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Microsoft Dynamics CRM (Archived)

How to format Chart

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Posted on by 91

Hi Guys,

Im creating a dashboard that will showcase the number of closed cases per owner.

But i want to see % instead of numbers.

2161.chart.JPG

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  • Cloud92019 Profile Picture
    91 on at
    RE: How to format Chart

    I tried to export and import again and it worked. so it seems like whenever u make some changes in the chart. it will reset the code in xml.,  

  • Verified answer
    ajyendra Profile Picture
    1,738 on at
    RE: How to format Chart

    Yes whenever you change to column bar to pie . It reset to default settings. If you want to do pie you have to change what we do for column bar.

    Thanks

    Ajyendra

  • Cloud92019 Profile Picture
    91 on at
    RE: How to format Chart

    by the way i tried to change  the chart type from Column bar to Pie. it went back to values again. percentage is gone. why is that? do i need to export and import whenever i change the chart type?

  • Verified answer
    ajyendra Profile Picture
    1,738 on at
    RE: How to format Chart

    Thank you . Please Mark as Verified . So it will help others for future.

  • Suggested answer
    Cloud92019 Profile Picture
    91 on at
    RE: How to format Chart

    Hi Ajyendra, It totally worked. AMAZING!!!!! haahaha Thank so much for the relief.

  • Suggested answer
    ajyendra Profile Picture
    1,738 on at
    RE: How to format Chart

    Here is the image 

    Refer this

    IMG_5F00_20190919_5F00_195051.jpg

  • Verified answer
    ajyendra Profile Picture
    1,738 on at
    RE: How to format Chart

    Hi,

    I want to send you image but seems some issue in my "use rich formatting" . When I click on that it will not properly. I already reported that. Once issue resolved I will send image too if needed.

    Go to service-> Case-> Change view to "All Cases"-> Right side of that view you find Chart pane button click on that. When you click on that chart will open -> change the view of the chart from the drop down in left top to "Cases by Status" -> after that on the top right side of the chart find action button(:) click on that you will find a drop down which have export chart option click on that it will download XML of that chart . You will find that code inside  that XML replace it and then import it through click on import chart which is present in same action icon (:) on right top of the chart.

    For more understanding refer this link:

    neilparkhurst.com/.../

    Thanks

    Ajyendra

    If this answer is helpful . Please Mark as Verified.

  • Cloud92019 Profile Picture
    91 on at
    RE: How to format Chart

    Where do i need to put the code? where can i find that?

  • Verified answer
    ajyendra Profile Picture
    1,738 on at
    RE: How to format Chart

    Hi Cloud92019,

    Export Chart and Replace 

    <Series ChartType="Column" IsValueShownAsLabel="True" Font="{0}, 9.5px" LabelForeColor="59, 59, 59" CustomProperties="PointWidth=0.75, MaxPixelPointWidth=40" /></Series>

    with

    <Series ChartType="Column" IsValueShownAsLabel="False" Label="#PERCENT" Font="{0}, 9.5px" LabelForeColor="59, 59, 59" CustomProperties="PointWidth=0.75, MaxPixelPointWidth=40" /></Series>

    This works for me

    Hope it  helps

    Thanks

    Ajyendra

    If this answer is helpful. Please Mark as Verified.

  • Mick_4711 Profile Picture
    552 on at
    RE: How to format Chart

    Hi,

    I recommend you to use XrmToolBox https://www.xrmtoolbox.com/ and the plugin Advanced Chart Editor (https://crmchartguy.com/2017/06/10/edit-charts-in-the-xrmtoolbox-for-dynamics-365/.)

    With this tool you can test your chart design and update the chart as well.

    Best regards

    Mick

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