Create or edit a system chart

Can I do this task?

System charts are organization-owned charts and cannot be assigned or shared.

1. In the Navigation Pane, click Settings.
2. Under Customization, click Customizations.
3. In the Customization area, click Customize the System.
4. Under Components, expand Entities.
5. Expand the name of the entity for which you want to create or edit a chart, and then click Charts.
6. To create a chart, on the Actions toolbar, click New.

   - OR -

   To edit a chart, click More Actions, and then click Edit.

   The Chart Designer opens.

7. In Record Type View, select a view that you want to use for the chart.

   By default, the default view for any record type is displayed in this list. The view selection determines the data for the chart. For example, if you select My Open Accounts as the Record Type View, the chart displays only the data for the open accounts.

8. Format the chart.

   The purpose of this step is to specify the type of chart, and how the data is displayed in the chart.

   1. Specify which data to display on each axis:

      The chart is named based on the fields you chose for the series and category axes.

   2. If you want to specify a different name for the chart, click the chart name to edit it.
   3. Type a meaningful description for the chart. The description is useful to identify the purpose of the chart.
9. Click Save.

Important

You can create and attach charts to only those record types in Microsoft Dynamics CRM that support the new ribbon interface in the Web application. This is because all of the chart controls are only present in the ribbon interface of Microsoft Dynamics CRM. For more information, see Charts (Visualizations) for Microsoft Dynamics CRM in the Microsoft Dynamics CRM Software Development Kit.