[Quick Tip] Perform Drill Down on charts

In Dynamics CRM 2013 charts you can drill down/drill up data to access deeper levels of analysis. Here is how to do it simply in 2 steps:

Let’s take an example of a pie chart of accounts by country:

Step1: Click on any sector to drill down, choose a field and a chart type then click OK(arrow icon)

 

 

step 2

 

Step2: Clicking on Canada’s sector and choosing Industry as a new dimension will create a new chart of Canada’s accounts by Industry. You can drill up by clicking on the previous button or drill down further by following the same method and so on.

step 4

 

Hope it helps!

 

 

 

 

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