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            Chart Properties

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            3. Reports and Dashboards

            Chart Properties

            You can add a chart to any report that’s grouped by rows (summary report) or rows and columns (matrix report). The chart properties specify the data that appears in the chart, its labels and colors, and any conditional highlighting.

            Required Editions

            Available in: Salesforce Classic and Lightning Experience
            Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions
            Available in: Enhanced Folder Sharing
            User Permissions Needed
            To create, edit, and delete reports:
            Enhanced Folder Sharing
            Create and Customize Reports

            AND

            Report Builder

            The tables in this topic describe the properties for report charts. Not all properties are available for all reports. To view and edit report properties:

            • In the Lightning Experience report builder or report run page, click Edit Chart.
            • In the Salesforce Classic report builder, click Add Chart or Edit Chart and edit the fields on the Chart Data and Formatting tabs.

            Chart Data Settings

            Control the data that appears in your chart with these options.

            Field Description
            Chart Type Select the type of chart to use when representing the data in your report. The chart type that you choose determines which chart properties are available to set.
            X-Axis and Y-Axis

            Choose what values to display on the axes of your chart. Depending on the chart type, axis values can be record count, summary fields, or groupings defined in the report.

            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.
            Combination Chart Select this option to plot additional values on this chart. The chart type you chose must allow combination charts.
            Groupings Choose how to group information on your chart. You can only pick from groupings defined in the report. For bar and column charts, click an icon to select the grouping display: side-by-side, stacked, or stacked to 100%. For either single or grouped line charts, you can select Cumulative.
            Values Choose what to display as values for your pie, donut, or funnel chart.
            Wedges Choose what to display as wedges for your pie or donut chart.
            Segments Choose what to display as segments for your funnel chart.

            Chart Presentation

            Control the appearance and behavior of your chart using these options.

            Field Description
            Chart Title Enter a name for the chart.
            Title Color Select the color for the text of your chart title.
            Title Size Select the font size for the text of your chart title. The maximum size is 18. Larger values are shown at 18 points.
            Text Color Select a color for all the text and labels in your chart.
            Text Size Select a font size for all the text and labels in your chart. The maximum size is 18. Larger values are shown at 18 points.
            Background Fade Choose a direction for a gradient color background. Also select a Start Color and End Color for the gradient. Use white for both if you don’t want a background design.
            Legend Position Choose a place to display the legend in relation to your chart.
            Combine Small Groups into “Others” Combine all groups less than or equal to 3% of the total into a single “Others” wedge or segment. Deselect to show all values individually on the chart. This setting applies only to pie, donut, and funnel charts. This option is on by default for pie and donut charts, and off for funnel.
            X- or Y-Axis Range Choose a manual or automatic axis range for bar, line, or column charts. If you choose manual, enter numbers for the minimum and maximum axis values to be displayed. If there are data points outside the range that you set, the axis automatically extends to include those values when you generate the chart.
            Show Axis Labels Display labels for each axis of your chart. This setting applies only to bar and line charts.
            Show Labels Display labels for your pie, donut, or funnel chart.
            Show Group % Display the percentage value for each group in the chart.
            Show X- or Y-Axis Values Display the values of individual records or groups on the chart axis. This setting applies only to certain horizontal bar and vertical column charts.
            Show Values Display the values of individual records or groups on the chart. This setting applies only to certain chart types.
            Show Wedge % Display the percentage value for each wedge of pie and donut charts.
            Show Total Display the total value for the donut chart.
            Show Segment % Display the percentage value for each segment of funnel charts.
            Show Details on Hover Display values, labels, and percentages when hovering over charts. Hover details depend on chart type. Percentages apply to pie, donut, and funnel charts only. Hover is disabled when viewing charts that have more than 200 data points.
            Chart Size Select a size for the chart, from Tiny to Extra Large.
            Chart Position Place the chart above or below your report.
            Sort Report Charts When you sort by a field, the report chart updates to match the new order so that it’s consistent with the data table. For example, if you sort regions by descending order of sales, the chart reorders the regions accordingly.
            Sort Legend Values Sort chart legends alphabetically or numerically. In a chart legend, text and fiscal date fields are sorted alphabetically. Numeric fields are sorted in ascending order. Picklist values are sorted in the order defined for the picklist. If multiple currencies are enabled, currency fields aren’t sorted.
            Show Reference Line Select this option to add a reference line to your Lightning dashboard charts. Enter the reference value in the Reference Line Value field. If your report already contains a reference line and the Use chart settings from report setting is selected, then the Show Reference Line checkbox is selected by default, and the reference value can’t be edited. To edit the reference value, deselect Use chart settings from report.
            Use table settings from report Select this option to apply all predefined report settings to the lightning table widget. All report settings such as groupings, custom formulas, formatting, bucketing, and sorting are retained. For reports created using calculated insights, this setting is enabled by default. You can't use table settings for matrix reports, joined reports, and reports containing more than 50 columns.

            Conditional Highlighting

            Highlight field values reports based on ranges and colors you specify. You can apply conditional formatting to reports that are grouped by rows (summary reports) or grouped by rows and columns (matrix reports).

            Field Description
            Summary Choose a summary field whose number ranges you want represented by colors.
            Low Color Select a color to represent data that falls below the Low Breakpoint value.
            Low Breakpoint The number that acts as the threshold between the Low Color and the Mid Color. Values that are the same as the Low Breakpoint value are shown as the Mid Color.
            Mid Color Select a color to represent data that falls between the Low Breakpoint and High Breakpoint values.
            High Breakpoint The number that acts as the threshold between the Mid Color and the High Color. Values that are the same as the High Breakpoint value are shown as the High Color.
            High Color Select a color to represent data that falls above the High Breakpoint value.

            See Also

             
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