Charts are a great way to convey meaningful data through graphs. Engage comes with a number of System Charts and users can create personal charts as well. As a System Administrator, you can create or edit a System Chart that is organization wide. Creating a System Chart is very similar to creating a personal chart, but is done through Power Apps and should be created within a solution. Follow the steps below to create or edit a System Chart.

 

Create a System Chart

Before you can create a System Chart, you first need to create or select a solution for the changes you are making. 

1. Login to make.powerapps.com

2. Verify that you are in the right environment

3. Select the Solutions tab. Then select the Solution for these changes

4. Ensure the appropriate entity is in the solution. If needed, add the entity by clicking Add Existing > Table. 

5. Search for the entity name and select the entity. Click Next

6. Click Include all objects. Click Add

7. Select the desired entity and select Charts

8. Click +New chart

9. From here, the Chart Editor will open in a new browser tab

10. Name the chart just below Chart Designer

 

11. Select the Legend Entries (Series) and how it is displayed, which will appear along the vertical axis.  This can be any data point from the selected Entity

12. Next, select the horizontal axis (category).  In most cases, this is the same data point as the vertical axis

13. A chart preview should now load in the middle of the window.  If you'd like to change how the graph is displayed, you can choose different chart types (available in the top ribbon of the chart editor)

14. Select Save & Close. Click Done. Click All. Click Publish all customizations

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Edit a System Chart

Follow steps 1-7 above to select a solution, add the necessary table, select the table, and then select Charts.

1. In this example, we will select the "Pipeline" System Chart for the Opportunity object

2. Here you can edit all of the components including the type of chart you would like to see, the information reflected for the pipeline, Top and Bottom rules, and even the color shown for the pipeline

3. Select Save & Close. Click Done. Click All. Click Publish all customizations

 

You can now navigate to Engage > Opportunites > Show Chart > click the dropdown > select Pipeline to view your changes.