title | description | ms.custom | ms.date | ms.reviewer | ms.suite | ms.tgt_pltfrm | ms.topic | applies_to | ms.assetid | caps.latest.revision | author | ms.author | search.audienceType | ||
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Sample charts (Developer Guide for Dynamics 365 Customer Engagement) | MicrosoftDocs |
The topic contains sample charts along with the respective data description and presentation XML strings. |
10/31/2017 |
pehecke |
sample |
|
b77df80e-664f-47a9-8df0-9433eade2fde |
27 |
JimDaly |
jdaly |
|
This topic contains sample charts along with the respective data description and presentation XML strings. You can specify the:
-
Data description XML string for a chart using the
SavedQueryVisualization.DataDescription
orUserQueryVisualization.DataDescription
attribute for the organization-owned or user-owned chart respectively. -
Presentation description XML string for a chart using the
SavedQueryVisualization.PresentationDescription
orUserQueryVisualization. PresentationDescription
attribute for the organization-owned or user-owned chart respectively.
The following is a column chart that shows the account by industry. We modified the presentation description of the existing Account By Industry default chart available in [!INCLUDEpn_dynamics_crm] for the Account
entity to change it to a column chart.
The following is the contents of the data description XML string for this chart.
<datadefinition>
<fetchcollection>
<fetch mapping="logical" aggregate="true">
<entity name="account">
<attribute groupby="true" alias="groupby_column" name="industrycode" />
<attribute alias="aggregate_column" name="name" aggregate="count" />
</entity>
</fetch>
</fetchcollection>
<categorycollection>
<category>
<measurecollection>
<measure alias="aggregate_column" />
</measurecollection>
</category>
</categorycollection>
</datadefinition>
The following is the contents of the presentation description XML string for this chart.
<Chart>
<Series>
<Series ChartType="Column" IsValueShownAsLabel="True" Color="149, 189, 66" BackGradientStyle="TopBottom" BackSecondaryColor="112, 142, 50" Font="{0}, 9.5px" LabelForeColor="59, 59, 59" CustomProperties="MinPixelPointWidth=5, PointWidth=0.75, MaxPixelPointWidth=40">
<SmartLabelStyle Enabled="True" />
</Series>
</Series>
<ChartAreas>
<ChartArea BorderColor="White" BorderDashStyle="Solid">
<AxisY IsLabelAutoFit="False" TitleForeColor="59, 59, 59" TitleFont="{0}, 10.5px" LineColor="165, 172, 181" IsReversed="False">
<MajorGrid LineColor="239, 242, 246" />
<LabelStyle Font="{0}, 10.5px" ForeColor="59, 59, 59" />
</AxisY>
<AxisX IsLabelAutoFit="True" TitleForeColor="59, 59, 59" TitleFont="{0}, 10.5px" LineColor="165, 172, 181" IsReversed="False">
<MajorGrid Enabled="False" />
<MajorTickMark Enabled="False" />
<LabelStyle Font="{0}, 10.5px" ForeColor="59, 59, 59" />
</AxisX>
</ChartArea>
</ChartAreas>
<Titles>
<Title Name="Chart Title" DockingOffset="-3" Font="{0}, 13px" ForeColor="59, 59, 59" Alignment="TopLeft"></Title>
</Titles>
</Chart>
The following is a bar chart that shows the top 10 customers. This is one of the default charts available in [!INCLUDEpn_dynamics_crm] for the Opportunity
entity.
The following is the contents of the data description XML string for this chart.
<datadefinition>
<fetchcollection>
<fetch mapping="logical" count="10" aggregate="true">
<entity name="opportunity">
<attribute name="estimatedvalue" aggregate="sum" alias="sum_estimatedvalue" />
<attribute name="customerid" groupby="true" alias="customerid" />
<order alias="sum_estimatedvalue" descending="true" />
</entity>
</fetch>
</fetchcollection>
<categorycollection>
<category>
<measurecollection>
<measure alias="sum_estimatedvalue" />
</measurecollection>
</category>
</categorycollection>
</datadefinition>
The following is the contents of the presentation description XML string for this chart.
