Click to open the chart menu. From the Gauges category, select Polar Gauge. Click and then Range Values and enter (or copy and paste) the following values:
Full Answer
What are dynamic gauge charts in Salesforce?
Dynamic Gauge charts are one of the functionalities most Salesforce Admins and Consultants have been waiting for when it comes to Salesforce’s native reporting capabilities! The possibility of having the Gauge chart update, based on a field’s changing value, elevates the in-app data visualization to the next level.
How do I use the gauge chart?
The Gauge chart is best used to compare how close you are to a particular numerical or monetary goal. This component becomes available once you have at least one grouping already added to the report that you will be using for the widget.
How do I enable the dynamic gauge charts beta functionality?
While the Dynamic Gauge charts beta functionality is available for free in all Salesforce instances, it needs to be enabled by an Admin, within the Reports and Dashboards User Interface settings. Once the setting is enabled, the Dynamic option becomes available for selection, after choosing the Gauge chart for your report.
How do I make a gauge start at 0 in Excel?
I am keeping my “min” as is, since I want my gauge to start at “0”. Click on “Create Step” in the step overview. Choose the “sum of target” and change the format to a “compare table”. Next, we need to add a column for our “medium” breakpoint.
How do I add a gauge chart in Salesforce?
Create a Gauge ChartIn the explorer, click. ... In the Value field, add the measure that you want to analyze, like average opportunity amount.To compare the measure across every member of a category, like every account owner, add the dimension in the Trellis field.More items...
What is gauge chart in Salesforce?
A gauge chart shows how close you are to reaching a goal or target. The chart target is the maximum value in the chart. The chart measure is the current status or performance, as indicated by the pointer. The segment ranges green, yellow, and red correspond to excellent, fair, and poor performance.
How do I create a dashboard chart in Salesforce?
Add a simple dashboard to show your data with charts.Click Dashboards.Click New Dashboard.Create the dashboard: Name: My Discoveries. ... Click Create.Click. to add a dashboard component.Click the New Discoveries Report and click Select.Click. ... Set the four segment ranges at 0, 5, 10, and 15.
How do I create a chart 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 use metric charts in Salesforce?
0:466:01How to Create a Metric Dashboard Component in Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipOr you could do new dashboard i'm going to go into the test dashboard. And hit edit. Click componentMoreOr you could do new dashboard i'm going to go into the test dashboard. And hit edit. Click component and from here we're going to choose our source report so the source. Report is going to determine.
How do I create a stacked bar chart in Salesforce?
2:056:26How to Create a Component in Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd select stacked horizontal bar chart. And you'll be able to see the data move a little bit. WeMoreAnd select stacked horizontal bar chart. And you'll be able to see the data move a little bit. We can choose our y-axis. And see how the data is broken. Up. We can also change the x-axis.
How do I create a donut chart in Salesforce?
Create a Donut ChartIn the explorer, click. and then select the Donut chart type.In the Segment Size field, add the measure that determines the size of each segment. ... In the Segment By field, add the dimension to group the data by. ... To highlight slices, click individual them. ... To change the chart display, click.
Can you build dashboards in Salesforce?
When you're ready to share Salesforce data with colleagues, build a dashboard. Dashboards let you curate data from reports using charts, tables, and metrics. If your colleagues need more information, then they're able to view your dashboard's data-supplying reports.
How do you build a dashboard?
Now we will focus on 10 essential tips and best practices to follow when creating dashboards, starting with defining your audience.Define Your Dashboard Audience And Objective. ... Make Sure Your Data Is Clean And Correct. ... Select The Right Chart Type For Your Data. ... Build a Balanced Perspective. ... Use Predefined Templates.More items...•
How do you create a chart in 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 turn a report into 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.
How do I create a pie chart in Salesforce?
Click the Reports tab. Click New Dashboard. From the Components tab, drag and drop the pie chart component onto the preview pane. Click the Data Sources tab....Create a DashboardSelect All Leads for Show.Select Create Date for Date Field.Select All Time for Range.
What is a Salesforce Dashboard?
Going back to the basics, Salesforce Dashboards allow you to visually display data from either one or multiple Reports in an organized fashion, on the same page. There are various customization options when it comes to chart types, filters and even colours.
Salesforce Gauge Chart Component
The Gauge chart is best used to compare how close you are to a particular numerical or monetary goal. This component becomes available once you have at least one grouping already added to the report that you will be using for the widget.
Gauge Chart Modes
Following the Winter ‘22 release, even though it’s still beta, the Salesforce dashboard builder offers users the possibility of choosing between two modes for displaying their data in a Gauge chart: Standard and Dynamic.
Dynamic Gauge Chart Use Cases
It’s certainly valuable to highlight the impact that Dynamic mode within Gauge charts can have, across multiple (if not all) teams within your organization, especially for those who heavily rely on Salesforce reporting for tracking their KPIs.
Summary
The introduction of Dynamic Gauge charts as a possibility within Salesforce dashboards is sure to allow users to obtain more cohesive reporting, while also lowering the number of individual reports, components and time spent to visualize the relevant numbers.
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”.
