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            Dashboard Component Properties in Accessibility Mode

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            Dashboard Component Properties in Accessibility Mode

            View detailed information about dashboard components.

            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
            Important
            Important This topic applies only if you're not using the dashboard builder. Dashboard builder is a drag-and-drop interface for creating and modifying dashboards.

            The following settings can vary according to the component type you select.

            Field Description
            Component Type Select vertical or horizontal bar chart, line chart, pie or donut chart, table, metric, gauge, Visualforce page, or custom s-control.
            Header Enter text to display at the top of the dashboard component.
            Footer Enter text to display at the bottom of the dashboard component.
            Title Enter a title to identify the dashboard component.
            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 what happens when users click a dashboard component:

            • Source Report—Takes the user to the full source report for the dashboard component.
            • Filtered Source Report—When users click individual groups, X-axis values, or legend entries, they are taken to the source report filtered by what they clicked.

              For example, if you had a stacked vertical column chart of opportunities grouped by stage, with months as the X-axis, you could click an individual stage in a bar, a month on the X-axis, or a legend entry for a stage to drill down to the filtered source report. (Not available for gauges, metrics, or tables.)

            • Record Detail Page—When users click chart or table elements, axis values, or legend entries, they are taken to the detail page for that record. You can only choose this option for tables and charts that use a source report grouped by record name, record owner, or feed post. (Not available for gauges or metrics.)
            • Other URL—Takes the user to the URL that you specify. You can't add URLs that begin with “mailto:” or “javascript:” to dashboard components.

            Filtered and record detail page drill-down are disabled for dashboard charts with more than 200 values.
            Drill Down URL Specify the URL that users go to when they click the dashboard component. Use this option to send users to another dashboard, report, record detail page, or other system that uses a Web interface.

            See Also

             
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