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Actions on visualizations (charts)

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Using the Microsoft Dataverse Web Services, you can perform the following actions on the visualization tables.

Actions on organization-owned visualizations

To perform actions on an organization-owned visualization (SavedQueryVisualization), you must have the System Administrator or the System Customizer role. You can perform the following actions on an organization-owned visualization:

  • Create, retrieve, update, and delete an organization-owned visualization. More information: Create a visualization

    Note

    After updating an organization-owned visualization, you must publish the table definitions changes to make it visible across the organization by using the PublishAllXmlRequest message. Alternatively, whenever you publish a table, all the unpublished organization-owned visualizations that are attached to the table are published automatically.

  • Query and retrieve all the organization-owned visualizations that are attached to a table using the SavedQueryVisualization.PrimaryEntityTypeCode. Multiple organization-owned visualizations can be attached to a single table. For a list of tables with which you can attach a visualization, see Tables Supported for visualizations. For a code sample that demonstrates how to retrieve all the organization-owned visualizations attached to a table, see Sample: Retrieve all charts attached to a table.

    Note

    You cannot change or update a visualization to attach it with a different table after you have created the visualization. It implies that the SavedQueryVisualization.PrimaryEntityTypeCode is not valid for the update action on the organization-owned visualization.

  • Specify an organization-owned visualization as the default visualization for the associated table by setting the SavedQueryVisualization.IsDefault to true. When you set an organization-owned visualization as the default visualization for a table, the visualization is displayed by default when you select to view the visualizations for this table in Dataverse.

    Note

    Using the Dataverse Web Services, if you set an organization-owned visualization as default for a table that already has another visualization set as default, both the visualizations are marked as default visualizations for the table. To set a visualization as a default visualization for a table, make sure that no other visualization is set as the default visualization for the table.

    For a list of supported messages on the organization-owned visualization table, see SavedQueryVisualization table.

Actions on user-owned visualizations

You can perform the following actions on a user-owned visualization (UserQueryVisualization):

  • Create, retrieve, update, and delete a user-owned visualization. More information: Create a visualization

  • Query and retrieve all the user-owned visualizations that are attached to a table using the UserQueryVisualization.PrimaryEntityTypeCode. Multiple user-owned visualizations can be attached to a table. For a list of tables with which you can attach a visualization, see Tables supported for visualizations.

    Note

    You cannot change or update a visualization to attach it with a different table after you have created the visualization. It implies that the UserQueryVisualization.PrimaryEntityTypeCode is not valid for the update action on the user-owned visualization.

  • Change the ownership of a user-owned visualization by assigning it to another user or team using AssignRequest.

  • Retrieve the access that the specified security principal (user or team) has to a user-owned visualization using RetrievePrincipalAccessRequest. You can also retrieve all the security principals (users or teams) that have access to a user-owned visualization, along with their access rights to the user-owned visualization using the RetrieveSharedPrincipalsAndAccessRequest.

  • Collaborate with other users and teams on specific areas by sharing a user-owned visualization with them using GrantAccessRequest, ModifyAccessRequest, and RevokeAccessRequest.

    For a list of supported messages on the user-owned visualization table, see UserQueryVisualization table.

See also

Charts
Understanding Charts: Underlying data and chart representation
Create a chart
Sample charts
Sample: Create, retrieve, update, and delete (CRUD) a chart
Sample: Retrieve all charts attached to a table
Sample: Assign a chart to another user
SavedQueryVisualization table
UserQueryVisualization table