With the Unified Interface becoming more and more prominent in Dynamics 365, what with the Spring Release ‘18 announcing that there is a Unified Interface app for every module, it is time to start exploring this brand new interface in a little more detail, as well as new components (like newer charts as you’ll see below) that come with it.
In this post, we will look at charts. How do you access charts in the Unified Interface? Notice how there is nowhere you can click to the right of a view to bring in a charts pane.
Well, you click on the “Show Chart” button on the top left!
And guess what happens next? Yes, the charts pane shows up..to the left of the view!
Now, you can start selecting different charts on this pane.
Note: At the time of writing this post, the Unified Interface doesn’t let you create personal charts.
Two New Charts for Unified Interface: Doughnut and Tag
Unified Interface also has two brand new charts that the web interface doesn’t – doughnut and tag.
I, personally, am not a fan of pie charts and there are several others out there who don’t. If you like Doughnut charts better than pie (or are just a fans of it), the Unified Interface lets you create them! If you open any entity in a solution and go to charts, you will notice two charts – doughnut and tag.
The doughnut chart is very similar to a pie chart. Add legend entries and categories to this chart just as you would to any other chart.
Notice how it doesn’t show a preview of the chart.
After saving and publishing, this is what it looks like in the Unified Interface.
Similarly, the Tag chart lets you create tags with a count, sum, average, min or max in parentheses.
Just like the Doughnut chart, Tag chart does not provide a preview either.
Once published, this is what it looks like in the Unified Interface.
One thing to remember is that at the time of writing this post, these two charts are only available for the Unified Interface. Switching to the Web Interface does not display these charts.