Thursday, May 12, 2016

Customize CRM Charts-Part2


There are  two axes: 
  • horizontal (x) and 
  • vertical (y).
x axis is called the "category axis" (can display numeric as well as non-numeric values)
y axis is called the "series axis".(can display numeric as well as non-numeric values).

Series 

  • Single-series charts: Charts that display data with a series (y) value mapped to a category (x) value.
  • Multi-series charts: Charts that display data with multiple series values mapped to a single category value. Multi-series charts include stacked column charts, which vertically display the contribution of each series to a total across categories, and 100% stacked column charts, which compare the percentage that each series contributes to a total across categories. You can combine different compatible chart types in multi-series charts, for example, column and line, bar and line, and so on.
Category

1) Data about general information regarding the chart: the GUID of the chart, the name of the chart and the entity it is related to
2) The determines which fields will be used in the chart. Use this section pull information from related entities. Use this section change how the information is being aggregated
3) The determines the category and series information.

4) contains data about how each data series is being displayed. Customize the type of chart (see Additional Information for list of chart types) i. Make sure that your chart type is supported by the data ii. Each chart type has specific attributes that should be followed. Customize how the chart is displayed: color, font, size . . .
5) controls how the x-axis and y-axis are displayed a. The syntax for this section will change based on the chart type
6) determines how the relevant information about the chart will be displayed By understanding the key areas of the XML for charts, it allows you to create charts that managers and executives can more easily consume.

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