---
schema_version: "1"
id: fba1e662202ed78d02ba4a6ad00fb24c442bc801d1679ec866007c2cb5b31758
title: Chart Properties
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/reports_chart_properties.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.reports_chart_properties.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b2cfa6c53e4680c4cec081eb2edbefe2ad2ea0e389654de1b35d5c4ea4076bd5
description: You can add a chart to any report that’s grouped by rows (summary report) or rows and columns (matrix report). The chart properties specify the data that appears in the chart, its labels and colors, and any conditional highlighting.
products:
  - Cross Cloud
release: "264"
---
# Chart Properties

You can add a chart to any report that’s grouped by rows (summary report) or rows and columns (matrix report). The chart properties specify the data that appears in the chart, its labels and colors, and any conditional highlighting.

### 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 and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Essentials</strong>, <strong>Group</strong>, <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Enhanced Folder Sharing</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="vertical-align:top;" id="d27252e88">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d27252e88 ">To create, edit, and delete reports:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d27252e88 ">
              <dl>

                <dt style="font-weight:bold;padding-top:.25rem;">Enhanced Folder Sharing</dt>

                <dd style="padding-left:1.5rem;padding-bottom:.5rem;">Create and Customize Reports <p>AND</p>
                  <p style="margin-bottom:0;">Report Builder</p>
                </dd>

              </dl>
            </td>

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

The tables in this topic describe the properties for report charts. Not all properties are available for all reports. To view and edit report properties:

- In the Lightning Experience report builder or report run page, click **![Edit Chart](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/rd/rd_settings_gear.png)**.
- In the Salesforce Classic report builder, click **Add Chart** or **Edit Chart** and edit the fields on the Chart Data and Formatting tabs.

## Chart Data Settings

Control the data that appears in your chart with these options.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:28.57142857142857%">
          <col style="width:71.42857142857143%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d27252e167">Field</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d27252e170">Description</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d27252e167 ">
              <samp class="parmname">Chart Type</samp>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d27252e170 ">
              <span id="reports_chart_properties__ChartTypeDesc"><a name="reports_chart_properties__ChartTypeDesc"><!-- --></a>Select the type of chart to use when representing the data in
                your report. The chart type that you choose determines which chart properties are available
                to set.</span>
            </td>

          </tr>
          <tr class="">
            <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d27252e167 "><samp class="parmname">X-Axis</samp> and <samp class="parmname">Y-Axis</samp></td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d27252e170 ">
              <p>Choose what values to display on the axes of your chart. Depending on the chart type,
                axis values can be record count, summary fields, or groupings defined in the
                report.</p>
              <p style="margin-bottom:0;">If the Y-axis corresponds to a custom summary formula that has the
                <samp class="parmname">Where Will this Formula Be Displayed?</samp> option set to a
                grouping level other than <samp class="parmname">All summary levels</samp>, then the X-axis
                and Groupings selection must correspond to that custom summary formula's grouping
                level.
              </p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d27252e167 ">
              <samp class="parmname">Combination Chart</samp>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d27252e170 ">Select this option to <a href="https://help.salesforce.com/s/articleView?id=analytics.reports_combination_charts_using.htm&amp;release=264.0.0&amp;type=5" title="A combination chart plots multiple sets of data on a single chart. Each set of data is based on a different field, so values are easy to compare. You can also combine certain chart types to present data in different ways in a single chart.">plot additional values</a> on this chart. The
              chart type you chose must allow combination charts.</td>

          </tr>
          <tr class="">
            <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d27252e167 ">
              <samp class="parmname">Groupings</samp>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d27252e170 "><span id="reports_chart_properties__ChartsGroupings"><a name="reports_chart_properties__ChartsGroupings"><!-- --></a>Choose how to group information on your chart</span>. You can
              only pick from groupings defined in the report. For bar and column charts, click an icon to
              select the grouping display: side-by-side, stacked, or stacked to 100%. For either single or
              grouped line charts, you can select <samp class="parmname">Cumulative</samp>.</td>

          </tr>
          <tr class="">
            <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d27252e167 ">
              <samp class="parmname">Values</samp>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d27252e170 ">
              <span id="reports_chart_properties__ChartsValues"><a name="reports_chart_properties__ChartsValues"><!-- --></a>Choose what to display as values for your pie, donut, or funnel
                chart.</span>
            </td>

          </tr>
          <tr class="">
            <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d27252e167 ">
              <samp class="parmname">Wedges</samp>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d27252e170 ">
              <span id="reports_chart_properties__ChartsWedges"><a name="reports_chart_properties__ChartsWedges"><!-- --></a>Choose what to display as wedges for your pie or donut
                chart.</span>
            </td>

          </tr>
          <tr class="">
            <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d27252e167 ">
              <samp class="parmname">Segments</samp>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d27252e170 ">
              <span id="reports_chart_properties__ChartsSegments"><a name="reports_chart_properties__ChartsSegments"><!-- --></a>Choose what to display as segments for your funnel
                chart.</span>
            </td>

