Learn how to add a line chart to an existing Salesforce dashboard and adjust the chart's settings.
- [Instructor] Use a line chart to show changes…in values over points in time,…such as days, weeks, months, or quarter to quarter.…Line charts are ideal when you have one grouping…representing ordered data, and a single value to show.…We can also use it to display record counts graphically…for leads by state, and let's show that as one possible way…to use line charts.…Let's go ahead and pull up our dashboard.…We'll go over from the Home Tab,…we'll head over to the App Launcher,…and then we'll click on Dashboards.…
I'll pull up my Company Insights dashboard.…To make changes to my dashboard,…I'll need to click Edit here.…Now, let's add a component.…We'll need to click on the Component button,…and then we'll pull up an underlying report.…In this case, we need a line chart report,…which I've made here.…I'll select it, then I'll click select.…And then over here, we need to change the chart type…to the Line Chart type right here.…Now, let's scroll down.…The default view is by record Value Descending.…
Now, this works well for us,…
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: Line charts