Customizing Chart Colors and Series Names

This article provides guidance on how to customize chart colors and define series names in the FusionCharts configuration within Aurea CRM. This is particularly useful for users who want to assign fixed colors to specific countries and order them based on company criteria.

Customizing Chart Colors: To achieve fixed colors for specific countries in your chart diagrams:

1. Locate the JSON Configuration File:

   • Find the fusionCharts_template.json.js file in the directory (usually within ../data/charts/).

2. Modify the Dataset Section:

   • Define the colors for each country by setting the color attribute within the dataset array. Here is an example configuration:
   json

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   "dataset": [ { "seriesname": "US", "color": "008000", // Hex code for green "data": [...] }, { "seriesname": "Germany", "color": "0000FF", // Hex code for blue "data": [...] }, { "seriesname": "Spain", "color": "FFFF00", // Hex code for yellow "data": [...] } // ... other countries ]

Defining Series Names: The seriesname attribute is used to label the data series in the chart:

1. Declare Series Names:

   • Include the seriesname attribute in the dataset array within your JSON configuration file as shown in the example above.

2. Mapping Series Names to Data Fields:

   • Ensure that the seriesname values are correctly mapped to the corresponding data fields within Aurea CRM. This might involve configuring the data source or query within the CRM Designer to align these seriesname values with the actual country data in the CRM database.

Example Query for Mapping Data Fields: Here’s an example query and JSON configuration to map data fields:

Steps to Ensure Proper Configuration:

1. Verify JSON Syntax:

   • Ensure the syntax in your fusionCharts_template.json.js file is correct, especially for the seriesname and color attributes.

2. CRM Designer Configuration:

   • Configure the CRM Designer to utilize your custom fusionCharts_template.json.js file. This might involve specifying the path to your custom JSON file within the CRM Designer settings or ensuring the file is located in the correct directory.

3. Consult Documentation and Support:

   • Refer to the official Aurea CRM documentation for further insights on customizing chart types:
     • HOWTO Define a new Fusion Charts' chart type

Conclusion: If additional customization is required or you encounter difficulties, consider reaching out to Aurea's professional services team for specialized assistance and best practices.