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Data Settings for Dashboard Pie and Donut Chart Components
A pie chart or a donut chart is good for showing the relative shares of different quantities. Use the component data tab to select the values your pie or donut chart will compare.
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 |
Use a pie chart when you have multiple groupings and want to show the proportion of a single value for each grouping against the total.
For example, to see the breakdown of your case queue by case status in a report, set record count for Values and status for Wedges. The chart displays a circle made up of wedges, each wedge representing the cases in a case status.
| Setting | Description |
|---|---|
| Values | Choose what to display as values for your pie chart, donut chart, funnel chart, gauge, or metric. 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. In gauges and metrics, Auto shows the value of the first summary field. |
| Wedges | Choose what to display as wedges for your pie or donut chart. 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. |
| 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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