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Microsoft Dynamics CRM (Archived)

Creating Column Chart with custom color coding

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Posted on by Microsoft Employee

Hi experts,

I want to create a chart in the case entity to show the number of logged phone calls for each customer.

On the x-axis I want to display the account (customer)

On the y-axis I want to display the number of phone call activities with the following conditions 

     - Between 0 - 5 phone calls in the past 90 days (color the column green)

     - Between 6 - 10 phone calls in the in the past 90 days (color the column orange)

     - Greater than 10 phone calls in the past 90 days (color the column red)

How can I create this chart?

Thanks,

Jon

*This post is locked for comments

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Creating Column Chart with custom color coding

    Hi

    You can use SSRS Charts.

    Hope it helps

    social.msdn.microsoft.com/.../ssrs-chart-grouped-by-range-of-values

    Thanks

  • Verified answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Creating Column Chart with custom color coding

    You can create a rollup field to display the count of phone call activities based on regarding field.

    Refer this community.dynamics.com/.../counting-records-with-rollup-fields-and-record-hierarchy

    Hope this helps.

  • Verified answer
    gdas Profile Picture
    gdas 50,089 on at
    RE: Creating Column Chart with custom color coding

    Hi Jon,

    You need to create rollup field for that  -

    Please check below reference.

    technet.microsoft.com/.../dn832162.aspx

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Creating Column Chart with custom color coding

    How can I count the number of phone call activities that have been logged for a specific case?

    Can I create a field for that?

  • Suggested answer
    RE: Creating Column Chart with custom color coding

    Refer the following thread:

    community.dynamics.com/.../139831

    Hope this helps

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Creating Column Chart with custom color coding

    Hi Jon,

    I haven't done this myself but the below links may helps you.

    www.powerobjects.com/.../customize-colors-indynamics-crm-charts

    www.magnetismsolutions.com/.../modifying-chart-colour-schemes-in-dynamics-crm-2011

    community.dynamics.com/.../139831

    Hope this helps.

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