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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Double Role Charts
Small and medium business | Business Central, N...
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Double Role Charts

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Posted on by Peter Waugh 145

When using the President Role, there are 2 Financial Charts / 2 Sales Performance Charts
When setting different Account Schedule Charts then refreshing the page both Charts revert back to the single (showing same chart on both)

Why show 2 charts on the President Role and is there any way to set different charts for both? 

  • Suggested answer
    Jarrod Case Profile Picture
    Jarrod Case 2 on at

    Peter Waugh ,

    Have you tried personalising the presidents page either as a user or within the role? As you can see in the below picture there are many more graphs then you have stated.

    pastedimage1673107870339v1.png

    I note Financial Performance is duplicated within this role, and if you set financial performance settings, it will then in principle replicate the settings to the duplicate widget.

    I hope this has answered you questions

    Thanks JC

    CLICK YES - if I have answered your question today, to help other community members know this is resolved.

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  • Peter Waugh Profile Picture
    Peter Waugh 145 on at

    HI JC,

    Thank you for the reply, I have activated (personalized) both Financial Charts, and setup multiple Account Schedule Charts, selected different charts for each, correct, they replicate only 1 chart when refreshing the page.

    Wondering if there is a work around or why this role center has duplicate Charts in the first place

    PW

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