Customer Engagement & Dynamics CRM Forum

Expand all | Collapse all

Editing Options for Drill Down Lists in Charts

Jump to Best Answer
  • 1.  Editing Options for Drill Down Lists in Charts

    GOLD CONTRIBUTOR
    Posted 21 days ago
    Curious to know if it is possible to reduce the number of options available in a drill down list.
    I have an Executive Dashboard with an chart for activities per user.
    When i right click to drill down in a user, it gives all the attributes under the sun to select from - fine for an experienced Dynamics user, but not so much for my Execs who I am creating this for.
    Is it possible to have only show a few specific options from the list it is currently showing?

    Thanks!

    ------------------------------
    Nathaniel Scott
    Director of IT
    Concert Technologies
    Dulles VA
    ------------------------------
    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: Editing Options for Drill Down Lists in Charts
    Best Answer

    TOP CONTRIBUTOR
    Posted 20 days ago
    Yes, that is possible, @Nathaniel Scott

    The options/fields showing in the drop down are the ones where Searchable is set to yes. This setting also controls if the field can be used as a condition in an Advanced Find query or not. So it might not always be a viable option to change that if it is a field that are used by users in personal views.

    You can bulk edit the Searchable option if use the classic solution explorer. I don't think that possible from make.powerapps.com yet.



    ------------------------------
    BR,
    Niels
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


If you've found this thread useful, dive deeper into User Group community content by role