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Use Source Report Charts in Dashboard Widgets

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Use Source Report Charts in Dashboard Widgets

You’ve already charted data just the way you like in a report. Instead of re-creating the chart, use it in a dashboard widget.

Required Editions

Available in: Lightning Experience
Available in: Essentials, 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
  1. Create or edit a dashboard.
  2. Click + Widget and select Chart or Table, or edit an existing one by clicking the pencil icon on the widget.
  3. From the Add Component or Edit Component menu, select Use chart settings from report.

The dashboard widget displays the source report chart. To customize the chart, deselect Use chart settings from report or edit the report chart.

Note
Note Dashboard charts and report charts have certain differences. For example, report charts display more data points than dashboard charts. Dashboard charts are still subject to dashboard-specific limitations even when using chart settings from a source report.
 
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