12 - Change your X-axis from the CSF field to a standard number field (pick something available in the dropdown that you know is NOT a CSF). 13 - Update your component, save changes to the dashboard, and refresh. 14 - Notice that your dashboard component is now sorting by VALUE ascending (or descending) as expected.
Full Answer
How do I create and edit custom labels?
From Setup, in the Quick Find box, enter Custom Labels, then select Custom Labels. To create a label, click New Custom Label. To edit a label, click Edit next to the custom label. In the Short Description field, enter an easily recognizable term to identify this custom label. This description is used in merge fields.
What does the x axis show in a report?
The X axis is used to show things like sum or average values of a numeric field. To have other options available than Record Count, you need to modify the report to include at least one summary option.
How do I add custom display labels for dimension field values?
Custom display labels for dimension field values are specified in the members section of the XMD file within the section you are modifying (such as dimensions ). If you have a large XMD file, you can do a text search to find the appropriate members section.
How do I change the labels on the X-axis?
Right-click the category labels you want to change, and click Select Data.In the Horizontal (Category) Axis Labels box, click Edit.In the Axis label range box, enter the labels you want to use, separated by commas.
How do I change the X-axis 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 edit my dashboard description 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 customize my dashboard in Salesforce?
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 make Salesforce dashboards look better?
10 Best Practice Tips For High Impact Salesforce DashboardsUse metrics with Charts to flash up totals.Add relevant Details fields to each report.Highlight critical dashboard charts with background shading.Use dashboards filters to hone in on vital areas.Pre-define colors for picklist fields.More items...•
How do I change the y axis in Salesforce reports?
In edit mode of the report, click the drop down arrow beside the field name and click summarize, choose sum as the option in the pop up screen. When you edit the chart, you should see the grouping in one axis, the column/field you summarized in the other axis.
Why can't I edit a dashboard in Salesforce?
Users with the Manage Dashboards permission can not edit Dashboards which they did not create. This is expected behavior. In order for Users to Edit Dashboards they did not create, they need to have the "View All Data" permission on their Profile.
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 I specify dashboard settings in Salesforce report?
I am following these instructions:Click Add | Row Limit.Set the Row Limit to 10 , 25 , or Custom . If you choose custom enter a number between one and 99.Set the Sort By and sort order options. ... Click OK.Click Dashboard Settings in the toolbar.Choose a Name and Value to use in dashboard tables and charts. ... Click OK.
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 add components to a dashboard in Salesforce?
On the dashboard where you want to add a component, click Edit. ... Drag the component type you want from the Components tab onto your dashboard. ... Drag a report from the Data Sources tab onto the component you just dropped on the dashboard. ... Click.More items...
How do I change the dashboard on my Salesforce homepage?
Select a Default Home Page Dashboard within Salesforce ClassicClick Customize Page in the "Dashboard" section of the Home tab.Select a dashboard to be the Home Page default.Click Save.
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Can you hide axis labels in dashboard?
However if you create the chart in Report itself and use that chart in Dashboard, you will have an option on that chart to show/hide the axis labels.
Where are custom display labels for dimension field values?
Custom display labels for dimension field values are specified in the members section of the XMD file within the section you are modifying (such as dimensions ). If you have a large XMD file, you can do a text search to find the appropriate members section.
What happens when you change display labels?
When you change display labels for fields and values, the changes affect only the appearance in the UI. The changes don’t alter the underlying data stored in the dataset or the API names of the fields.