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Sample charts

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Applies To: Dynamics CRM 2015

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 or UserQueryVisualization.DataDescription attribute for the organization-owned or user-owned chart respectively.

  • Presentation description XML string for a chart using the SavedQueryVisualization.PresentationDescription or UserQueryVisualization. PresentationDescription attribute for the organization-owned or user-owned chart respectively.

In This Topic

Column Chart

Bar Chart

Area Chart

Line Chart

Pie Chart

Funnel Chart

Multi-Series Chart

Comparison Chart (Stacked Chart)

Comparison Chart (100% Stacked Chart)

Column Chart

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 Microsoft Dynamics CRM for the Account entity to change it to a column chart.

Sample column chart: Accounts by Industry

Data Description

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>

Presentation Description

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>

Bar Chart

The following is a bar chart that shows the top 10 customers. This is one of the default charts available in Microsoft Dynamics CRM for the Opportunity entity.

Sample bar chart: Top 10 Customers

Data Description

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>

Presentation Description

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>

Area Chart

The following is an area chart that shows the number of records generated between a given date range.

Sample area chart

Data Description

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>

Presentation Description

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>

Line 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 Microsoft Dynamics CRM for the Lead entity.

Sample line chart: Lead Generation Rate

Data Description

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>

Presentation Description

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>

Pie 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 Microsoft Dynamics CRM for the Lead entity.

Sample pie chart: Leads by Rating

Data Description

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>

Presentation Description

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>

Funnel 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 Microsoft Dynamics CRM for the Opportunity entity.

Sample funnel chart: Sales Pipeline

Data Description

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>

Presentation Description

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>

Multi-Series 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 Microsoft Dynamics CRM or methods described in the Microsoft Dynamics CRM SDK 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.

Sample multi-series chart

Data Description

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>

Presentation Description

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>

Comparison Chart (Stacked Chart)

The following is a comparison chart that shows the number of activities by type and priority. You can use the chart designer in Microsoft Dynamics CRM or methods described in the Microsoft Dynamics CRM SDK to create these types of charts.

A comparison chart has two groupby clauses in the data description XML.

Sample comparison chart

Data Description

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>

Presentation Description

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>

Comparison Chart (100% Stacked 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 Microsoft Dynamics CRM or methods described in the Microsoft Dynamics CRM SDK to create these types of charts.

A comparison chart has two groupby clauses in the data description XML.

Sample100% stacked chart

Data Description

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>

Presentation Description

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>

See Also

Customize visualizations and dashboards
Visualization data description schema
Create a visualization (chart)
View data with visualizations (charts)
Sample code for charts (visualizations)

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