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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to add drill down ...
Microsoft Dynamics CRM (Archived)

How to add drill down functions to a chart

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Posted on by Concep 345

I would like to know if it is possible to add drill down functions (as it has when added to a dashboard) to a chart inserted in a form sub-grid.

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  • Suggested answer
    Rajkumar Rajaraman Profile Picture
    Rajkumar Rajaraman on at

    Hi,

    Refer the following link:

    crmbook.powerobjects.com/.../charts-4

    Hope this helps.

    Regards,

    R.Rajkumar

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

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hi,

    S.Plz go through this link. crmbook.powerobjects.com/.../dashboards

    www.dynamics101.com/.../charting-capabilities-microsoft-dynamics-crm-2013

    Hope this will help u.

    Thanks & Regards,

    Fathima

  • Concep Profile Picture
    Concep 345 on at

    Hi Rajkumar,

    Thanks for answering. I actually need to add it into a form. Instead of adding to the Opportunities page I want to add the chart inside of the opportunity itself.

    An example, would be create a funnel chart using campaign responses and have this chart embedded into the campaign form. So the chart would should just the campaign responses related to that specific campaign. I expect to be able to click on the chart and get a drill down function (as we have in the dashboard).

  • Concep Profile Picture
    Concep 345 on at

    Hi Fathima,

    Thanks for answering too. But I need a chart inside a form (please check my comment above).

  • Verified answer
    Community Member Profile Picture
    Community Member on at

    Hi,

    Kindly find below link. I think it may give you an idea.

    www.dynamicscrmpros.com/integrating-a-microsoft-dynamics-crm-dashboard-into-any-entity

  • Rajkumar Rajaraman Profile Picture
    Rajkumar Rajaraman on at

    Hi,

    Have your chart need to place as subgrid visualization under a primary entity?

    Regards,

    R.Rajkumar

  • Community Member Profile Picture
    Community Member on at

    Not as far as I know. Sub-grids do not support drill-down.

  • Suggested answer
    Rajkumar Rajaraman Profile Picture
    Rajkumar Rajaraman on at

    Hi,

    Adam is correct. You cannot drill down.

    Refer the following thread:

    community.dynamics.com/.../149200.aspx

    Hope this helps.

    Regards,

    R.Rajkumar

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

  • Suggested answer
    Concep Profile Picture
    Concep 345 on at

    Thanks Mansoor. It should help.

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