{"id":6654,"date":"2014-01-24T14:25:21","date_gmt":"2014-01-24T14:25:21","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=6654"},"modified":"2014-01-24T14:25:21","modified_gmt":"2014-01-24T14:25:21","slug":"show-chart-block-on-classic-dashboard","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/01\/24\/show-chart-block-on-classic-dashboard\/","title":{"rendered":"Show Chart Block On Classic Dashboard"},"content":{"rendered":"

Charts make your reports, dashboards look more presentable. We have written series of blogs on charting methods throughout this site. In one of my blogs I had explained how we can create chart blocks and display them on Interactive Dashboards. Below is the link.
\n\u00a0Related Post:<\/strong><\/em><\/span> View GUMU Dashboard in Sage CRM using GUMU Integration for Sage 100 ERP<\/a>
\nAs you know Interactive dashboards were added only version 7.0 onwards. How about the people who are using old versions and have not upgraded yet? Yes, they can also have similar functionality on Classic Dashboards too.
\nProcess remains more or less same.
\nFirst you have to go to blocks section from Administration | Customization | Opportunity | Blocks<\/b>.<\/p>\n

\"1\"<\/a><\/p>\n

To create new Chart block;
\n1. Click on New<\/b> button
\n2. Enter the below given details \u00a0
\nBlock Name:<\/b> Chart: <\/b>Opportunities by Territory
\nBlock Type<\/b>: Chart Block<\/p>\n

\"2\"<\/a><\/p>\n

3. Click on\u00a0 Save<\/b> button
\n4. Click on Chart: Opportunities by Territory<\/b> hyperlink\u00a0 from list
\n5. Enter Below given Details
\nTitle<\/b>: Opportunities by Territory
\nClassic Dashboard Level<\/b>: Available In Dashboard
\nDescription<\/b>: Opportunities by Territory
\nSQL Text<\/b>: < Enter Required SQL Condition if any>
\nSave as Gifs<\/b>: Yes
\nLabel X Axis<\/b>: < Enter Required Label for x axis of your chart>
\nLabel Y Axis:<\/b> < Enter Required Label for Y axis of your chart >
\nDifferent Colors<\/b>: Yes
\nBar Width Perc<\/b>:\u00a0 80
\nRemove Legend<\/b>: Yes
\nChart Type<\/b>: HBar
\nX Label Property<\/b>: < Enter Required Field Name. We are adding territory field here as we are charting count by territory><\/p>\n

\"3\"<\/a><\/p>\n

6. Click on Save<\/b> button
\nUsing above process you can create Chart block under required entity. Now you can display this block on Classic Dashboard.
\n1. Go To My CRM<\/b> | Dashboard<\/b>
\n2. Click on Classic Dashboard<\/b>
\n3. Click on New Dashboard<\/b>\u00a0 button
\n4. Enter the\u00a0 Dashboard\u00a0\u00a0 Name <\/b>
\n5. Click on Continue<\/b> button
\n6. Select Opportunity<\/b> from Category selection\u00a0 list
\n7. Select\u00a0 Chart: Opportunities by Territory<\/b> from list
\n8. Click on Add<\/b> button
\n9. Click on Save<\/b> button
\nHere is how the chart will look like on your dashboard.<\/p>\n

\"4\"<\/a><\/p>\n

Also Read:<\/strong><\/em><\/span>
\n1) Progressing workflows through Interactive Dashboard<\/a>
\n2) XML based Fusion charts in COM API<\/a>
\n3) Sales Funnel on Dashboard Sage CRM 7.2<\/a>
\n4) Charts On Interactive Dashboard<\/a>
\n5) Generating a Simple Pie chart in Sage CRM using COM API<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Charts make your reports, dashboards look more presentable. We have written series of blogs on charting methods throughout this site. In one of my blogs I had explained how we can create chart blocks and display them on Interactive Dashboards. Below is the link. \u00a0Related Post: View GUMU Dashboard in Sage CRM using GUMU Integration\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[54,73,83,99,193,332,1],"tags":[617,663,740,907],"class_list":["post-6654","post","type-post","status-publish","format-standard","hentry","category-chart-sage-crm","category-configuration","category-crm72","category-dashboard-sage-crm","category-interactive-dashboard-sage-crm","category-sage-crm","category-uncategorized","tag-block","tag-charts","tag-configuration","tag-dashboard"],"yoast_head":"\nShow Chart Block On Classic Dashboard - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/01\/24\/show-chart-block-on-classic-dashboard\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Show Chart Block On Classic Dashboard - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Charts make your reports, dashboards look more presentable. We have written series of blogs on charting methods throughout this site. In one of my blogs I had explained how we can create chart blocks and display them on Interactive Dashboards. 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