1. Add a new dashboard component by clicking + Component, or edit an existing one by clicking the pencil icon () on the component.
2. Set dashboard component properties.
3. If adding a new component, click Add. Or, if editing an existing component, click Update.
4. Click Save.For help setting dashboard component properties, refer to this table.ComponentDescriptionBar CartsUseA bar chart shows values as horizontal lengths, so this format can be good for comparing distance or time. Use a bar chart when you have a summary report with a single grouping, or you only want to display one grouping. For example, to see the amount in each sales stage in a report, selectSum of Amount as the X-axis and Stage as the Y-axis. The chart displays 1 bar for each stage, with the length proportional to the total opportunity amount.PropertiesUse chart settings from report – Display the source report’schart. To customize the chart, either deselect Use chart settings from report or edit the report chart.Y-Axis and X-Axis – Choose a group (horizontal barcharts) or a measure (vertical bar chart) to display on each axis. Ifapplicable, click + Group or + Measure to chart more groups or measures.Display Units – Choose how to display values. ShortenedNumber automatically chooses a unit appropriate for your data andabbreviates it. Shorten numbers to display approximations that take upless space (for example, 1,876 becomes 1.9k), or view the full numberfor to-the-digit accuracy. Whole number displays the actual values.Other options are Hundreds, Thousands, Millions, Billions, andTrillions. Choose what makes most sense for your data.Show Values – Specify whether chart segments display values,or not.Show Chatter Photos (Horizontal bar charts only) – Choosewhether to display Chatter photos, or not. Table must be grouped by auser or group name field, such as Opportunity Owner.Sort Rows By – Choose how to sort groups displayed in the barchart.Custom Link – Link from a dashboard component to a SalesforceRecord or another website. For more information, see Link a DashboardComponent to a Website or Salesforce Record in Salesforce help.Max Values Displayed – Specify how many groups display in thebar chart.Title – Give the chart a title.Subtitle – Give the chart a subtitle.Footer – Give the chart a footer.Component Theme – Choose a Light or a Dark theme. Customize chart colors from thedashboard properties menu. Individual components support uniquethemes, but colors are only customizable from the dashboard propertiesmenu.Stacked Bar ChartsUseUse a stacked bar chart when you have multiple groupings and are interested in the proportions between values in each grouping and each grouping's total.For example, compare the status of leads by campaign, and also to compare the totals for each status. Set record count as theX-axis, status as the Y-axis, and campaign as the StackBy value. The chart displays a single bar for each status, broken down by campaign, with each campaign shown in a different color.PropertiesUse chart settings from report – Display the source report’schart. To customize the chart, either deselect Use chart settings from report or edit the report chart.Y-Axis and X-Axis– Choose a group (horizontal barcharts) or a measure (vertical bar chart) to display on each axis. Ifapplicable, click + Group or + Measure to chart more groups or measures.Stack By – Choose which group to stack by.Display Units – Choose how to display values. ShortenedNumber automatically chooses a unit appropriate for your data andabbreviates it. Shorten numbers to display approximations that take upless space (for example, 1,876 becomes 1.9k), or view the full numberfor to-the-digit accuracy. Whole number displays the actual values.Other options are Hundreds, Thousands, Millions, Billions, andTrillions. Choose what makes most sense for your data.Stack to 100% – Specify whether to stack the bar chart to100%, or not.Stack to 100% when you have multiple groupings and are interested in the proportions between values in each grouping and each grouping's total.Sort Rows By – Choose how to sort groups displayed in the barchart.Custom Link – Link from a dashboard component to a SalesforceRecord or another website. For more information, see Link a DashboardComponent to a Website or Salesforce Record in Salesforce help.Max Values Displayed – Specify how many groups display in thebar chart.Title – Give the chart a title.Subtitle – Give the chart a subtitle.Footer – Give the chart a footer.Component Theme – Choose a Light or a Dark theme. Customize chart colors from thedashboard properties menu. Individual components support uniquethemes, but colors are only customizable from the dashboard propertiesmenu.Line ChartsUseLine charts are good for showing changes in the value of an item over a series of points in time, such as week to week. Use a line chart when you have one important grouping representing an ordered set of data and one value to show.Line charts are useful for showing data over time. For example, to see the numbers of leads