Dynamics 365 Dashboard sort in descending order

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Posted on by Johnseito

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Hello,

I am new to dynamic 365.

I created a chart like this below.

I wanted to sort it in descending order as below.

Could someone advise on how I can do that ?

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LeoAlt 16,331 Moderator on at

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Hi partner,

Please follow my steps.

1. Export the chat and open it as xml files.

2.Add the order code into the xml.

3.Save and import the xml into Dynamics 365.

And here is the result.

https://crmchartguy.com/2012/08/23/order-or-sort-your-charts/

https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/276420/sort-order-on-charts-pipeline

Hope it helps,

Best Regards,

Leo

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Johnseito 340 on at

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Thanks for the info I can’t find the export charts to xml button ? Can you guide me on where ?

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Johnseito 340 on at

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I found where to export it and was able to export it now. will be making changes soon.

How about if I wanted to change the color of the bars, any idea ?

Thanks

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LeoAlt 16,331 Moderator on at

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Hi partner,

If want to change the bars' colors, you should add "PaletterCustomColors" in your xml.

You could also refer to the following links for more information about how to custom colors in charts.

https://dynamics365crmblog.wordpress.com/2017/10/24/charts-in-dynamics-365/

https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/270320/customize-the-colors-of-charts

https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/customize-dev/sample-charts

If my answer helped you ,please mark my answer as verified so that we could help other users with similar issues.

Hope it helps.
Best Regards,

Leo

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Johnseito 340 on at

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wow thank you for the valuable information. Yes your answer helped a lot. I was able to follow and resolve it.

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Johnseito 340 on at

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I don’t know why when I share it with someone they can’t view the charts.

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LeoAlt 16,331 Moderator on at

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Hi partner,

Thanks for your recognition.

Please make sure that the person being Shared has permissions on the main entity of the chart.

For example, you want to share an account chart to others, so the other users should have the permissions to account entity. You could check it in Settings->Security->Security Roles.

Hope it helps.

Best Regards,

Leo

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Johnseito 340 on at

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I look into security roles and it doesn’t tell me if that person has the main entity for the chart. I see the name of the security roles but not by user. The entity to create it is jobs.

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Johnseito 340 on at

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How do I know if the person has the job entity ?

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LeoAlt 16,331 Moderator on at

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Hi partner,

Each user has his own security roles. You could check it in user form.

Go to Security-Users.

For example, I want to know the security roles of users"Alan", so I open the user form and click on "Manage security roles", and then D365 will show a list for you.

From the screen shot we can see that "Alan" has a security role named "Account Manger", so we could go to Security roles and find "Account Manager" to see what permissions does it have.

Here we could konw the permissions to each entity clearly.

You could also refer to this doc for more informations about Security Roles.

https://docs.microsoft.com/en-us/power-platform/admin/security-roles-privileges

Hope it helps.

Best Regards,

Leo

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