Adding Totals to a Chart and/or Dashboard

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I created a dashboard for my team today that includes several charts. I created each of the charts the same way, but some of them have a total at the top, and some do not. As you can see in the screenshots below, the first one has totals at the top of the bar, and the second one doesn't. I feel like I am missing an Advanced Setting someplace, but I dont see anywhere to click for additional settings/options.

Any help would be fantastic.

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Not sure if this is a setting in CRM 2015. However, you could edit the chart's RDL file to remove/add the series values. Just look for the <series> tag and edit the following;

IsValueShownAsLabel="False"

Obviously 'False" hides the figures and "True" shows them.

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I actually have no idea what that means. I tried googling it, and played around with it for awhile, but I'm not a programmer, and I don't know anything about SQL.

Is there any way to accomplish this inside the CRM?

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Robert Wittig 1,885 on at

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CJAdams,

You do not need to know how to do anything with SQL or a developer to alter the charts. That being said a logical mind helps.

I would first start by reading through this blog: crmchartguy.wordpress.com/ms-crm-chart-editor-and-xml-overview it has a nice overview on how to perform more advanced versions of charts.

Then when you are ready, you can download the chart XML as instructed by the blog and find the IsValueShownAsLabel property in the XML. You will then edit that property to true save the file and reupload into Dynamics CRM like instructed in the Blog.

All in all the process is very simple but and can seem overwhelming when looking at all the XML in the file. I would recommend playing with this in a development environment before moving it into a production environment.

Good Luck!

PS I should note, the crmchartguy has some really good blogs on his blog about altering charts to make some pretty amazing things, so if you are looking how to really make charts stand out, you can find some valuable info there.

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Thanks for the link, this blog does seem to make it a bit easier to understand. I read through the link, and I think this is something I can pull off without blowing our CRM up in the process. Im downloading Notepad++ as instructed in the blog, and will try to make these changes on Monday.

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Robert Wittig 1,885 on at

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Good luck!

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My apologies, I probably skipped a few steps.

Yes, the blog suggested by Robert Wittig is an excellent start. It is exactly where I learned the basics of editing charts.

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