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Bar Charts
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- Use
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A bar chart shows values as horizontal lengths, so this format can be
good for comparing distance or time. Use a bar chart when you have a
summary report with a single grouping, or you only want to display one
grouping.
For example, to see the amount in each sales stage in a report, select
Sum of Amount as the X-axis
and Stage as the Y-axis. The
chart displays 1 bar for each stage, with the length proportional to the
total opportunity amount.
- Properties
-
- Use chart settings from report – Display the source report’s
chart. To customize the chart, either deselect Use chart
settings from report or edit the report chart.
- Y-Axis and X-Axis – Choose a group (horizontal bar
charts) or a measure (vertical bar chart) to display on each axis. If
applicable, click + Group or +
Measure to chart more groups or measures.
- Display Units – Choose how to display values. Shortened
Number automatically chooses a unit appropriate for your data and
abbreviates it. Shorten numbers to display approximations that take up
less space (for example, 1,876 becomes 1.9k), or view the full number
for to-the-digit accuracy. Full Number displays the actual values.
Other options are Hundreds, Thousands, Millions, Billions, and
Trillions. Choose what makes most sense for your data.
- Show Values – Specify whether chart segments display values,
or not.
- Show Chatter Photos (Horizontal bar charts only) – Choose
whether to display Chatter photos, or not. Table must be grouped by a
user or group name field, such as Opportunity Owner.
- Y-Axis Range or X-Axis – Set the axis range. To let
Salesforce automatically set axis range, select
Automatic. To set your own range, select
Customize and then enter the range limits in
Min and Max.
- Decimal Places – Choose how many decimal places appear on
numbers. To let Salesforce automatically set how many decimal places
appear, select Automatic. To set your own,
choose a number from 0 through 5.
- Sort By – Choose how to sort groups or measures displayed in
the bar chart. Click the arrow icon to change sort direction between
ascending (
 ) and descending
( ).
- Then Sort By – If applicable, choose how to sort second-level
groups or measures displayed in the bar chart. Click the arrow icon to
change sort direction between ascending () and descending
().
- Custom Link – Link from a dashboard widget to a Salesforce
Record or another website. For more information, see
Link
a Dashboard Component to a Website or Salesforce Record in Salesforce
Help.
- Max Values Displayed – Specify how many groups display in the
bar chart.
- Title – Give the chart a title.
- Subtitle – Give the chart a subtitle.
- Footer – Give the chart a footer.
- Component
Theme – Choose a Light
or a Dark theme. Customize chart colors from
the dashboard properties menu. Individual widgets support unique
themes, but colors are only customizable from the dashboard properties
menu.
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Stacked Bar Charts
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- Use
-
Use a stacked bar chart when you have multiple groupings and are
interested in the proportions between values in each grouping and each
grouping's total.
For example, compare the status of leads by campaign, and also to
compare the totals for each status. Set record count as the
X-axis, status as the
Y-axis, and campaign as the Stack
By value. The chart displays a single bar for each status,
broken down by campaign, with each campaign shown in a different
color.
- Properties
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Line Charts
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- Use
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Line charts are good for showing changes in the value of an item over a
series of points in time, such as week to week. Use a line chart when
you have one important grouping representing an ordered set of data and
one value to show.
Line charts are useful for showing data over time. For example, to see
the numbers of leads created each month in a report, set record count as
the Y-axis and created month for the
X-axis. The chart displays a line connecting the
record count totals for each month. Salesforce doesn't plot missing
(null) values.
- Properties
-
- Use chart settings from report – Display the source report’s
chart. To customize the chart, either deselect Use chart
settings from report or edit the report chart.
- X-Axis – Choose a group to display on the x-axis. If
applicable, click + Group to chart another
group.
- Y-Axis – Choose a measure to display on the y-axis. If
applicable, click + Measure to chart another
measure.
- Cumulative – Specify whether the line chart is cumulative, or
not.
