The settings on the Component Data tab define how your dashboard metric component gets
and manages the data it displays.
Required Editions
| Available in: Salesforce Classic |
| Available in: Group (View Only), Professional, Enterprise,
Performance, Unlimited, and Developer Editions
|
| User Permissions
Needed |
| To create dashboards: |
Run Reports AND Create and Customize Dashboards |
| To edit and delete dashboards that you created: |
Run Reports AND Create and Customize Dashboards |
| To edit and delete dashboards that you created in public folders: |
Edit My Dashboards |
| To edit and delete dashboards that you didn’t create in public folders: |
Manage Dashboards in Public Folders |
| To create, edit, and delete dynamic dashboards: |
Manage Dynamic Dashboards |
| Setting |
Description |
|
Values
|
Choose what to display as values for your pie chart, donut chart, funnel chart,
gauge, or metric. To use the second grouping or summary field defined in the source
report’s chart, select Auto. When the source report has
a chart, Auto picks the values used by the chart. In gauges and metrics, Auto shows
the value of the first summary field. |
|
Display Units
|
Choose a scale for displaying your chart values. For table components, this
setting applies only to the first column. For best results, choose Auto to let
Salesforce select appropriate units. |
|
Drill Down to
|
Select where users go when they click a dashboard component: the full source
report for the dashboard component; the source report filtered by the group, X-axis
value, or legend entry they clicked; the detail page for a chart or table element,
axis value, or legend entry; or a URL that you specify. (You can't use URLs that begin
with “mailto:” or “javascript:”.) Filtered and record detail page drill-down are disabled
when viewing dashboard charts with more than 200 values. |
