CRM 2011 Chart RRS feed

  • Question

  • How do I create a chart with other than the default public view.

    Charts view is getting changed when the default public view is changed.

    Friday, July 15, 2011 7:57 PM


  • Hi

    Charts can be creted for any view. when you define a chart for an entity, you need to select a view for which you want to crete a chart. Look for the dropdown where you can select the view for which you are creating the chart.

    what is important is where you want the chart to be displayed. If you are displaying the chart on the listview of the entity, then the defualt chart for the view on display will be displayed - the user has an option of changing the chart or creating a custom chart.

    So ifyour default view changes, the default chart will also change, as charts are view dependent. However, if you are displaying your charts on the dashbaord, then irrespective of the defualt view, your charts on the dashboard will remain constant.

    Hope this clarifies some of your doubts.

    Thanks and Regards



    • Proposed as answer by AniMandal Friday, July 15, 2011 9:01 PM
    • Marked as answer by Shiju H Monday, July 18, 2011 4:05 PM
    Friday, July 15, 2011 9:00 PM