Charts are an excellent way to view data as they allow users to graphically represent data. Charts can display multiple data series, and then compare or contrast the results. Occasionally, viewing large sets of graphical data can become difficult as there might be too many data points to read at the same time. In order to help users make sense of the data, the Dynamics CRM 2011 charts include the tooltips feature.
Carry out the following steps in order to complete this recipe:
Select the Dashboards link from the Workplace area.
Select the Microsoft Dynamics CRM Overview dashboard.
By using the Sales Pipeline chart (which shows all the user's open opportunity records, grouped by sales stage), place your mouse cursor over one of the segments of the funnel.
This will bring up a tooltip that provides information on that segment. In the following screenshot, you can...