Edit

Drill down in a chart

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This article applies to Dynamics 365 Customer Engagement (on-premises) version 9.1 using the legacy web client. If you’re using Unified Interface, your apps work the same as Unified Interface for model-driven Power Apps. For the Power Apps version of this article, see: Track your progress with dashboards and charts

You can drill down into a segment on a chart to filter chart data for that segment. For example, you can drill down on one segment of a sales pipeline chart. You can also change the chart type as you drill down.

  1. Open the list of records you want to chart, and then select the chart bar to the right of or above the list of records.

  2. Select the Charts area.

  3. In the chart area, select the arrow next to the chart name, and then select the name of a chart.

  4. Select the category area of the chart you want to drill down into.

  5. In the shortcut menu, select Select Field, and then select the field to group by.

  6. Select the button for a chart type.

  7. Select OK.

    Note

    To go back to the previous chart, select Back.

See also

Create or edit a chart

This topic applies to Dynamics 365 Customer Engagement (on-premises). For the Power Apps version of this topic, see: Track your progress with dashboards and charts

You can drill down into a segment on a chart to filter chart data for that segment. For example, you can drill down on one segment of a sales pipeline chart. You can also change the chart type as you drill down.

  1. Open the list of records you want to chart, and then select the chart bar to the right of or above the list of records.

  2. Select the Charts area.

  3. In the chart area, select the arrow next to the chart name, and then select the name of a chart.

  4. Select the category area of the chart you want to drill down into.

  5. In the shortcut menu, select Select Field, and then select the field to group by.

  6. Select the button for a chart type.

  7. Select OK.

    Note

    To go back to the previous chart, select Back.

See also

Create or edit a chart