created each month in a report, set record count as the Y-axis and created month for theX-axis. The chart displays a line connecting the record count totals for each month. Salesforce does not plot missing (null) values.PropertiesUse chart settings from report – Display the source report’schart. To customize the chart, either deselect Use chart settings from report or edit the report chart.X-Axis – Choose a group to display on the x-axis. Ifapplicable, click + Group to chart anothergroup.Y-Axis – Choose a measure to display on the y-axis. Ifapplicable, click + Measure to chart anothermeasure.Cumulative – Specify whether the line chart is cumulative, or not.Use a cumulative line chart when you have one important grouping representing an ordered set of data and one value to show, summed over time.For example, see the total number of closed opportunities by day for each of the last three months. Set amount as the Y-axis, closing day as the X-axis, and closing month as the Group value. The chart displays a line for each month, with the line’s height representing the cumulative number of closed opportunities up to and including that day.Display Units – Choose how to display values. ShortenedNumber automatically chooses a unit appropriate for your data andabbreviates it. Shorten numbers to display approximations that take upless space (for example, 1,876 becomes 1.9k), or view the full numberfor to-the-digit accuracy. Whole number displays the actual values.Other options are Hundreds, Thousands, Millions, Billions, andTrillions. Choose what makes most sense for your data.Show Values – Specify whether points on the line displayvalues, or not.Sort Rows By – Choose how to sort groups displayed in thechart.Custom Link – Link from a dashboard component to a SalesforceRecord or another website. For more information, see Link a DashboardComponent to a Website or Salesforce Record in Salesforce help.Max Values Displayed – Specify how many groups display in theline chart.Title – Give the chart a title.Subtitle – Give the chart a subtitle.Footer – Give the chart a footer.Component Theme – Choose a Light or a Dark theme. Customize chart colors from thedashboard properties menu. Individual components support uniquethemes, but colors are only customizable from the dashboard propertiesmenu.Donut ChartsUseUse a donut chart when you have multiple groupings and want to show both the proportion of a single value for each grouping against the total, and the total amount itself.For example, see the breakdown of your case queue by case status in a report, and the total number of cases. Set record count forValue and status for SlicedBy. The chart displays a donut made up of wedges, each wedge representing a case status. Wedge size is proportional to the numbers of cases. The total number of cases for all statuses is shown in the middle.PropertiesUse chart settings from report – Display the source report’schart. To customize the chart, either deselect Use chart settings from report or edit the report chart.Value – Choose a measure to display on the donut chart.Sliced By – Choose a group to slice the donut by.Display Units – Choose how to display values. ShortenedNumber automatically chooses a unit appropriate for your data andabbreviates it. Shorten numbers to display approximations that take upless space (for example, 1,876 becomes 1.9k), or view the full numberfor to-the-digit accuracy. Whole number displays the actual values.Other options are Hundreds, Thousands, Millions, Billions, andTrillions. Choose what makes most sense for your data.Show Values – Show values on each donut group (slice). Eachvalue is representative of a summary value, like average or recordcount, for the group.Show Percentages – Show percentages on each donut group(slice).Combine Small Groups into “Others” – Show each group (slice)that represents 3% or less of the total as a new group called“Others”.Show Total – Show a total in the center of the donutchart.Label Groups – Specify whether to label sliced wedges withvalues, percentages, or no labels.Sort Rows By – Choose how to sort groups displayed in thechart.Custom Link – Link from a dashboard component to a SalesforceRecord or another website. For more information, see Link a DashboardComponent to a Website or Salesforce Record in Salesforce help.Max Values Displayed – Specify how many groups display in thedonut chart.Title – Give the chart a title.Subtitle – Give the chart a subtitle.Footer – Give the chart a footer.Component Theme – Choose a Light or a Dark theme. Customize chart colors from thedashboard properties menu. Individual components support uniquethemes, but colors are only customizable from the dashboard propertiesmenu.Funnel ChartsUseUse a funnel chart when you have multiple groupings in an ordered set and want to show the proportions among them.For example, to see the number of opportunities in each stage in a report, set amount for Value and stage forColor By. Since the Opportunity:Stage field is an ordered picklist, the stages are sorted in the