Hello Sir,
When you change the view is it possible to change/set the charts as per selected view.
*This post is locked for comments
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...
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
Under review
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.
As AI tools become more common, we’re introducing a Responsible AI Use…
We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…
These are the community rock stars!
Stay up to date on forum activity by subscribing.
HR-09070029-0 2
ED-30091530-0 1