Right-click the horizontal, or x-axis, of the chart, and select HorizontalAxis Properties. In the HorizontalAxis Properties dialog box, select Number. From the Category list, select Date. From the Type list, select a date format to apply to the x-axis labels.
Full Answer
How to convert date to text in Salesforce?
One of my field updates uses the TEXT (Date__c) function to convert the date into text. It prints it in the YYYY-MM-DD format, though, which means it's the only date in our entire Salesforce system that is not in the MM-DD-YYYY format.
What are Salesforce date formats and why are they important?
Salesforce date formats are usually very vital when it comes to managing contract ages, payment deadlines and other time and date-related features of a business establishment. Every date format method is unique and is used in various operations.
What are date/time fields in Salesforce?
Some of the fields like CreatedDate are Date/Time fields which simply means that they store both the date and time value which is usually stored in GMT but then displayed in the Salesforce user’s time zone.
How do I find the date of a date in Salesforce?
SAMPLE DATE FORMULAS EDITIONS Available in: both Salesforce Classic and Lightning Experience Available in: AllEditions Find the Day, Month, or Year from a Date Use the functions DAY( date), MONTH( date), and YEAR( to return their numerical values.
How do I change the x-axis in a Salesforce report?
Edit a dashboard component, or add one by clicking + Component. To set the axis range yourself, from X-Axis Range or Y-Axis Range, select Custom. Then set a minimum range in Min and a maximum range in Max. To let Salesforce set the axis range for you, choose Automatic.
How do I change the y-axis in Salesforce?
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.
How do you group dates into months in Salesforce?
0:091:11How to Group By Month in Salesforce Reports - YouTubeYouTubeStart of suggested clipEnd of suggested clipBut this could also work for created date or any other date field that you have we're going to clickMoreBut this could also work for created date or any other date field that you have we're going to click on the drop down arrow by close date. And then group date by calendar. Month.
How do I graph a report 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 I change the chart type in Salesforce?
Change the Chart TypeClick the Charts icon ( ) in the quick access menu. ... Hover over a chart type to see how many measures and dimensions that type of visualization requires. For example, a donut chart can have one measure and one or two dimensions.Click a chart type, such as Stacked Bar.
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 you bucket a date field in Salesforce?
Bucket a Date Field in a RecipeOn the column header of the date field you want to bucket, click. ... Enter a start date and end date for Bucket1, and enter a name for the bucket. ... To add more buckets, click.More items...
How do I group data in a Salesforce report?
Add a Grouping You can also click a column menu for a field in the report and choose Group by this Field. Tip If you group your report by a date field, you can click the group menu, select Group Dates By, and specify the grouping time frame: day, week, month, quarter, year, and so forth.
How do I use Prevgroupval?
Using the PREVGROUPVAL() function in Summary report Let's create a Summary report: Use the Opportunity report type. Group by Stage and Close Date (Group Dates by Calendar Month). Add the summary formula and name it Prev Month Won with this formula: PREVGROUPVAL(AMOUNT:SUM, CLOSE_DATE).
What is a matrix report salesforce?
Matrix reports are used when two different types of data need to be summarized alongside each other. They're used to check how one data dimension behaves against another one. Matrix reports allows users to group unrelated records by rows and columns.
How do I create a bar graph in Salesforce?
Create a Horizontal Bar ChartIn the explorer, click. ... In the Bar Length field, add one or more measures.In the Bars field, add one or more dimensions to analyze the measures by.To rank the records and see the highest or lowest values, click the down arrow next to the measure and sort the results.More items...
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.
Create and Configure a New Opportunities Report
1: From the Reports tab, click New Report and select Opportunity as the report type. Add or delete filters and columns from the report as you wish, but leave the Stage and Amount columns intact.
Create a Summary Formula Column
1: To reveal the full fields list and the Summary Formulas, click Fields.
Add a Chart to Your Report
Charts are a great way to show your data in a way that makes it easier for users to see trends.
Summary
With a few simple formatting tricks, you can make your summary and matrix reports pop, help users absorb information, and track key metrics much faster.