same order as the picklist. Funnel charts are useful for showing the flow of opportunities through the stages; a substantially larger segment can indicate a bottle-neck at that stage.PropertiesUse chart settings from report – Display the source report’schart. To customize the chart, either deselect Use chart settings from report or edit the report chart.Value – Choose a measure to display on the funnel chart.Display Units – Choose how to display values. ShortenedNumber automatically chooses a unit appropriate for your data andabbreviates it. Shorten numbers to display approximations that take upless space (for example, 1,876 becomes 1.9k), or view the full numberfor to-the-digit accuracy. Whole number displays the actual values.Other options are Hundreds, Thousands, Millions, Billions, andTrillions. Choose what makes most sense for your data.Color By – Choose a group to display in the funnelchart.Label Groups – Specify whether to label sliced wedges withvalues, percentages, or no labels.Show Values – Specify whether chart segments display values,or not.Show Percentages – Specify whether chart segments displaypercentages, or not.Sort Rows By – Choose how to sort groups displayed in thechart.Custom Link – Link from a dashboard component to a SalesforceRecord or another website. For more information, see Link a DashboardComponent to a Website or Salesforce Record in Salesforce help.Max Values Displayed – Specify how many groups display in thefunnel chart.Title – Give the chart a title.Subtitle – Give the chart a subtitle.Footer – Give the chart a footer.Component Theme – Choose a Light or a Dark theme. Customize chart colors from thedashboard properties menu. Individual components support uniquethemes, but colors are only customizable from the dashboard propertiesmenu.Scatter ChartsUseUse scatter charts to show meaningful information using one or two groups of report data plus measures.For example, see how stage duration correlates with the number of activities for opportunities. Group your report by OpportunityName. Then set X-Axis on the chart toRecord Count and Y-Axis toStage Duration. The chart shows a dot for each opportunity. At a glance, you can tell if the stage duration is shorter for opportunities that have more activities.PropertiesUse chart settings from report – Display the source report’schart. To customize the chart, either deselect Use chart settings from report or edit the report chart.X-Axis – Choose a measure for the x-axis.Y-Axis – Choose a measure for the y-axis. Detail – Choose a group to plot on the scatter chart.Display Units – Choose how to display values. ShortenedNumber automatically chooses a unit appropriate for your data andabbreviates it. Shorten numbers to display approximations that take upless space (for example, 1,876 becomes 1.9k), or view the full numberfor to-the-digit accuracy. Whole number displays the actual values.Other options are Hundreds, Thousands, Millions, Billions, andTrillions. Choose what makes most sense for your data.Add – Choose a second group to plot on the scatterchart.Sort Rows By – Choose how to sort groups displayed in thechart.Custom Link – Link from a dashboard component to a SalesforceRecord or another website. For more information, see Link a DashboardComponent to a Website or Salesforce Record in Salesforce help.Max Values Displayed – Specify how many groups display in thescatter chart.Title – Give the chart a title.Subtitle – Give the chart a subtitle.Footer – Give the chart a footer.Component Theme – Choose a Light or a Dark theme. Customize chart colors from thedashboard properties menu. Individual components support uniquethemes, but colors are only customizable from the dashboard propertiesmenu.Gauge ChartsUseA gauge is used to see how far you are from reaching a goal. It displays a single value, such as closed deals.For example, use a gauge to see how close you are to meeting your target revenue.PropertiesUse chart settings from report – Display the source report’schart. To customize the chart, either deselect Use chart settings from report or edit the report chart.Measure – Choose a measure for the gauge chart.Display Units – Choose how to display values. ShortenedNumber automatically chooses a unit appropriate for your data andabbreviates it. Shorten numbers to display approximations that take upless space (for example, 1,876 becomes 1.9k), or view the full numberfor to-the-digit accuracy. Whole number displays the actual values.Other options are Hundreds, Thousands, Millions, Billions, andTrillions. Choose what makes most sense for your data.Shorten Number – Choose whether to shorten numbers, or not.Shorten numbers to display approximations that take up less space (for example, 1,876 becomes 1.9k), or view the full number for to-the-digit accuracy.Show Range – Choose whether to show or hide a range.Segment Ranges – Choose breakpoints and colors for segmentson the gauge.Custom Link – Link from a dashboard component to a SalesforceRecord or another website. For more information, see Link a