Use a cumulative line chart when you have one important
grouping representing an ordered set of data and one value to show,
summed over time.
For example, see the total number of closed
opportunities by day for each of the last three months. Set amount
as the Y-axis, closing day as the
X-axis, and closing month as the
Group value. The chart displays a line for
each month, with the line’s height representing the
cumulative number of closed opportunities up to and including that
day.
- Display Units – Choose how to display values. Shortened
Number automatically chooses a unit appropriate for your data and
abbreviates it. Shorten numbers to display approximations that take up
less space (for example, 1,876 becomes 1.9k), or view the full number
for to-the-digit accuracy. Full Number displays the actual values.
Other options are Hundreds, Thousands, Millions, Billions, and
Trillions. Choose what makes most sense for your data.
- Y-Axis Range – Set the axis range. To let Salesforce
automatically set axis range, select Automatic.
To set your own range, select Customize and
then enter the range limits in Min and
Max.
- Decimal Places – Choose how many decimal places appear on
numbers. To let Salesforce automatically set how many decimal places
appear, select Automatic. To set your own,
choose a number from 0 through 5.
- Show Values – Specify whether points on the line display
values, or not.
- Sort By – Choose how to sort groups or measures displayed in
the bar chart. Click the arrow icon to change sort direction between
ascending () and descending
().
- Then Sort By – If applicable, choose how to sort second-level
groups or measures displayed in the bar chart. Click the arrow icon to
change sort direction between ascending () and descending
().
- Custom Link – Link from a dashboard widget to a Salesforce
Record
or another website. For more information, see
Link
a Dashboard Widget to a Website or Salesforce Record in Salesforce
Help.
- Max Values Displayed – Specify how many groups display in the
line chart.
- Title – Give the chart a title.
- Subtitle – Give the chart a subtitle.
- Footer – Give the chart a footer.
- Component
Theme – Choose a Light
or a Dark theme. Customize chart colors from
the dashboard properties menu. Individual widgets support unique
themes, but colors are only customizable from the dashboard properties
menu.
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Donut Charts
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- Use
-
Use a donut chart when you have multiple groupings and want to show
both the proportion of a single value for each grouping against the
total, and the total amount itself.
For example, see the breakdown of your case queue by case status in a
report, and the total number of cases. Set record count for
Value and status for Sliced
By. The chart displays a donut made up of wedges, each
wedge representing a case status. Wedge size is proportional to the
numbers of cases. The total number of cases for all statuses is shown in
the middle.
- Properties
-
- Use chart settings from report – Display the source report’s
chart. To customize the chart, either deselect Use chart
settings from report or edit the report chart.
- Value – Choose a measure to display on the donut chart.
- Sliced By – Choose a group to slice the donut by.
- Display Units – Choose how to display values. Shortened
Number automatically chooses a unit appropriate for your data and
abbreviates it. Shorten numbers to display approximations that take up
less space (for example, 1,876 becomes 1.9k), or view the full number
for to-the-digit accuracy. Full Number displays the actual values.
Other options are Hundreds, Thousands, Millions, Billions, and
Trillions. Choose what makes most sense for your data.
- Show Values – Show values on each donut group (slice). Each
value is representative of a summary value, like average or record
count, for the group.
- Show Percentages – Show percentages on each donut group
(slice).
- Combine Small Groups into “Others” – Show each group (slice)
that represents 3% or less of the total as a new group called
“Others”.
- Show Total – Display a total in the center of the donut
chart.
- Decimal Places – Choose how many decimal places appear on
numbers. To let Salesforce automatically set how many decimal places
appear, select Automatic. To set your own,
choose a number from 0 through 5.
- Label Groups – Specify whether to label sliced wedges with
values, percentages, or no labels.
- Sort By – Choose how to sort groups or measures displayed in
the bar chart. Click the arrow icon to change sort direction between
ascending () and descending
().
- Custom Link – Link from a dashboard widget to a Salesforce
Record
or another website. For more information, see
Link
a Dashboard Widget to a Website or Salesforce Record in Salesforce
Help.
