When creating a chart, there are a few things to consider such as:
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Stacked Chart – vertically displays data with multiple series values mapped to a single category value.ġ00% Stacked Chart – compares the percentage that each series contributes to a total across categories, Different compatible chart types can be combined (such as bar and line or bar and column). Both types of charts are comparison charts (particularly helpful when you are comparing two sets of data). There are two types of multi-series charts: a stacked chart and a 100% stacked chart. You can combine different compatible chart types in a multi-series chart. Multi-series Charts – Multi-series charts are visualizations that display data with multiple series values mapped to a single category value. Other types of single-series charts that are not quite as common include bubble charts, radar charts, tag charts, and doughnut charts.Ģ.
A funnel chart is commonly used to show the sales pipeline. A pie graph might be used to show numerical proportions of data.įunnel Charts – show values as progressively decreasing proportions amounting to 100% in total. Line Charts might be used when looking at trends over a period of time. Line Charts – show individual points on a graph that are joined by a line. The most common types of single-series charts include:Ĭolumn Charts – show data in vertical columns.īar Charts – show data in horizontal columns.Īrea Charts – used to show cumulative totals over time. Single-series Charts – Single-series charts are visualizations that display data with a series Y value mapped to a category x value.They can also be added to personal dashboardsĬharts in Dynamics 365 can be classified as one of two types of charts : Single-series charts and multi-series charts. Once created, these personal charts can be shared with others Dynamics 365 users. Personal Charts – Any user with sufficient security can create their own charts and visualizations.Dynamics 365 comes with several out of box charts for the most popular tables – including leads, opportunities, contacts, accounts, and cases. These charts can be edited by system administrators or system customizers. System charts – these charts are owned by the organization and cannot be assigned or shared.Looking at multiple charts at the same time requires a dashboard.
But if I want to easily see what opportunities will be closing this month or next, who my top salespeople are, or how many phone calls per opportunity are being completed, there is no better tool than a nice chart!Īny table can have multiple charts, but only one chart at a time can be displayed beside a grid. For example, I can view a list of 250 opportunities. Most data in Dynamics 365 is surfaced in views – but views can hide important and subtle details.
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We will then conclude our series with a culmination of how to share views, dashboards, and charts with other users in your organization What are Charts in Dynamics 365?Ĭharts and other visualizations in Dynamics 365 are excellent tools for seeing the big picture in your system’s data. The next part in this series will discuss dashboards. This blog entry is about understanding charts in Dynamics 365. Part one discussed creating a personal view. This blog is part two of a multipart series on managing views, dashboards, and charts in Dynamics 365 for Customer Engagement.