<Chart>
<Series>
<Series ChartType="Bar" IsValueShownAsLabel="True" Color="149, 189, 66" BackGradientStyle="TopBottom" BackSecondaryColor="112, 142, 50" Font="{0}, 9.5px" LabelForeColor="59, 59, 59" CustomProperties="MinPixelPointWidth=5, PointWidth=0.75, MaxPixelPointWidth=40">
<SmartLabelStyle Enabled="True" />
</Series>
</Series>
<ChartAreas>
<ChartArea BorderColor="White" BorderDashStyle="Solid">
<AxisY IsLabelAutoFit="False" TitleForeColor="59, 59, 59" TitleFont="{0}, 10.5px" LineColor="165, 172, 181" IsReversed="False">
<MajorGrid LineColor="239, 242, 246" />
<LabelStyle Font="{0}, 10.5px" ForeColor="59, 59, 59" />
</AxisY>
<AxisX IsLabelAutoFit="False" TitleForeColor="59, 59, 59" TitleFont="{0}, 10.5px" LineColor="165, 172, 181" IsReversed="False">
<MajorGrid Enabled="False" />
<MajorTickMark Enabled="False" />
<LabelStyle Font="{0}, 10.5px" ForeColor="59, 59, 59" />
</AxisX>
</ChartArea>
</ChartAreas>
<Titles>
<Title DockingOffset="-3" Font="{0}, 13px" ForeColor="59, 59, 59" Alignment="TopLeft"></Title>
</Titles>
</Chart>
The following is an area chart that shows the number of records generated between a given date range.
The following is the contents of the data description XML string for this chart.
<datadefinition>
<fetchcollection>
<fetch mapping="logical" aggregate="true">
<entity name="incident">
<attribute name="createdon" groupby="true" alias="_CRMAutoGen_groupby_column_Num_0" dategrouping="day" />
<attribute name="incidentid" aggregate="count" alias="_CRMAutoGen_aggregate_column_Num_0" />
</entity>
</fetch>
</fetchcollection>
<categorycollection>
<category alias="_CRMAutoGen_groupby_column_Num_0">
<measurecollection>
<measure alias="_CRMAutoGen_aggregate_column_Num_0" />
</measurecollection>
</category>
</categorycollection>
</datadefinition>
The following is the contents of the presentation description XML for this chart.
<Chart Palette="None" PaletteCustomColors="149,189,66; 197,56,52; 55,118,193; 117,82,160; 49,171,204; 255,136,35; 168,203,104; 209,98,96; 97,142,206; 142,116,178; 93,186,215; 255,155,83">
<Series>
<Series ChartType="StackedArea" Font="{0}, 9.5px" LabelForeColor="59, 59, 59" CustomProperties="PointWidth=0.75, MaxPixelPointWidth=40" />
</Series>
<ChartAreas>
<ChartArea BorderColor="White" BorderDashStyle="Solid">
<AxisY LabelAutoFitMinFontSize="8" TitleForeColor="59, 59, 59" TitleFont="{0}, 10.5px" LineColor="165, 172, 181" IntervalAutoMode="VariableCount">
<MajorGrid LineColor="239, 242, 246" />
<MajorTickMark LineColor="165, 172, 181" />
<LabelStyle Font="{0}, 10.5px" ForeColor="59, 59, 59" />
</AxisY>
<AxisX LabelAutoFitMinFontSize="8" TitleForeColor="59, 59, 59" TitleFont="{0}, 10.5px" LineColor="165, 172, 181" IntervalAutoMode="VariableCount">
<MajorTickMark LineColor="165, 172, 181" />
<MajorGrid LineColor="Transparent" />
<LabelStyle Font="{0}, 10.5px" ForeColor="59, 59, 59" />
</AxisX>
</ChartArea>
</ChartAreas>
<Titles>
<Title Alignment="TopLeft" DockingOffset="-3" Font="{0}, 13px" ForeColor="59, 59, 59" />
</Titles>
<Legends>
<Legend Alignment="Center" LegendStyle="Table" Docking="right" IsEquallySpacedItems="True" Font="{0}, 11px" ShadowColor="0, 0, 0, 0" ForeColor="59, 59, 59" />
</Legends>
</Chart>
The following is a line chart that shows the number of leads generated in the last five months. This is one of the default charts available in [!INCLUDEpn_dynamics_crm] for the Lead
entity.
