FORMAT CHART LABELS IN DYNAMICS 365

A chart is a graphic representation of data from multiple records of an entity. Charts interact with the views and filters which are currently applied to the view and a chart is refreshed each time you change your view.

SCENARIO:

In this blog, we will Show how to remove decimals using custom Label format into CRM chart Xml.

 

Format Chart Label1

Format Chart Label2

NAVIGATION STEPS:

Step 1: Navigate to Advance Settings  -> Solutions -> Entity.

Step 2: Click on Charts -> Click on the chart which you want to edit.

Step 3: Export the Chart a Xml file will be downloaded.

Format Chart Label3

Label Formats:
0 -> Zero placeholder. Shows all digits incl. zeros.
# -> Digit placeholder. Shows all digits except zeros, unless the zero is significant.
.  -> Decimal point
,  -> Thousand separator and number scaling
;  -> Section separator

Examples:
LabelFormat =”#.##”            ->  .3
LabelFormat =”0.00″             ->  0.30
LabelFormat =”#,#,,”             ->  3
LabelFormat =”#,#,,.##”       -> 3.46
LabelFormat =”#,#,,.###”    -> 3.457
LabelFormat =”#,#,.#”          -> 3,456.9
LabelFormat =”#,#,,.##”       -> .46
LabelFormat =”#,0,,.###”     -> 0.457
LabelFormat =”#,0,.#”           -> 456.9

Add Text or Characters
LabelFormat=”$#,#,,M”          -> $3M
LabelFormat=”$#,#,,.##M”    -> $3.46M
LabelFormat=”$ #,#,, M”        -> $ 3 M

Sections

  • 1st section ->  Positive Values
  • 2nd section  ->  Negative Values
  • 3rd section   ->  Zero Values

Example
Positive value is displayed with two decimals, negative values are in a parenthesis, and zero values are just a single zero.

LabelFormat=”#,0.00;(#,0.00);0″

Currency
If you do not need to scale the number, you can use “C” followed by a specifier to indicate the number of decimals. If you do not add a specifier, decimals will be the same as the default in your CRM.

LabelFormat=”C”    -> Currency with default decimals
LabelFormat=”C0″  -> Currency with no decimals
LabelFormat=”C3″  -> Currency with 3 decimals forced

Step 4: Insert the Label Format in the chart XML.

Format Chart Label4

  • If the IsValueShownAsLabel= “True” not present already, then insert it as well.

Step 5: Save the Xml file.

Step 6: Import the Chart in CRM

Format Chart Label5

Step 7: Choose the Xml file and Click on Import

Format Chart Label6

Step 8: Click on Replace to overwrite the existing chart.

Format Chart Label7

 

 

 

 

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