Widget Properties for Analytics Dashboard

Widget properties define how widgets appear in the Analytics dashboard. For example, you can apply labels, backgrounds, and borders. To make widgets look consistent, you can set up default widget properties in the layout and then assign them to each widget. Widget properties vary based on the widget type and the designer used to create them. The properties listed here apply only to widgets created in the dashboard designer.

General

Analytics groups widget properties into sections. After the first section (“General”), the remaining sections are listed in alphabetical order.

Property	Description
Chart Type	Select the type of chart to visualize the data.
Show as pivot table	Indicates whether the table is pivoted. A pivot table requires the underlying query to have at least one grouping. Analytics pivots the table on the last defined grouping. Disabled, by default.
Show widget actions	Hide a widget’s action menu, which includes options to download, share, and explore the widget’s results. Hide the menu to hide these options or when the action dropdown arrow is too distracting in smaller widgets.
Show explore action	Allow dashboard viewers to click a link in the widget to open the underlying query in a lens. This option appears when you select Show widget actions. Note This option only applies to widgets based on queries in compact form. You can’t explore widgets that are built on SAQL form queries or multiple datasets.
Show constant widget actions	Widget actions are always visible without hovering.
Title	Title of the widget.
Subtitle	Subtitle of the chart. Appears below the title in a smaller font.
Title Alignment	Horizontal alignment of the title.
Title Color	Color of title.
Title Size	Font size of title.
Title Separator Color	Color of the line that separates the widget title from the global filters.
Filters Per Row	Number of global filters to show per row in the global filter panel.
Theme	Set a color scheme for the chart.
Update instantly	Instantly update the dashboard results based on a filter selection. Otherwise, you have to click Update to apply the filter.
Measure Field	The measure to show in the widget. You can use this field to specify the measure to show when multiple measures are defined in the underlying query. You can also use this option to not show the measure in the widget.
Shorten number	Display shortened numbers, rounded to the nearest tenths place. For example, when shortened, 1,111,556 appears as 1.1 M, 999.95 appears as 1.0 K, and 111,045 appears as 111.0 K.
Text	Widget label.
Link To	Link to a dashboard, lens, query, page, or URL. If the dashboard contains no pages, the option to link to a page doesn’t appear.
Page	Specify the page that you want the link widget to link to.
Destination	The URL of the page that the link widget links to.
Link Tooltip	Enter a tooltip that appears when the user hovers over the link. For example, if the link is to a website, enter the URL as the tooltip so the user knows where the link takes them.
Customize display and format	Customize the display values for a list or toggle widget. The widget can display values from multiple fields. For example, a list widget can show sales rep and region, with values like SalesRepA-West, SalesRepB-West, and SalesRepC-North—allowing you to filter on both fields. You can also display measures as part of the value, and format the display. Click Add field... dropdown, select a grouping or measure defined in the query. You can insert more characters directly into the editor box to format the display. For instance, you can add parentheses to enclose the measure value as shown here.
Apply Selections and Filters	CRM Analytics passes selections in chart, list, toggle, range, and date widgets as selections in the linked asset if they apply. For example, you select North America in a list widget based on the Region dataset field. CRM Analytics applies that same selection to faceted queries in the linked dashboard that have a grouping based on the Region field in the same dataset. CRM Analytics passes global filters as filters to a linked asset as long as the filters apply. CRM Analytics ignores a global filter if the linked asset doesn’t use the dataset that the global filter is defined on. If the global filter is locked and the incoming filter is defined on the same field, CRM Analytics ignores the incoming filter. If it’s unlocked, the incoming filter overrides the global filter defined in the dashboard.
Image	The file name of the image. The image must be available in the gallery of the CRM Analytics app that contains the dashboard. This property applies to image widgets created during or after Spring ’17.
Image ID	15-character ID of the image. The image must be uploaded to the Documents tab of Salesforce and the Externally Available Image option must be enabled. This property applies to image widgets created before Spring ’17.
Image Scale	Indicate how to fit the image.
Image Alignment	Horizontal and vertical alignment of the image.
Show custom action	Show the widget properties that you set to show custom bulk actions on a table widget’s action menu.
Custom Action Label	Display label for the button in the table widget’s action menu. The dashboard viewer clicks the button to execute the action.
Visualforce Page Name	Name of the Visualforce page that defines the bulk action.
Visualforce Namespace Prefix	Optional. Namespace prefix of the Visualforce page that defines the bulk action.

