In this blog, we share a lesson learned when using a Dynamics 365 Customer Engagement online data source connector, called Instance Web API, for Power BI reports.
Microsoft Dynamics CRM 2013 comes with many charts out-of-box to help you visualize your data. Also, just as you can create custom system and personal views, it's also possible to create your own custom charts. You can take the visualization a step further by modifying chart XML in CRM 2013, resulting in seemingly endless possibilities.
Let's start with the basics. What can you modify in a chart?
Now we'll walk through some examples of working with a chart's XML. (The examples below will show the opportunity entity.)
For System Charts
For System Charts
Also note that each attribute has an 'alias' that is referenced throughout the XML.
The next important part of the XML is between the
You can change colors for just about any line, label, or bar in a chart. Notice that the colors by default use numbers to define the color to use. Rather than using those numbers, it may be easier to use text. A library of all the possible colors can be found here.
For example, let's change the line color on the Actual Revenue by Month chart. I'll change the color of the
Here is what it looks like once changes imported:
We also have separate blog on customizing colors in Dynamics CRM charts that you can reference.
Not only can we change the color for labels, we can change the font, size, and even hide a label. A library of title properties can be found here.
The format required for fonts is Font="font name, font size". In the example blow, I'll change the font for Y-Axis to TitleFont ="Tacoma, 35 px".
Here's what it looks like once the changes are imported:
Hiding Labels and Values
The IsValueShownAsLabel property displays or hides values on a chart. (True displays the values, False hides the values.) To hide labels on the axes, or anywhere else, use the Color property and set it to Transparent.
In this example, we will hide the values by using IsValueShownAsLabel="False". To hide the X and Y axis titles, use TitleForeColor="Transparent".
Once imported, it looks like this:
This covers many of the basics to personalize your charts in Dynamics CRM. If you are looking for more general information on charts, you can reference our CRM How-to Portal.