CRM Chart View

The Y-Axis Color drop down list will allow you to change the color of the Y Axis.

The Maximum Y Value text box will allow you to define a maximum value for the Y Axis of your chart. The maximum value can be positive or negative and it must be more than the Minimum Y Value.

The Minimum Y Value text box will allow you to define a minimum value for the Y Axis of your chart. The minimum value can be positive or negative and it must be less than the Maximum Y Value.

The Major Grid Lines Color drop down list will allow you to change the color of the major grids of the chart. Major grid lines are used to separate your X Axis entries.

The X-Axis Color drop down list will allow you to change the color of the X Axis.

The Step text box allows you to determine the step at which the axis labels will display (Or how much the chart ‘counts by’). For example, a Minimum X Value of zero and Maximum X Value of ten have been defined. If the Step were set to two, the chart would count by twos from the minimum value to the maximum value. Please note that using a low Step value with significantly higher minimum and maximum values will cause performance issues.

The Maximum X Value text box will allow you to define a maximum value for the X Axis of your chart. The maximum value can be positive or negative and it must be more than the Minimum X Value.

The Minimum X Value text box will allow you to define a minimum value for the X Axis of your chart. The minimum value can be positive or negative and it must be less than the Maximum X Value.

The Tooltip Format String will denote how data will be appeared when you hover your cursor over a chart component. For example, if a bar in a bar chart has a value of $4,000, hovering your cursor over the bar will display its amount. In addition, the Tooltip Format String can also determine how data will be presented. For example, a Tooltip Format String of {0:C2} will display all tooltips as a currency rounded to two decimal points. More information on Format String types can be found here.

The Label Format String text box will denote where the data will be placed. In addition, the Label Format String can also determine how data will be presented. For example, a Label Format String of {0:C2} will display all numbers as a currency rounded to two decimal points. More information on Format String types can be found here.

The Y-Axis Data Field drop down list will allow you to change what data field will be measured on the Y axis.

The X-Axis Data Field drop down list will allow you to change what data field will be measured on the X axis.

The Is Grouping Field allows you group all individual sets of data into one measure. For example, if you were plotting the amount of revenue you receive per month on your Y Axis, you could use this option to group all individual entries of revenue together by their X Axis to display the total for the month.

The Series Name allows you to change the name of the series. This name will appear in the legend of the chart.

The Select a Template drop down list will allow you to select a template for your product to use with the option of creating a new template. If a template is selected, you will be given the additional option of editing the selected template.

The Plot Background Color drop down list will allow you to alter the background color of your chart.

The FetchXML text area determines what sort of data a widget will be populated with. Clicking the Load Default Fetch option will populate the FetchXML area with a default fetch based on the CRM Entity chosen.  By clicking the Build button, we will be sent to another page in order to determine what the widget will look up. For more information on how to use the FetchXML function, please see the FetchXML Builder How-To.

The Chart Type drop down list will allow you to choose from a variety of common charts to visualize your data. Charts with [XY] will require an X-Axis Label Display.

The Title text box will allow you to set the label of your widget. The title will usually appear above the associated widget.