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Is there a tool or some approach for creating a chart and associated View Records option for that chart in a Dashboard?
Scenario below - Scenario #1 works fine and is straight forward, but looking for something similar for Scenario #2
Scenario #1
-Have a View like below for an entity called Applications with a lookup associated with another entity called Releases
Something like below (lookup field between the two entities is Child)
Then created a new Chart like below. Notice that the View created earlier was listed in the View used for chart preview area....
Now, I can easily add that Chart to a Dashboard like below...notice the View that we created shows under the View dropdown in the Add Component box below...
Now, when going to Dashboard, I see the chart and am able to click the three vertical dots and choose View Records and the associated View is used.....
Scenario #2
-Have a View like below for an entity called Applications with a lookup associated with another entity called Releases
Something like below (lookup field between the two entities is Child)
Desire would be for something like below....
Since cannot do this type of not in View directly from Power Apps, used XrmToolBox/View Designer to create a custom view like below...
Now, in the Application, I can pull up the custom view and see associated records....
What I was hoping to do was then be able to create a similar Chart to be used in a Dashboard
However, when setting up the Chart, I notice that custom views must not be accessible.....
Since my custom view wasn't available I selected a previous view called Approved Applications....
Then used XrmToolBox app called Chart Manager. I was able to edit in Chart Editor so I could then get the chart to display properly in my Dashboard....
However, when clicking the three vertical bars at the top and selecting View Records I am directed to the Approved Applications view....which makes makes some sense because that was the View I selected for the Chart in Power Apps since the custom view wasn't present. What I want is a way to override or do something custom so clicking on View Records would instead show the records with the custom view selected.
Long story short, is there a better approach for trying to create a chart in the Dashboard for a custom view where the View Records can be linked to the custom view?
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