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Dynamics 365 general forum

Change Goals chart so a line appears rather than a circle for the target amount

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Posted on by 288

Hi all,

I wonder if you could help with an item I have on goal charts. Do you know is it possible to change the target circle on my charts to a line? I wonder if this is possible?

Thanks again for your help with this.

Currently my target goal is a circle but my manager would like to see this in a line chart. I know how to change it to a triangle etc but I cant see how to do it as a line.

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  • Verified answer
    LuHao Profile Picture
    40,890 on at
    RE: Change Goals chart so a line appears rather than a circle for the target amount

    Hi Jason,

    Could you provide some examples to show the chart style you want?

    Is the "line" you said like a line chart?

    5025.4.PNG

  • Jason Fleming Profile Picture
    288 on at
    RE: Change Goals chart so a line appears rather than a circle for the target amount

    Hi Lu,

    Thanks for your response. See here a screenshot of the goal chart. I have added our own colours to the chart, the grey circles being my target line. Ive been asked if i can change these circles to a line chart.

    Is it possible to add the values of these charts, targets directly to the chart so the values are shown rather than having to hoover over the bar chart to see each value?

    Thanks again for your time on this. 

    Goals-chart-for-line.PNG

  • Verified answer
    LuHao Profile Picture
    40,890 on at
    RE: Change Goals chart so a line appears rather than a circle for the target amount

    Hi Jason,

    Of course, this is possible.

    Please follow the steps below:

    1. Export the chart. After this, rename the chart.

    2703.4.PNG

    2. Open the XML file. Find <Series> and </Series> and modify the content between them to this:

    <Series Color="91, 151, 213" IsValueShownAsLabel="True" BackSecondaryColor="255, 0, 0" Font="{0}, 9.5px" CustomProperties="StackedGroupName=Records, MaxPixelPointWidth=30, MinPixelPointWidth=10" LabelForeColor="59, 59, 59" ChartType="StackedColumn">
      <SmartLabelStyle Enabled="True" />
    </Series>
    <Series MarkerBorderWidth="0" IsValueShownAsLabel="True" MarkerBorderColor="142,116,178" ChartType="Point" MarkerStyle='triangle' MarkerColor='0,0,0' MarkerSize='8' BorderDashStyle='DashDot'>
      <SmartLabelStyle Enabled="True" />
    </Series>
    <Series ChartType="Line" IsValueShownAsLabel="True" Name="Target" MarkerBorderWidth="4" MarkerBorderColor="63, 113, 201" MarkerColor="255,255,255" MarkerSize="8">
      <SmartLabelStyle Enabled="True" />
    </Series>

    Please note that you need to delete MarkerStyle='Circle'.

    4341.2.PNG

    3. Import the modified XML file into D365. If you want to keep the original chart, click Keep Both, otherwise click Replace.

    4341.3.PNG    2703.4.PNG

  • Jason Fleming Profile Picture
    288 on at
    RE: Change Goals chart so a line appears rather than a circle for the target amount

    I do apologies for not coming back to you sooner. This has been extremely helpful and thank you again for such a detailed answer.

  • LuHao Profile Picture
    40,890 on at
    RE: Change Goals chart so a line appears rather than a circle for the target amount

    Hi Jason,

    If my answer is helpful, please mark it as verified.

    Thanks.  

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