1. Click “New Dashboard” to create a dashboard. 2. Drag and drop the Guage component.
Full Answer
What is dynamic gauge chart in Salesforce spring 2022?
Dynamic Gauge Charts are to become generally available following the Spring ’22 release, as mentioned in the release notes . 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.
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.
What is a Salesforce dashboard?
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.
Can wave support standard Salesforce dashboards?
I even got the question asked today. My reply is always: “Sorry, this is not possible with standard Salesforce reports and dashboards”. But today I also thought: “I wonder if Wave could support this requirement?”, the answer is “Yes!”.
How do I use gauges 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.
What is gauge component in Salesforce?
A gauge is used to see how far you are from reaching a goal. It displays a single value, such as closed deals.
What is a gauge chart Salesforce?
A gauge chart shows how close you are to reaching a goal or target. The chart target is the maximum value in the chart. The chart measure is the current status or performance, as indicated by the pointer. The segment ranges green, yellow, and red correspond to excellent, fair, and poor performance.
Why would you use a gauge chart?
Gauge charts are useful for comparing values between a small number of variables either by using multiple needles on the same gauge or by using multiple gauges.
How many components can be places in a dashboard?
20 componentsA dashboard shows data from source reports as visual components, which can be charts, gauges, tables, metrics, or Visualforce pages. The components provide a snapshot of key metrics and performance indicators for your organization. Each dashboard can have up to 20 components.
What is a dashboard component?
Dashboard components can be charts, tables, gauges, metrics, or other components that you can create with VisualForce.
What are dashboard metrics?
A metrics dashboard is a tool used to track and display key performance indicators in order to analyze marketing and business efforts over time and across multiple channels.
What is a dynamic dashboard Salesforce?
Dynamic Dashboard : A Dynamic Dashboard enables multiple users to access a dashboard that was previously accessed only by a single static user. This means that the dynamic dashboard can be used by a specific user alongside a logged-in user, and display data specific to both users accordingly.
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.
How do you use a gauge chart?
Customize a gauge chartOn your computer, open a spreadsheet in Google Sheets.Double-click the chart you want to change.At the right, click Customize.Choose an option: Chart style: Change background color, font, or maximize gauge size. Gauge: Add and edit gauge ranges. Chart & axis titles: Edit or format title text.
Where can you use gauges?
a simple tool used to measure gap widths. a precision ground and lapped length measuring standard. It is used as a reference for the setting of measuring equipment used in machine shops, such as micrometers, sine bars, calipers, and dial indicators (when used in an inspection role).
How do gauge charts work?
A gauge chart is a type of data visualization often used to display a single data value with a quantitative context. With a shape that resembles a speedometer, this chart aims to track the progress of a KPI in comparison to a set target or to other time periods.
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.
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.
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”.
