Dynamics Community Forum Thread Details

Chart affect other charts or view

Hello,

is there a way to create a dashboard that has charts, views and other charts and that one the user interact/click in the bars or fields of a chart or view that those other views or charts change base on the interaction.

Hope you know what I mean.

Hi partner,

If I understand it correctly, the interactive dashboard meets your requirements.

Please refer to this document for introduction of the interactive dashboard: https://docs.microsoft.com/en-us/dynamics365/customer-service/customer-service-hub-user-guide-dashboard

The 'Visual Filter' feature of the interactive dashboard should be what you need.

Visual filters provide a visual snapshot of key metrics, such as cases by priority or by origin. They also help removing clutter from the screen and display information that interests you most. For example, if you select the High Priority circle in the Cases by Priority chart, the dashboard will refresh and you’ll see only high priority cases in your data streams. You can find different types of charts on your dashboard, such as pie, bar, doughnut, or tag chart. Visual filters and tiles help you see the changes and patterns in data, and act quickly to address the most important issues.

Please refer to this blog to know how to create an interactive dashboard: https://community.dynamics.com/crm/b/magnetismsolutionscrmblog/posts/creating-entity-specific-interactive-dashboards-in-the-unified-interface

In addition to the steps in the blog, you also need to add the interactive dashboard you created to the specific application.

Please refer to this theme: https://community.dynamics.com/365/sales/f/dynamics-365-for-sales-forum/365162/interactive-dashboard-does-not-appear-in-list-of-dashboards

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