A table component shows columns of data from a custom report in a dashboard. You can
use color and scale to help users interpret the report data the table 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 |
You can use the default two-column table or create a custom
table with up to four columns and totals.
The default two-column table uses the first grouping and
summary field from the chart in the source report. If the report has no chart, default
columns are based on the first grouping and summary field in the report.
Customized tables allow null values in the results.
Default two-column tables do not.
To use a tabular report as the source report, Rows to Display must be
set for that report.
Optionally, set conditional highlighting by defining up
to three value ranges and colors. Highlighting only applies to the first summary
field column in the table.
| Setting |
Description |
|
Sort Rows By
|
Choose a sorting element to determine what element you want displayed first in
the horizontal axis of any horizontal chart or the vertical axis of any vertical
chart. For a table, choose the sort order for the default two-column table to be
ascending or descending by row labels or values. |
|
Maximum Values Displayed
|
Set the maximum number of elements to include in the top-level grouping of the
horizontal axis of a horizontal chart, vertical axis of a vertical chart, or
selected axis of a stacked bar chart. For a table, set the maximum number of rows to
include. For example, if you want to list only your top five salespeople, create an
opportunity report that lists total opportunity amounts by owner and enter 5 in this
field. |
|
Show Chatter Photos
|
Display Chatter photos for up to 20 records in a table component whose source
report is grouped by a user or group name field. If there are more than 20 records
with photos, record names are shown instead of photos. Set Grouping
Display to None to show photos. Set the Drill Down to option to
Record Detail Page to take users directly to user profile
or group pages when they click photos.
Chatter must be enabled for photos to be
displayed. Depending on your organization's setup, you may not see photos on
tables and charts.
|
|
Customize Table
|
Click this link to create a custom table. The Maximum Values Displayed field is
populated with the value you entered, and the first two columns are prepopulated
with the default columns. To customize a table, the source report must be summary or
matrix format and contain a chart. |
|
Table Columns
|
Specify up to four columns to display in the table. Available columns can be
any grouping or summary field used in the chart. Update the report's chart or
groupings to make more columns available for the dashboard table. |
|
Sort Ascending
|
Sort the custom table in A-to-Z or smallest-to-largest order in a column. You
can't sort on second-level groupings. |
|
Sort Descending
|
Sort the custom table in Z-to-A or largest-to-smallest order in a column. You
can't sort on second-level groupings. |
|
Show Total
|
Display the total value for the chart. For a table, include the sum total for
number and currency summary fields. |
|
Reset Table to Defaults
|
Go back to the default two-column table. |
|
Low Range Color
|
Select a color to represent the low range, up to the first breakpoint. |
|
Breakpoint 1
|
The value that separates the low and middle range colors on the
dashboard. |
|
Middle Range Color
|
Select a color to represent the middle range, between the first and second
breakpoints. |
|
Breakpoint 2
|
The value that separates the middle and high range colors on the
dashboard. |
|
High Range Color
|
Select a color to represent the high range, beyond the second breakpoint.
|