The following is the contents of the data description XML string for this chart.
<datadefinition>
<fetchcollection>
<fetch mapping="logical" count="5" aggregate="true">
<entity name="lead">
<attribute name="leadid" aggregate="countcolumn" alias="count_leadid" />
<attribute name="createdon" groupby="true" dategrouping="month" usertimezone="false" alias="createdon" />
<order alias="createdon" descending="false" />
</entity>
</fetch>
</fetchcollection>
<categorycollection>
<category>
<measurecollection>
<measure alias="count_leadid" />
</measurecollection>
</category>
</categorycollection>
</datadefinition>
The following is the contents of the presentation description XML string for this chart.
<Chart>
<Series>
<Series IsValueShownAsLabel="True" BorderWidth="3" ChartType="Line" Color="49, 171, 204" MarkerStyle="Square" MarkerSize="9" MarkerColor="37, 128, 153"></Series>
</Series>
<ChartAreas>
<ChartArea BorderColor="White">
<AxisY LabelAutoFitMinFontSize="8" TitleForeColor="59, 59, 59" TitleFont="{0}, 10.5px" LineColor="165, 172, 181">
<MajorGrid LineColor="239, 242, 230" />
<MajorTickMark LineColor="165, 172, 181" />
<LabelStyle Font="{0}, 10.5px" ForeColor="59, 59, 59" />
</AxisY>
<AxisX LabelAutoFitMinFontSize="8" TitleForeColor="59, 59, 59" TitleFont="{0}, 10.5px" LineColor="165, 172, 181">
<MajorGrid Enabled="False" />
<LabelStyle Font="{0}, 10.5px" ForeColor="59, 59, 59" />
</AxisX>
</ChartArea>
</ChartAreas>
<Titles>
<Title DockingOffset="-3" Font="{0}, 13px" ForeColor="59, 59, 59" Alignment="TopLeft"></Title>
</Titles>
</Chart>
The following is a pie chart that shows the total number of leads and their importance. This is one of the default charts available in [!INCLUDEpn_dynamics_crm] for the Lead
entity.
The following is the contents of the data description XML string for this chart.
<datadefinition>
<fetchcollection>
<fetch mapping="logical" aggregate="true">
<entity name="lead">
<attribute groupby="true" alias="groupby_column" name="leadqualitycode" />
<attribute alias="aggregate_column" name="fullname" aggregate="count" />
</entity>
</fetch>
</fetchcollection>
<categorycollection>
<category>
<measurecollection>
<measure alias="aggregate_column" />
</measurecollection>
</category>
</categorycollection>
</datadefinition>
The following is the contents of the presentation description XML string for this chart.
<Chart Palette="None" PaletteCustomColors="97,142,206; 209,98,96; 168,203,104; 142,116,178; 93,186,215; 255,155,83; 148,172,215; 217,148,147; 189,213,151; 173,158,196; 145,201,221; 255,180,138">
<Series>
<Series ShadowOffset="0" IsValueShownAsLabel="true" Font="{0}, 9.5px" LabelForeColor="59, 59, 59" CustomProperties="PieLabelStyle=Inside, PieDrawingStyle=Default" ChartType="pie">
<SmartLabelStyle Enabled="True" />
</Series>
</Series>
<ChartAreas>
<ChartArea>
<Area3DStyle Enable3D="false" />
</ChartArea>
</ChartAreas>
<Legends>
<Legend Alignment="Center" LegendStyle="Table" Docking="right" Font="{0}, 11px" ShadowColor="0, 0, 0, 0" ForeColor="59, 59, 59" />
</Legends>
<Titles>
<Title Alignment="TopLeft" DockingOffset="-3" Font="{0}, 13px" ForeColor="0, 0, 0"></Title>
</Titles>
</Chart>
The following is a funnel chart that shows the sum of estimated revenue in each stage of the sales pipeline. This is one of the default charts available in [!INCLUDEpn_dynamics_crm] for the Opportunity
entity.
