Design options for bar charts and Top X bar charts

Here's a couple of design options to improve bar charts, fix some pet peeves of mine, or simply change things up a little. Those pet peeves are truncated labels and always putting the top record on the bottom. Fortunately, both of those can be fixed as seen below. I've also positioned the labels on the …

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Advanced Campaign Performance Chart in MS CRM

The following out-of-the-box chart for viewing campaign performance in MS CRM is quite inadequate compared to the possibilities. It seems fine at first, but it is only showing the revenue generated by campaigns. However, campaigns in CRM are a lot more advanced and really lends itself to more advanced charts, which bring insight to campaign …

Groupby Business Unit – even when not present (i.e. Activities/Opportunities)

In setups where both Users and Teams own records, it can sometimes be useful to group data by the owning Business Unit, rather than by the Users or Teams individually. Most entities allow you to add an "Owning Business Unit" column in Advanced Find to take care of that, but some do not. Most notably the …

Removing Axis Titles, Legend and Axis Labels in CRM Charts for MS Dynamics CRM

Update: 5/1/2017: Post updated to support all versions of Dynamics CRM from CRM 2011 to Dynamics 365. Dynamics CRM (or Dynamics 365) Charts come with a lot of information around the chart graphic itself. Often the Axis Titles, Legends or maybe even the labels are redundant. If they are it can make sense to remove …

Specify Exact Colors for Each Priority in the Microsoft Dynamics CRM/365 Case Chart

Update 4/14/2017: Post updated to apply to all version of Dynamics CRM from CRM 2011 to Dynamics 365. I’ve already written one post about a short-coming of the out-of-the-box Cases By Priority Chart. That post addressed a relatively minor nuisance about how cases with the priority level “Normal”, are colored red, while the “High” priority …

Add insight to your pipeline with Advanced Goal Charts

Update 4/14/17: Post updated to work with all versions, from Dynamics CRM 2011 to Dynamics 365. The goal charts in Dynamics 365/CRM are already quite complex and hold a lot of information. The goal charts are combination of the Column and Point charts and display 4 different series (or Legend Entries). So why would I …

Include records with no value in charts!!!

Update 4/9/2017: Post updated and applies to all versions of Dynamics CRM from CRM 2011 to Dynamics 365. A major limitation, or so I thought, with Microsoft Dynamics CRM charts, is that they can't display data points that are not included in the dataset. Non-existing data could be just as important to the chart and overview …

Using Custom Colors in Charts

Update 4/7/2017: Post updated and applies to all versions of Dynamics CRM from CRM 2011 to Dynamics 365. At times it can be nice to define you own colors in charts. You may need to use a specific a corporate color scheme, make it easier to tell certain items apart or simply make the chart …

Order data based on a linked entity

Update 4/6/2017: Post updated and applies to all versions of Dynamics CRM from CRM 2011 to Dynamics 365. One of my pet peeves about sorting data in charts is, that the proper order for the viewer, may not always be alphabetic or numbers ascending or descending. A prime example of this is Territories. I often see …

Order (or Sort) your charts

Update 4/6/2017: Post updated to apply to all versions of Dynamics CRM from CRM 2011 to Dynamics 365. The Order of which a series is displayed can be a little tricky to work with. If no order is defined in the chart, the chart will display your data according to the sort order defined in the …