Update track-your-progress-with-dashboard-and-charts.md

Author: Laurie Dunham Kroes

powerapps-docs/user/track-your-progress-with-dashboard-and-charts.md

@@ -1,6 +1,6 @@
 ---
 title: "Track your progress with dashboards and charts in model-driven apps| MicrosoftDocs"
-description: How to use charts in Power Apps
+description: How to use charts in Power Apps.
 author: mduelae
 manager: kvivek
 ms.service: powerapps
@@ -21,30 +21,30 @@ search.app:
 
 A dashboard is made up of a collection of easy-to-read charts and graphs that provide visual representation of filtered app data. The interactive charts and graphs on a dashboard display important data that gives you a 360-degree view of your business and helps you to understand key performance indicators (KPI).
 
-Dashboards are available for all record types. Charts are available on the Dashboard page, Grid page, Associated Home page, and on Edit Form page. 
+Dashboards are available for all record types. Charts are available on the Dashboard page, Grid page, Associated Home page, and Edit Form page. 
 
 > [!div class="mx-imgBorder"]
 > ![Dashboard](media/dashboard_sample.png "Sample Dashboard") 
 
 
 ## View dashboards
 
-There is two types of dashboards, **System Dashboards** and **My Dashboards**.
+There are two types of dashboards, **System Dashboards** and **My Dashboards**.
 
 
-![Choose between personal or system dashboard](media/select_dashboard.png "Choose between personal or system dashboard") 
+![Choose between personal or system dashboard.](media/select_dashboard.png "Choose between personal or system dashboard") 
 
 Legend: 
-1. **My Dashboards**: My dashboards are personal dashboards that can only be seen by the user who creates them. The user can also share their personal dashboard with other users if the user has sharing privileges for their security role.
+1. **My Dashboards**: Personal dashboards that can only be seen by the user who creates them. The user can also share their personal dashboard with other users if the user has sharing privileges for their security role.
 
-2. **System Dashboards**: System dashboards are created by your administrator. By default, these dashboards are visible to all users. 
+2. **System Dashboards**: Created by your administrator. By default, these dashboards are visible to all users. 
 
 
 
 ## Expand, refresh, and view records
 
 
-![Expand chart view](media/chart_more_button.png "Expand chart view")
+![Expand chart view.](media/chart_more_button.png "Expand chart view")
 
 
 Legend:
@@ -60,23 +60,23 @@ Legend:
 1. Go to **Dashboards** and then on the command bar select **New** > **Dynamics 365 Dashboard**. 
 
    > [!div class="mx-imgBorder"]
-   > ![Add a new dashboard](media/add_new_dashboard.png "Add a new dashboard")
+   > ![Add a new dashboard.](media/add_new_dashboard.png "Add a new dashboard")
    
 2. Choose a layout and then select **Create**. This is how your dashboard displays the charts, graphics, and numbers. 
 
    > [!div class="mx-imgBorder"]
-   > ![Choose a dashboard layout](media/dashboard_layout.png "Choose a dashboard layout")
+   > ![Choose a dashboard layout.](media/dashboard_layout.png "Choose a dashboard layout")
  
-3. Type in a name for the dashboard. 
+3. Type a name for the dashboard. 
 
    > [!div class="mx-imgBorder"]
-   > ![Name your dashboard](media/name_dashboard.png "Name your dashboard")
+   > ![Name your dashboard.](media/name_dashboard.png "Name your dashboard")
    
 
 4. Add what you want to each area of your dashboard. For example, let's add a chart. 
 
    > [!div class="mx-imgBorder"]
-   > ![Add a chart](media/insert_chart.png "Add a chart")
+   > ![Add a chart.](media/insert_chart.png "Add a chart")
  
 5. On the **Add Component** dialog box, select your options. 
 
@@ -88,7 +88,7 @@ Legend:
 
 
       > [!div class="mx-imgBorder"]
-      > ![Add components](media/add_componet_to_dashboard.png "Add components")
+      > ![Add components.](media/add_componet_to_dashboard.png "Add components")
 
 
 6. When you're done adding each component, select **Add**.
@@ -97,29 +97,34 @@ Legend:
 7. Continue adding components to the dashboard. You can add up to six components.   
 
