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Formatting Settings for Funnel Dashboard Components
Use color to show the status of a value through stages in a funnel chart.
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. |
| Combine Small Groups into “Others” | Click this link to create a custom table. The Maximum Values Displayed field is populated with the value you entered, and the first two columns are prepopulated with the default columns. To customize a table, the source report must be summary or matrix format and contain a chart. |
| Show Values | Display the values of individual records or groups on the chart. This only applies to certain chart types. |
| Show Segment % | Display the percentage value for each segment of funnel charts. |
| 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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