The following is the contents of the data description XML string for this chart.
<datadefinition>
<fetchcollection>
<fetch mapping="logical" count="10" aggregate="true">
<entity name="opportunity">
<attribute name="estimatedvalue" aggregate="sum" alias="sum_estimatedvalue" />
<attribute name="stepname" groupby="true" alias="stepname" />
<order alias="stepname" descending="false" />
</entity>
</fetch>
</fetchcollection>
<categorycollection>
<category>
<measurecollection>
<measure alias="sum_estimatedvalue" />
</measurecollection>
</category>
</categorycollection>
</datadefinition>
The following is the contents of the presentation description XML string for this chart.
<Chart Palette="None" PaletteCustomColors="55,118,193; 197,56,52; 149,189,66; 117,82,160; 49,171,204; 255,136,35; 97,142,206; 209,98,96; 168,203,104; 142,116,178; 93,186,215; 255,155,83">
<Series>
<Series ShadowOffset="0" IsValueShownAsLabel="true" Font="{0}, 9.5px" LabelForeColor="59, 59, 59" ChartType="Funnel" CustomProperties="FunnelLabelStyle=Outside, FunnelNeckHeight=0, FunnelPointGap=1, FunnelNeckWidth=5">
<SmartLabelStyle Enabled="True" />
</Series>
</Series>
<ChartAreas>
<ChartArea>
<Area3DStyle Enable3D="True" />
</ChartArea>
</ChartAreas>
<Legends>
<Legend Alignment="Center" LegendStyle="Table" Docking="right" Font="{0}, 11px" ShadowColor="0, 0, 0, 0" ForeColor="59, 59, 59" />
</Legends>
<Titles>
<Title Alignment="TopLeft" DockingOffset="-3" Font="Segeo UI, 13px" ForeColor="0, 0, 0"></Title>
</Titles>
</Chart>
The following is a multi-series chart that shows the estimated vs. actual revenue closed by month. You can use the chart designer in [!INCLUDEpn_dynamics_crm] or methods described in the developer documentation to create these types of charts.
A multi-series chart has multiple <measurecollection>
elements in the data description, each mapping to the corresponding <Series>
element in the presentation description XML string.
A multi-series chart has multiple <Series>
elements in the presentation description; the number of <Series>
elements is the same as the number of <measurecollection>
elements in the data description XML string.
The following is the contents of the data description XML string for this chart.
<datadefinition>
<fetchcollection>
<fetch mapping="logical" aggregate="true">
<entity name="opportunity">
<attribute name="estimatedvalue" aggregate="sum" alias="estvalue" />
<attribute name="actualvalue" aggregate="sum" alias="actvalue" />
<attribute name="actualclosedate" groupby="true" alias="actclosedate" dategrouping="month" />
</entity>
</fetch>
</fetchcollection>
<categorycollection>
<category>
<measurecollection>
<measure alias="estvalue" />
</measurecollection>
<measurecollection>
<measure alias="actvalue" />
</measurecollection>
</category>
</categorycollection>
</datadefinition>
The following is the contents of the presentation description XML string for this chart.
