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Microsoft Dynamics CRM (Archived)

How to change/set Charts on selection of relevant Views

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Posted on by 310

Hello Sir,

When you change the view is it possible to change3343.test.png/set the charts as per selected view.

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  • Verified answer
    Trentski Rush Profile Picture
    35 on at
    RE: How to change/set Charts on selection of relevant Views

    Manoj - I have the same question.  I would like to be able to set specific charts to be the default chart for specific views and have the chart be open when the view is selected.

    We would like to have multiple views within Opportunities where we want to use different charts as the default....

    1. View Open Opportunities - default chart is rated backlog by workgroup (workgroup = Business Unit)

    2. View Won Opportunities - default chart is Won Opportunities by workgroup

    Hopefully someone knows how to do this...

  • Verified answer
    David Jennaway Profile Picture
    14,065 on at
    RE: How to change/set Charts on selection of relevant Views

    There's no way to directly specify the default chart for a view. You could create a dashboard with the relevant view and chart, but they wouldn't be linked, so that probably doesn't help.

    Alternatively you could create an Excel Template with a chart, or create a Reporting Services report, though this is more effort

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