Slaesforce FAQ

can t add chart to report salesforce lightning

by Tyson Rolfson Published 2 years ago Updated 2 years ago
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You cannot modify the format of a report chart Lightning component directly in the Lightning page builder interface, you can only do that directly in your report via the “Add Chart” feature (see screenshot).

When creating a report however, users can find that the Add Chart icon is greyed out. The reason why the Add Chart icon is greyed out is because a report must have at least one grouped field. Select a field that you would like to group your report by. Fields that are commonly grouped are the Owner fields.

Full Answer

Why can’t I add a chart to my report?

When creating a report you can display the report as a chart. Charts provide you and your users with a visual way to understand the data in your report. When creating a report however, users can find that the Add Chart icon is greyed out. The reason why the Add Chart icon is greyed out is because a report must have at least one grouped field.

Why is the add chart icon greyed out in my report?

The reason why the Add Chart icon is greyed out is because a report must have at least one grouped field. Under the Groups section, click within the lookup field titled Group Rows

Why can’t I create a case in the Salesforce help portal?

The Salesforce Technology team is aware of the issue impacting the Marketing Cloud Intelligence (f.k.a Datorama). During this time, customers can’t create, view, and manage their cases within the Help portal.Please contact 1-800-NO-SOFTWARE for immediate assistance. Close Analyze Your Data Content CloseClose Search Search Filters (0)Add

How do I edit the default chart in my report?

To edit the default chart that is added to your report after clicking Add Chart, click the gear icon on the top right corner of the chart and edit it as needed Was this information helpful? Let us know so we can improve!

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

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

How do you add a chart to lightning component?

Data Visualization using Chart. js in Salesforce Lightning ComponentsGo to Setup -> Static Resource.Enter the name for the static resource; this will be used to including the library in the component.Upload Chart.js  Lets create a Lightning component, I named mine as Chart.cmp.

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 create a report from a chart in Salesforce?

How to Work with Charts in SalesforceCustomize the report where you want to add the chart.Click Add Chart.Select a chart type.Select the X-Axis and Y-Axis data you want to chart.Click the Formatting tab and add any additional formatting options.Click OK to insert the chart.

Why can't I add a chart on my salesforce report?

The reason why the Add Chart icon is greyed out is because a report must have at least one grouped field. Select a field that you would like to group your report by. Fields that are commonly grouped are the Owner fields.

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

Add a simple dashboard to show your data with charts....Let's add one more component.Click. to add a dashboard component.Click the New Discoveries Report and click Select.Click. to select the vertical bar chart component.Click Add.Drag the component so it's next to the gauge component.Click Save and Done.

Can we add chart in Joined report?

You can also add a chart to a joined report. A joined report can contain data from multiple standard or custom report types. You can add report types to a joined report if they have relationships with the same object or objects.

Can joined Reports have charts?

Joined reports let you create different views of data from multiple report types. In a joined report, data is organized in blocks. Each block acts like a “sub-report,” with its own fields, columns, sorting, and filtering. You can add a chart to a joined report.

Can we create a dashboard on joined Reports in Salesforce?

We can add Joined reports also to the dashboard as a source report. This feature is available with the winter'19 Salesforce release. To use the joined report as a dashboard source report, joined report must have a chart.

How do I add a report to a lightning page?

Click on the name of the new tab and select report from the menu. Drag & drop the report chart element to the report tab to add your reports. Save the Lightning Page and navigate to a campaign to see your reports in action!

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.

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.

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