Background Image

Property	Description
Image	The file name of the image. The image must be available in the gallery of the CRM Analytics app that contains the dashboard. This property applies to container widgets created during or after Spring ’17.
Image ID	15-character ID of the image. The image must be uploaded to the Documents tab of Salesforce with the Externally Available Image option enabled. This property applies to container widgets created before Spring ’17.
Image Scale	Indicate how to fit the image.
Image Alignment	Horizontal and vertical alignment of the image.

Band Colors

Property	Description
Low Band	The color range for the low band.
Medium Band	The color range for the medium band.
High Band	The color range for the high band.

BreakPoints

Property	Description
Min	Minimum value of the low color band.
Medium	The value separating the low and medium colors.
High	The value separating the medium and high colors.
Max	Maximum value of the high color band.

Center Axis, Left Axis, X-Axis, Y-Axis

Property	Description
Start axis at zero	Start the axis at 0.
Show axis	Show the axis.
Show title	Show the title of the axis.
Title	Enter title of the axis. The default title is the name of the dimension for x-axis or names of the measures for y-axis. Multiple measures appear as a comma-separated list.
Reference Line	Show a reference line, which you can use to show a threshold, boundary, or reference point in the chart. For x-axis, it’s a vertical line. For y-axis, it’s a horizontal line.

Chart Details

Property	Description
Compute total	Computes the total based on all segments of the waterfall or stacked waterfall chart.
Show values in chart bars	Show the measure value of each bar in the chart if there is enough space to do so. Available space will is determined by fit mode of axis, axis type (such as date-time), available space for the widget, and other factors.
Normalize values	Show stacked groups as a percentage of the total.
Axis Mode	Specify how multiple measures appear in the chart. You can select one of the following values: Single Axis Show all measures on the same axis. Dual Axis Show the first measure on its own axis and the remaining measures on a separate axis. Small Multiples Show each measure in a separate graph.
Auto fit	Fit entire chart inside the widget. Else, if needed, scroll to see the remainder of the chart. You can select one of the following values: None No scaling is applied. Scroll bars appear for charts larger than the widget. Fit Scale the chart to exactly fit the widget. Preserve labels Scale the chart to fit the widget while preventing labels from overlapping. Scroll bars appear for charts larger than the widget.
Handling Missing Values	Specify whether to connect data points regardless of missing data. You can select one of the following values: connect Show a continuous graph, ignoring missing values. disconnect Show gaps in the graph where values are missing.
Fill area	Fill area under the timeline chart.
Show points	Show data points on the line.
# of stem segments	The number of values that appear in the funnel’s stem.
Icon	Icon used in the ratings chart.
Number of icons	Number of icons that appear for each rating.
Show value as	Specify how to show values. You can select one of the following choices: None Do not show values. Number Show as numbers. Compact Number Show compact form of numbers, summarized using letter suffixes. Percentage Show as percentages of the total.
Show max value	Show the maximum measure value in each rating.
Show values on left	Show the measure value on the left of each rating. Default is on the right.
Show measure title	Show the title of the measure in the chart.
Show measure axes	Show the axes for measures in the chart.
Show total in title	Show the total in the measure title.
Show total in center	Show the total of the measure in the center of the donut chart.
Center Size	The percentage of the donut chart or polar gauge used to create the center circle.
Map Type	Select the type of map.
Colors	Depending on the chart type, specifies the colors of the low and high values, or colors for the start, total, positive, and negative values.

