---
schema_version: "1"
id: 123833516134a1d088251d3169e43fe0c50f42584747b5590904922dbb438fc7
title: Add a Dashboard Component in Salesforce Classic
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/dashboards_add_component.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.dashboards_add_component.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 0971b16d1d31ade7b96cd55a7249595b29c8798ffb93bf287d4cb92fa56ff6ec
description: Add components by dragging a component type onto the dashboard, then dropping a data source (report, s-control, or Visualforce page) onto it.
products:
  - Cross Cloud
release: "264"
---
# Add a Dashboard Component in Salesforce Classic

Add components by dragging a component type onto the dashboard, then dropping a data source (report, s-control, or Visualforce page) onto it.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Salesforce Classic</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Group</strong> (View Only), <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d23604e79">User
              Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d23604e79 ">To create dashboards:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d23604e79 ">Run Reports AND Create and Customize Dashboards</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d23604e79 ">To edit and delete dashboards that you created:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d23604e79 ">Run Reports AND Create and Customize Dashboards</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d23604e79 ">To edit and delete dashboards that you created in public
              folders:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d23604e79 ">Edit My Dashboards</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d23604e79 ">To edit and delete dashboards that you didn’t create in public
              folders:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d23604e79 ">Manage Dashboards in Public Folders</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d23604e79 ">To create, edit, and delete dynamic dashboards:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d23604e79 ">Manage Dynamic Dashboards</td>

          </tr>
        </tbody>
      </table>

1. On the dashboard where you want to add a component, click **Edit**.
    
    You can continue to edit the dashboard while components and data sources are loading.
2. Drag the component type you want from the Components tab onto your dashboard.
    
    You can also drop the data source first, then drop a component type onto it. To select the kind of component you need, consider the type of data you’re showing and the uses it serves.
    
    <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
            <colgroup>
              <col style="width:33.5%">
              <col style="width:66.5%">
            </colgroup>
            <tbody>
              <tr class="">
                <td class="slds-cell-wrap" style="vertical-align:top;">
                  <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/chart_pie_sml.png" alt="Pie chart component icon"></span>
                </td>

                <td class="slds-cell-wrap" style="vertical-align:top;">Use a chart when you want to show data graphically. You
                  can choose from a variety of chart types.</td>

              </tr>
              <tr class="">
                <td class="slds-cell-wrap" style="vertical-align:top;">
                  <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/gauge_sml.gif" alt="Gauge component icon"></span>
                </td>

                <td class="slds-cell-wrap" style="vertical-align:top;">Use a gauge when you have a single value that you want to
                  show within a range of custom values</td>

              </tr>
              <tr class="">
                <td class="slds-cell-wrap" style="vertical-align:top;">
                  <a href="https://help.salesforce.com/s/articleView?id=analytics.dashboards_component_metric_data_settings.htm&amp;release=264.0.0&amp;type=5" title="The settings on the Component Data tab define how your dashboard metric component gets and manages the data it displays.">
                    <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/chart-metric.png" alt="Metric component icon"></span>
                  </a>
                </td>

                <td class="slds-cell-wrap" style="vertical-align:top;">
                  <p>
                    <span>Use a metric when you have one key value to
                      display.</span>
                  </p>
                  <ul>
                    <li>Enter metric labels directly on components by
                      clicking the empty text field next to the grand
                      total.</li>

                    <li>Metric components placed directly above and below
                      each other in a dashboard column are displayed
                      together as a single component.</li>

                  </ul>
                </td>

              </tr>
              <tr class="">
                <td class="slds-cell-wrap" style="vertical-align:top;">
                  <a href="https://help.salesforce.com/s/articleView?id=analytics.dashboards_component_table_data_settings.htm&amp;release=264.0.0&amp;type=5" title="A table component shows columns of data from a custom report in a dashboard. The settings on the Component Data tab control how a table component gets and manages the data it displays.">
                    <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/chart-table.png" alt="Table component icon"></span>
                  </a>
                </td>

                <td class="slds-cell-wrap" style="vertical-align:top;">Use a table to show a set of report data in column
                  form.</td>

              </tr>
              <tr class="">
                <td class="slds-cell-wrap" style="vertical-align:top;">Visualforce Page</td>

                <td class="slds-cell-wrap" style="vertical-align:top;">
                  <p>Use a Visualforce page when you want to create a custom
                    component or show information not available in another
                    component type.</p>
                  <p style="margin-bottom:0;">Visualforce pages are available only in
                    Salesforce Classic and aren’t available when third-party
                    cookies are disabled. See <a href="https://help.salesforce.com/s/articleView?id=003786014&amp;type=1&amp;language=en_US" target="_blank">Visualforce Limitations in
                      Salesforce Classic When Third-Party Cookies are
                      Blocked</a>.</p>
                </td>

              </tr>
              <tr class="">
                <td class="slds-cell-wrap" style="vertical-align:top;">Custom S-Control</td>

                <td class="slds-cell-wrap" style="vertical-align:top;">
                  <p>Custom s-controls can contain any type of content that
                    you can display in a browser. Examples: a Java applet, an
                    Active-X control, an Excel file, or a custom HTML Web
                    form.</p>
                  <p style="margin-bottom:0;">Custom S-Controls are only available in
                    Salesforce Classic.</p>
                </td>

              </tr>
            </tbody>
          </table>
3. Drag a report from the Data Sources tab onto the component you just dropped on the dashboard.
    
    - You can show a joined report that includes a chart on a dashboard. Edit the joined report dashboard component and select **Use chart as defined in the source report**.
    - If the dashboard has a filter, the data source must contain the filter field or an equivalent. If it doesn't, it’s possible for the filter not to work.
    - Some custom forecast and lead reports aren't available for dashboards.
    - For Visualforce components, the data source must be a Visualforce page.
    
    Each folder can contain up to 200 data sources. To focus on the right data source quickly, try Quick Find or the **Recent**, **My**, and **All** filters.
4. Click ![Edit component](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/resources-global/_corporate/images/wrench.png) on your dashboard component.
5. On the Component Data tab, choose which summary fields and groupings in the underlying report you want to display in your component.
    
    Make more fields available for a dashboard component by adding them to the source report chart. For example, create a combination chart on the report using vertical columns and lines. The additional groupings in the report chart are available to use in dashboard components.
6. On the Formatting tab, specify how your component shows its data.
    
    Your formatting choices depend on the component type you choose. For Visualforce pages and s-controls, set the Height.
7. Click **OK**.
8. Drop and click to rearrange components on the dashboard.
    
    - Grab components by the header bar and drag them to the right location on the dashboard.
    - Click![Remove icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/remove12.gif)for a data source to remove it from the component.
    - Click![Remove icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/remove12.gif) for a component to remove it from the dashboard.
    - Click component header, title, and footer fields to edit them.
    - Change colors for picklist values displayed in dashboard components. You need the “Customize Application” permission to update picklists.
    - Optionally, for filtered dashboards, choose a different field in the Filtered By dropdown.