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Data Settings for Dashboard Scatter Chart Components
Scatter charts are useful to show one or two groups of report data plus summaries. These data settings for the scatter chart are available in the dashboard component editor under Component Data.
Required Editions
| Available in: Salesforce Classic (not available in all orgs) |
| Available in: Group (View Only), Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| Available in: both Legacy Folder Sharing and Enhanced Folder Sharing |
| 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 |
Group and set the scale to help users make sense of the data you are displaying.
| Setting | Description |
|---|---|
| Plot By | Choose the grouping to display on your chart. To always use the first grouping or use what’s in the source report’s chart, pick Auto. |
| X Axis | Choose the values to display on the horizontal axis. |
| Y Axis | Choose what values to display on the vertical axis of your bar, column, scatter, or line chart. Depending on the chart type, axis values can be summary fields or groupings. 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. If the Y-axis corresponds to a custom summary formula that has the Where Will this Formula Be Displayed? option set to a grouping level other than All summary levels, then the X-axis and Groupings selection must correspond to that custom summary formula's grouping level. |
| Group By | Choose how to group information on your chart. This option is available only if the underlying report has more than one grouping. To use the second grouping or summary field defined in the source report’s chart, select Auto. |
| Display Units | Change the measure for values displayed on the Y-axis of the chart. |
| Drill Down | Select where users go when they click the chart. Options include the source report, the filtered source report, record detail page, or a URL you specify. Filtered report and record detail page options are unavailable when the chart has more than 200 values. |
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