When working with charts and reporting options, there is often a need to compare more than one series of data from the same record. A simple example of this is when comparing actual revenue versus estimated revenue for closed opportunities. In order to meet this need, Dynamics CRM supports using multiple series in charts.
This recipe assumes that the reader understands the basics of creating a chart. The techniques described here follow the creation of a System chart, but are the same when creating a user chart.
Carry out the following steps in order to complete this recipe:
Start by creating a new System chart based on the CRM Opportunity entity. For information on how to create a chart, refer to the Creating a system chart recipe or Creating a user chart recipe.
In the Chart Designer dialog, click on the Column icon in the Charts area of the toolbar and select the standard Column type.
For the chart name, use Actual Revenue vs. Estimate...