<Chart Palette="BrightPastel">
<Series>
<Series _Template_="All" Color="112, 162, 213" BorderColor="164, 164, 164" BorderDashStyle="Solid" BorderWidth="1" ShadowColor="128, 128, 128, 128" ShadowOffset="1" IsValueShownAsLabel="true" Font="{0}, 6.75pt, GdiCharSet=0" BackGradientStyle="TopBottom" BackSecondaryColor="0, 102, 153" LabelForeColor="100, 100, 100" ChartType="Column">
<SmartLabelStyle Enabled="True" />
<Points />
</Series>
<Series _Template_="All" Color="204,0,0" BorderColor="204,0,0" BorderDashStyle="Solid" BorderWidth="1" ShadowColor="128, 128, 128, 128" ShadowOffset="1" IsValueShownAsLabel="true" Font="{0}, 6.75pt, GdiCharSet=0" BackSecondaryColor="0, 102, 153" LabelForeColor="100, 100, 100" ChartType="Column">
<SmartLabelStyle Enabled="True" />
<Points />
</Series>
</Series>
<ChartAreas>
<ChartArea _Template_="All" BackColor="White" BorderColor="26, 59, 105" BorderWidth="0" BorderDashStyle="Solid">
<AxisY LineColor="204, 204, 204" TitleFont="{0}, 8pt, GdiCharSet=0" TitleForeColor="100, 100, 100" LabelAutoFitMaxFontSize="7" LabelAutoFitMinFontSize="7">
<MajorTickMark LineColor="Gray" />
<MajorGrid Enabled="false" />
<LabelStyle Font="{0}, 6.75pt, GdiCharSet=0" ForeColor="100, 100, 100" />
</AxisY>
<AxisX LineColor="204, 204, 204" TitleFont="{0}, 8pt, GdiCharSet=0" TitleForeColor="100, 100, 100" LabelAutoFitMaxFontSize="7" LabelAutoFitMinFontSize="7">
<MajorTickMark LineColor="Gray" />
<MajorGrid Enabled="false" />
<LabelStyle Font="{0}, 6.75pt, GdiCharSet=0" ForeColor="100, 100, 100" />
</AxisX>
<Area3DStyle LightStyle="Realistic" IsClustered="True" />
</ChartArea>
</ChartAreas>
<Legends>
<Legend _Template_="All" Alignment="Center" LegendStyle="Table" Docking="Bottom" IsEquallySpacedItems="True" BackColor="White" BorderColor="228, 228, 228" BorderWidth="0" Font="{0}, 8pt, GdiCharSet=0" ShadowColor="0, 0, 0, 0" ForeColor="100, 100, 100"></Legend>
</Legends>
<Titles>
<Title _Template_="All" Font="{0}, 9pt, style=Bold, GdiCharSet=0" ForeColor="100, 100, 100"></Title>
</Titles>
<BorderSkin PageColor="Control" BackColor="CornflowerBlue" BackSecondaryColor="CornflowerBlue" />
</Chart>
The following is a comparison chart that shows the number of activities by type and priority. You can use the chart designer in [!INCLUDEpn_dynamics_crm] or methods described in the developer documentation to create these types of charts.
A comparison chart has two groupby
clauses in the data description XML.
The following is the contents of the data description XML string for this chart.
<datadefinition>
<fetchcollection>
<fetch mapping="logical" aggregate="true">
<entity name="activitypointer">
<attribute alias="aggregate_column" name="subject" aggregate="count" />
<attribute groupby="true" alias="groupby_column" name="activitytypecode" />
<attribute groupby="true" alias="groupby_priority" name="prioritycode" />
</entity>
</fetch>
</fetchcollection>
<categorycollection>
<category>
<measurecollection>
<measure alias="aggregate_column" />
</measurecollection>
</category>
</categorycollection>
</datadefinition>
The following is the contents of the presentation description XML string for this chart.
