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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / crm opportunities-Dash...
Microsoft Dynamics CRM (Archived)

crm opportunities-Dashboard

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Posted on by sandeepc 5,514

I have created an executive dashboard called – XYZ company Opportunities. In a demo with sandeep, the following changes were requested if possible without code modification. I do not see any way to make these changes to this dashboard with available functionality.

 

  • Change the X & Y axis data labels
  • Round the values to nearest whole dollar
  • Change the chart incremental values

 Just want to confirm 

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  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at

    Hi Sandeep,

    You can't change the lables - community.dynamics.com/.../154075

    You can round the currency - crmtipoftheday.com/.../remove-decimals-from-charts

    I don't understand what do you mean by "Change the chart incremental values" - Could you please share some screenshot?

    Hope thsi helps.

  • sandeepc Profile Picture
    sandeepc 5,514 on at

    i found this is it possible to change label?

    Changing Chart Axis Titles in CRM 2011

    OK, one of my pet hates is seeing beautiful charts (and dashboards) which have “dodgy” axis labels (everyone’s familiar with the CRM standard axis labels like “Count All (Name)” right? And wouldn’t it be easier for our CRM users to understand if the axis label was something like “Number of Contacts”? Well here’s the solution:

    Navigate your way to the chart you want to change - Settings - Customizations - Customize the System - [Entity] - Charts

    Tick beside the Name of the Chart you want to change

    Click the More Actions button - then click Export Chart

    Save the chart xml file on your desktop

    Open the chart xml file in an editor (Notepad++ is a good option)

    Locate the appropriate X or Y axis line (they start with <AxisX… or <AxisY…)

    Right up the end of the line, just before the > symbol - enter Title=“Number of Contacts” (or whatever you want the axis label text to be

    Save your changes to the chart xml file

    Back in CRM click the More Actions button - then click Import Chart

    Browse to the chart xml file on your desktop - then click the Open button then the OK button

    You should get a warning message saying that “A Duplicate Chart is found” - thats ok because we want to overwrite the chart with our changes - Click the Replace button

    You should get a “The chart was successfully imported” message - Click the Close button

    Publish your changes (Click the Publish All Customizations button

    Check your chart is now showing the new custom axis title

  • sandeepc Profile Picture
    sandeepc 5,514 on at

    @Ravi Increment value is an aggregate value i think

  • sandeepc Profile Picture
    sandeepc 5,514 on at

    crmchart.JPG

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