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Show Multiple Sets of Data in One Chart
A combination chart plots multiple sets of data on a single chart. Each set of data is based on a different field, so values are easy to compare. You can also combine certain chart types to present data in different ways in a single chart.
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: |
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For example, as a sales manager, you can display “Pipeline amount” as a line and “Number of open deals” as vertical bars on the same chart.
With combination charts, you can:
- Add a line to an existing line, vertical column, grouped vertical column, or stacked vertical column chart.
- Add a cumulative line to an existing line cumulative chart.
- Add up to three columns to a vertical column chart.
- Add up to three bars to a horizontal bar chart.
In Lightning Experience, to display multiple measures on the same chart, follow these steps:
- Edit the chart for any report grouped by rows (summary report) or grouped by rows and columns (matrix report).
- Verify that a summary measure is applied to each of the fields that you want to plot on the Y axis.
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To add a chart to the report, click
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To edit the chart, click
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- Choose the Bar, Column, or Line chart.
- The X axis for the chart is the field for the row grouping. If the report is grouped by multiple rows, select the one to use as the X axis.
- For the Y axis, select a measure field.
- To display a reference line, click Show Reference Line and enter the reference value.
- If your chart is a line chart and you want to display cumulative values, select Cumulative.
- To add another measure of the same type, click + Measure and select the measure field to add. For bar chart and column charts, you can add up to 3 additional measures.
- If your chart is a column chart, you can display the second measure as a line chart. Select Plot as Line Chart. To display a separate axis for the line chart on the right, select Plot on Second Axis. The measure for the second axis can be different than the measure for the first axis. For example, if the column chart shows Amount, you can add Percentage as a line chart using a second axis.
- After adding measures and modifying any other settings, click Run Report or Save.
Note
- If you lose access to a field used in a chart, another field can be used in its place. If no other fields are available, the record count is used.
- Don't set both the X axis and Y axis to Auto. If they're both set to Auto, you can’t plot the chart.
- Filtered drilldown doesn't work for combination charts in dashboards.
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