DashboardComponent to a Website or Salesforce Record in Salesforce help.Title – Give the chart a title.Subtitle – Give the chart a subtitle.Footer – Give the chart a footer.Component Theme – Choose a Light or a Dark theme. Customize chart colors from thedashboard properties menu. Individual components support uniquethemes, but colors are only customizable from the dashboard propertiesmenu.Metric ComponentsUseUse a metric when you have one key value to display.For example, show the total number of customer support cases filed today.PropertiesUse chart settings from report – Display the source report’schart. To customize the chart, either deselect Use chart settings from report or edit the report chart.Measure – Choose a measure for the metric chart.Display Units – Choose how to display values. ShortenedNumber automatically chooses a unit appropriate for your data andabbreviates it. Shorten numbers to display approximations that take upless space (for example, 1,876 becomes 1.9k), or view the full numberfor to-the-digit accuracy. Whole number displays the actual values.Other options are Hundreds, Thousands, Millions, Billions, andTrillions. Choose what makes most sense for your data.Shorten Number – Choose whether to shorten numbers, or not.Shorten numbers to display approximations that take up less space (for example, 1,876 becomes 1.9k), or view the full number for to-the-digit accuracy.Show Range – Choose whether to show or hide a range.Segment Ranges – Choose breakpoints and colors for segmentson the component.Custom Link – Link from a dashboard component to a SalesforceRecord or another website. For more information, see Link a DashboardComponent to a Website or Salesforce Record in Salesforce help.Title – Give the component a title.Subtitle – Give the component a subtitle.Footer – Give the component a footer.Component Theme – Choose a Light or a Dark theme. Customize chart colors from thedashboard properties menu. Individual components support uniquethemes, but colors are only customizable from the dashboard propertiesmenu.Legacy Table ComponentsUseA legacy table component shows columns of data from a custom report in a dashboard. You can use color and scale to help users interpret the report data the legacy table displays.The default two-column table uses the first grouping and summary field from the chart in the source report. If the report has no chart, default columns are based on the first grouping and summary field in the report.Two-column legacy tables do not allow null values.To use a tabular report as the source report, Rows toDisplay must be set for that report.PropertiesUse chart settings from report – Display the source report’schart. To customize the chart, either deselect Use chart settings from report or edit the report chart.Columns – The columns from the source report displayed in thetable component.Display Units – Choose how to display values. ShortenedNumber automatically chooses a unit appropriate for your data andabbreviates it. Shorten numbers to display approximations that take upless space (for example, 1,876 becomes 1.9k), or view the full numberfor to-the-digit accuracy. Whole number displays the actual values.Other options are Hundreds, Thousands, Millions, Billions, andTrillions. Choose what makes most sense for your data.Show Chatter Photos – Choose whether to display Chatterphotos, or not.Display Chatter photos for up to 20 records in a horizontal bar chart component whose source report is grouped by a user or group name field. If there are more than 20 records with photos, record names are shown instead of photos.Add Conditional Highlighting – Highlight values in the tablebased on breakpoints and colors set in segment ranges. Click eachcolor to customize it.Segment Ranges – Choose breakpoints and colors for segmentson the gauge. Only available when conditional highlighting isincluded.Sort Rows By – Choose how to sort groups displayed in thechart.Max Values Displayed – Specify how many groups display in thecomponent.Title – Give the component a title.Subtitle – Give the component a subtitle.Footer – Give the component a footer.Component Theme – Choose a Light or a Dark theme. Customize chart colors from thedashboard properties menu. Individual components support uniquethemes, but colors are only customizable from the dashboard propertiesmenu.Lightning Dashboard TableUseShow up to 200 records and 10 columns and from any field in a source report’s report type. The available fields in a Lightning dashboard table come from the source report’s report type, so you can show fields as columns in Lightning dashboard tables that aren’t included as columns in the source report.Lightning tables aren’t available in Salesforce Classic. You can’t add them from the Classic dashboard builder, nor can you see them when you view a dashboard in Salesforce Classic.If a dashboard hasn’t been refreshed for 7 days, then Lightning dashboard tables display no data. Instead, they prompt dashboard viewers to refresh the dashboard. After refreshing the dashboard the