    > [!div class="mx-imgBorder"]
-   > ![Add more charts](media/add_more_charts.png "Add more charts")
+   > ![Add more charts.](media/add_more_charts.png "Add more charts")
  
-8. When you are done, on the command bar select **Save**. 
+8. When you're done, on the command bar select **Save**. 
 
 9. The dashboard that you created will appear in the drop-down menu under **My Dashboards**.
 
    > [!div class="mx-imgBorder"]
-   > ![View your dashboards](media/my_dashboards.png "View your dashboards")
+   > ![View your dashboards.](media/my_dashboards.png "View your dashboards")
 
 
 ## Edit the properties of a chart
 
-When you add a chart on a dashboard you can edit the chart properties and modify the chart view and display options. The screenshot below shows how a chart will display based on the chart properties that you selected.
+When you add a chart on a dashboard, you can edit the chart properties and modify the chart view and display options. The following screenshot shows how a chart will display based on the chart properties that you selected.
 
    > [!div class="mx-imgBorder"]
-   > ![Select a view](media/all_chart_views.png "Select a view on a chart")
+   > ![Select a view.](media/all_chart_views.png "Select a view on a chart")
 
 Legend:
 
  1. View title with **View Selector** turned off. You cannot toggle between different views. You only see the title.
  2. Chart title with **Display Chart Selection** turned off. You cannot toggle between different charts for the entity. You only see the title.
+ 
+ 
+ <!-- from editor: In the two lines below, should it be "turned on" or "turned off" instead of just "turned?" Also, is "underline data" correct or should it be "underlying data"? -->
+ 
+ 
  3. Only **View Selector** is turned. You can toggle to a different view and the chart will render based on the underline data for the selected view.
- 4. Both **View Selector** and **Display Chart Selection** is turned. You can toggle a different views and chart for the entity
+ 4. Both **View Selector** and **Display Chart Selection** is turned. You can toggle to a different view and chart for the entity.
 
 
 To edit the chart properties, you need to edit the dashboard that the chart is in. If you're in the process of adding a new chart on a dashboard, then you're already in edit mode and can skip to step 2.
@@ -129,71 +134,75 @@ To edit the chart properties, you need to edit the dashboard that the chart is i
 
 
    > [!div class="mx-imgBorder"]
-   > ![Edit dashboard](media/edit_dashboard_prop.png "Edit your dashboard")
+   > ![Edit dashboard.](media/edit_dashboard_prop.png "Edit your dashboard")
    
-2. Double select the chart that you want to edit. 
+2. Double-select the chart that you want to edit. 
 
    > [!div class="mx-imgBorder"]
-   > ![Select the chart to edit](media/select_chart_to_edit.png "Select the chart to edit")
+   > ![Select the chart to edit.](media/select_chart_to_edit.png "Select the chart to edit")
 
-3. On the **Set Properties** dialog box select a **View Selector** option. 
+3. On the **Set Properties** dialog box, select a **View Selector** option. 
 
 	- **Off**: Do not show view selector, show the view title only.
 	- **Show All Views**: Show the view selector on chart and display all views in the view selector.
 	- **Show Selected Views**: Show the view selector on chart and display only the selected views in the view selector.
 
    > [!div class="mx-imgBorder"]
-   > ![Edit view selector](media/edit_view_selector.png "Edit view selector")
+   > ![Edit view selector.](media/edit_view_selector.png "Edit view selector")
 
-4. Once **View Selector** is turned on, you can select different views, to see how the chart renders with different data associated with the view.
+4. Once **View Selector** is turned on, you can select different views to see how the chart renders with different data associated with the view.
 
