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Making Chart available to the team users

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Posted on by Pree

Hello,

I am seeking help to find out the correct answer to the following question. When I search in blogs and different sites it shows different answers.

A salesperson creates a chart.

You need to ensure that the chart is available to all users on the team.

Which actions should the salesperson perform?

1 - Share the chart with the team

2 - Assign the chart to each person on the team

3 - Export the user chart to Microsoft Power BI. Import it as a Power BI visualization

4 - Export the user chart for import as a user chart.

I know we need to perform 1.Share the chart with the team but a little bit confused about the 2nd action.

Thanks in advance!

Preet

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RE: Making Chart available to the team users

Hi Pree,

1.For the second action:” Assign the chart to each person on the team”.

(1) When you click icon and select Assign button, it will appear a dialog.

(2) In ‘Assign User Chart’ dialog, you can select to assign it to one user or one team.

(3) In my opinion, you need select team not user if you want to make the chart available to all users of one team.

if I assign one of my chart to another user, they now own that chart and can do anything they want with it. Unless they give me view access through Sharing, I will not even know the chart exists anymore.

So it's wrongly described, it should be : Assign the chart to the team.

2.On the contrary, for the first action, you can share chart to many users or teams.

3.You can see difference between share and assign action:

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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Pree 5 on at

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RE: Making Chart available to the team users

Thank you Lee.

I found the below explanation from one of the forum.

1 - Share the chart with the team - CORRECT as by sharing the chart with a team, all the team members will have access to the chart

2 - Assign the chart to each person on the team - INCORRECT as you can only share with one user or with a all team. In the answer they explicitly refer to each person on the team

3 - Export the user chart to Microsoft Power BI. Import it as a Power BI visualization - INCORRECT - you can only export as a XML (no option to export for Power BI)

4 - Export the user chart for import as a user chart - CORRECT - as a sales person, I can export the chart as XML. Later on, another user can import the XML and the chart will be showed as a Personal Chart

5 - Export the user chart for import as system chart - INCORRECT - only a System Admin can import System Chart

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RE: Making Chart available to the team users

Hi Pree,

The explanation you found is correct, and i'm glad your problem has been resolved.

By the way, apart from sharing the chart with a team, you can also share it to each user you want as i mentioned above.

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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RE: Making Chart available to the team users

Hi Partner,

Has the problem been solved? Any updates?

Please click Yes under "Did this answer your question?" to close this thread.

Thanks.

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RE: Making Chart available to the team users

Hi Pree,

If you had found any answer helped, please kindly mark as verified to close the thread, it would be really appreciated.

Regards,

Leah

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