---
schema_version: "1"
id: d23ac22aa86734c1abfa6f215225ca62258d76399e2356fc09ccb670755dc309
title: Add Chart Widgets to Visualize Data
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_dashboard_widgets_chart_add_flex.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_dashboard_widgets_chart_add_flex.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b39fde4416cb70249847509e84c14dfddaa4db21ab4e2b0cb1c27d02a4e7453a
description: Charts in a CRM Analytics dashboard allow you to visually summarize and trend your data. For example, a donut chart can show the distribution of opportunities across industry type.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Add Chart Widgets to Visualize Data

Charts in a CRM Analytics dashboard allow you to visually summarize and trend your data. For example, a donut chart can show the distribution of opportunities across industry type.

CRM Analytics supports multiple chart types. Each type has unique widget properties and query requirements. For details about each chart type, see [Visualizing Data With Charts](https://help.salesforce.com/apex/HTViewHelpDoc?id=bi_visualize.htm&language=en_US).

When previewing a dashboard, some charts show values in segments. Values appear as shortened numbers, rounded to the nearest whole number. For example, 1,111,556 appears as 1 M, 999.95 appears as 1 K, and 111,045 appears as 111 K. You can hover over a segment to view the actual value.

![The orgami chart shows total opportunity amount by stage.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_chart_shortened_number.png)

Check out the unit symbols for shortened numbers.

  
| Symbol | Unit | Example |
| --- | --- | --- |
| K | Thousand (10^3) | 4K = 4,000 |
| M | Million (10^6) | 4M = 4,000,000 |
| B | Billion (10^9) | 4B = 4,000,000,000 |
| T | Trillion (10^12) | 4T = 4,000,000,000,000 |
| P | Quadrillion (10^15) | 4P = 4,000,000,000,000,000 |
| X | Quintillion (10^18) | 4X= 4,000,000,000,000,000,000 |
| Z | Sextillion (10^21) | 4Z = 4,000,000,000,000,000,000,000 |
| Y | Septillion (10^24) | 4Y = 4,000,000,000,000,000,000,000,000 |
| m | Thousandth (10^-3) | 4m = 0.004 |
| μ | Millionth (10^-6) | 4μ = 0.000004 |
| n | Billionth (10^-9) | 4n = 0.000000004 |
| p | Trillionth (10^-12) | 4p = 0.000000000004 |
| f | Quadrillionth (10^-15) | 4f = 0.000000000000004 |
| a | Quintillionth (10^-18) | 4a = 0.000000000000000004 |
| z | Sextillionth (10^-21) | 4z = 0.000000000000000000004 |
| y | Septillionth (10^-24) | 4y = 0.000000000000000000000004 |

1. Drag the chart widget to the dashboard canvas.
2. To open the wizard, click the button inside the widget.
    
    One of the following screens appears.
    
    - The Choose Data screen appears, showing the most recently used datasets first. Select the dataset in the Create Query tab or select an existing query in the Use Existing Query tab.
        
        ![The Select a Dataset screen shows a list of all fields in the dataset.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_dashboard_widget_select_a_dataset.png)
    - The lens appears, showing a bar chart with the Count of Rows measure. CRM Analytics selects the dataset that you used to create the previous query. To use a different dataset or an existing query, click **Back**.
        
        ![The explorer shows the default chart, a bar chart that displays the count of rows.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_dashboards_explorer_default_bar_chart.png)
3. In the lens, click **Untitled Query** and enter the query label.
    
    CRM Analytics creates the query ID from the label. After you create the query, you can’t change the query ID. CRM Analytics refers to queries by their ID so dashboards don’t break if you change the labels.
4. To add a measure, click **+** under the Bar Length field.
    
    The Count of Rows measure shows, by default. To change a measure, click the measure and then choose a new one.
5. To sort, reorder, or delete a measure, click the down arrow to the right of the measure and select the option.
    
    ![The measure options.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_dashboards_step_measures.png)
6. To group the measures by a date or dimension, click **+** under Bars, and then select the field.
    
