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Microsoft Dynamics CRM (Archived)

Change a default Chart Type on Dashboards

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Posted on by 40

Hello, 

Newbie at this. I am trying to make a dashboard. I have created the view and the chart populates. However, when I select "Case Mix by Origin" it comes out as a default Bar Chart. I would rather have the chart in a Pie chart. 

Cheers.

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  • Jay2014 Profile Picture
    on at
    RE: Change a default Chart Type on Dashboards

    You need to create a chart for your dashboard > Navigate to your Solution > Open your entity > select the Charts Tab > Create your Pie chart using your view 'Case Mix by Origin'Charts.PNG 

  • Verified answer
    Aileen Gusni Profile Picture
    44,524 on at
    RE: Change a default Chart Type on Dashboards

    Simon,

    You must modify the chart. By default it is pie chart, but in case it has becoming the Bar chart, you can set it back to Pie chart.

    You go to the Customization -> Customize the System

    Then Entities -> Case -> Chart

    Then find your 'Case mix by origin' chart:

    casechart2.jpg

    Then open it

    casechart2.jpg

    Click the Pie chart until you see the correct preview displayed

    Then after that you need to save it and then publish all customization

    Refresh it and hope this helps!

    Thanks.

  • Suggested answer
    Surmeet Singh Profile Picture
    3,075 on at
    RE: Change a default Chart Type on Dashboards

    Hi,

    www.microsoft.com/.../create-or-edit-a-system-chart.aspx

  • Verified answer
    SimonSeez Profile Picture
    40 on at
    RE: Change a default Chart Type on Dashboards

    Worked perfectly. Thank you for the screenshots.

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