Modify a Dashboard Component in Salesforce Classic
- Make Fields Available in a Dashboard ComponentMake more fields available for a dashboard component by adding them to the source report chart.
- Choose Where Users Go When Clicking a Dashboard ComponentYou can edit a dashboard component so that when users click the component, they can drill down to the source report, filtered report, record detail page, or other URL.
- Custom Four-Column TableTable visuals are useful to list values of several items against some criteria. The fields you add to the source report chart are the ones available for the table columns in dashboards.
- Dashboard Component TypesDashboard components can be charts, tables, gauges, metrics, or other components thatyou can create with VisualForce.
- Chart TypesYou can show data in reports and dashboards in the form of bars, columns, lines, shapes, or other elements. Which is right depends on what the data is about and what you want to show with it.
- Data Settings for Dashboard Chart ComponentsChoose the data you want to show on your report or dashboard chart. The chart automatically selects groupings and summary values from your report. You can override some of those choices to focus on the data you need to share.
- Visual Settings for Dashboard Chart ComponentsChoose the type of chart that fits the data you are sharing, then apply the visual settings that will communicate the data most effectively.