Implementing Microsoft Dynamics 365 Business Central On-Premise - Fourth Edition

Creating and configuring charts

If the predefined generic charts are not enough for you, you can define other generic charts and make them available to all users so that they can add your chart to their Role Center page.

To create and define a generic chart, perform the following steps:

1. Type Generic Charts in the search box of the Microsoft Dynamics NAV Client (you can use both the Windows client or the Web client in this case).
2. Select Generic Charts. The Generic Charts list will be shown.
3. Click on New to create a new generic chart.

4. Give the new generic chart an ID (MY CUSTOMER CHART) and Name (MY CUSTOMER CHART).
5. Select Table as the Source Type.
6. Select 18 as the Source ID:

7. In the Required Measure row, select Sales (LCY) in the Data ...