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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Dashboard Chart Refres...
Microsoft Dynamics CRM (Archived)

Dashboard Chart Refresh - a Different approach

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Posted on by Pete_N 1,695

I have asked the question before about auto-refreshing a dashboard chart, and a big thank you to all that responded with suggestions. One suggestion resulted in the entire dashboard being updated which is not what I am looking for. Another suggestion was to use HTML .. and to be honest, I don't know how to do this and cannot find a good tutorial on this. ( any suggestions would be appreciated)

One thing that I have thought about, but am not techie enough to know if or how this can be done

The chart on the dashboard in question related to banking files created in a custom entity. My question is , is it possible to refresh a chart on a dashboard from a plugin. For instance when a record is created in the custom entity the plugin is fired to update the chart / refresh the chart and not the entire dashboard?

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  • Mahadeo Matre Profile Picture
    Mahadeo Matre 17,021 on at
    RE: Dashboard Chart Refresh - a Different approach

    you need to use HTML web resource.. in this HTML web resource add your chart.. and just code provided by Chitra to refresh HTML web resource..

    This way your only chart will be refreshed, NOT complete dashboard.

    If you want to refresh complete dashboard, then put complete dashboard into HTML web resource and use same code provided by Chitra to refresh.

  • Rajkumar Rajaraman Profile Picture
    Rajkumar Rajaraman 18,108 on at
    RE: Dashboard Chart Refresh - a Different approach

    Hi PeteN,

    Have you tried this link? It explains the step by step procedure for you query

    community.dynamics.com/.../adding-auto-refresh-to-dashboards

    Hope this helps.

    Regards,

    R.Rajkumar

  • Pete_N Profile Picture
    Pete_N 1,695 on at
    RE: Dashboard Chart Refresh - a Different approach

    Hi Chitra

    Forgive my igronance, I'm trying your suggestion, but what type of web resource should I use?

  • Royal King Profile Picture
    Royal King 27,686 on at
    RE: Dashboard Chart Refresh - a Different approach

    Add a web resource in place of chart and within the web resource place your chart using iframe.

    In your web resource html onload event call the below function to refresh the page. t is the time interval to refrsh the page in seconds. if you pass 300 then your chart will be refreshed for every 300 seconds.

    function TimedRefresh( t ) {

    setTimeout("location.reload(true);", t);

    }

  • Suggested answer
    Rajkumar Rajaraman Profile Picture
    Rajkumar Rajaraman 18,108 on at
    RE: Dashboard Chart Refresh - a Different approach

    Hi,

    Is this what you are looking for?:

    community.dynamics.com/.../adding-auto-refresh-to-dashboards

    gonzaloruizcrm.blogspot.in/.../display-full-screen-dashboards-with.html

    Hope this helps.

    Regards,

    R.Rajkumar

    "Please mark my answer as verified if you found it helpful"

  • Pete_N Profile Picture
    Pete_N 1,695 on at
    RE: Dashboard Chart Refresh - a Different approach

    Hi Chitra,

    Thank you for yor response.

    Would your suggestion only refresh / update the chart in the dashboard and not the entire dashboard. Also could you explain how to do this or know of any good turtorials

    Pete

  • Royal King Profile Picture
    Royal King 27,686 on at
    RE: Dashboard Chart Refresh - a Different approach

    Plugin/workflow won't refresh the dashboard chart. Either user has to refresh the dashboard to get the updated information or placing the dashboard in web resource with meta tag refresh will work.

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