In the previous exercise, you were able to create a robust
dashboard in just a few minutes by using the Dashboard designer. As
your needs change, you might want to modify your dashboards
accordingly. For example, you might want to add, remove, or replace a
chart or list. Similarly, you might want to modify the size of a
particular dashboard component. By using the same designer, you can
accomplish these goals and more.
In this exercise, you will edit a dashboard in Microsoft Dynamics CRM.
Note
SET UP Use the Internet
Explorer web browser to navigate to your Microsoft Dynamics CRM
website, if necessary, before beginning this exercise. You need the
My Dashboard dashboard you created in the previous exercise.
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In the Workplace area, click
Dashboards.
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In the view selector, select My
Dashboard.
The dashboard created in the previous exercise
appears.
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On the ribbon, in the Dashboard Management group, click the
Edit button to edit the
dashboard.
The dashboard layout screen is displayed.
-
Select the Sales Pipeline
chart by clicking it.
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In the Layout group on the ribbon, click the
Decrease Width button.
The chart width decreases in the designer.
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Drag the Sales Pipeline chart
to the right so that it is next to the Leads
by Rating chart.
Tip
Dragging chart objects in the designer is a little
challenging at first. When you have dragged the chart to an
acceptable place, you will see a red line appear in the
designer.
-
Select the Accounts
by Industry chart by clicking it, and then click the
Increase Width button on the ribbon.
The Accounts By Industry chart is expanded.
-
Select the Leads by
Rating chart, and then click Edit
Component in the Action
group on the ribbon.
The List Or Chart Properties dialog box appears.
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At the bottom of the dialog box, select the Display Chart Selection check box, and then
click OK.
This allows you to change the chart to any of the other
lead-based charts on the dashboard.
-
Select the Sales Pipeline
chart, and click Edit Component on
the ribbon.
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In the Data Source area of
the List or Chart Properties dialog
box, in the Default View field,
select Open Opportunities.
-
In the View
Selector field, select Show All
Views.
This allows you to change the view behind the chart on the
dashboard.
-
Click OK to return to the
dashboard layout screen.
-
Click Save and Close to view
the modified dashboard.
The view and chart selectors are now present on the
dashboard.
-
In the view selector on the Sales
Pipeline chart, change the view to Opportunities Closing Next Month.
The chart is now updated to show the subset of
opportunities.
-
In the chart selector on the Leads by
Rating chart, change the chart to Leads by Source.
The dashboard is updated to display the Leads By Source
chart.
