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Drill down in a chart

You can drill down into a segment on a chart to filter chart data for that segment. For example, you can drill down on one segment of a sales pipeline chart. You can also change the chart type as you drill down.

  1. Open the list of records you want to chart, and then click the chart bar to the right of or above the list of records.

  2. Follow the steps for the app you’re using.

    If using the Dynamics 365 web application

    1. Click the Charts area.

    If using Dynamics 365 for Outlook

    1. In the ribbon, click Chart Pane, and then select where you want the chart to be displayed.

  3. In the chart area, click the arrow next to the chart name, and then click the name of a chart.

  4. Click the category area of the chart you want to drill down into.

  5. In the shortcut menu, click Select Field, and then click the field to group by.

  6. Click the button for a chart type.

  7. Click OK.


    Note

    To go back to the previous chart, click Back.


Applies To

Dynamics 365 (online)

Dynamics CRM Online

Dynamics CRM 2016

Dynamics CRM 2015

Dynamics CRM 2013