Drilling down into a chart
Charts are a very big part of the new dashboard features in Microsoft Dynamics CRM 2011, and one of the best features of the new chart module is the ability to drill into segments of the chart data. By drilldown, we mean the ability to filter the data and focus on a particular segment of the records being used to build the chart as a whole.
Getting ready
Using Dynamics CRM 2011, navigate to the Dashboards section.
How to do it...
Carry out the following steps in order to complete this recipe:
- Select the Microsoft Dynamics CRM Overview dashboard from the list of available dashboards.
- Locate the Sales Pipeline chart, and enlarge the chart to make it easier to work with (see the Enlarging a chart to full screen recipe at the ...
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