How do you edit graphs in salesforce


Salesforce adds the selected chart to the report. Edit a Chart Once a chart is inserted into the report, you can edit what it displays. Click Edit Chart.

In Salesforce Classic, add or edit a chart from the report builder.
  1. Click Add Chart in report builder. For existing charts, click Edit Chart.
  2. Select a chart type.
  3. Enter the appropriate settings on the Chart Data tab for the chart type you selected.
  4. Enter the appropriate settings on the Formatting tab.
  5. Click OK.


How do I add a chart to a report in Salesforce?

How to add a chart to a Salesforce Report Find the report that you want to add a chart to Select Edit from the drop down (looks like an arrow) Click Add Chart and the chart editor will pop up There are two tabs: Chart Data & Formatting. Run the report and Save

What are the default charts in Salesforce?

If you have worked with Salesforce charts then you probably already know that most default charts are pretty much the same as what you get with Excel and can be plugged into a Dashboard fairly easily (just like excel charts). Following are the default charts offered by Salesforce: Horizontal Bar Charts Vertical Bar Charts Line Charts Pie Charts

How do I change something on a Salesforce component?

To change something on your component click the wrench icon to open the component editor Creating reports and dashboards in Salesforce can quickly become very complicated, especially in a large Org. If you need advice on your Salesforce dashboards and reports give us a call, we’d be happy to help.

How do I add or edit a chart in Report Builder?

Open a report in report builder. Click Add Chart in report builder. For existing charts, click Edit Chart. Select a chart type.


How do I edit the dashboard in Salesforce?

Click Customize Page in the Dashboard section of the Home tab.Search for a dashboard and select a different dashboard from the drop-down list.Click Refresh to refresh the data in your dashboard.

How do I change the chart type in Salesforce?

Change the Chart TypeClick the Charts icon ( ) in the quick access menu. … Hover over a chart type to see how many measures and dimensions that type of visualization requires. For example, a donut chart can have one measure and one or two dimensions.Click a chart type, such as Stacked Bar.

Can you have multiple charts in a Salesforce report?

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.

How do I delete a chart from a salesforce report?

You have to go in to Edit mode, click the gear (for chart settings) and scroll down to Remove Chart and then save.

How do I change the properties of a chart in Salesforce?

To view and edit report properties:In the Lightning Experience report builder or report run page, click. .In the Salesforce Classic report builder, click Add Chart or Edit Chart and edit the fields on the Chart Data and Formatting tabs.

How do I create a bar graph in Salesforce?

Create a Horizontal Bar ChartIn the explorer, click. … In the Bar Length field, add one or more measures.In the Bars field, add one or more dimensions to analyze the measures by.To rank the records and see the highest or lowest values, click the down arrow next to the measure and sort the results.More items…

How do I create a combination chart in Salesforce?

Create a Combo ChartIn the explorer, click. and then select the Combo chart type.In the X-Axis field, add the dimension to analyze the measures by. For example, select Industry.In the Y-Axis field, add at least two measures.To change the chart display, click. and set the chart properties in the Formatting panel.

How do I change the y axis in Salesforce?

In edit mode of the report, click the drop down arrow beside the field name and click summarize, choose sum as the option in the pop up screen. When you edit the chart, you should see the grouping in one axis, the column/field you summarized in the other axis.

How do I add a chart to a joined report in Salesforce?

0:501:56Adding a Chart to a Salesforce Joined Report – YouTubeYouTubeStart of suggested clipEnd of suggested clipSo now i can add a chart to my joined report. And you can click the gear icon here for chartMoreSo now i can add a chart to my joined report. And you can click the gear icon here for chart properties to select a different chart component.

How do I customize my dashboard in Salesforce lightning?

To create or edit a Salesforce Dynamic Dashboard, navigate to the Dashboards tab, click New Dashboard to create or click on an existing dashboard to edit. First, when building a new dashboard, name it, add a description if you’d like, and select the right folder for proper organization.

How do I change the chart size in Salesforce dashboard?

Salesforce ClassicOpen the Dashboard in which you would like to change size of the columns.Click Edit.Each dashboard column will have a drop down on the top left, to resize the column.Set the desired size: Narrow, Medium, or Wide. … After selecting the size of the columns, click Save.

What is Report chart in Salesforce?

Use the Report Chart component to add reports to your site pages. Display the reports that you set up in your Salesforce org’s public folder. When you click a report, you see the Report Detail page, which shows the Report Summary component.

Why use the same dashboard for managers and VP?

Because the metrics are the same for managers and the VP, you can use the same dynamic dashboard for both roles. The dynamic dashboards feature reduces the number of required dashboards from 45 to two! You can create up to three filters for each dynamic dashboard.

Can you add a chart to a report?

If you don’t want to create a dashboard, but just want to add a chart to your report, then report charts may be right for you. Report charts allow you to place a single chart right at the top of your report, so that when you view the report, you can see the chart and the report results in one view.

Custom Charts

If you are not happy with the default charts, you can create your own custom charts. However, creating charts from scratch requires substantial scripting work. It can be a pain in the b***t to ensure that the charts work fine on different browsers. I recommend customizing standard charts offered by other provides.

Custom Charts Built from Scratch

The following are the examples of other charts that my colleagues built from scratch for our financial planning product. As I said before, we spent a lot on time making sure that these graphs worked fine on different browsers. So I don’t recommend building Salesforce Charts from scratch unless you have no other option.

How to create a dashboard in Salesforce?

How to Create a Salesforce Dashboard 1 Go to Reports 2 Click New Dashboard 3 Set the running user (by default it is the user creating the report) 4 Drag and Drop the components and data sources into the into the dashboard builder 5 To change something on your component click the wrench icon to open the component editor

What is a Salesforce dashboard?

A Salesforce dashboard is a quick way to view summary data from multiple reports at once. You can have up to 20 components on one dashboard. Anyone with access to run a report and access to the specific report folder can view dashboards.

Can you summarize data in Salesforce?

There are a few different ways that you can summarize data with Salesforce charts. Depending on the type of data you have there are a few different charts you can use.

What is Visualforce Charting?

Visualforce charting gives you an easy way to create customized business charts, based on data sets you create directly from SOQL queries, or by building the data set in your own Apex code. By combining and configuring individual data series, you can compose charts that display your data in ways meaningful to your organization.

Why Would You Use Visualforce Charting?

Use Visualforce charting when the standard Salesforce charts and dashboards are insufficient, or when you wish to compose custom pages that combine charts and data tables in ways that are more useful to your organization.

Alternatives to Visualforce Charting

Salesforce provides a number of dashboards and reports, which support a variety of business charts. These charts can be simpler to create and customize because they do not require programming in Visualforce or Apex.

Target Breakpoints

In my dataset I not only have my actual activity number, I also have my target number. I will use this target as my “max” breakpoint, but I also want to calculate what I will be using for my “medium” and “high” breakpoint. For this, I will use a compare table. I am keeping my “min” as is, since I want my gauge to start at “0”.

Add the breakpoints to the gauge

Now we have what we need in order to change the values in the gauge based on what the compare table calculates. This is done in the dashboard JSON (Command+E or Control+E).

Other changes

As mentioned above you can modify other properties of the widget like label and colors. Have a play with the possibilities.

UPDATE 9. August 2018

Post Summer18 release the steps outlined in this blog is no longer sufficient. Please follow the additional steps outlined in the blog “How to Make the Gauge Chart Dynamic Again”.


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