Only Roll up and Calculated type columns have the checkbox option for “Show in Trend Chart”, for other types of columns (e.g. Quota column which has Simple type) this checkbox option is hidden as shown below:
Note:
Enhanced configuration is available for the Trend chart and Flow chart within Microsoft Dynamics 365 Sales Insights.
Enable Trend chart using the “Show in Trend Chart” checkbox setting:
The Trend chart is now available as a part of the Predictive forecasting feature.
You need to select/deselect the “Show in Trend Chart” checkbox at the time of configuring the specific column inside the forecast configuration.
Navigate to App settings > under Forecast configurations > Open the appropriate “Forecast configuration” record > navigate to the “Layout” step > under the appropriate column (e.g. Won column) > click on the setting icon as highlighted below:
Only Roll up and Calculated type columns have the checkbox option for “Show in Trend Chart”, for other types of columns (e.g. Quota column which has Simple type) this checkbox option is hidden as shown below:
Chosen Answer:
This is a voting comment (?). You can switch to a simple comment. It is better to Upvote an existing comment if you don't have anything to add.
Submit