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Configure Model-Driven Charts
Microsoft Dynamics 365 and the Power Platform
In this module, we’ll look at charts. Let’s start with an overview.
One way to make the Dynamics 365 system more usable and valuable is to make it easier for people to understand the data that is available. You can use Dynamics 365 to build charts that people can use to quickly interpret the information that they must have to do their work. Charts provide an interactive visual display of data that helps people view patterns, trends, and exceptional data more easily than lists of records and their values. Charts can be created to help users understand the data so that they can make decisions or review the progress of their business processes. Many system entities have several charts that can be used. When you create a custom entity, you must create any chart that you need.
Charts can be displayed in the chart pane alongside a view or embedded in a single record form, or as a component on a dashboard. You can design system charts that are available to all users. Users can create personal charts if they must have something more specific for their role. And personal charts can be shared with other users. In both cases, a chart can only include data from records of a single entity. Here’s an example of a collection of charts on a dashboard. When you decide on a chart, consider the following.
The entity that contains the data that you want to display, the fields that you want to summarise as a series, how you want to summarise the data in those series, for example, to count how many records there are or to sum a set of values, the fields that will be used to group the data into categories, and the type of charts that will provide the best display of the data that you have selected to show in the chart. You can display up to five series grouped by one category or one series that is grouped by one or two categories. You cannot display multiple series that are grouped by more than one category.
When you create a chart by using the chart designer tools in the user interface, you cannot configure the following. The view that charts will represent visually, the records that charts will include, the colours to use in the charts as displayed. Charts with list views. As you can see, charts can be used in a list view and will update based on the philtres applied. There are two types of charts, system and personal charts. Before you create a chart, you must decide whether it will be useful to all users or only a small group, such as one department or team. System charts are maintained by system customizer or administrator and are available to all users of the system.
Personal charts are created by users and can be shared with colleagues who might benefit from them. Let’s take a look at system and personal charts. System charts a solution components that can only be created by users with permission to customise the system. You can modify or delete the default charts that are created when you instal the application and create additional charts to meet the requirements of the users. System charts are included with the entity they belong to when you export a solution package. Personal charts. A user who has the appropriate permission can create a personal chart and share it with other users of a team. Note all default security roles lets users create, modify, delete, and assign shared personal charts.
The same features are available to users and personal chats as they are with system charts. Personal charts cannot be included in the solution package for deployment to other Dynamics 365 system. However, the definition of a personal chart can be exported as an XML file and then import it into the targeted system without using a solution. Let’s take a look at chart types. Select the type of chart to create. The chart types include column, bar, area, line, pie, funnel, tag, and donut. Here are some examples. Continue with this module to learn more about charts.
In the previous steps, we investigated Configure Model-driven forms looking at all the different form types applicable to Dynamic 365.
In this step, we go through a video on charts. One of the ways to make the Dynamics 365 system more usable and valuable is to make it easier for people to understand the data that is available.
Join the discussion
One way to make the Dynamics 365 system more usable and valuable is to make it easier for people to understand the data that is available. Charts provide an interactive visual display of data that helps people view patterns, trends, and exceptional data more easily than lists of records and their values. Can you think of different opportunities business can use charts to show information?Use the discussion area below to let us know your thoughts. Try to respond to at least one other post and once you’re happy with your contribution, click the Mark as complete button to check the Step off, then you can move to the next step which is Dashboards.
This article is from the online course:
Dynamics 365: Using Power Platform Applications
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Dynamics 365: Using Power Platform Applications
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