Lightning dashboard table shows data as normal.PropertiesUse chart settings from report – Display the source report’schart. To customize the chart, either deselect Use chart settings from report or edit the report chart.Columns – Choose columns from fields in the source report’sreport type. To add a column, search for it and select it from the Add column... field.To reorder columns, drag them up or down. The top columns appear on the left-hand side of the table, and the bottom columns appear on the right.To remove a column, find it in the Columns list and click. To remove all columns, click.Sort Column – Specify a column to sort the table by. Then,choose either Ascending, Descending, or nothing depending on how youwant to sort the table.Display Units – Choose how to display values. ShortenedNumber automatically chooses a unit appropriate for your data andabbreviates it. Shorten numbers to display approximations that take upless space (for example, 1,876 becomes 1.9k), or view the full numberfor to-the-digit accuracy. Whole number displays the actual values.Other options are Hundreds, Thousands, Millions, Billions, andTrillions. Choose what makes most sense for your data.Show Chatter Photos – Choose whether to display Chatterphotos, or not. Table must be grouped by a user or group name field,such as Opportunity Owner.Show Total – For numeric columns, Display the sum of all rowsin the table.Add Conditional Highlighting – Highlight values in the tablebased on breakpoints and colors set in segment ranges. Click eachcolor to customize it.Max Values Displayed – Specify how many groups display in thecomponent.Title – Give the component a title.Subtitle – Give the component a subtitle.Footer – Give the component a footer.Component Theme – Choose a Light or a Dark theme. Customize chart colors from thedashboard properties menu. Individual components support uniquethemes, but colors are only customizable from the dashboard propertiesmenu.
5. Use chart settings from report – Display the source report’schart. To customize the chart, either deselect Use chart settings from report or edit the report chart.
6. Y-Axis and X-Axis – Choose a group (horizontal barcharts) or a measure (vertical bar chart) to display on each axis. Ifapplicable, click + Group or + Measure to chart more groups or measures.
7. Display Units – Choose how to display values. ShortenedNumber automatically chooses a unit appropriate for your data andabbreviates it. Shorten numbers to display approximations that take upless space (for example, 1,876 becomes 1.9k), or view the full numberfor to-the-digit accuracy. Whole number displays the actual values.Other options are Hundreds, Thousands, Millions, Billions, andTrillions. Choose what makes most sense for your data.
8. Show Values – Specify whether chart segments display values,or not.
9. Show Chatter Photos (Horizontal bar charts only) – Choosewhether to display Chatter photos, or not. Table must be grouped by auser or group name field, such as Opportunity Owner.
10. Sort Rows By – Choose how to sort groups displayed in the barchart.
11. Custom Link – Link from a dashboard component to a SalesforceRecord or another website. For more information, see Link a DashboardComponent to a Website or Salesforce Record in Salesforce help.
12. Max Values Displayed – Specify how many groups display in thebar chart.
13. Title – Give the chart a title.
14. Subtitle – Give the chart a subtitle.
15. Footer – Give the chart a footer.
16. Component Theme – Choose a Light or a Dark theme. Customize chart colors from thedashboard properties menu. Individual components support uniquethemes, but colors are only customizable from the dashboard propertiesmenu.
17. Use chart settings from report – Display the source report’schart. To customize the chart, either deselect Use chart settings from report or edit the report chart.
18. Y-Axis and X-Axis– Choose a group (horizontal barcharts) or a measure (vertical bar chart) to display on each axis. Ifapplicable, click + Group or + Measure to chart more groups or measures.
19. Stack By – Choose which group to stack by.
20. Display Units – Choose how to display values. ShortenedNumber automatically chooses a unit appropriate for your data andabbreviates it. Shorten numbers to display approximations that take upless space (for example, 1,876 becomes 1.9k), or view the full numberfor to-the-digit accuracy. Whole number displays the actual values.Other options are Hundreds, Thousands, Millions, Billions, andTrillions. Choose what makes most sense for your data.
21. Stack to 100% – Specify whether to stack the bar chart to100%, or not.Stack to 100% when you have multiple groupings and are interested in the proportions between values in each grouping and each grouping's total.
22. Sort Rows By – Choose how to sort groups displayed in the barchart.
23. Custom Link – Link from a dashboard component to a SalesforceRecord or another website. For more information, see Link a DashboardComponent to a Website or Salesforce Record in Salesforce help.