<Chart Palette="None" PaletteCustomColors="41,88,145; 147, 42, 39; 112,142,50; 88,62,120; 37,128,153; 194,103,28; 74,107,155; 155,77,73; 126,153,79; 107,88,134; 71,140,162; 199,118,64; 112,131,162;164,112,111; 143,161,115;131,120,148;111,152,167; 195,137,106">
<Series>
<Series Name="Series1" ChartType="StackedColumn" ChartArea="ChartArea1" IsValueShownAsLabel="True" Font="{0}, 9.5px" LabelForeColor="59, 59, 59" CustomProperties="MinPixelPointWidth=5, PointWidth=0.75, PixelPointWidth=26, MaxPixelPointWidth=40"></Series>
</Series>
<ChartAreas>
<ChartArea BorderColor="Transparent" BorderDashStyle="Solid" Name="ChartArea1">
<AxisY TitleForeColor="59, 59, 59" TitleFont="{0}, 10.5px" LineColor="165, 172, 181" IntervalAutoMode="VariableCount">
<MajorGrid LineColor="239, 242, 246" />
<MajorTickMark LineColor="165, 172, 181" />
<LabelStyle Font="{0}, 10.5px" ForeColor="59, 59, 59" />
</AxisY>
<AxisX TitleForeColor="59, 59, 59" TitleFont="{0}, 10.5px" LineColor="165, 172, 181" IntervalAutoMode="VariableCount">
<MajorGrid LineColor="Transparent" />
<MajorTickMark LineDashStyle="NotSet" />
<LabelStyle Font="{0}, 10.5px" ForeColor="59, 59, 59" />
</AxisX>
</ChartArea>
</ChartAreas>
<Legends>
<Legend Alignment="Center" LegendStyle="Table" Docking="Bottom" IsEquallySpacedItems="True" Font="{0}, 11px" ShadowColor="0, 0, 0, 0" ForeColor="59,59,59"></Legend>
</Legends>
<Titles>
<Title Alignment="TopLeft" Name="Title1" DockingOffset="-3" Font="{0}, 13px" ForeColor="59, 59, 59"></Title>
</Titles>
</Chart>
The following is a comparison chart that shows the number of cases opened on any date, grouped by priority. You can use the chart designer in [!INCLUDEpn_dynamics_crm] or methods available in the [!INCLUDEcc-dyn365-ce-web-services] to create these types of charts.
A comparison chart has two groupby
clauses in the data description XML.
The following is the contents of the data description XML string for this chart.
<datadefinition>
<fetchcollection>
<fetch mapping="logical" aggregate="true">
<entity name="incident">
<order alias="groupby_column" descending="false" />
<attribute alias="aggregate_column" name="incidentid" aggregate="count" />
<attribute groupby="true" alias="groupby_column" dategrouping="day" name="createdon" />
<attribute groupby="true" alias="groupby_priority" name="prioritycode" />
</entity>
</fetch>
</fetchcollection>
<categorycollection>
<category>
<measurecollection>
<measure alias="aggregate_column" />
</measurecollection>
</category>
</categorycollection>
</datadefinition>
The following is the contents of the presentation description XML string for this chart.
<Chart Palette="None" PaletteCustomColors="149,189,66; 197,56,52; 55,118,193; 117,82,160; 49,171,204; 255,136,35; 168,203,104; 209,98,96; 97,142,206; 142,116,178; 93,186,215; 255,155,83">
<Series>
<Series ChartType="StackedBar100" Font="{0}, 9.5px" LabelForeColor="59, 59, 59" CustomProperties="PointWidth=0.75, MaxPixelPointWidth=40">
<SmartLabelStyle Enabled="True" />
</Series>
</Series>
<ChartAreas>
<ChartArea BorderColor="White" BorderDashStyle="Solid">
<AxisY LabelAutoFitMinFontSize="8" TitleForeColor="59, 59, 59" TitleFont="{0}, 10.5px" LineColor="165, 172, 181" IntervalAutoMode="VariableCount">
<MajorGrid LineColor="239, 242, 246" />
<MajorTickMark LineColor="165, 172, 181" />
<LabelStyle Font="{0}, 10.5px" ForeColor="59, 59, 59" />
</AxisY>
<AxisX LabelAutoFitMinFontSize="8" TitleForeColor="59, 59, 59" TitleFont="{0}, 10.5px" LineColor="165, 172, 181" IntervalAutoMode="VariableCount">
<MajorGrid Enabled="False" />
<MajorTickMark Enabled="False" />
<LabelStyle Font="{0}, 10.5px" ForeColor="59, 59, 59" />
</AxisX>
</ChartArea>
</ChartAreas>
<Titles>
<Title Alignment="TopLeft" DockingOffset="-3" Font="{0}, 13px" ForeColor="0, 0, 0" />
</Titles>
</Chart>
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