Date

Property	Description
Default Date Mode	Specify whether the date widget displays absolute or relative dates, by default.
Allow date mode switching	Indicates whether the dashboard viewer can switch between absolute and relative dates in the date widget.
Default Calendar Type	Specifies whether the date widget displays dates using the calendar or fiscal year, by default.
Allow calendar type switching	Indicates whether the dashboard viewer can switch between the fiscal and calendar year in the date widget.

Filter Style

Property	Description
Field Color	Color of the field name.
Value Color	Color of the field value.
Background Color	Color of the filter background.
Border Color	Color of the filter border.
Border Radius	Radius of filter border.

Legend

Property	Description
Show legend	Show the chart legend.
Show legend header	Show legend header.
Show legend inside chart area	Show legend inside the chart area to reduce space required for the legend. The legend might overlap with the chart.
Position	Location of legend inside the chart widget.

Onboarding

Property	Description
Resource Title	Specify a title for the frame that presents your resource.
Resource URL	Specify the URL for your video or webpage on a site that doesn’t prevent embedding. For best results with a YouTube video, specify the Embed URL. To get the Embed URL in YouTube, click Share and then Embed. The URL must have this format: `https://www.youtube.com/embed/xxxxxxxxxx` Note The Onboarding property loads content from any URL into a Analytics inline frame. If the URL allows execution within an inline frame, then all content at the URL becomes accessible to dashboard viewers. Salesforce is not responsible for third-party URLs.

Property

Description

Resource Title

Specify a title for the frame that presents your resource.

Resource URL

Specify the URL for your video or webpage on a site that doesn’t prevent embedding. For best results with a YouTube video, specify the Embed URL. To get the Embed URL in YouTube, click Share and then Embed. The URL must have this format: https://www.youtube.com/embed/xxxxxxxxxx

Note The Onboarding property loads content from any URL into a Analytics inline frame. If the URL allows execution within an inline frame, then all content at the URL becomes accessible to dashboard viewers. Salesforce is not responsible for third-party URLs.

Table Options

Property	Description
Column Size	You can set the table column size to: Fit to Data Dynamically set the column widths based on the length of the data currently visible in the table. You can also set a minimum and maximum width to ensure that the column isn't too wide or narrow. Fixed Width Set each column to the same width. Fit to Widget Fit the columns to the size of the widget. Use this setting to ensure that no empty space appears at the right side of the table, as shown here.
Column Width	The width of each column in the table. Configure the widths to minimize whitespace and ensure widget alignment in a dashboard. If you selected Fit to Data in Column Size, specify the minimum and maximum column widths to ensure that the columns aren’t too wide or narrow.
Show Totals	Shows the totals for all measures across the top of a compare or values table. Note The Show Totals option appears in the widget properties only if the Show Totals option is set in the query.
Pagination	Limits the amount of data loaded for a values table. As a user pages through the results, more data loads as needed. Table pagination is on by default. Disable pagination by deselecting Disable paginated loading, If you use a query in more than one widget, the dashboard fully loads and ignores the pagination setting.

Text Style

Property	Description
Text Color \| Color	Color of the text.
Text Size \| Size	Size of the text.
Number Color	Color of the number.
Number Size	Size of the number.
Title Color	Color of the title.
Title Size	Size of the title.
Alignment	Horizontal alignment of the text.

Trellis

Property	Description
Show as trellis	Create separate graphs based on groupings.
Type	Select the type of trellis, which affects how the graphs appear. You can select one of the following values: Horizontal Separate horizontally, with a graph for each value in the first grouping. Vertical Separate vertically, with a graph for each value in the first grouping. Matrix Display graphs in a table, with the first grouping in columns and the second grouping in rows. Wrap Display graphs line-by-line for each value in the first grouping, wrapping at the value set in the per-line setting.
Number of charts per line	Number of charts per line when the trellis wraps to multiple lines.

Widget Style

Property	Description
Use defaults	Use the default widget properties defined in the dashboard properties.
Background Color	Background color of the widget.
Border	Border around the widget.
Border color	Color of the widget border.
Border Width	Width of the widget border (in pixels).
Border Radius	Roundness of the corners of the widget border.