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            Formatting Settings for Dashboard Table Components

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            Formatting Settings for Dashboard Table Components

            A table component shows columns of data from a custom report in a dashboard. You can use color and scale to help users interpret the report data the table 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

            You can use the default two-column table or create a custom table with up to four columns and totals.

            The default two-column table uses the first grouping and summary field from the chart in the source report. If the report has no chart, default columns are based on the first grouping and summary field in the report.

            Customized tables allow null values in the results. Default two-column tables do not.

            To use a tabular report as the source report, Rows to Display must be set for that report.

            Optionally, set conditional highlighting by defining up to three value ranges and colors. Highlighting only applies to the first summary field column in the table.

            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.
            Show Chatter Photos Display Chatter photos for up to 20 records in a table component whose source report is grouped by a user or group name field. If there are more than 20 records with photos, record names are shown instead of photos. Set Grouping Display to None to show photos. Set the Drill Down to option to Record Detail Page to take users directly to user profile or group pages when they click photos. Chatter must be enabled for photos to be displayed. Depending on your organization's setup, you may not see photos on tables and charts.
            Customize Table Click this link to create a custom table. The Maximum Values Displayed field is populated with the value you entered, and the first two columns are prepopulated with the default columns. To customize a table, the source report must be summary or matrix format and contain a chart.
            Table Columns Specify up to four columns to display in the table. Available columns can be any grouping or summary field used in the chart. Update the report's chart or groupings to make more columns available for the dashboard table.
            Sort Ascending Sort the custom table in A-to-Z or smallest-to-largest order in a column. You can't sort on second-level groupings.
            Sort Descending Sort the custom table in Z-to-A or largest-to-smallest order in a column. You can't sort on second-level groupings.
            Show Total Display the total value for the chart. For a table, include the sum total for number and currency summary fields.
            Reset Table to Defaults Go back to the default two-column table.
            Low Range Color Select a color to represent the low range, up to the first breakpoint.
            Breakpoint 1 The value that separates the low and middle range colors on the dashboard.
            Middle Range Color Select a color to represent the middle range, between the first and second breakpoints.
            Breakpoint 2 The value that separates the middle and high range colors on the dashboard.
            High Range Color Select a color to represent the high range, beyond the second breakpoint.

            See Also

             
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