Create a formula field, return type percent, formula: IF (ISBLANK (field),0,1). Create a report that groups by any field, and uses the average of the formula from 1. Create a gauge that uses the report from 2, with a maximum of 100, and displaying %.
Full Answer
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.
How do I enable the dynamic gauge charts beta functionality?
While the Dynamic Gauge charts beta functionality is available for free in all Salesforce instances, it needs to be enabled by an Admin, within the Reports and Dashboards User Interface settings. Once the setting is enabled, the Dynamic option becomes available for selection, after choosing the Gauge chart for your report.
How do I add a gauge to the dashboard?
Start by creating a lens with a gauge chart. Then clip it to the dashboard. In the UI you can change some of the widget properties of the gauge including the breakpoint color, labels, and values.
How do I track against a target on the gauge chart?
In the Chart Target section, the goal the Gauge chart measures against is defined – this goal can be stored in a field on any Standard or Custom object. When the reference target you’re tracking against is on the User object, the option to select the “User Running the Dashboard” becomes available.
How do I use gauge charts in Salesforce?
Create a Gauge Chart Each gauge chart can display one value per account manager, and highlight value ranges. and then select the Polar Gauge (round) chart type. A gauge (angular) and flat gauge (linear) are also available. In the Value field, add the measure that you want to analyze, like average opportunity amount.
How do I change the size of a chart in Salesforce?
Salesforce ClassicOpen the Dashboard in which you would like to change size of the columns.Click Edit.Each dashboard column will have a drop down on the top left, to resize the column.Set the desired size: Narrow, Medium, or Wide. ... After selecting the size of the columns, click Save.
How do I find dynamic dashboard limits in Salesforce?
Steps to use Workbench to query:Go to Workbench.Tick I agree to the terms of service.Click Login with Salesforce.Choose "SOQL Query" on Jump to.Choose "Dashboard" for the Object.Hit Select.Choose the columns you want to show on under Fields.Filter results by Type = LoggedInUser.
How do you gauge a chart?
Gauge ChartSelect the range H2:I6. ... On the Insert tab, in the Charts group, click the Combo symbol.Click Create Custom Combo Chart. ... For the Donut series, choose Doughnut (fourth option under Pie) as the chart type.For the Pie series, choose Pie as the chart type.Plot the Pie series on the secondary axis.Click OK.More items...
How do I change the properties of a chart in Salesforce?
To view and edit report properties:In the Lightning Experience report builder or report run page, click. .In the Salesforce Classic report builder, click Add Chart or Edit Chart and edit the fields on the Chart Data and Formatting tabs.
How do I view report properties in Salesforce?
The report's description is updated....Edit a report.Open the properties menu. In Lightning Experience, next to the Save button, click. | Properties. In Salesforce Classic, click Report Properties.Under Report Description, give your report a helpful description.Click Save.
How do I increase my dash limit in Salesforce?
Have your system administrator Create a Support Case. In the "General Application Area," field, select Feature Activation. Select the category of Limit Changes and specify Change a limit not listed.
What is the limit for dynamic dashboard in Salesforce?
Enterprise Edition: up to 5 per organization. Performance and Unlimited Edition: up to 10 per organization. Developer Edition: up to 3 per organization.
What is difference between dashboard and dynamic dashboard in Salesforce?
Dynamic dashboards are used to display information tailored to a specific user, while a normal dashboard shows data only from a single user's perspective.
How do you insert a gauge?
0:242:20Create Gauge Charts in Excel - Ultimate KPI Dashboard ToolsYouTubeStart of suggested clipEnd of suggested clipClick on the create button to insert your first chart. From now on if you change the value in theMoreClick on the create button to insert your first chart. From now on if you change the value in the linked cell the chart will reflect in real time. You can manage the inserted chart easily.
How do you add a gauge to a data studio?
0:183:00Google Data Studio Gauge Chart [New Feature] - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd you can see the gauge chart options we can choose between a simple gauge chart. And a gaugeMoreAnd you can see the gauge chart options we can choose between a simple gauge chart. And a gauge chart. And this ranges. I will use the second option let's configure the chart i want to change metric.
How do I make a speedometer chart?
To create a SPEEDOMETER in Excel, you can use the below steps:First of all, go to Insert Tab ➜ Charts ➜ Doughnut Chart (with this you'll get a blank chart).Now, right-click on the chart and then click on “Select Data”.In the “Select Data” window, click on “Legend Entries” and enter “Category” in the name input bar.More items...
What is a Salesforce Dashboard?
Going back to the basics, Salesforce Dashboards allow you to visually display data from either one or multiple Reports in an organized fashion, on the same page. There are various customization options when it comes to chart types, filters and even colours.
Salesforce Gauge Chart Component
The Gauge chart is best used to compare how close you are to a particular numerical or monetary goal. This component becomes available once you have at least one grouping already added to the report that you will be using for the widget.
Gauge Chart Modes
Following the Winter ‘22 release, even though it’s still beta, the Salesforce dashboard builder offers users the possibility of choosing between two modes for displaying their data in a Gauge chart: Standard and Dynamic.
Dynamic Gauge Chart Use Cases
It’s certainly valuable to highlight the impact that Dynamic mode within Gauge charts can have, across multiple (if not all) teams within your organization, especially for those who heavily rely on Salesforce reporting for tracking their KPIs.
Summary
The introduction of Dynamic Gauge charts as a possibility within Salesforce dashboards is sure to allow users to obtain more cohesive reporting, while also lowering the number of individual reports, components and time spent to visualize the relevant numbers.
Target Breakpoints
In my dataset I not only have my actual activity number, I also have my target number. I will use this target as my “max” breakpoint, but I also want to calculate what I will be using for my “medium” and “high” breakpoint. For this, I will use a compare table. I am keeping my “min” as is, since I want my gauge to start at “0”.
Add the breakpoints to the gauge
Now we have what we need in order to change the values in the gauge based on what the compare table calculates. This is done in the dashboard JSON (Command+E or Control+E).
Other changes
As mentioned above you can modify other properties of the widget like label and colors. Have a play with the possibilities.
UPDATE 9. August 2018
Post Summer18 release the steps outlined in this blog is no longer sufficient. Please follow the additional steps outlined in the blog “How to Make the Gauge Chart Dynamic Again”.
Monday, September 6, 2021
In Winter 22 release, Salesforce releases Dynamic Gauge Charts in Dashboard, even still beta. Before this, all segments (low, medium, high) values must be entered manually by editing the component. With Dynamic Gauge Charts, you just need to update a field and the segment target changed.
Salesforce Dashboard: Dynamic Gauge Charts
In Winter 22 release, Salesforce releases Dynamic Gauge Charts in Dashboard, even still beta. Before this, all segments (low, medium, high) values must be entered manually by editing the component. With Dynamic Gauge Charts, you just need to update a field and the segment target changed.
Get the basics down
So the steps that I covered in “How to make your Gauge chart dynamic” still apply. You need to make sure you have the following:
The secret trick
Before going into the JSON make sure you notice the widget name of your gauge. You can do this by clicking on your gauge chart and in the property panel to the right you will see two tabs “Widget” and “Step”, make sure you are on the “Widget” tab and one of the first things you see is the name or ID of the widget.