DataBind Charts to Microsoft Dataverse Data

DataBinding facilitates two-way interaction with data through UI controls. Using the CData ADO.NET Provider for Microsoft Dataverse streamlines the process of binding Microsoft Dataverse data to Windows Forms and Web controls within Visual Studio. In this article, we will demonstrate using wizards to establish a binding between Microsoft Dataverse data and a chart that dynamically updates. Additionally, the code walk-through section will guide you through the creation of a chart using just 10 lines of code.

Getting Started

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Binding Data to a Chart

DataBinding to a Chart consists of three steps: Instantiate the control, configure the data source, and databind.

Configure the Connection and Select Database Objects

To create a chart control and establish a connection to Microsoft Dataverse, follow the steps outlined below using the Data Source Configuration Wizard. Within the wizard, you'll have the option to choose the specific Microsoft Dataverse entities you wish to bind to.

1. In a Windows Forms project, drag and drop a Chart control from the toolbox to the form. In the Data section of the Chart properties, select DataSource and then select Add Project Data Source from the menu. 👁 Add a data source to be bound to the chart.
   
2. In the Data Source Configuration Wizard that appears, select Database -> Dataset.
3. In the Choose Your Data Connection step, click New Connection.

4. In the Add Connection dialog, click Change to select the CData Microsoft Dataverse Data Source.

   Below is a typical connection string:

   OrganizationUrl=https://myaccount.crm.dynamics.com/;InitiateOAuth=GETANDREFRESH;

   You can connect without setting any connection properties for your user credentials. Below are the minimum connection properties required to connect.

   • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
   • OrganizationUrl: Set this to the organization URL you are connecting to, such as https://myorganization.crm.dynamics.com.
   • Tenant (optional): Set this if you wish to authenticate to a different tenant than your default. This is required to work with an organization not on your default Tenant.

   When you connect the Common Data Service OAuth endpoint opens in your default browser. Log in and grant permissions. The OAuth process completes automatically.

   When you configure the connection, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

   👁 Connection properties for the selected data source in the Add Connection dialog. (Salesforce is shown.)
   
5. Choose the database objects you want to work with. This example uses the Accounts table. 👁 Select database objects. (Salesforce is shown.)
   

DataBind

After adding the data source and selecting database objects, you can bind the objects to the chart. This example assigns the x-axis to AccountId and the y-axis to Name.

1. In the Chart properties, click the button in the Series property to open the Series Collection Editor.
2. In the Series properties, select the columns you want for the x- and y-axes: Select columns from the menu in the XValueMember and YValueMember properties.

The chart is now databound to the Microsoft Dataverse data. Run the chart to display the current data. 👁 The chart, filled with data at run time.

Code Walk-through

DataBinding to Microsoft Dataverse data requires only a few lines of code and can be completed in three easy steps.

1. Connect to Microsoft Dataverse.
2. Create the CDSDataAdapter to execute the query and create a DataSet to be filled with its results.
3. DataBind the result set to the chart.

Below is the complete code:

CDSConnection conn = new CDSConnection("OrganizationUrl=https://myaccount.crm.dynamics.com/;InitiateOAuth=GETANDREFRESH;");
CDSCommand comm = new CDSCommand("SELECT AccountId, Name FROM Accounts WHERE Name = 'MyAccount'", conn);
CDSDataAdapter da = new CDSDataAdapter(comm);
DataSet dataset = new DataSet();
da.Fill(dataset);

chart1.DataSource = dataset; 
chart1.Series[0].XValueMember = "AccountId";
chart1.Series[0].YValueMembers = "Name";
// Insert code for additional chart formatting here.
chart1.DataBind();