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Add and Edit Dashboard Components in Accessibility Mode
Use the information in this topic if you are adding dashboard components in accessibility mode.
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 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.
A dashboard shows data from source reports as visual components, which can be charts, gauges, tables, metrics, or Visualforce pages. The components provide a snapshot of key metrics and performance indicators for your organization. Each dashboard can have up to 20 components.
- Edit a dashboard.
- Click Add Component from the top of any column and define component properties.
-
Choose the Custom Report to use for your dashboard. If you chose the
Visualforce Page, or Custom S-Control component,
select a page or s-control and enter the display height. You can show a joined report that
includes a chart on a dashboard. Edit the joined report dashboard component and select
Use chart as defined in the source report.
Note- Custom forecast and lead reports that you created using a standard report may not be available in the Custom Report list.
- To use a tabular report on a dashboard, first limit the row count by setting the Rows to Display option, the sort column, and the order on the Select Criteria page of the report. You can't use gauge or metric widgets on dashboards using tabular reports.
- Enter the appropriate settings for the component type you selected:Choose settings on the Formatting tab for the component type you selected:
- Click Save.
Note Metric components placed directly above and below each other in a dashboard column are
displayed together as a single component.
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