Advanced Chart Editor

This XrmToolBox tool allows you to modify the charts from the model-driven app without having to export the charts or know how to modify the chart XML (developed by Mohamed Rasheed and Ulrik Carlsson).

In the out-of-the-box chart editor, there is no option to update the styling of the chart (label font, colour, format, border, etc.) and it can only be done by exporting the chart XML, updating the properties in XML and importing back.
To update the chart without the knowledge of the chart XML schema, you can use this tool to add/change/reset the series and axis properties of the chart with an interface.
  • Tool Information
  • Video Tutorial, Video 2
  • Functionalities
    • Edit Chart (Fig. 1, Pt. 1)
      • Update Name and Description (Fig. 2, Pt. 1)
      • Update data description XML (Fig. 2, Pt. 2)
      • Update presentation description XML (Fig. 2, Pt. 3)
      • Update styling properties with an interface (Fig. 2, Pt. 4)
        • Update label text properties (Fig. 3, Pt. 1)
        • Update colour properties (Fig. 3, Pt. 2)
        • Update font type and size properties (Fig. 3, Pt. 3)
        • Update format properties (Fig. 3, Pt. 4)
        • Update chart type specific custom properties (Fig. 4)
      • Preview of the chart (Fig. 2, Pt. 5) (Fig. 5)
      • Save and Publish the chart (Fig. 2, Pt. 6)
      • Delete the chart (Fig. 2, Pt. 7)
      • Clone and save as the new chart (Fig. 2, Pt. 8)
    • Export selected charts (Fig. 1, Pt. 2)
    • Import (Fig. 1, Pt. 3)
      • Single chart from file
      • Multiple charts from folder
    • Additionally, the tool can
      • Show both Display Name and Logical Name of the tables with search functionality (Fig. 1, Pt. 4)
    • Similar Tool

    Fig. 1 - Table List and Chart List for Selected Table

    Fig. 2 - Chart Editor with Data Description and Presentation Description of the Chart

    Fig. 3 - Visual Editor with Chart Properties

    Fig. 4 - Chart Type Specific Custom Properties


    Fig. 5 - Chart Preview

    This is part of the #TooLDR series where I test and review the tools for Power Platform. You can check out the information for the other tools on this page.

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