how to make a 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.
• Search for your leads by Lead Source report and drag and drop it onto the pie chart component.
• Give the chart a moment to generate. Once it generates, click in the Edit Header section and type in Leads by Lead Source.
• Optionally enter a title and footer.
Click on the wrench icon in the upper right corner of the dashboard component.
On the Formatting tab: Select Sort Rows By and choose Label Descending. This will place the values on the component in alphabetical order. Select Legend Position and choose On Chart.
Click OK.
Click Save and name the dashboard Leads Dashboard and accept the auto-generated unique name.
Enter a description and choose the My Personal Custom Dashboards folder.
Click Save & Run Dashboard. You should see something that looks like this:

How do I create a Report chart in Salesforce?

Click Edit next to the page layout. Click Report Charts. In the Quick Find box, type the name of the report and click the Quick Find icon to find and select the report chart. You can browse up to 200 recently viewed reports by chart type in the Report Charts palette.

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.

Do you need a dashboard for your Salesforce data?

But sometimes you need to get your insights at-a-glance, especially depending on your audience and the device being used. Enter the dashboard, your utility for summarizing and displaying your Salesforce data in a graphical layout.

How do I add a chart to an object?

Let’s go! Go to the page layout editor for the object you’re adding a chart to. In this example, I’m using Cases. In general, choose the object you're working with.

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.

What are charts in Salesforce?

Types of Salesforce ChartsVertical and Horizontal Bar Chart (Use horizontal bar chart to compare more groups than vertical)Line Chart (best for showing data over time)Pie / Donut Chart (Both are used to compare a group of data to the total. ... Funnel Chart (best for sales opportunities)More items...•

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...

Why can't I add a chart in Salesforce?

The reason why the Add Chart icon is greyed out is because a report must have at least one grouped field. Select a field that you would like to group your report by. Fields that are commonly grouped are the Owner fields.

What are the 3 standard chart types available in Salesforce?

Chart TypesBar Charts. A bar chart shows values as horizontal lengths, so this format can be good for comparing distance or time. ... Column Charts. ... Line Charts. ... Pie Charts. ... Donut Charts. ... Funnel Charts. ... Scatter Charts.

How do I create a dashboard in Salesforce lightning?

0:234:58How to Build a Dashboard in Lightning Experience | SalesforceYouTubeStart of suggested clipEnd of suggested clipGet started from the dashboards tab. Click new dashboard name and describe the dashboard. And saveMoreGet started from the dashboards tab. Click new dashboard name and describe the dashboard. And save it to a folder for organizing and sharing.

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.

What is Report chart in Salesforce?

Use the Report Chart component to add reports to your site pages. Display the reports that you set up in your Salesforce org's public folder. When you click a report, you see the Report Detail page, which shows the Report Summary component.

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.

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.

What is dashboard in Salesforce?

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. Filter a Dashboard. Dashboard filters make it easy for users to apply different data perspectives to a single dashboard.

How do I create 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 Visualforce Charting?

Visualforce charting gives you an easy way to create customized business charts, based on data sets you create directly from SOQL queries, or by building the data set in your own Apex code. By combining and configuring individual data series, you can compose charts that display your data in ways meaningful to your organization.

Why Would You Use Visualforce Charting?

Use Visualforce charting when the standard Salesforce charts and dashboards are insufficient, or when you wish to compose custom pages that combine charts and data tables in ways that are more useful to your organization.

Alternatives to Visualforce Charting

Salesforce provides a number of dashboards and reports, which support a variety of business charts. These charts can be simpler to create and customize because they do not require programming in Visualforce or Apex.

What is Visualforce charting?

Use Visualforce charting to assemble a variety of chart components into a complex chart that represents multiple sets of related data. The end result can be quite sophisticated and attention getting.

How to make a line chart?

Creating a Simple Line Chart 1 Line and bar charts require you to define the X and Y axes for the chart. 2 The vertical axis is defined on the left side of the chart, and measures the dollar amount of the Opportunities closed in that month. 3 The horizontal axis is defined on the bottom of the chart, and represents the months of the calendar year. 4 The actual line chart, the <apex:lineSeries > component, is bound to a specific axis. 5 There are a number of marker attributes that you can use to differentiate each line in the chart.

How to add data series to a bar chart?

To add a data series with a new unit of measure, you need to add a second vertical axis on the right side of the chart. You can have up to four different axes, one for each edge of the chart. The bar chart is set to a vertical orientation and bound to the right axis. Bind a horizontal bar chart to the top or bottom axis.

What is the vertical axis on a chart?

The vertical axis is defined on the left side of the chart, and measures the dollar amount of the Opportunities closed in that month. The horizontal axis is defined on the bottom of the chart, and represents the months of the calendar year. The actual line chart, the <apex:lineSeries> component, is bound to a specific axis.