Learn how to add a table chart to an existing Salesforce dashboard and adjust the chart's settings.
- [Instructor] A table chart is useful to display…record counts by a particular summarized field.…An example would be to view records summarized…by record owner, such as leads, contacts,…accounts, et cetera.…Let's add a table chart to an existing dashboard…showing the contacts being handled by our team,…summarized by contact owner.…We're starting at the Home tab.…And from the Home tab, we can go to the App Finder,…and we'll click on Dashboards.…From here we'll click on our Company Insights dashboard.…
And then to edit the dashboard,…we'll click Edit right here on the right-hand side.…Now, we'll add a chart component.…We'll click on the Add Component button,…then we'll select a report, and then we'll go ahead…and click the Select button.…And then we'll change the chart type…over here to the table type.…We'll go ahead and make some changes from here.…The default view is to show records in descending order…by record count.…Let's retitle the table chart component…to Contact Counts by Owner.…We can add an optional subtitle and footer…
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: Table charts