CRM dashboards and colour key for the charts RRS feed

  • Question

  • Hi,

    I have created some dashboards and I have noticed that in the charts, every day the colours change, for the same data. I mean, the colour key at the bottom of the graph, changes every day and I cannot find a way to prevent the system from changing the colours automatically. This is confusing for some of my users, they would prefer that red always mean the same information, yellow always the same etc.

    How can I solve this issue?

    Many thanks.


    Wednesday, May 23, 2012 9:34 AM


All replies

  • Export your chart and modify XML, than import your chart again



    will help you to understand the xml

    Carsten Groth http://carstengroth.wordpress.com Microsoft Dynamics Certified Technology Specialist

    Wednesday, May 23, 2012 9:38 AM
  • Thanks for this, but I can't understand how I can do it. It is a stacked bar graph displaying more series. In vertical I have the "owners", in horizontal I have the "number of appointment"and the "appointment type" for the current day. And every day I look at the graph, the appointment types have different colours in the legend key....as the type of appointment changes.

    Exporting the chart, I think the part ruling the colours is this one:<o:p></o:p>

    <Chart Palette="None"PaletteCustomColors="149,189,66; 197,56,52; 55,118,193; 117,82,160;49,171,204;
    255,136,35; 168,203,104; 209,98,96; 97,142,206; 142,116,178; 93,186,215; 255,155,83"><o:p></o:p>

    But as far as I know, the color options and the series are applied in parallel, which means that the first series displayed in the chart will get the first color listed. This is the standard way MS applies the colours. If tomorrow in my chart, the order of the series is different, also the colours for the above reason will be different.<o:p></o:p>

    How can you link "forever" the "appointment type" with a certain colour avoiding this criteria "first series displayed/first colour applied"?

    Wednesday, May 23, 2012 12:26 PM
  • starting at <presentationdescription> <Chart> <Series> you´ll find your data series defined. And you should find "Color= 149,189,66" or something like this.

    Define the color you want, save the XML and reimport the chart.

    Carsten Groth http://carstengroth.wordpress.com Microsoft Dynamics Certified Technology Specialist

    Wednesday, May 23, 2012 1:41 PM
  • But the issue is that the "series" displayed as a stacked bar is the information coming from a pick list ("Appointment type")

    How do I enter in the XML file that:

    -if the selected option in the appointment is "visit to distributor" I want it always displayed in "red" in the chart

    -if the selected option is "visit to end user" I want it in yellow


    How do I link each option to a specific color?

    Wednesday, May 23, 2012 3:27 PM
  • http://www.pedroinnecco.com/2011/09/dynamics-crm-creating-a-radar-chart/ - in this example you´ll see the XML for a radar chart, but it will also work with a stacked bar chart. The point you should take a look at is the way the two statecodes are colorized and the use of the filter conditions to aggregate each statecode. This way should work for your picklist values too.

    Carsten Groth http://carstengroth.wordpress.com Microsoft Dynamics Certified Technology Specialist

    Wednesday, May 23, 2012 5:56 PM
  • Hi

    you can export a chart , in XML File u can edit the color .

    with help of RGB Combination numbers 0 to 255 .

    you can modify the color of your dashboard .

    and import your chart to CRM



    Friday, May 25, 2012 7:11 AM
  • Silvia you can assign an order clause in the fetch xml over picklist attribute.This will ensure that the series order remain same.Once you achieve that, the PalletteCustomColors can be defined in same sequence.



    Friday, May 25, 2012 1:14 PM
    • Proposed as answer by Adam Vero Thursday, April 18, 2013 12:10 PM
    • Marked as answer by Silvia Baldissera Thursday, April 18, 2013 12:11 PM
    Wednesday, April 17, 2013 11:00 PM
  • Hi Silvia,

    Have a look at the below article. It is a good walkthrough on customizing the charts for CRM:


    If the answer helped you, remember to mark it as answer.
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    Thursday, April 18, 2013 5:16 AM