24. Max Values Displayed – Specify how many groups display in thebar chart.
25. Title – Give the chart a title.
26. Subtitle – Give the chart a subtitle.
27. Footer – Give the chart a footer.
28. Component Theme – Choose a Light or a Dark theme. Customize chart colors from thedashboard properties menu. Individual components support uniquethemes, but colors are only customizable from the dashboard propertiesmenu.
29. Use chart settings from report – Display the source report’schart. To customize the chart, either deselect Use chart settings from report or edit the report chart.
30. X-Axis – Choose a group to display on the x-axis. Ifapplicable, click + Group to chart anothergroup.
31. Y-Axis – Choose a measure to display on the y-axis. Ifapplicable, click + Measure to chart anothermeasure.
32. Cumulative – Specify whether the line chart is cumulative, or not.Use a cumulative line chart when you have one important grouping representing an ordered set of data and one value to show, summed over time.For example, see the total number of closed opportunities by day for each of the last three months. Set amount as the Y-axis, closing day as the X-axis, and closing month as the Group value. The chart displays a line for each month, with the line’s height representing the cumulative number of closed opportunities up to and including that day.
33. Display Units – Choose how to display values. ShortenedNumber automatically chooses a unit appropriate for your data andabbreviates it. Shorten numbers to display approximations that take upless space (for example, 1,876 becomes 1.9k), or view the full numberfor to-the-digit accuracy. Whole number displays the actual values.Other options are Hundreds, Thousands, Millions, Billions, andTrillions. Choose what makes most sense for your data.
34. Show Values – Specify whether points on the line displayvalues, or not.
35. Sort Rows By – Choose how to sort groups displayed in thechart.
36. Custom Link – Link from a dashboard component to a SalesforceRecord or another website. For more information, see Link a DashboardComponent to a Website or Salesforce Record in Salesforce help.
37. Max Values Displayed – Specify how many groups display in theline chart.
38. Title – Give the chart a title.
39. Subtitle – Give the chart a subtitle.
40. Footer – Give the chart a footer.
41. Component Theme – Choose a Light or a Dark theme. Customize chart colors from thedashboard properties menu. Individual components support uniquethemes, but colors are only customizable from the dashboard propertiesmenu.
42. Use chart settings from report – Display the source report’schart. To customize the chart, either deselect Use chart settings from report or edit the report chart.
43. Value – Choose a measure to display on the donut chart.
44. Sliced By – Choose a group to slice the donut by.
45. Display Units – Choose how to display values. ShortenedNumber automatically chooses a unit appropriate for your data andabbreviates it. Shorten numbers to display approximations that take upless space (for example, 1,876 becomes 1.9k), or view the full numberfor to-the-digit accuracy. Whole number displays the actual values.Other options are Hundreds, Thousands, Millions, Billions, andTrillions. Choose what makes most sense for your data.
46. Show Values – Show values on each donut group (slice). Eachvalue is representative of a summary value, like average or recordcount, for the group.
47. Show Percentages – Show percentages on each donut group(slice).
48. Combine Small Groups into “Others” – Show each group (slice)that represents 3% or less of the total as a new group called“Others”.
49. Show Total – Show a total in the center of the donutchart.
50. Label Groups – Specify whether to label sliced wedges withvalues, percentages, or no labels.
51. Sort Rows By – Choose how to sort groups displayed in thechart.
52. Custom Link – Link from a dashboard component to a SalesforceRecord or another website. For more information, see Link a DashboardComponent to a Website or Salesforce Record in Salesforce help.
53. Max Values Displayed – Specify how many groups display in thedonut chart.
54. Title – Give the chart a title.
55. Subtitle – Give the chart a subtitle.
56. Footer – Give the chart a footer.
57. Component Theme – Choose a Light or a Dark theme. Customize chart colors from thedashboard properties menu. Individual components support uniquethemes, but colors are only customizable from the dashboard propertiesmenu.
58. Use chart settings from report – Display the source report’schart. To customize the chart, either deselect Use chart settings from report or edit the report chart.
