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Modify a Dashboard Component in Salesforce Classic
A dashboard component is a visual representation of the data in a report. You can change where the component’s data comes from, what the data looks like in the component, and what kind of component it is.
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 |
Dashboard builder is a drag-and-drop interface for creating and modifying dashboards. Drop and click to rearrange components on the dashboard. Hover details and drill-down are available when you view and not when you edit a dashboard.
- Make Fields Available in a Dashboard Component
Make more fields available for a dashboard component by adding them to the source report chart. - Choose Where Users Go When Clicking a Dashboard Component
You can edit a dashboard component so that when users click the component, they can drill down to the source report, filtered report, record detail page, or other URL. - Custom Four-Column Table
Table visuals are useful to list values of several items against some criteria. The fields you add to the source report chart are the ones available for the table columns in dashboards. - Dashboard Component Types
Dashboard components can be charts, tables, gauges, metrics, or other components that you can create with VisualForce. - Chart Types
You can show data in reports and dashboards in the form of bars, columns, lines, shapes, or other elements. Which is right depends on what the data is about and what you want to show with it. - Data Settings for Dashboard Chart Components
Choose the data you want to show on your report or dashboard chart. The chart automatically selects groupings and summary values from your report. You can override some of those choices to focus on the data you need to share. - Visual Settings for Dashboard Chart Components
Choose the type of chart that fits the data you are sharing, then apply the visual settings that will communicate the data most effectively.
See Also
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