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how to do combination charts on salesforce lighting

by Reilly Gutkowski Published 2 years ago Updated 2 years 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.

Create a Combo Chart
  1. In the explorer, click. and then select the Combo chart type.
  2. In the X-Axis field, add the dimension to analyze the measures by. For example, select Industry.
  3. In the Y-Axis field, add at least two measures.
  4. To change the chart display, click. and set the chart properties in the Formatting panel.

Full Answer

What are combination charts in Salesforce?

Salesforce allows its users to create combination charts for presenting several kinds of data together. If plotting multiple sets of data on one chart is what you need for your report, combination charts come in handy for you. Learn how to create a combination chart properly in this tutorial article.

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 create a combination chart in Excel 2016?

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.

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.

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How do you make a combined chart?

Combination ChartSelect the range A1:C13.On the Insert tab, in the Charts group, click the Combo symbol.Click Create Custom Combo Chart. ... For the Rainy Days series, choose Clustered Column as the chart type.For the Profit series, choose Line as the chart type.Plot the Profit series on the secondary axis.Click OK.

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.

How do you use combo chart sheets?

How to Make A Combo Chart in Google SheetsDecide what data set will be used to create the chart and select the data needed by clicking and dragging over the required portion of the data set.Click the Chart button in the top right of the toolbar. ... In Chart type, Select “Combo Chart.”

How do you insert a line combo chart?

Insert a Combo Chart with a Single Axis 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 combination chart in Salesforce?

Create a Combo ChartIn the explorer, click. and then select the Combo chart type.In the X-Axis field, add the dimension to analyze the measures by. For example, select Industry.In the Y-Axis field, add at least two measures.To change the chart display, click. and set the chart properties in the Formatting panel.

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...•

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...

How do you do clustered and stacked columns?

Here are the steps to create a clustered stacked column chart from the revised data:Select the headings, data and blank cells in the data range. ... Click the Insert tab, at the top of Excel, and click the Insert Column or Bar Chart command.In the 2-D Column section, click Stacked Column.

How do you overlap a bar chart?

2:517:38Overlapping Bar Chart - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo they are identical to each other first double-click the secondary axes to open the format axesMoreSo they are identical to each other first double-click the secondary axes to open the format axes window pane this will appear on the right-hand side of your worksheet.

How do you select two series of data for a combo chart?

On the All Charts tab, choose Combo, and then pick the Clustered Column - Line on Secondary Axis chart. Under Choose the chart type and axis for your data series , check the Secondary Axis box for each data series you want to plot on the secondary axis, and then change their chart type to Line.

What is combination chart?

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.

How do you draw a combined bar and line graph?

1:473:11How To Combine A Line And Column Chart In Excel - YouTubeYouTubeStart of suggested clipEnd of suggested clipYou can of course choose any type of chart you like from these drop-down menus. And as you can seeMoreYou can of course choose any type of chart you like from these drop-down menus. And as you can see in the preview window i now have a combined graph where the blue columns represent the temperature.

What is a combination chart?

Combination charts are more than just a single pie, bar, or line graph. 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. Adding a maximum of three more columns ...

How many columns can you add to a line graph?

If you’re using a column, you may now add up to three multiple columns for your existing graph.

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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