Slaesforce FAQ

how to change chart attributes on salesforce

by Maida Schimmel Published 2 years ago Updated 2 years ago
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Click the Reports tab. Click on Sales Rep Win Rates then click Add Chart to display a chart. Click the gear icon in the upper right corner of the chart to open the chart editor. Click Column to change the display to a vertical bar chart.

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

Full Answer

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.

How can we edit the chart?

On your Android phone or tablet, open a spreadsheet in the Google Sheets app.Double-tap the chart you want to edit.Tap Edit chart.Choose from: Type: Change the chart type. Legend: Change the legend location. Titles: Change the chart and axis titles. ... When you're done, tap Done .

How do you customize a bar graph?

Use the Chart Styles button to quickly change the color or style of the chart.Click the chart you want to change.In the upper-right corner, next to the chart, click Chart Styles.Click Color and pick the color scheme you want, or click Style and pick the option you want.

How do I change the chart color in Salesforce?

Edit a dashboard.To change the color theme for the entire dashboard, open the properties menu by clicking .From Dashboard Theme, choose Light or Dark.From Dashboard Palette, choose one of 14 color palettes. ... To change the color theme for an individual component, edit the component by clicking. ... Save the dashboard.

How do you enter and edit data in a chart?

Under Chart Tools, on the Design tab, in the Data group, click Edit Data. Microsoft Excel opens in a new window and displays the worksheet for the selected chart. In the Excel worksheet, click the cell that contains the title or the data that you want to change, and then enter the new information.

How do you change data in a graph?

Right-click your chart, and then choose Select Data. In the Legend Entries (Series) box, click the series you want to change. Click Edit, make your changes, and click OK.

How do you change a bar graph from lowest to highest?

How to Re-Sort Your Bar Charts in Microsoft ExcelHighlight your table. You can see which rows I highlighted in the screenshot below.Head to the Data tab.Click the Sort icon.You can sort either column. To arrange your bar chart from greatest to least, you sort the # of votes column from largest to smallest.

How do you make a pretty bar graph?

12 Design Tips for Awesome Bar ChartsArrange data intuitively. The point of a chart is to make data easier to read. ... Watch your bar widths. ... Don't use 3-D. ... Use the proper direction. ... Start the y-axis at zero. ... Use consistent colors. ... Keep y-axis labels short. ... Ditch the grid.More items...•

How do you make a beautiful graph?

8 ways to make beautiful financial charts and graphs in ExcelTip #1: Always pick the right chart type.Tip #2: Remove unnecessary axes.Tip #3: Distribute bars evenly.Tip #4: Remove background lines.Tip #5: Remove unnecessary styling.Tip #6: Never use 3D effects.Tip #7: Clean your financial chart.More items...•

How do I customize my Salesforce dashboard?

Required Editions 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 color of a donut chart in Salesforce?

Click into the field name and in the section at the bottom of the page just above where your picklist values are listed out, you have a button called 'Chart Colors'. Click on the button and select 'Assign fixed colors to all values'.

Can you customize Salesforce colors?

0:242:28Add Colors and Branding to Salesforce with Themes - YouTubeYouTubeStart of suggested clipEnd of suggested clipWe just use your branding so in salesforce there's a theming and branding section in setup literallyMoreWe just use your branding so in salesforce there's a theming and branding section in setup literally just add little icons pick your brand colors. And that's it once you do that it goes live um also

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