Monday, January 20, 2014

MSCRM: Drill Down Chart Example

Charts are a useful tool when you need to communicate a lot of data quickly and effectively.  Sometimes a chart isn't very useful if the data is not broken out in a meaningful way.  Dynamics CRM allows you to drill down into the data so you can extract something meaningful.  Let's look at an example.

 First, Navigate to Sales-Accounts, and expand the Charts area on the right edge by clicking on Charts:

If you haven't made customizatons to charts yet, you'll see the 4 standard System Charts when you click on the down arrow:

I've selected the New Accounts by Month:

As you can see, it's not that useful.  All 10 of my accounts were created in July.  But, I can 'drill down' by clicking on the blue bar to get some more details about these accounts:

Click on the chart and box appears prompting the user to select a field.  I would like to see a breakdown by state so I select 'Address 1: State/Province' from the list:

Next, click the blue arrow which means "OK"

...Voila!  My Drilldown chart is displayed, and it is much more interesting than the original chart.


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