Slaesforce FAQ

how to create a combination chart in salesforce

by Dr. Aurelio Turcotte IV Published 2 years ago Updated 1 year ago
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Follow these simple steps to organize your report data into combination charts.

  • Open your chosen report.
  • Edit the report by clicking on the Customize.
  • Locate and click on the Add Chart button.
  • Select your preferred chart type. You may choose among horizontal bars, vertical bars, lines, and pie graphs.
  • Designate your Y-Axis and X-Axis by choosing from the drop-down menus, respectively.
  • Since this is a combination chart, tick on the small Plot additional values box to add another graph to your report.
  • On the Display field, select either Line or Column.
  • On the Value field, choose the data you want the second graph chart to represent.

Full Answer

How do I create a combination chart in Excel?

You may choose among horizontal bars, vertical bars, lines, and pie graphs. Designate your Y-Axis and X-Axis by choosing from the drop-down menus, respectively. Since this is a combination chart, tick on the small Plot additional values box to add another graph to your report. On the Display field, select either Line or Column.

What can you do with combination charts?

You can overlay line graphs over bar graphs to show more relationships between your data. Apart from that, here are other things you can do with combination charts: Adding a maximum of three more bars to your horizontal bar chart.

How do I organize my report data into combination charts?

Follow these simple steps to organize your report data into combination charts. Open your chosen report. Locate and click on the Add Chart button. Select your preferred chart type. You may choose among horizontal bars, vertical bars, lines, and pie graphs. Designate your Y-Axis and X-Axis by choosing from the drop-down menus, respectively.

How do I add a second graph chart to my report?

Designate your Y-Axis and X-Axis by choosing from the drop-down menus, respectively. Since this is a combination chart, tick on the small Plot additional values box to add another graph to your report. On the Display field, select either Line or Column. On the Value field, choose the data you want the second graph chart to represent.

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How do I create a combo chart in Salesforce?

Creating Combination Charts in Your ReportsOpen your chosen report.Edit the report by clicking on the Customize.Locate and click on the Add Chart button.Select your preferred chart type. ... Designate your Y-Axis and X-Axis by choosing from the drop-down menus, respectively.More items...•

What is a combination chart in Salesforce?

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 you create a custom combination combo chart?

Combination ChartOn the Insert tab, in the Charts group, click the Combo symbol.Click Create Custom Combo Chart.The Insert Chart dialog box appears. For the Rainy Days series, choose Clustered Column as the chart type. For the Profit series, choose Line as the chart type. ... Click OK. Result:

How do you make a combination chart sheet?

To create a combo chart in Google Sheets, follow these steps:Copy and paste the data that is provided above into your spreadsheet in cell A1.Click “Insert” on the top toolbar menu, and then click “Chart” which will open the chart editor.Select “Combo Chart”, from the “Chart type” drop-down menu.More items...•

What are features of combination charts?

The combination chart is a visualization that combines the features of the bar chart and the line chart. The combination chart displays the data using a number of bars and/or lines, each of which represent a particular category.

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 a combo chart typically used for?

A combo chart combines a line chart and a bar chart. Typically used to contrast data sets, combo charts employ bar and line options and are set with the same variables as bar charts and line charts.

How do I add a clustered column line combo chart?

To get started, select the range of cells you want to chart—A1:C13 in this example. Next, click Insert > Insert Combo Chart. Select “Clustered Column – Line.” The combo chart is inserted with both the column and line using the same axis.

How do I create a combo chart in Excel with two sets of data?

Below are steps you can use to help add two sets of data to a graph in Excel:Enter data in the Excel spreadsheet you want on the graph. ... Select the data you want on the graph. ... Click the "Insert" tab and then look at the "Recommended Charts" in the charts group. ... Choose "All Charts" and click "Combo" as the chart type.More items...

Why would you not use a sparkline?

You would not use a sparkline if you need to show specific details in your chart or need to augment the informative chart elements.

How do you make a 3d graph?

0:202:58Plotting a 3D graph in Excel - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd then we go to insert / charts at surface and here we have our 3d plot. We can then changeMoreAnd then we go to insert / charts at surface and here we have our 3d plot. We can then change various things so it will go to the z axis. And click format. Access.

Getting the basic calculations

In order for us to look at the hack done in this use case, we need to have the basic created. I have used my ‘Opportunities’ dataset and grouped by ‘Close Date’ Month.

Defining positive and negative values

As I mentioned we will be digging into the SAQL for this one. So the first thing we want to do is to switch to SAQL mode by selecting ‘SAQL Mode’ in the top right corner.

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