Tip #1103: Chart styling cheat sheet

This post concludes chart week fortnight on CRM Tip of the Day. Thanks to Ulrik for these great tips.

It isn’t always obvious where to go in the chart XML to make changes to certain areas. We’ve created this handy cheat sheet so you can see where to go to change what in the chart.

Series

Besides the chart type for the series, you can set

  • Color of the series
  • Custom text for the legend
  • Visibility in legend
  • Label and formatting of each data point
  • Borders on the bars/columns

Series CustomProperties

Special properties specific to the chart type chose for the series.

  • Label positioning (i.e inside/outside/left/right/etc.)
  • Width of bars/columns
  • Drawing styles (make bars look like wedges or cylinders)
  • For pie/donuts and funnel charts there numerous custom properties

ChartArea

Background colors and borders

Axis

The axis has the most properties. Here are some of the most commonly used.

  • Custom Axis Title, font size and alignment
  • Max and Min values for the axis
  • Line of axis width, color, and style
  • Interval between values on axis
  • Crossing if you need a break different than zero (useful for survey results)

Axis LabelStyle

Value formatting for the axis

Annotations

Notes and comments to place on the chart in a specific place.

7 thoughts on “Tip #1103: Chart styling cheat sheet

  1. Tim Dailey says:

    This is awesome!! Thank you

  2. CRM Audio says:

    […] Plus, if you missed it, check out Ulrik’s chart week posts on CRM tip of the day. […]

  3. Marco Foldes says:

    Hi, thanks for this great tool.
    I have a problem: I changed the color of a graph, and, when the graph is inside an interactive dashboard, it still shows the old color.
    And, if a try to change the colour of a Doughnut chart, it dos not work at all.
    The colors do not change.
    Is a bug of the new UI?

    • Hi Marco,

      that’s not a bug, it’s a “feature”. For Unified Interface apps, charts are now using highchart components and, unfortunately, they do not yet support advanced customizations involving xml editing.

      Cheers
      George

  4. […] Plus, if you missed it, check out Ulrik’s chart week posts on CRM… […]

  5. Jennifer Taylor says:

    Hi..Can you tell me how to bold the text of a label? Thank you!

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