Click Format. Select Percent in the Format As picklist, and select 1 for Decimal Points. Ensure All Summary Levels is selected, then click Apply.
- Edit or create a dashboard.
- Edit a dashboard component, or add one by clicking + Component.
- From Decimal Places, select a number from 0 through 5. To let Salesforce set decimal precision for you, choose Automatic.
- Click Update. (If you're adding a component, click Add.)
- Save the dashboard by clicking Save.
How do I create a stacked bar chart in Salesforce?
Name the dashboard Key Sales Activity Dashboard and save in a folder that your sales users have access to. Click Create. Click + Component. Select the Key Activities Report you created previously. Select the stacked bar chart type, and then click Add. Click + Component. Select the Opportunity Win Rate report you created previously.
How do I add a chart to a dashboard in Excel?
To add a chart to a Dashboard, and click “Edit”. Drag the Data Source (report) you want onto the dashboard, then drag the Component (chart type) on top of that to format it (or start with the Component and then the Data Source — it doesn’t matter which one you drag and drop first).
How do I create a key sales activity dashboard?
Click the Dashboards tab on the navigation bar. Click New Dashboard. Name the dashboard Key Sales Activity Dashboard and save in a folder that your sales users have access to. Click Create. Click + Component. Select the Key Activities Report you created previously.
How to customize reports in Salesforce classic?
Select Report Types with the Enhanced Report Type Selector (Beta) Build a Report in Salesforce Classic Choose a Report Type in Salesforce Classic Choose a Report Format in Salesforce Classic Group Your Report Data in Salesforce Classic Keep Working While Your Report Preview Loads Customizing Reports in Salesforce Classic
How do I change decimal points in Salesforce?
Lightning Experience:Click the gear icon, Setup | Company Settings | Manage Currencies, then click Manage Currencies button.Under Active Currencies, Click Edit next to the Currency that you want to change or update the decimal places.Click Save.
How do I change the number of decimal places in a chart?
0:000:48Change the Number of Decimal places Displayed ... - YouTubeYouTubeStart of suggested clipEnd of suggested clipClick the number tab in the category list box select currency accounting percentage or scientific inMoreClick the number tab in the category list box select currency accounting percentage or scientific in the decimal places field and to the number of decimal places to be displayed.
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 customize my dashboard in Salesforce lightning?
To create or edit a Salesforce Dynamic Dashboard, navigate to the Dashboards tab, click New Dashboard to create or click on an existing dashboard to edit. First, when building a new dashboard, name it, add a description if you'd like, and select the right folder for proper organization.
How do you adjust the number of decimal places so that zero decimal places are displayed?
1:483:34Excel: How to Change Decimal Places - Number Formatting - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo for every thousand in a number so if it was three thousand it would put in a comma after theMoreSo for every thousand in a number so if it was three thousand it would put in a comma after the three. You can turn that on and off and you can see samples. Down the bottom. Here.
How do you adjust the number of decimal places so that zero decimal places are displayed in Excel?
Select the cells you want to format. On the Home tab, select Increase Decimal or Decrease Decimal to show more or fewer digits after the decimal point. Each selection or click adds or removes a decimal place. Your new decimal places setting is now in effect.
How do I change the properties of a dashboard in Salesforce?
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.Click Done to view the dashboard. ... Click the Delete button to delete the entire dashboard.Click Add Component in any column.More items...
How do I change the layout of a dashboard in Salesforce?
0:043:28II. Creating and Editing Dashboards - Salesforce.com Training - YouTubeYouTubeStart of suggested clipEnd of suggested clipFor demonstration purposes we are in a Salesforce developer edition click on the edit button to addMoreFor demonstration purposes we are in a Salesforce developer edition click on the edit button to add and edit components for your dashboard. The panel on the Left will show components.
How do you edit a dashboard?
Change a Dashboard's Properties Click 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 create a dynamic dashboard?
From the Dashboards tab, create a new dashboard or edit an existing one. next to the View dashboard as field. Note If you don't have “Manage Dynamic Dashboards” permission, enter a running user and skip to the final step. Enter “*” to see all available users.
What is dynamic dashboard in Salesforce?
Dynamic Dashboard : A Dynamic Dashboard enables multiple users to access a dashboard that was previously accessed only by a single static user. This means that the dynamic dashboard can be used by a specific user alongside a logged-in user, and display data specific to both users accordingly.
How do I use dashboard filters in Salesforce?
Edit a dashboard, and then click + Filter in Lightning Experience or Add Filter in Salesforce Classic. ) to see them. Give the filter a display name or label to identify it. If the filter has many equivalent fields, consider using a name that works for all components.