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Customer experience | Sales, Customer Insights,...
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Saving Chart Drill Down as Default Chart

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Posted on by

Hi everyone,

I am struggling with saving my drilled down charts.

Example:

  • I go to Activities and open a view I have made. 
  • I open the side chart, which shows a random strange dotted chart, but with correct data.
  • I drill down into the chart to display the data by OWNER. 
  • A new chart comes up, which is exactly what I want - BUT how do i Save it?
    • Saving the chart makes it return to the default "dotted" view, that does not display what I want it to.

HOW do I save the drilled down version of the chart?

Funny side note: I have already done this with one other chart, where it Worked... I have no idea why or how though.....


Any inputs greatly appreciated.

Thanks,
Thomas

I have the same question (0)
  • ashish12 Profile Picture
    3,079 on at

    Hi,

    You are trying these steps from User or System charts?

  • LuHao Profile Picture
    40,892 on at

    Hi TRedder,

    Could you save it by clicking Save As in the chart menu?

    pastedimage1582264426298v1.png

  • Community Member Profile Picture
    on at

    Hi Lu Hao,

    Thanks for the reply.

    That is exactly what I am doing, however as soon as the save is made, it returns to the default chart... The drilled down chart has NOT been saved and the default chart remains.

  • Community Member Profile Picture
    on at

    I have tried both.

    In both cases, the save saves the default view and not the drilled down view that it is actually saved from.

  • LuHao Profile Picture
    40,892 on at

    Hi TRedder,

    Yes, as you said, I reproduced the problem.

    So I think this should be a bug. I will raise a support ticket for this.

  • Community Member Profile Picture
    on at

    Hi Hao,

    Thanks a lot for your help. Appreciate it.

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