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Analyze Your Data
Data Settings for Dashboard Table Components

Data Settings for Dashboard Table Components

A table component shows columns of data from a custom report in a dashboard. The settings on the Component Data tab control how a table component gets and manages the data it displays.

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
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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