View data with visualizations (charts)

Artikel
08/05/2024

Visualizations let you see your business data graphically. A visualization is attached to an entity in Dynamics 365 for Customer Engagement. You can attach multiple visualizations to an entity, however, only one visualization can be displayed at a time along-side a grid. You can view multiple visualizations at the same time by using a dashboard. More information: Analyze Data with Dashboards

You can use a chart or a web resource as a visualization in Dynamics 365 for Customer Engagement. For charts, you can use the chart designer in Dynamics 365 for Customer Engagement. However, to use a web resource in a visualization, you must either use the SDK or import a custom visualization XML into Dynamics 365 for Customer Engagement. More information: Sample: Create, Retrieve, Update, and Delete a Chart

Visualization ownership

In Dynamics 365 for Customer Engagement, there are two types of visualization ownership: organization-owned and user-owned.

An organization-owned visualization is owned by an organization, and cannot be assigned or shared. The SavedQueryVisualization entity represents the organization-owned visualization. These visualizations are solution-aware entities in Dynamics 365 for Customer Engagement. Whenever you update a saved query visualization, you must publish the changes for the updates to be available across the organization by using the PublishAllXmlRequest message. This entity is referred to as a System Chart in the Dynamics 365 for Customer Engagement web application.
A user-owned visualization is owned by an individual user, and can be assigned and shared with other users and teams. The UserQueryVisualization entity represents the user-owned visualization. This entity is referred to as a User Chart in the Dynamics 365 for Customer Engagement web application, and is displayed under My Charts in the chart drop-down list.

A user query visualization is not associated with a user query (view), despite the entity name. The view aspect of this entity is used only for setting the filter criteria.

Chart visualizations

Charts let you see summaries of grid data. The charts are built by using the Microsoft Chart Controls for Microsoft .NET Framework 3.5. For more information about Microsoft Chart Controls, see Download: Chart Controls for .NET Framework.

These charts are integrated with the grids in the web application. When you apply a filter (query) to the data in a grid, the filter is applied to the chart also, and the chart is updated accordingly. Similarly, when you perform drill-down operations on a chart, the grid data is updated automatically.

A chart attached to an entity is available for all the views for the entity. A chart displays data according to the currently selected (or displayed) view of an entity. A chart can display data from both a saved query (organization-owned view) and a user query (user-owned view).

Charts display data for only those saved queries (organization-owned views) that use FetchXML (SavedQuery.FetchXml attribute) to filter the records. If a saved query uses the query API (SavedQuery.QueryAPI attribute) to filter the records, the chart will not appear for that saved query. This limitation is not applicable for user queries (user-owned views) because the user query entity does not use the QueryAPI attribute to filter the records.

For more information about how to work with charts, see Understanding Charts: Underlying Data and Chart Representation.

Chart types in Microsoft chart controls

Microsoft Chart Controls is used to build charts in Dynamics 365 for Customer Engagement. Microsoft Chart Controls enable you to create various chart types such as column, bar, area, stacked, line, bubble, and pie.

The following chart types are supported out-of-box in Dynamics 365 for Customer Engagement: Column, Area, Bar, Line, Pie, and Funnel. However, you can extend the functionality by creating other supported Microsoft Chart Controls chart types such as multi-series, stacked, and 100% stacked (comparison) charts by specifying appropriate content in the data description and presentation description XML strings for a chart. More information: Specifying Chart Data

Web resource visualizations

Web resources are virtual files that are stored in the Dynamics 365 for Customer Engagement database and may be retrieved using a unique URL address. You can display an existing web resource as a visualization, and display it in the Charts area in Dynamics 365 for Customer Engagement together with other charts for an entity. For more information about web resources, see Web Resources for Microsoft Dynamics 365 Customer Engagement.

You can use the following types of web resources in a visualization: Webpage (HTML) web resources and Image (JPG, PNG, GIF, ICO) Web Resources. For more information about how to create a visualization with a web resource, see Create a Web Resource Visualization.

Entities supported for visualizations

You can create and attach visualizations to only those entities in Dynamics 365 for Customer Engagement that support the new ribbon interface. This is because all of the chart controls are only present in the ribbon interface of Dynamics 365 for Customer Engagement. Custom entities are also supported for visualizations. You can turn off the visualization support for custom entities if you want to. However, you cannot disable visualization support for the default entities.

The following lists the default entities that are supported for visualizations.

Account
ActivityPointer
Appointment
BulkOperation
Campaign
CampaignActivity
CampaignResponse
Competitor
Connection
Contact
Contract
Email
Entitlement
EntitlementChannel
EntitlementTemplateChannel
Fax
Goal
GoalRollupQuery
Incident
Invoice
InvoiceDetail
KbArticle
Lead
Letter
List
Mailbox
Metric
Opportunity
OpportunityProduct
PhoneCall
Position
PriceLevel
Product
ProductAssociation
ProductSubstitute
QueueItem
Quote
QuoteDetail
RecurringAppointmentMaster
Report
SalesLiterature
SalesOrder
SalesOrderDetail
Service
ServiceAppointment
SLAKPIInstance
SocialActivity
SocialProfile
SystemUser
Task
Team
Territory
UoMSchedule

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View data with visualizations (charts)

Visualization ownership

Chart visualizations

Chart types in Microsoft chart controls

Web resource visualizations

Entities supported for visualizations

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