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Hi everyone,
i have created some charts and every time I change the chart type for e.g. from column to line graph, it automatically changes the other charts I have created. I don't think I am fully understanding how charts work so some insights from everyone would be greatly appreciated!
Hi xorisa,
1. I have not encountered this situation before. It seems that the two charts are actually the same, so your changes to one will affect the other. But if you create charts normally, each chart must be independent.
2. Yes, it is supposed to happen. There is no binding relationship between a view and a chart. You can see any chart of this entity on any view within an entity.
For example, the Case entity already has 5 charts, and then I created a new view for Case, then you can see the existing 5 Case charts on this view.
Moreover, if my answer helped you, please click Yes under "Did this answer your question?". Thanks.
Hi Hao.
Thank you so much! That actually worked - now all my charts are different and are independent from each other. May I ask if you know the reason as to why I had to do this so that they all appear different?
The only thing I am seeing is that if I create another View, it already has the previously created charts (and their parameters) applied. Is this supposed to happen?
Hi xorisa,
Click Edit of the 'Monthly Stats-COD' chart, the chart editor will open in a new browser tab.
Go back to the D365 tab, click New. Then the chart editor will open in a new tab again.
According to the first chart editor, edit the second chart editor to make the Legend Entries (Series) and Horizontal (Category) Axis Labels of the new chart exactly the same as the existing chart.
After saving the new chart, check whether the new chart has the problem you encountered.
Hi Hao. Thank you for your reply.
I am using D365 Online- Sales. Unfortunately, I can't see where to follow and create a copy of chart.
Hi xorisa,
You can see the name of the app you are using at the top of the page.
Each chart is independent. The problem you are experiencing is strange and shouldn't happen.
You can first follow Monthly Stats-COD and create a copy chart of it to see if the new chart still has this problem.
Hi Hao.
I am using D365 Online - although I am unsure of what you mean by 'which app I'm using'? Could you direct me to the place to find this out?
Please see below screenshots:
When I change the type of graph for Monthly Stats - RTS to a different one, it also applies the change to Monthly Stats - COD. It's like I can't make it so every graph is unique if that makes any sense? I'm unsure as to why this happens. I am very unfamiliar with this application so excuse my odd questions!
Hi xorisa,
Could you provide some screenshots?
Can you tell me whether you are using D365 online or on-premise? If it is D365 online, which app are you using?
We should change the chart type on the right side of Legend Entries (Series), as this screenshot.
Thank you, Dave (and everyone else). I am new to the community so apologies for posting this in the wrong forum.
I am creating charts via 'Show Charts' and then under a specific view, I generate charts. However, every time I want to use a different type of chart, it changes every single one of them. This includes with if I want to include more categories for the x or y axis.
Your advice is greatly appreciated.
Jasmine,
You won't find that answer here. This forum is for the Microsoft Dynamics Augmented Reality product called "Guides". Its not a general guide forum. You will want to find the forum for the Microsoft product you are using to get your charts answer.
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