Edit a List View Chart in Lightning Experience

Refine or update your custom list view charts to make sure that you’re seeing the most meaningful data visualizations. There are three types of charts: vertical bar, horizontal bar, and donut. For any list view chart, you can change the data display to another type, if desired.

Required Editions

Available in: Lightning Experience

Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions

User Permissions Needed
To edit list view charts:	Read on the type of record included in the list AND Create and Customize List Views

Note These steps work in Lightning Experience. If you see the App Launcher icon () on the left side of the navigation bar at the top of your screen, you're in Lightning Experience. If not, you're in Salesforce Classic.

1. On an object home page, click .
2. In the Charts panel that appears, select the name of one of your custom charts.
3. Click .
4. Select Edit Chart.
   A dialog box appears.
5. Make your changes to the chart name, chart type, aggregate type, aggregate field, or grouping field.
   The aggregate type specifies how the field data is calculated: by sum, count, or average. The aggregate field specifies the type of data to calculate. The grouping field labels the chart segments.
6. To view your edited chart, click Save.

Note You can’t edit standard or preconfigured charts. You can only edit charts that you create. You can’t delete list view charts.