Drill down in a chart
- 2 minutes to read
- Applies to Dynamics 365 (online), version 9.x
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.
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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.
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Follow the steps for the app you’re using.
If using the Dynamics 365 web application
- Click the Charts area.
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In the chart area, click the arrow next to the chart name, and then click the name of a chart.
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Click the category area of the chart you want to drill down into.
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In the shortcut menu, click Select Field, and then click the field to group by.
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Click the button for a chart type.
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Click OK.
Note
To go back to the previous chart, click Back.