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Formatting Settings for Pie and Donut Dashboard Components
A pie chart is good for showing the relative shares of different quantities. Use the formatting tab to choose how to configure and label the divisions in your pie 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” | Combine all groups less than or equal to 3% of the total into a single “Others” wedge or segment. Deselect to show all values individually on the chart. This only applies to pie, donut, and funnel charts. This option is on by default for pie and donut charts, and off for funnel. |
| Show Values | Display the values of individual records or groups on the chart. This only applies to certain chart types. |
| Show % | Display the percentage value for each wedge of pie and donut 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. |
| Show Total | Display the total value for the chart. For a table, include the sum total for number and currency summary fields. |
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