To change the report charts for "All Pipeline- Current Year" and "Potential Revenue Source - Current Year", click on each component to change the report value. Once the component is selected, the properties will show on the right panel.
Full Answer
How to search for reports and dashboards in Salesforce?
Search for Reports and Dashboards from the Reports Tab in Salesforce... Report on Chatter Top 100 Feed Item Views with Interaction Count... Report and Dashboard Limits, Limitations, Allocations, and Technical...
How to provide individualized views of a dashboard in Salesforce Lightning?
Provide Individualized Views of a Dashboard in Salesforce Classic... Expand Dashboard Components to See a Larger Version in Lightning... Dynamic Dashboards: Choose Who People View a Dashboard as in... Set Decimal Places for Numbers in Dashboard Charts, Tables, and... Share an Image of a Dashboard Component on Chatter in Lightning...
Can wave support standard Salesforce dashboards?
I even got the question asked today. My reply is always: “Sorry, this is not possible with standard Salesforce reports and dashboards”. But today I also thought: “I wonder if Wave could support this requirement?”, the answer is “Yes!”.
How do I change the gauge values based on compare table?
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).
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 edit a chart in Salesforce?
If not, you're in Salesforce Classic.On an object home page, click .In the Charts panel that appears, select the name of one of your custom charts.Click .Select Edit Chart. ... Make your changes to the chart name, chart type, aggregate type, aggregate field, or grouping field. ... To view your edited chart, click Save.
How do I change the record count in Salesforce?
Remove Record Count from a Matrix report in Salesforce ClassicOpen and edit the report you would like to change.Above the report's "Preview" pane, click Show.Deselect Record Count.Click Run Report.
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 do I edit my existing dashboard?
Change a Dashboard's PropertiesClick the Dashboard Properties button.Edit the dashboard title and/or folder. Make the desired changes to your dashboard.Click OK to close the Dashboard Properties dialog box.
How do I edit dashboard in Salesforce?
To customize a dashboard, view it and click Edit. From the Dashboard Edit page, you can: See the running user for the dashboard in the Displaying data as field. Click Dashboard Properties to change the title, folder, running user, and more.
How do I update a field value in Salesforce?
From Setup, enter Field Updates in the Update box, and select Field Updates. Then use these settings to configure your field update. Before you begin, check the type of the field you want to update. Read-only fields like formula or auto-number fields are not available for field updates.
How do I Rowcount a report in Salesforce?
0:583:26Add Row Count as Column to a Report - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo whenever you have a regular report and you hide the details. The row count becomes a column. ButMoreSo whenever you have a regular report and you hide the details. The row count becomes a column. But if you want to have row count be its own column when you're viewing all the details.
How do I update multiple records in Salesforce?
To edit fields for multiple records.Select the Checkbox from the left of the records that you need to edit. ( ... Hover over the cell to edit, and then click. ... Make your change in the editable cell or cells.Select the Checkbox to update the selected Items and Click Apply.More items...•
How do I use chart reports 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 I change the size of a chart in Salesforce?
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.
Which three standard chart types can be placed on a Salesforce dashboard?
Types of Salesforce ChartsVertical and Horizontal Bar Chart (Use horizontal bar chart to compare more groups than vertical)Line Chart (best for showing data over time)Pie / Donut Chart (Both are used to compare a group of data to the total. ... Funnel Chart (best for sales opportunities)More items...•
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”.
