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.

Customize the CRM Charts

To achieve some functional, we have to override the existing charts.

Between the <datadescription> and </datadescription> tags, the main elements are:

• <fetchcollection> — This holds the FetchXML query to retrieve data for the chart. This is also where the grouping and ordering is designated. Data filters can be applied here in addition to filters defined in the view.
• <categorycollection> — Each series in the chart will have a <measurecollection>. Each measurecollection maps to a designated <series> (vertical or Y-axis)

Also note that each attribute has an ‘alias’ that is referenced throughout the XML.

The next important part of the XML is between the <chart> and </chart> tags. The main elements are:

• <Series> — If it is a single-series chart, only one <Series> will be defined. Here we can modify the colors, labels, border.
• <AxisY> — Defines the labeling for the Y-Axis.
• <AxisX> — Defines the labeling for the X-Axis.
• <Title> — Here you can modify the labeling for the title of the chart

Please Refer:

https://community.dynamics.com/crm/b/crmpowerobjects/archive/2013/11/01/modifying-chart-xml-in-crm-2013-the-basics