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Export/Import Chart's XML in MS CRM 2013

By Rajesh on 1/6/2014

We can visualize our data with the help of charts. Charts will give estimate data in the form of pictures. MS CRM 2013 has many out of box charts by which user can visualize his/her data in the pictorial format; User can also create custom and personal charts according to their need. For doing this we have to export our charts XML. For export we have to follow these steps:

How to Export a Chart’s XML      

1.Click on Sales menu.

 

 

 

2.Navigate to Opportunities.

 

 

 3.After navigating Opportunities,click on Charts pane on the right-hand side.

4.Select the chart you want to update or modify and click on the dropdown Command Bar.

5.Click on Export Chart

             

 6.Save the file.

7.Open the file in a Notepad to edit the XML.

 

How to Import a Chart's XML

1. After navigating Opportunities,click on Charts pane on the right-hand side.

2. Click on the Drop down Command Bar.

3. Click on Import Chart.

4. Upload your .xml file,which was already saved in the system.

 

 

 

In MSCRM 2013 every chart has its own XML,through which we can change the layout color,label,background color etc.

Here some examples:-

1. Here we want to change the color of the Bars.


   

After Import it looks like this.

 2.      Changing Bar Chart into Pie Chart.

 

After Import it looks like this.

   

 

MS CRM 2013
Charts
Import/Export
MS CRM 2013
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