Add a Chart to a Flexcard

Display data on a Flexcard as a chart by using available types such as bar, pie, donut, and more. Configure settings such as the aspect ratio or dimensions to fit your company or institution’s style.

Note

Beginning Summer '22, if a chart element's height is double its expected height when displayed in a standard Flexcard component, enable Lightning Web Security (LWS). For more about LWS, see Lightning Web Security FAQ. To enable LWS, see Enable Lightning Web Security in an Org.

1. From the App Launcher, find and select Flexcards.
2. Expand a Flexcard and select a version.
3. If needed, deactivate the Flexcard for editing the Flexcard.
4. Drag the Chart element from the element panel to the canvas.
5. If needed, configure the chart dimensions:
   • To apply a fixed height and ignore proportions, turn off Maintain Aspect Ratio and enter a value in pixels in the Chart Height field, such as 300 or 300 px.
   • To adjust the chart’s height proportionally to its original height, enter a number in the Aspect Ratio field.
   • To adjust the chart’s height proportionally to its width, turn on Maintain Aspect Ratio and enter a number in the Aspect Ratio field.
6. From the label picklist, select the field whose values are used to categorize the data, such as Name to display Account names.
7. From the value picklist, select the field whose values are used to populate the chart, such as AnnualRevenue.
8. If needed, select a color palette for the chart.
   If the chart has more than six values, Omnistudio repeats the colors from the color palette.
9. Enter the remaining information as needed.