Create or edit a chart

Applies to Dynamics 365 for Customer Engagement apps version 9.x

Present large quantities of data in your organization in a more insightful and graphical way by creating useful charts in Dynamics 365.

Note

Dynamics 365 includes system charts (built-in charts that come with Dynamics 365) and user charts (created by users).

Create a chart

  1. Go to your work area.

  2. Open the chart designer:

    If using the Dynamics 365 web application

    1. On the right side, choose the Charts pane.

    2. In the Charts area, choose New Chart +.

  3. Define the properties of the chart.

  4. To specify a different name for the chart, choose the chart name to edit it.

  5. To save the chart, in the chart designer, choose Save.

    The chart obtains the data from the view that is selected for a record type. A chart is automatically updated every time that you change the view in the list of records. However, if the chart has been idle for some time, we recommend that you choose Refresh Chart on the Charts tab, so that the chart and the list of records show the synchronized data.

Specify what you want to display on the chart

  1. In the first drop-down box under Legend Entries (Series), select a field to display on the series axis.

  2. In the Aggregate drop-down box, choose the option by which you want to group the field you selected in Legend Entries (Series).

    For non-numeric fields, you can select only **Count: All** or **Count: Non-empty**. For numeric fields, you can select one of the following aggregation options: **Count: All**, **Count: Non-empty**, **Avg**, **Max**, **Min**, or **Sum**.  
    
    NULL values are not considered for computing minimum, maximum, and average of data. However, zeros (0) are considered. For example, if you have the following data:  
    
    Records Potential Customer Established Value
    Opportunity 1 Account 1 Null
    Opportunity 2 Account 1 250
    Opportunity 3 Account 2 0
    Opportunity 4 Account 2 250
    The average for Account 1 is 250 because the NULL value wasn’t used. The average for Account 2 is 125 because the zero was used.  
    
  3. To create a chart with multiple series, choose the Add a series icon add_series, select another field to display on the series axis, and then select an aggregate option for that series.

  4. To change the chart type for a series, select the series, choose the Current chart type icon for that series, and then select a chart type.

  5. To stack items in a chart, choose the chart type, and then choose Stacked or 100% Stacked. You can stack items only in a bar, column, or an area chart.

  6. To display only top items on the chart, choose the Top/Bottom Rules icon > Top X Rule icon, > Top 3 or Top 5, or Custom to specify a different number. For example, to display only the top three opportunities grouped by potential customers, choose the Top/Bottom Rules icon > Top X Rule icon > 3.

    -OR-

    To display only the bottom items on the chart, choose the Top/Bottom Rules icon > Bottom X Rule icon > choose Bottom 3 or Bottom 5, or Custom to specify a different number.

  7. From the list under Horizontal (Category), select the field to display on the category axis.

  8. To create a comparison chart with multiple categories, choose the Add a category icon add_series, and then select another field to display on the category axis.

    You can add only two category items and one series item to a comparison chart.  
    
  9. For fields that are of the datetime type, choose the option by which you want to group the field you selected as the category.

    The chart is named based on the fields you chose for the series and category axes.

Edit a chart

  1. Go to your work area.

  2. Open the chart designer:

    If using the Dynamics 365 web application:

  3. On the right side, choose the Charts pane.

  4. In the chart area, choose the chart list, choose the chart you want to edit, and then choose the Edit Chart button.

  5. Modify the properties of the chart. For details, see Step 3 in the Create a chart section.

See also

Create or customize dashboards

Drill down in a chart

Track your progress with charts