Add a Dashboard Component in Salesforce Classic

Add components by dragging a component type onto the dashboard, then dropping a data source (report, s-control, or Visualforce page) onto it.

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

On the dashboard where you want to add a component, click Edit.
You can continue to edit the dashboard while components and data sources are loading.

Drag the component type you want from the Components tab onto your dashboard.

You can also drop the data source first, then drop a component type onto it. To select the kind of component you need, consider the type of data you’re showing and the uses it serves.

	Use a chart when you want to show data graphically. You can choose from a variety of chart types.
	Use a gauge when you have a single value that you want to show within a range of custom values
	Use a metric when you have one key value to display. Enter metric labels directly on components by clicking the empty text field next to the grand total. Metric components placed directly above and below each other in a dashboard column are displayed together as a single component.
	Use a table to show a set of report data in column form.
Visualforce Page	Use a Visualforce page when you want to create a custom component or show information not available in another component type. Visualforce pages are available only in Salesforce Classic and aren’t available when third-party cookies are disabled. See Visualforce Limitations in Salesforce Classic When Third-Party Cookies are Blocked.
Custom S-Control	Custom s-controls can contain any type of content that you can display in a browser. Examples: a Java applet, an Active-X control, an Excel file, or a custom HTML Web form. Custom S-Controls are only available in Salesforce Classic.

Drag a report from the Data Sources tab onto the component you just dropped on the dashboard.
- You can show a joined report that includes a chart on a dashboard. Edit the joined report dashboard component and select Use chart as defined in the source report.
- If the dashboard has a filter, the data source must contain the filter field or an equivalent. If it doesn't, it’s possible for the filter not to work.
- Some custom forecast and lead reports aren't available for dashboards.
- For Visualforce components, the data source must be a Visualforce page.
Each folder can contain up to 200 data sources. To focus on the right data source quickly, try Quick Find or the Recent, My, and All filters.
Click on your dashboard component.
On the Component Data tab, choose which summary fields and groupings in the underlying report you want to display in your component.
Make more fields available for a dashboard component by adding them to the source report chart. For example, create a combination chart on the report using vertical columns and lines. The additional groupings in the report chart are available to use in dashboard components.
On the Formatting tab, specify how your component shows its data.
Your formatting choices depend on the component type you choose. For Visualforce pages and s-controls, set the Height.
Click OK.
Drop and click to rearrange components on the dashboard.
- Grab components by the header bar and drag them to the right location on the dashboard.
- Clickfor a data source to remove it from the component.
- Click for a component to remove it from the dashboard.
- Click component header, title, and footer fields to edit them.
- Change colors for picklist values displayed in dashboard components. You need the “Customize Application” permission to update picklists.
- Optionally, for filtered dashboards, choose a different field in the Filtered By dropdown.