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Customer Service forum

Chart XML Customisation Help?

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Hello everyone hope you are doing well today. I was hoping to get some assistance with certain aspects of Dynamics 365 CRM, all in relation to charts:

1) How can I highlight a specific user (myself) on a chart? By this I mean that the 'Current Owner' would be able to have a colour different to every other user so that they can see their position at a glance.

2) I know that toggling 'IsValueShownAsLabel' from 'True' to 'False' switches from showing the numbers per case origin to not showing them at all, but is there a way to get a total for all cases regardless of origin? If I turn them on I get one for each and turning them off does not display any specific numbers at all.

3) How could I select certain category data? By this, I mean that I am using the 'Origin' category for 'fetchcollection', and would like only for certain types of origins to populate not all that has been made by my organisation.

I know that there are certain tutorials in regards to this, specifically with crmchartguy, but I could not find any pages in regards to my questions. If you do not wish to answer them in depth, a quick summary or even a link to an online tutorial would greatly help. 

Thanks in advance!

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  • Suggested answer
    Alex Fun Wei Jie Profile Picture
    33,628 on at

    Hi,

    in this case, i would recommend you to use SSRS Chart instead of out of box chart.  You can easily customize it through SSRS chart.

  • Community Member Profile Picture
    on at

    May I ask how I could do so using data from CRM that continually updates

  • Suggested answer
    Alex Fun Wei Jie Profile Picture
    33,628 on at

    Hi,

    for each time you run the SSRS report,  it will select the lastest data from CRM. So you dont have to be worried about this part.

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