View detailed information about dashboard components.
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 |
The following settings can vary according to the component type you select.
| Field |
Description |
|
Component Type
|
Select vertical or horizontal bar chart, line chart, pie or donut chart, table, metric,
gauge, Visualforce page, or custom s-control. |
|
Header
|
Enter text to display at the top of the dashboard component. |
|
Footer
|
Enter text to display at the bottom of the dashboard component. |
|
Title
|
Enter a title to identify the dashboard component. |
|
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 what happens when users click a dashboard
component:
- Source Report—Takes the user to the full source report for the dashboard
component.
- Filtered Source Report—When users click individual groups, X-axis values, or
legend entries, they are taken to the source report filtered by what they clicked.
For
example, if you had a stacked vertical column chart of opportunities grouped by stage,
with months as the X-axis, you could click an individual stage in a bar, a month on the
X-axis, or a legend entry for a stage to drill down to the filtered source report. (Not
available for gauges, metrics, or tables.)
- Record Detail Page—When users click chart or table elements, axis values, or
legend entries, they are taken to the detail page for that record. You can only choose this option for tables and charts that
use a source report grouped by record name, record owner, or feed post. (Not available
for gauges or metrics.)
- Other URL—Takes the user to the URL that you specify. You can't add URLs that
begin with “mailto:” or “javascript:” to dashboard
components.
Filtered and record detail page drill-down are disabled for dashboard charts with
more than 200 values.
|
|
Drill Down URL
|
Specify the URL that users go to when they click the dashboard component. Use this
option to send users to another dashboard, report, record detail page, or other system that
uses a Web interface. |