- Max Values Displayed – Specify how many groups display in the
donut chart.
- Title – Give the chart a title.
- Subtitle – Give the chart a subtitle.
- Footer – Give the chart a footer.
- Component
Theme – Choose a Light
or a Dark theme. Customize chart colors from
the dashboard properties menu. Individual widgets support unique
themes, but colors are only customizable from the dashboard properties
menu.
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Funnel Charts
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- Use
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Use a funnel chart when you have multiple groupings in an ordered set
and want to show the proportions among them.
For example, to see the number of opportunities in each stage in a
report, set amount for Value and stage for
Color By. Since the Opportunity:
Stage field is an ordered picklist, the stages are sorted
in the same order as the picklist. Funnel charts are useful for showing
the flow of opportunities through the stages; a substantially larger
segment can indicate a bottle-neck at that stage.
- Properties
-
- Use chart settings from report – Display the source report’s
chart. To customize the chart, either deselect Use chart
settings from report or edit the report chart.
- Value – Choose a measure to display on the funnel chart.
- Display Units – Choose how to display values. Shortened
Number automatically chooses a unit appropriate for your data and
abbreviates it. Shorten numbers to display approximations that take up
less space (for example, 1,876 becomes 1.9k), or view the full number
for to-the-digit accuracy. Full Number displays the actual values.
Other options are Hundreds, Thousands, Millions, Billions, and
Trillions. Choose what makes most sense for your data.
- Color By – Choose a group to display in the funnel
chart.
- Label Groups – Specify whether to label sliced wedges with
values, percentages, or no labels.
- Show Values – Specify whether chart segments display values,
or not.
- Show Percentages – Specify whether chart segments display
percentages, or not.
- Combine Small Groups into “Others” – Show each group (slice)
that represents 3% or less of the total as a new group called
“Others”.
- Decimal Places – Choose how many decimal places appear on
numbers. To let Salesforce automatically set how many decimal places
appear, select Automatic. To set your own,
choose a number from 0 through 5.
- Sort By – Choose how to sort groups or measures displayed in
the bar chart. Click the arrow icon to change sort direction between
ascending () and descending
().
- Custom Link – Link from a dashboard widget to a Salesforce
Record
or another website. For more information, see Link a Dashboard Widget
to a Website or Salesforce Record in Salesforce Help.
- Max Values Displayed – Specify how many groups display in the
funnel chart.
- Title – Give the chart a title.
- Subtitle – Give the chart a subtitle.
- Footer – Give the chart a footer.
- Component
Theme – Choose a Light
or a Dark theme. Customize chart colors from
the dashboard properties menu. Individual widgets support unique
themes, but colors are only customizable from the dashboard properties
menu.
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Scatter Charts
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- Use
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Use scatter charts to show meaningful information using one or two
groups of report data plus measures.
For example, see how stage duration correlates with the number of
activities for opportunities. Group your report by Opportunity
Name. Then set X-Axis on the chart to
Record Count and Y-Axis to
Stage Duration. The chart shows a dot for each
opportunity. At a glance, you can tell if the stage duration is shorter
for opportunities that have more activities.
- Properties
-
- Use chart settings from report – Display the source report’s
chart. To customize the chart, either deselect Use chart
settings from report or edit the report chart.
- X-Axis – Choose a measure for the x-axis.
- Y-Axis – Choose a measure for the y-axis.
- Detail – Choose a group to plot on the scatter chart.
- Decimal Places – Choose how many decimal places appear on
numbers. To let Salesforce automatically set how many decimal places
appear, select Automatic. To set your own,
choose a number from 0 through 5.
- Display Units – Choose how to display values. Shortened
Number automatically chooses a unit appropriate for your data and
abbreviates it. Shorten numbers to display approximations that take up
less space (for example, 1,876 becomes 1.9k), or view the full number
for to-the-digit accuracy. Full Number displays the actual values.
