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We are not able to add a chart to a Sales Activity Dashboard

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Posted on by icimasa

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hi,

we are trying to add a Chart to a Sales Activity Dashboard, however we can not find it int the entity list.

We have this chart:

and it is not found in the Dashboard:

regards

Martin

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dian74 2,477 Most Valuable Professional on at

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Hi Martin, this doesn't make any sense :) the only thing I would suggest is to publish your changes again and try to add the chart to the dashboard again.

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icimasa 390 on at

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Hi Dian,

thanks for the reply and yes I have published maybe 100 times recreated the chart and nothing helps.. I wonder if i'm missing something here.. :D

regards

Martin

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dian74 2,477 Most Valuable Professional on at

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I don't think you're missing anything. You might want to enter a ticket with Microsoft. I just created a new chart for appointments in my environment and then tried to add it to the sales activity dashboard and I am having no issues. Can you try to create a personal dashboard to see if you're able to do it then? Do you have system admin privileges?

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Mahadeo Matre 17,021 on at

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This is strange behavior, you need to open ticket with Microsoft.

You can check.. is there multiple entities with Appointment name? also make sure you are using correct environment when trying to add chart chart. Sometimes in online environment we will create chart in one environment and tries to add in another.

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LuHao 40,892 on at

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Hi Martin,

Please check if the chart is selected in the App Designer of Sales Hub.

Go to Settings > My Apps, open the App Designer of Sales Hub.

Find the Appointment and check if the 'Appointment by End Time' is checked in its chart list.

If not, you need to select it and publish it.

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icimasa 390 on at

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Hi,

thanks for the reply, so I understand, do the charts needed to be added to the app artifact on entity level to be able to be used in main Dashboard section? Seems logical just wanted to make sure..

best regards

Martin

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dian74 2,477 Most Valuable Professional on at

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Hi Mark,

When I created the new chart and added it to the dashboard in my environment I didn’t have to go through those steps. I just created the chart and was able to pick it from the list of charts, so I really think something else is going on.

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