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Use a Tabular Report in a Dashboard | Salesforce
Use a Tabular Report in a Dashboard
You can use a tabular report as the source report for a dashboard table or chart component, if you limit the number of rows it returns.
Available in: All editions except Database.com
User Permissions NeededTo create, edit, and delete reports:“Create and Customize Reports”AND
Click Add | Row Limit.Set the Row Limit to 10, 25, or Custom. If you choose custom enter a number between one and 99.Set the Sort By and sort order options. If you chose Limit Rows by this Field for a column, these options are already set.Click OK.Click Dashboard Settings in the toolbar.Choose a Name and Value to use in dashboard tables and charts. Tables show both name and value. Charts are grouped by name.Click OK. You can now use this tabular report as the source report for a dashboard component.TipWhen you create a dashboard component to display your tabular report, you can use the dashboard component editor to override the settings you chose in Dashboard Settings.
See Also:Dashboards Help You Visualize Complex Information
Filter Your Report Data
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