Other options are Hundreds, Thousands, Millions, Billions, and
Trillions. Choose what makes most sense for your data.
- Add – Choose a second group to plot on the scatter
chart.
- Sort By – Choose how to sort groups or measures displayed in
the bar chart. Click the arrow icon to change sort direction between
ascending () and descending
().
- Then Sort By – If applicable, choose how to sort second-level
groups or measures displayed in the bar chart. Click the arrow icon to
change sort direction between ascending () and descending
().
- Custom Link – Link from a dashboard widget to a Salesforce
Record
or another website. For more information, see
Link
a Dashboard Widget to a Website or Salesforce Record in Salesforce
Help.
- Max Values Displayed – Specify how many groups display in the
scatter chart.
- Title – Give the chart a title.
- Subtitle – Give the chart a subtitle.
- Footer – Give the chart a footer.
- Component
Theme – Choose a Light
or a Dark theme. Customize chart colors from
the dashboard properties menu. Individual widgets support unique
themes, but colors are only customizable from the dashboard properties
menu.
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Gauge Charts
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- Use
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A gauge is used to see how far you are from reaching a goal. It
displays a single value, such as closed deals.
For example, use a gauge to see how close you’re to meeting your target
revenue.
- Properties
-
- Use chart settings from report – Display the source report’s
chart. To customize the chart, either deselect Use chart
settings from report or edit the report chart.
- Measure – Choose a measure for the gauge chart.
- Display Units – Choose how to display values. Shortened
Number automatically chooses a unit appropriate for your data and
abbreviates it. Shorten numbers to display approximations that take up
less space (for example, 1,876 becomes 1.9k), or view the full number
for to-the-digit accuracy. Full Number displays the actual values.
Other options are Hundreds, Thousands, Millions, Billions, and
Trillions. Choose what makes most sense for your data.
- Shorten Number – Choose whether to shorten numbers, or
not.
Shorten numbers to display approximations that take up less
space (for example, 1,876 becomes 1.9k), or view the full number for
to-the-digit accuracy.
- Show Range – Choose whether to show or hide a range.
- Decimal Places – Choose how many decimal places appear on
numbers. To let Salesforce automatically set how many decimal places
appear, select Automatic. To set your own,
choose a number from 0 through 5.
- Segment Ranges – Choose breakpoints and colors for segments
on the gauge.
- Custom Link – Link from a dashboard widget to a Salesforce
Record
or another website. For more information, see
Link
a Dashboard Widget to a Website or Salesforce Record in Salesforce
Help.
- Title – Give the chart a title.
- Subtitle – Give the chart a subtitle.
- Footer – Give the chart a footer.
- Component
Theme – Choose a Light
or a Dark theme. Customize chart colors from
the dashboard properties menu. Individual widgets support unique
themes, but colors are only customizable from the dashboard properties
menu.
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Metric
Components
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- Use
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Use a metric when you have one key value to display.
For example, show the total number of customer support cases filed
today.
- Properties
-
- Use chart settings from report – Display the source report’s
chart. To customize the chart, either deselect Use chart
settings from report or edit the report chart.
- Measure – Choose a measure for the metric
chart.
- Display Units – Choose how to display values. Shortened
Number automatically chooses a unit appropriate for your data and
abbreviates it. Shorten numbers to display approximations that take up
less space (for example, 1,876 becomes 1.9k), or view the full number
for to-the-digit accuracy. Full Number displays the actual values.
Other options are Hundreds, Thousands, Millions, Billions, and
Trillions. Choose what makes most sense for your data.
- Shorten Number – Choose whether to shorten numbers, or
not.
Shorten numbers to display approximations that take up less
space (for example, 1,876 becomes 1.9k), or view the full number for
to-the-digit accuracy.
- Show Range – Choose whether to show or hide a range.
- Segment Ranges – Choose breakpoints and colors for segments
on the
component.