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

## Chart Presentation

Control the appearance and behavior of your chart using these options.

 
| Field | Description |
| --- | --- |
| Chart Title | Enter a name for the chart. |
| Title Color | Select the color for the text of your chart title. |
| Title Size | Select the font size for the text of your chart title. The maximum size is 18. Larger values are shown at 18 points. |
| Text Color | Select a color for all the text and labels in your chart. |
| Text Size | Select a font size for all the text and labels in your chart. The maximum size is 18. Larger values are shown at 18 points. |
| Background Fade | Choose a direction for a gradient color background. Also select a Start Color and End Color for the gradient. Use white for both if you don’t want a background design. |
| Legend Position | Choose a place to display the legend in relation to your chart. |
| Combine Small Groups into “Others” | Combine all groups less than or equal to 3% of the total into a single “Others” wedge or segment. Deselect to show all values individually on the chart. This setting applies only to pie, donut, and funnel charts. This option is on by default for pie and donut charts, and off for funnel. |
| X- or Y-Axis Range | Choose a manual or automatic axis range for bar, line, or column charts. If you choose manual, enter numbers for the minimum and maximum axis values to be displayed. If there are data points outside the range that you set, the axis automatically extends to include those values when you generate the chart. |
| Show Axis Labels | Display labels for each axis of your chart. This setting applies only to bar and line charts. |
| Show Labels | Display labels for your pie, donut, or funnel chart. |
| Show Group % | Display the percentage value for each group in the chart. |
| Show X- or Y-Axis Values | Display the values of individual records or groups on the chart axis. This setting applies only to certain horizontal bar and vertical column charts. |
| Show Values | Display the values of individual records or groups on the chart. This setting applies only to certain chart types. |
| Show Wedge % | Display the percentage value for each wedge of pie and donut charts. |
| Show Total | Display the total value for the donut chart. |
| Show Segment % | Display the percentage value for each segment of funnel charts. |
| Show Details on Hover | Display values, labels, and percentages when hovering over charts. Hover details depend on chart type. Percentages apply to pie, donut, and funnel charts only. Hover is disabled when viewing charts that have more than 200 data points. |
| Chart Size | Select a size for the chart, from Tiny to Extra Large. |
| Chart Position | Place the chart above or below your report. |
| Sort Report Charts | When you sort by a field, the report chart updates to match the new order so that it’s consistent with the data table. For example, if you sort regions by descending order of sales, the chart reorders the regions accordingly. |
| Sort Legend Values | Sort chart legends alphabetically or numerically. In a chart legend, text and fiscal date fields are sorted alphabetically. Numeric fields are sorted in ascending order. Picklist values are sorted in the order defined for the picklist. If multiple currencies are enabled, currency fields aren’t sorted. |
| Show Reference Line | Select this option to add a reference line to your Lightning dashboard charts. Enter the reference value in the **Reference Line Value** field. If your report already contains a reference line and the **Use chart settings from report** setting is selected, then the **Show Reference Line** checkbox is selected by default, and the reference value can’t be edited. To edit the reference value, deselect **Use chart settings from report**. |
| Use table settings from report | Select this option to apply all predefined report settings to the lightning table widget. All report settings such as groupings, custom formulas, formatting, bucketing, and sorting are retained. For reports created using calculated insights, this setting is enabled by default. You can't use table settings for matrix reports, joined reports, and reports containing more than 50 columns. |

## Conditional Highlighting

Highlight field values reports based on ranges and colors you specify. You can apply conditional formatting to reports that are grouped by rows (summary reports) or grouped by rows and columns (matrix reports).

 
| Field | Description |
| --- | --- |
| Summary | Choose a summary field whose number ranges you want represented by colors. |
| Low Color | Select a color to represent data that falls below the Low Breakpoint value. |
| Low Breakpoint | The number that acts as the threshold between the Low Color and the Mid Color. Values that are the same as the Low Breakpoint value are shown as the Mid Color. |
| Mid Color | Select a color to represent data that falls between the Low Breakpoint and High Breakpoint values. |
| High Breakpoint | The number that acts as the threshold between the Mid Color and the High Color. Values that are the same as the High Breakpoint value are shown as the High Color. |
| High Color | Select a color to represent data that falls above the High Breakpoint value. |

#### See Also

- [Chart Types](https://help.salesforce.com/s/articleView?id=analytics.chart_types.htm&release=264.0.0&type=5 "You can show data in reports and dashboards in the form of bars, columns, lines, shapes, or other elements. Which is right depends on what the data is about and what you want to show with it.")
- [Customizing Reports in Salesforce Classic](https://help.salesforce.com/s/articleView?id=analytics.reports_builder_what_is.htm&release=264.0.0&type=5 "Report builder is a visual editor for reports. The report builder screen lets you work with report fields and filters, and shows you a preview of your report with just some of the data.")