor' and 'FetchXML Builder'. But I couldn't get the desired results.

Maybe somebody has some tips or guidance? Thanks in advance.

I have the same question (0)
  • LuHao Profile Picture
    40,892 on at
    RE: Create a line chart including a Totals series

    Hi KvRoploo,

    You can't do this with OOTB charts.

    I would recommend you add Power Bi chart into D365.

    Please refer to nishantrana.me/.../

    community.dynamics.com/.../different-ways-of-publishing-power-bi-reports-in-dynamics-365-crm

  • KvRoploo Profile Picture
    10 on at
    RE: Create a line chart including a Totals series

    As a reply on Lu Hao;

    Hmm okay, you would say it is not that difficult for the system from a technical viewpoint. I'm going to dive into your suggestion. Thank you for the information, I will return when I have progression.

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