Explore the different Salesforce dashboard components, which are referred to as chart types.
- [Instructor] Dashboards are built from Salesforce reports.…Let's go ahead and take a look at a dashboard.…We're here at the home tab.…Let's click on the app finder here on the top left,…and then we'll click on dashboards.…We'll click on the company insights dashboard right here.…The graphical display of the report is accomplished…using a component,…and there are eight styles of component types in dashboards.…These components are called charts.…You can use the following chart types and I'll explain them.…Now first of all, I'll click on the expansion icon…on the top right of this chart…to bring it into focus right here.…
Use a bar or column chart to visualize values as lengths.…Ideal with summary reports with a single grouping,…or if you'd only like to display a single grouping…from a report.…Now, I'm going to navigate through the charts…by using this right arrow over here.…I'll go ahead and click on that and move to the next chart.…Now, use a line chart to show changes in values…over points and times such as days, weeks, months,…
Released
10/17/2017- Capturing quality data
- Working with dashboard folders
- Selecting different chart types
- Using dashboard filters
- Limiting data visibility with the Salesforce role hierarchy
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Video: Chart types