Customize chart colors from thedashboard properties menu. For more information, see Link a DashboardComponent to a Website or Salesforce Record in Salesforce help.Max Values Displayed – Specify how many groups display in thebar chart.Title – Give the chart a title.Subtitle – Give the chart a subtitle.Footer – Give the chart a footer.Component Theme – Choose a Light or a Dark theme. Table must be grouped by auser or group name field, such as Opportunity Owner.Sort Rows By – Choose how to sort groups displayed in the barchart.Custom Link – Link from a dashboard component to a SalesforceRecord or another website. Choose what makes most sense for your data.Show Values – Specify whether chart segments display values,or not.Show Chatter Photos (Horizontal bar charts only) – Choosewhether to display Chatter photos, or not. Whole number displays the actual values.Other options are Hundreds, Thousands, Millions, Billions, andTrillions. Shorten numbers to display approximations that take upless space (for example, 1,876 becomes 1.9k), or view the full numberfor to-the-digit accuracy. ShortenedNumber automatically chooses a unit appropriate for your data andabbreviates it. Ifapplicable, click + Group or + Measure to chart more groups or measures.Display Units – Choose how to display values. To customize the chart, either deselect Use chart settings from report or edit the report chart.Y-Axis and X-Axis – Choose a group (horizontal barcharts) or a measure (vertical bar chart) to display on each axis. The chart displays 1 bar for each stage, with the length proportional to the total opportunity amount.PropertiesUse chart settings from report – Display the source report’schart. For example, to see the amount in each sales stage in a report, selectSum of Amount as the X-axis and Stage as the Y-axis. Use a bar chart when you have a summary report with a single grouping, or you only want to display one grouping. Or, if editing an existing component, click Update.Ĭlick Save.For help setting dashboard component properties, refer to this table.ComponentDescriptionBar CartsUseA bar chart shows values as horizontal lengths, so this format can be good for comparing distance or time. Add a new dashboard component by clicking + Component, or edit an existing one by clicking the pencil icon () on the component. To know more in details– Get in touch with us today. They are used to display or group data from multiple report types in various views.īlueflame Labs is one of the best Salesforce Consulting Partners providing a wide range of valuable Salesforce Services to the clients. Reports are divided into blocks, and each block serves as a sub-report with its own set of fields, columns, sorting, and filtering. Salesforce allows you to create two separate reports and compare their data using joined reports. Matrix reports are used to display data in rows and column format rather than rows and columns. A summary report is the most used type of report. Salesforce offers four different types of custom reports. Every report can be run manually or automatically, depending on the running user and the data displayed in the report. Salesforce reports are a list of records that meet criteria, and these records can be displayed as a table that can be filtered based on any field. They are used to display or group data from multiple report types in various views. Reports are divided into blocks, and each block serves as a sub-report, with its own set of fields, columns, sorting, and filtering. It is not as commonly used, but effective when trying to learn distinct differences between accounts.
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