Book Image

Microsoft Dynamics CRM 2011: Dashboards Cookbook

Book Image

Microsoft Dynamics CRM 2011: Dashboards Cookbook

Overview of this book

Microsoft Dynamics CRM 2011 offers you access to exciting new interactive and flexible Dashboards that contain any combination of Charts, Lists, iFrames and Silverlight components. These can be used to easily visualize your CRM data and provide you with a light BI interface, all of which this practical cookbook will enable you to utilize. At first glance, Dashboards and their myriad information can be overwhelming to users that are new to the Dynamics CRM 2011 interface. This book guides you through navigating and interacting with Dashboards in a simple and easy to follow manner, and builds on that experience to walk you through creating and sharing your own User Dashboards. "Microsoft Dynamics CRM 2011: Dashboards Cookbook"ù offers a range of practical recipes for mastering dashboard navigation, interaction, and building custom Dashboards in Dynamics CRM. You will immediately get to grips with essential tasks like changing Dashboard settings and sharing Dashboards with other members in the CRM team, as well as adding custom components like iFrames and Lists. Along the way you will also follow the creation of a simple HTML WebResouce that can be added to your Dashboard. By the end of "Microsoft Dynamics CRM 2011: Dashboards Cookbook"ù, you will be fully equipped to take advantage of the exciting new Dashboards features of Dynamics CRM 2011.
Table of Contents (17 chapters)
Microsoft Dynamics CRM 2011: Dashboards Cookbook
About the Author
About the Reviewers

Creating a multi-series chart

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.

Getting ready

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.

How to do it...

Carry out the following steps in order to complete this recipe:

  1. 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.

  2. In the Chart Designer dialog, click on the Column icon in the Charts area of the toolbar and select the standard Column type.

  3. For the chart name, use Actual Revenue vs. Estimate...