Creating charts

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Posted on by Community Member

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!

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Microsoft on at

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May I know where you can create charts? and the steps on create chart?

it seems the setting if for all the chart? you may need to find the setting for the specific chart.

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Community Member on at

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Xorisa,

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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Community Member on at

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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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DavePinch on at

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Hi xorisa, I'm sorry for the troubles. I see you tagged this thread as CRM so I will move it to the CRM forum for better visibility.

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Community Member on at

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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.

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LuHao 40,892 on at

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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.

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Community Member on at

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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!

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LuHao 40,892 on at

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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.

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Community Member on at

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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.

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LuHao 40,892 on at

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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.

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