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.

1. Scatter Charts
   Use scatter charts to show meaningful information using one or two groups of report data plus summaries.
2. Data Settings for Dashboard Bar and Column Chart Components
   Horizontal bar and vertical column charts are useful for comparing the values of one or more report groupings. Use the Component Data tab to select the groupings and summaries you want your bar or column chart to display.
3. Data Settings for Dashboard Funnel Chart Components
   Funnel charts are useful for showing the flow of opportunities through stages.
4. Data Settings for Dashboard Scatter Chart Components
   Scatter charts are useful to show one or two groups of report data plus summaries. These data settings for the scatter chart are available in the dashboard component editor under Component Data.
5. Data Settings for Dashboard Gauge Components
   A gauge is used to see how far you are from reaching a goal. It displays a single value, such as closed deals.
6. Data Settings for Dashboard Line Chart Components
   Line charts are useful for showing data over time.
7. Data Settings for Dashboard Metric Components
   The settings on the Component Data tab define how your dashboard metric component gets and manages the data it displays.
8. Data Settings for Dashboard Pie and Donut Chart Components
   A pie chart or a donut chart is good for showing the relative shares of different quantities. Use the component data tab to select the values your pie or donut chart will compare.
9. Data Settings for Dashboard Table Components
   A table component shows columns of data from a custom report in a dashboard. The settings on the Component Data tab control how a table component gets and manages the data it displays.