Learn how to add a scatter chart to an existing Salesforce dashboard and adjust the chart's settings.
- [Instructor] A scatter chart is used to show…meaningful information about Salesforce data…from a report that uses…one or two groups of data plus summaries.…The scatter chart type shows data…grouped by summarized values…so your source report needs at least one grouping.…They automatically display data from the source report…or we can manually select which information to display.…Let's add a scatter chart to an existing dashboard.…We're starting at the home tab…and from here we'll go over to the App Finder…and we'll click on Dashboards.…
Then we'll click on the Company Insights dashboard…and from here we'll click Edit to edit the dashboard.…Now let's add a component.…We'll click on the Add Component button here…and then we'll select the report.…Here's our report and then we'll go ahead and click Select.…We're showing a report of open opportunities…grouped by account name…with an additional grouping by opportunity owner.…Now let's select the scatter chart option.…That's this right here and then we'll click on that…
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: Scatter charts