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Formatting Settings for Dashboard Bar Chart Components
Horizontal bar and vertical column charts are useful for comparing the values of one or more report groupings. Set the scale and sorting to help you make sense of the data you are displaying.
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 |
| Setting | Description |
|---|---|
| Sort Rows By | Choose a sorting element to determine what element you want displayed first in the horizontal axis of any horizontal chart or the vertical axis of any vertical chart. For a table, choose the sort order for the default two-column table to be ascending or descending by row labels or values. |
| Maximum Values Displayed | Set the maximum number of elements to include in the top-level grouping of the horizontal axis of a horizontal chart, vertical axis of a vertical chart, or selected axis of a stacked bar chart. For a table, set the maximum number of rows to include. For example, if you want to list only your top five salespeople, create an opportunity report that lists total opportunity amounts by owner and enter 5 in this field. |
| Legend Position | Choose a place to display the legend in relation to your chart. |
| Show Chatter Photos | Display Chatter photos for up to 20 records in a horizontal bar chart component whose source report is grouped by a user or group name field. If there are more than 20 records with photos, record names are shown instead of photos. Set Grouping Display to None to show photos. Set the Drill Down to option to Record Detail Page to take users directly to user profile or group pages when they click photos. Chatter must be enabled for photos to be displayed. Depending on your organization's setup, you may not see photos on tables and charts. |
| Show Values | Display the values of individual records or groups on the chart. This only applies to certain chart types. |
| Enable 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 if your chart has more than 200 data points. |
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