    > [!div class="mx-imgBorder"]
-   > ![Select view selector](media/charts_select_views.png "Select view selector")
+   > ![Select view selector.](media/charts_select_views.png "Select view selector")
 
 
 5. Select the **Display Chart Selection** check box to show the chart selector. When chart selector is enabled, you can toggle to a different chart for the entity and see  different visualizations of the data. If the box is unchecked, then you only see the chart title.
 
    > [!div class="mx-imgBorder"]
-   > ![Display chart selection](media/chart_options_1.png "Display chart selection")
+   > ![Display chart selection.](media/chart_options_1.png "Display chart selection")
 
 6. When you're done, select **OK**.
 
 
 ## Drill-down in a chart
 
-You can drill-down into a segment on a chart and filter the data for that segment. For example, you can drill-down on one segment of a chart and change the chart type as you drill-down.
+You can drill down into a segment on a chart and filter the data for that segment. For example, you can drill down on one segment of a chart and change the chart type as you drill down.
 
-The chart drilldown feature is only available on the browser. It is not available on the mobile app for phones or tablets.
+The chart drill-down feature is only available on the browser. It is not available on the mobile app for phones or tablets.
 
-In the example below, let's further drill-down into the chart.
+In the example below, let's further drill down into the chart.
 
-1. Select a data point on the chart to bring the **Drill down by** dialog box.
+1. Select a data point on the chart to open the **Drill down by** dialog box.
 
    > [!div class="mx-imgBorder"]
-   > ![Drill down by](media/chart_drilldown.png "Select data point on Drill down by dialog box")
+   > ![Drill down by dialog box.](media/chart_drilldown.png "Select data point on Drill down by dialog box")
 
-2. Select the drop-down menu and choose how to want to group the data.
+2. Select the drop-down menu and choose how you want to group the data.
 
    > [!div class="mx-imgBorder"]
-   > ![Select how to drill down into the chart](media/chart_drilldown_1.png "Select how to drill-down into the chart")
+   > ![Select how to drill down into the chart.](media/chart_drilldown_1.png "Select how to drill-down into the chart")
    
-3. Select the type of chart that you want to see the drill-down data.
+3. Select the type of chart that you want to see the drill-down data in.
 
    > [!div class="mx-imgBorder"]
-   > ![Select the type of chart](media/chart_drilldown_2.png "Select the type of chart")
+   > ![Select the type of chart.](media/chart_drilldown_2.png "Select the type of chart")
 
-4. The chart with the drilled down data will show. The breadcrumb at the top shows the filter criteria of the drilldown. You can select the breadcrumb to go back Home or to the previous screen.
+4. The chart with the drilled-down data will show. The breadcrumbs at the top show the filter criteria of the drill-down data. You can select the breadcrumbs to go back home or to the previous screen.
 
    > [!div class="mx-imgBorder"]
-   > ![Drill down showing breadcrumbs](media/chart_drilldown_3.png "Drill down showing breadcrumbs")
+   > ![Drill-down chart showing breadcrumbs.](media/chart_drilldown_3.png "Drill-down chart showing breadcrumbs")
 
 
-You can continue drilling further into the chart data. As you drill-down deeper, the breadcrumb will expand and you can go back to the previous screen or select the Home button to go back to the Home screen.
+You can continue drilling further into the chart data. As you drill down deeper, the breadcrumbs will expand and you can go back to the previous screen or select the Home button to go back to the Home screen.
 
-   ![Drill down further](media/chart_drilldown_4.png "Drill-down further")
+   ![Drill down further.](media/chart_drilldown_4.png "Drill-down further")
 
 ## Known issues  
-In the chart designer, adding an order by on certain calculated fields is not supported and will cause an error. The calculated fields causing this are using another calculated fields, a related entity field, or a local field on the entity.
+
+<!-- Below, where it says "adding an order by on certain calculated fields ...", I'm wondering if "by" should be deleted or if it's part of a term, "Order by". --> 
+
+
+In the chart designer, adding an order by on certain calculated fields is not supported and will cause an error. The calculated fields causing this are using other calculated fields, a related entity field, or a local field on the entity.