Create a List View Chart in Lightning Experience

Create a chart to visualize list view data. 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. When you create a list view chart for an object, such as Opportunities or Leads, the chart is associated with the object. The chart is available for any list view that you have permission to see for that object, except the Recently Viewed list.

Required Editions

Available in: Lightning Experience

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

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

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, select a list view with data you want to visualize.
2. Click .
3. In the Charts panel that appears, click .
4. Select New Chart.
   A dialog box appears.
5. Enter a chart name.
6. Select a chart type: vertical bar, horizontal bar, or donut.
7. Select the aggregate type, aggregate field, and 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.
8. To view your chart, click Save.
   Chart data isn’t automatically refreshed when you change list views. To see the latest chart data, manually refresh the list view with .

Example

Your sales team wants to compare accounts by number of employees to focus prospecting efforts on large corporations. One of the reps creates a horizontal bar chart by selecting Sum as the aggregate type, Employees as the aggregate field, and Account Name as the grouping field. The chart shows the number of employees at each account by account name.

A chart shows up to seven unique grouping fields. If your chart has more than seven grouping fields, the chart shows each of the top six grouping fields by name and combines all other grouping fields into one category called Other.