Consistent colours on dashboard charts in CRM 2011

All replies

• 

  

  0

  Sign in to vote

  Hi Dan,

      It is possible to customize the chart XML and define colours for various series there. Here are few articles which explains how to do this:

  http://social.technet.microsoft.com/wiki/contents/articles/16564.microsoft-dynamics-crm-2011-charts-customization.aspx

  http://crmchartguy.wordpress.com/

  
  Hope this helps.
   
  -----------------------------------------------------------------------
   Minal Dahiya
   
  If this post answers your question, please click "Mark As Answer" on the post and "Vote as Helpful"

  • Proposed as answer by Minal Dahiya Wednesday, May 22, 2013 9:49 AM

  Wednesday, May 22, 2013 9:49 AM
• 

  

  0

  Sign in to vote

  Hi,

  You can customize the chart xml for changing colors by providing RGB values in the palette,

  http://blogs.microsoft.co.il/blogs/rdt/archive/2012/07/18/how-to-edit-microsoft-dynamics-crm-2011-chart-category-colors.aspx

  http://garethtuckercrm.com/2011/03/22/quick-reference-for-common-crm-2011-chart-customisations/

  ---

  VidhiyaM

  • Proposed as answer by VidhiyaM Wednesday, May 22, 2013 9:58 AM

  Wednesday, May 22, 2013 9:57 AM
• 

  

  0

  Sign in to vote

  Hi,

  Have a look at this article.

  ---

  
  My Weblog | My Website

  • Proposed as answer by Payman BiukaghazadehEditor Wednesday, May 22, 2013 3:39 PM
  • Marked as answer by Payman BiukaghazadehEditor Wednesday, July 10, 2013 4:22 AM

  Wednesday, May 22, 2013 3:39 PM

  Moderator
• 

  

  0

  Sign in to vote

  Thanks for your responses. From reading the articles I've made a list of the steps I should need to take to do this. I'd be grateful if somebody could confirm whether this is likely to be possible? This seems like a very untidy solution to me. If there is an easier way I'd love to hear about it?

  1.        Ensure priority codes are in logical order as priorites are ordered by this code i.e. Critical = 1, High = 2, Medium = 3 … Currently some codes are not in a logical order. I can change the codes from today but any past cases will retain the old codes. I have looked into re-indexing the codes using sql commands for past cases but this seems highly problematic due the complexity of the database.
  2.        Make sure there is always at least one case of each priority present in the graph. If I want to show new colours in every chart this would mean creating a dummy case of each priority possibly for every user (280 dummy cases). This is the only way to guarantee that every colour will always be present.
  3.        Hide dummy cases from the view using xml commands

  
  

  Thursday, May 23, 2013 9:21 AM
• 

  

  0

  Sign in to vote

  Hi CSC Software,

  To make it simple,Create a cart for case with all priority codes.Analyse the chart color like for priority 1 ,what is the chart color? say blue., for 2, what is the color?say red., for 3,what.....And you can now edit the chart XML,under palette->replace the RGB value of blue into red so that if the priority code is 1,the value will be red instead of blue.Chart will took the color in order blue,red,grreen etc.

  So simply by replacing those value you will get the color as you desired and you may get the same as in the link

  ---

  VidhiyaM

  
  
  

  • Edited by VidhiyaM Thursday, May 23, 2013 10:18 AM

  Thursday, May 23, 2013 10:16 AM
• 

  

  0

  Sign in to vote

  Hi Dan

  This blog post uses a process that will allow you to set the specific order of your priorities, in case the names don't allow you to sort them appropriately.

  http://crmchartguy.wordpress.com/2013/03/10/aggregate-total-on-top-of-stacked-column-charts-or-bar-charts-in-ms-crm-2011/

  Whether or not it is easier is up to you. It does take out the concept of dummy records, but you have to work with multiple series in the chart instead.

  ---

  Ulrik,
  Blog: http://crmchartguy.wordpress.com - Exclusively for MS CRM 2011 Charts
  Twitter: crmchartguy

  Thursday, June 20, 2013 7:37 PM