- Decimal Places – Choose how many decimal places appear on
numbers. To let Salesforce automatically set how many decimal places
appear, select Automatic. To set your own,
choose a number from 0 through 5.
- Custom Link – Link from a dashboard widget to a Salesforce
Record
or another website. For more information, see
Link
a Dashboard Widget to a Website or Salesforce Record in Salesforce
Help.
- Title – Give the
component
a title.
- Subtitle – Give the
component
a subtitle.
- Footer – Give the
component
a footer.
- Component
Theme – Choose a Light
or a Dark theme. Customize chart colors from
the dashboard properties menu. Individual widgets support unique
themes, but colors are only customizable from the dashboard properties
menu.
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Lightning Dashboard Table
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- Use
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Show up to 200 records and 10 columns and from any field in a source
report’s report type. The available fields in a Lightning dashboard
table come from the source report’s report type, so you can show fields
as columns in Lightning dashboard tables that aren’t included as columns
in the source report.
Lightning tables aren’t available in Salesforce Classic. You can’t add
them from the Classic dashboard builder, nor can you see them when you
view a dashboard in Salesforce Classic.
If a dashboard hasn’t been refreshed for 7 days, then Lightning
dashboard tables display no data. Instead, they prompt dashboard viewers
to refresh the dashboard. After refreshing the dashboard the Lightning
dashboard table shows data as normal.
- Properties
-
- Use chart settings from report – Display the source report’s
chart. To customize the chart, either deselect Use chart
settings from report or edit the report chart.
- Columns – Choose columns from fields in the source report’s
report type. To add a column, search for it and select it from the
Add column field.
To reorder columns, drag
them up or down. The top columns appear on the left-hand side of the
table, and the bottom columns appear on the right.
To remove a
column, find it in the Columns list and click  . To remove all columns, click  .
- Sort By – Choose how to sort groups or measures displayed in
the bar chart. Click the arrow icon to change sort direction between
ascending () and
descending ().
- Then Sort By – If applicable, choose how to sort second-level
groups or measures displayed in the bar chart. Click the arrow icon to
change sort direction between ascending () and descending
().
- Display Units – Choose how to display values. Shortened
Number automatically chooses a unit appropriate for your data and
abbreviates it. Shorten numbers to display approximations that take up
less space (for example, 1,876 becomes 1.9k), or view the full number
for to-the-digit accuracy. Full Number displays the actual values.
Other options are Hundreds, Thousands, Millions, Billions, and
Trillions. Choose what makes most sense for your data.
- Show Chatter Photos – Choose whether to display Chatter
photos, or not. Table must be grouped by a user or group name field,
such as Opportunity Owner.
- Show Total – For numeric columns, Display the sum of all rows
in the table.
- Show Subtotal – Available when tables have at least two
groups. Show subtotals of first-level groups.
- Add Conditional Highlighting – Highlight values in the table
based on breakpoints and colors set in segment ranges. Click each
color to customize it.
- Decimal Places – Choose how many decimal places appear on
numbers. To let Salesforce automatically set how many decimal places
appear, select Automatic. To set your own,
choose a number from 0 through 5.
- Max Values Displayed – Specify how many groups display in the
table.
- Title – Give the table a title.
- Subtitle – Give the table a subtitle.
- Footer – Give the table a footer.
- Component
Theme – Choose a Light
or a Dark theme. Customize chart colors from
the dashboard properties menu. Individual widgets support unique
themes, but colors are only customizable from the dashboard properties
menu.
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Rich Text
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- Use
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Use text widgets to help viewers navigate and understand your
dashboards. Add section titles, provide annotations for charts and
tables, and include narrative text for background and context.
- Properties
-
- Rich text controls – Set the font color, size, treatment, and
alignment.
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Images
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- Use
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Spice up your dashboards with images and animated gifs. Add logos for
instant recognition, arrows that draw the viewer’s eye to key elements,
and flow diagrams for greater insight.
- Properties
-
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on the
widget.