    You can add multiple groupings. To change a grouping, click the grouping and select a new field. To reorder or delete a grouping, click the down arrow to the right of the grouping and then select the option.
7. To add a filter, select **Filters**, click **+** under Filters, and then select the field to filter by.
    
    You can add multiple filters.
    
    ![When you add a filter, you must pick the field on which to filter the data.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_dashboards_step_filters.png)
8. To change the chart type, click ![Chart Mode button](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_chart_mode_button.png) and the select the new one.
    
    Although CRM Analytics saves the chart type with the query, you can override the chart type at the widget level by specifying a different chart in the widget properties. Setting the chart type at the widget level is useful when you use the same query for multiple widgets, but want to display the results differently in each widget.
9. Click **Done**.
    
    CRM Analytics adds the query to the query panel, making it available for use by other widgets in the dashboard. In addition, the widget shows the results in a bar chart.
10. To change the widget and query properties, select the widget.
    
    The Widget panel groups the widget properties into sections. So that you don’t accidentally overlook any properties, expand any collapsed sections.
    
    ![Dashboard with a chart widget. The widget properties show in the panel on the right.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_dashboard_widget_chart_in_dashboard.png)
11. To customize the appearance of the widget, set the widget properties.
    
    For example, add a title in the Title field.
12. To show and set the query properties, click **Query** in the right panel.
    
    For example, to enable this widget to filter other faceted widgets, select **Broadcast selections as facets**.
    
    While viewing the dashboard, a user can select a segment of a chart to filter the results of other faceted widgets. To allow the viewer to make single or multiple selections, configure this widget’s query properties. You can specify whether selections are optional or required. You can also set an initial selection that applies when the dashboard opens. While viewing the dashboard, viewers can undo the selection or change the selection to filter the results differently. For information about setting an initial selection, see [Set Initial Selections in the Dashboard](https://help.salesforce.com/s/articleView?id=analytics.bi_dashboard_initial_filters_pick.htm&release=264.0.0&type=5 "If the CRM Analytics dashboard contains selection-based widgets (chart, date, list, range, or toggle), you can set initial selections that are applied when the dashboard first opens. For example, you can select a bar in a bar chart and set that as the initial selection. If the underlying query for the bar chart is faceted, other widgets with faceted queries are filtered based on this initial selection. While viewing the dashboard, a user can change the selection in the chart to filter the results differently or remove the selection and filters altogether.").
13. To preview your changes to the dashboard, click ![Preview button](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_icon_preview_dashboard.png).
14. Save the dashboard.

- **[Project the Same Query Results Differently in Charts and Tables](https://help.salesforce.com/s/articleView?id=analytics.bi_dashboard_widgets_projection_flex.htm&release=264.0.0&type=5)**  
    If charts and tables use the same query, each widget can show a different set of fields from the query results. You can also specify a different field order for each widget. For example, to change the measure that appears on each axis in a scatter plot, reorder the measures for that widget.

#### See Also

- [Widget Properties for Analytics Dashboard](https://help.salesforce.com/s/articleView?id=analytics.bi_dashboard_widget_properties_flex.htm&release=264.0.0&type=5 "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.")
- [Query Properties for Analytics Dashboard](https://help.salesforce.com/s/articleView?id=analytics.bi_dashboard_step_properties_flex.htm&release=264.0.0&type=5 "Query properties define the query that returns results to display in the widget. These properties also specify how the widget behaves and interacts with other widgets in the CRM Analytics dashboard. The properties apply to dashboards created in the dashboard designer only.")
- [Manage Queries for Widgets](https://help.salesforce.com/s/articleView?id=analytics.bi_dashboard_steps_create.htm&release=264.0.0&type=5 "Queries return results that are displayed in widgets. For example, a number widget displays the result of a calculation that is defined in a query. Queries can be built on a data source, like a dataset or a Salesforce object. They can also be “custom queries” created with user-defined values.")