59. Value – Choose a measure to display on the funnel chart.
60. Display Units – Choose how to display values. ShortenedNumber automatically chooses a unit appropriate for your data andabbreviates it. Shorten numbers to display approximations that take upless space (for example, 1,876 becomes 1.9k), or view the full numberfor to-the-digit accuracy. Whole number displays the actual values.Other options are Hundreds, Thousands, Millions, Billions, andTrillions. Choose what makes most sense for your data.
61. Color By – Choose a group to display in the funnelchart.
62. Label Groups – Specify whether to label sliced wedges withvalues, percentages, or no labels.
63. Show Values – Specify whether chart segments display values,or not.
64. Show Percentages – Specify whether chart segments displaypercentages, or not.
65. Sort Rows By – Choose how to sort groups displayed in thechart.
66. Custom Link – Link from a dashboard component to a SalesforceRecord or another website. For more information, see Link a DashboardComponent to a Website or Salesforce Record in Salesforce help.
67. Max Values Displayed – Specify how many groups display in thefunnel chart.
68. Title – Give the chart a title.
69. Subtitle – Give the chart a subtitle.
70. Footer – Give the chart a footer.
71. Component Theme – Choose a Light or a Dark theme. Customize chart colors from thedashboard properties menu. Individual components support uniquethemes, but colors are only customizable from the dashboard propertiesmenu.
72. Use chart settings from report – Display the source report’schart. To customize the chart, either deselect Use chart settings from report or edit the report chart.
73. X-Axis – Choose a measure for the x-axis.
74. Y-Axis – Choose a measure for the y-axis.
75. Detail – Choose a group to plot on the scatter chart.
76. Display Units – Choose how to display values. ShortenedNumber automatically chooses a unit appropriate for your data andabbreviates it. Shorten numbers to display approximations that take upless space (for example, 1,876 becomes 1.9k), or view the full numberfor to-the-digit accuracy. Whole number displays the actual values.Other options are Hundreds, Thousands, Millions, Billions, andTrillions. Choose what makes most sense for your data.
77. Add – Choose a second group to plot on the scatterchart.
78. Sort Rows By – Choose how to sort groups displayed in thechart.
79. Custom Link – Link from a dashboard component to a SalesforceRecord or another website. For more information, see Link a DashboardComponent to a Website or Salesforce Record in Salesforce help.
80. Max Values Displayed – Specify how many groups display in thescatter chart.
81. Title – Give the chart a title.
82. Subtitle – Give the chart a subtitle.
83. Footer – Give the chart a footer.
84. Component Theme – Choose a Light or a Dark theme. Customize chart colors from thedashboard properties menu. Individual components support uniquethemes, but colors are only customizable from the dashboard propertiesmenu.
85. Use chart settings from report – Display the source report’schart. To customize the chart, either deselect Use chart settings from report or edit the report chart.
86. Measure – Choose a measure for the gauge chart.
87. Display Units – Choose how to display values. ShortenedNumber automatically chooses a unit appropriate for your data andabbreviates it. Shorten numbers to display approximations that take upless space (for example, 1,876 becomes 1.9k), or view the full numberfor to-the-digit accuracy. Whole number displays the actual values.Other options are Hundreds, Thousands, Millions, Billions, andTrillions. Choose what makes most sense for your data.
88. Shorten Number – Choose whether to shorten numbers, or not.Shorten numbers to display approximations that take up less space (for example, 1,876 becomes 1.9k), or view the full number for to-the-digit accuracy.
89. Show Range – Choose whether to show or hide a range.
90. Segment Ranges – Choose breakpoints and colors for segmentson the gauge.
91. Custom Link – Link from a dashboard component to a SalesforceRecord or another website. For more information, see Link a DashboardComponent to a Website or Salesforce Record in Salesforce help.
92. Title – Give the chart a title.
93. Subtitle – Give the chart a subtitle.
94. Footer – Give the chart a footer.
95. Component Theme – Choose a Light or a Dark theme. Customize chart colors from thedashboard properties menu. Individual components support uniquethemes, but colors are only customizable from the dashboard propertiesmenu.
96. Use chart settings from report – Display the source report’schart. To customize the chart, either deselect Use chart settings from report or edit the report chart.
