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Data Settings for Dashboard Bar and Column Chart Components
Horizontal bar and vertical column charts are useful for comparing the values of one or more report groupings. Use the Component Data tab to select the groupings and summaries you want your bar or column chart to display.
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 |
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. 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 one bar for each stage, with the length proportional to the total opportunity amount.
| Setting | Description |
|---|---|
| X-Axis | Choose what values to display on the horizontal axis of your bar, column, scatter, or line chart. Depending on the chart type, axis values can be summary fields or groupings. To use the second grouping or summary field defined in the source report’s chart, select Auto. When the source report has a chart, Auto picks the values used by the chart. If the X-axis corresponds to a custom summary formula that has the Where Will this Formula Be Displayed? option set to a grouping level other than All summary levels, then the Y-axis and Groupings selection must correspond to that custom summary formula's grouping level. |
| Y-Axis | Choose what values to display on the vertical axis of your bar, column, scatter, or line chart. Depending on the chart type, axis values can be summary fields or groupings. To use the second grouping or summary field defined in the source report’s chart, select Auto. When the source report has a chart, Auto picks the values used by the chart. If the Y-axis corresponds to a custom summary formula that has the Where Will this Formula Be Displayed? option set to a grouping level other than All summary levels, then the X-axis and Groupings selection must correspond to that custom summary formula's grouping level. |
| Group By | Choose how to group information on your chart. This option is available only if the underlying report has more than one grouping. To use the second grouping or summary field defined in the source report’s chart, select Auto. |
| Combination Chart | Select this option to plot additional values on this chart. The chart type you chose must allow combination charts. |
| Display Units | Choose a scale for displaying your chart values. For table components, this setting applies only to the first column. For best results, choose Auto to let Salesforce select appropriate units. |
| Drill Down to | Select where users go when they click a dashboard component: the full source report for the dashboard component; the source report filtered by the group, X-axis value, or legend entry they clicked; the detail page for a chart or table element, axis value, or legend entry; or a URL that you specify. (You can't use URLs that begin with “mailto:” or “javascript:”.) Filtered and record detail page drill-down are disabled when viewing dashboard charts with more than 200 values. |
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