CRMUG Summit Academy 2016

Creating charts in CRM is really easy, but going beyond the basics can be frustrating – the GUI chart editor is very limited, and the results are often not the most effective for visualising data and supporting data-driven decision making or exploratory analytics. Not to mention some of the “quirks” that get in the way from time to time.

In this course you will learn some best practices for making better design choices when creating charts in CRM, and how to customise the chart XML to give your data visualisations those finishing touches and professional polish. By working through some fairly standard patterns you will see for yourself how easy it can be to make simple but effective changes to chart layout and formatting in the XML. You will also discover some tips and tricks to deal with some of the quirks (such as eliminating palette shift), and how to “cheat” to create charts that may not seem possible at first (Gantt-style timelines, comparing this year against last year, or “conditional formatting” for example).