97. Measure – Choose a measure for the metric chart.
98. Display Units – Choose how to display values. ShortenedNumber automatically chooses a unit appropriate for your data andabbreviates it. Shorten numbers to display approximations that take upless space (for example, 1,876 becomes 1.9k), or view the full numberfor to-the-digit accuracy. Whole number displays the actual values.Other options are Hundreds, Thousands, Millions, Billions, andTrillions. Choose what makes most sense for your data.
99. Shorten Number – Choose whether to shorten numbers, or not.Shorten numbers to display approximations that take up less space (for example, 1,876 becomes 1.9k), or view the full number for to-the-digit accuracy.
100. Show Range – Choose whether to show or hide a range.
101. Segment Ranges – Choose breakpoints and colors for segmentson the component.
102. Custom Link – Link from a dashboard component to a SalesforceRecord or another website. For more information, see Link a DashboardComponent to a Website or Salesforce Record in Salesforce help.
103. Title – Give the component a title.
104. Subtitle – Give the component a subtitle.
105. Footer – Give the component a footer.
106. Component Theme – Choose a Light or a Dark theme. Customize chart colors from thedashboard properties menu. Individual components support uniquethemes, but colors are only customizable from the dashboard propertiesmenu.
107. Use chart settings from report – Display the source report’schart. To customize the chart, either deselect Use chart settings from report or edit the report chart.
108. Columns – The columns from the source report displayed in thetable component.
109. Display Units – Choose how to display values. ShortenedNumber automatically chooses a unit appropriate for your data andabbreviates it. Shorten numbers to display approximations that take upless space (for example, 1,876 becomes 1.9k), or view the full numberfor to-the-digit accuracy. Whole number displays the actual values.Other options are Hundreds, Thousands, Millions, Billions, andTrillions. Choose what makes most sense for your data.
110. Show Chatter Photos – Choose whether to display Chatterphotos, or not.Display Chatter photos for up to 20 records in a horizontal bar chart component whose source report is grouped by a user or group name field. If there are more than 20 records with photos, record names are shown instead of photos.
111. Add Conditional Highlighting – Highlight values in the tablebased on breakpoints and colors set in segment ranges. Click eachcolor to customize it.
112. Segment Ranges – Choose breakpoints and colors for segmentson the gauge. Only available when conditional highlighting isincluded.
113. Sort Rows By – Choose how to sort groups displayed in thechart.
114. Max Values Displayed – Specify how many groups display in thecomponent.
115. Title – Give the component a title.
116. Subtitle – Give the component a subtitle.
117. Footer – Give the component a footer.
118. Component Theme – Choose a Light or a Dark theme. Customize chart colors from thedashboard properties menu. Individual components support uniquethemes, but colors are only customizable from the dashboard propertiesmenu.
119. Use chart settings from report – Display the source report’schart. To customize the chart, either deselect Use chart settings from report or edit the report chart.
120. Columns – Choose columns from fields in the source report’sreport type. To add a column, search for it and select it from the Add column... field.To reorder columns, drag them up or down. The top columns appear on the left-hand side of the table, and the bottom columns appear on the right.To remove a column, find it in the Columns list and click. To remove all columns, click.
121. Sort Column – Specify a column to sort the table by. Then,choose either Ascending, Descending, or nothing depending on how youwant to sort the table.
122. Display Units – Choose how to display values. ShortenedNumber automatically chooses a unit appropriate for your data andabbreviates it. Shorten numbers to display approximations that take upless space (for example, 1,876 becomes 1.9k), or view the full numberfor to-the-digit accuracy. Whole number displays the actual values.Other options are Hundreds, Thousands, Millions, Billions, andTrillions. Choose what makes most sense for your data.
123. Show Chatter Photos – Choose whether to display Chatterphotos, or not. Table must be grouped by a user or group name field,such as Opportunity Owner.
124. Show Total – For numeric columns, Display the sum of all rowsin the table.
125. Add Conditional Highlighting – Highlight values in the tablebased on breakpoints and colors set in segment ranges. Click eachcolor to customize it.
126. Max Values Displayed – Specify how many groups display in thecomponent.
127. Title – Give the component a title.
128. Subtitle – Give the component a subtitle.
129. Footer – Give the component a footer.
130. Component Theme – Choose a Light or a Dark theme. Customize chart colors from thedashboard properties menu. Individual components support uniquethemes, but colors are only customizable from the dashboard propertiesmenu.