Activity Forums Salesforce® Discussions What are different chart types available for Dashboards?

  • Avnish Yadav

    Member
    September 14, 2018 at 12:40 pm

    Hello Anurag,

    Different Salesforce Dashboard Components are Charts, Gauges, Tables, Metrics and Visualforce Pages.

    Chart:- In Chart component, Report data is displayed in different chart types like Horizontal bar chart, vertical bar chart, line chart, pie chart, Donut chart and Funnel Chart.

    Gauge:- In gauge component, the data show how far you are from reaching a goal. Gauge component types may be used to show a single value that is to be shown as a part of a range of custom set values. Here the ranges that can be set can represent, say, low, medium, and high values, and the value from the report plotted accordingly.

    Metric:- Metric component types may be used to show a single value to display.

    Table:– Table component types may be used to show a set of report data in column form.

    Visualforce page:- In addition to the standard types, Visualforce page component types may be used to create a custom component type and present information in a way not available in the standard dashboard component types.

    Thanks.

  • shradha jain

    Member
    September 17, 2018 at 9:41 am

    Hi Anurag,

    The different tchart types available for Dashboards are:
    Chart:Use a chart when you want to show data graphically. You can choose from a variety of chart types.

    Gauge:Use a gauge when you have a single value that you want to show within a range of custom values. For example, to create a dashboard that measures where your current closed opportunity amounts fall within a range of values, set the Minimum Value, Breakpoint #1 Value, Breakpoint #2 Value, and Maximum Value for the gauge. The ranges that you set can indicate poor, acceptable, and good performance. Set appropriate colors for each of these ranges to visually indicate progress. To create a gauge with only two ranges, leave Breakpoint #2 Value blank.Select Show Percentage or Show Total to display those values on the gauge. Values exceeding the maximum are shown as greater than 100%.

    Metric:Use a metric when you have one key value to display. For example, if you have a report showing the total amount for all opportunities in the Closed, Commit, and Base Case stages in the current month, you can name that value and use it as a revenue target for the month displayed on the dashboard.

    Table:Use a table to show a set of report data in column form. For example, to see the top 20 opportunities by amount, set Maximum Values Displayed to 20, click Customize Table and select opportunity name, amount, and other columns to display, choose the sort order, and set conditional highlighting. Available columns include all chart groupings and report summary fields, as well as the second-level grouping defined in the report.

    Visualforce Page:Use a Visualforce page when you want to create a custom component or show information not available in another component type. For example, a Visualforce page can display data from an external system or show Salesforce data in a custom way. Visualforce pages must meet certain requirements to be displayed in dashboards; otherwise, they don't appear in the Visualforce Page drop-down list.See Creating Visualforce Dashboard Components.

    Custom S-Control:Custom s-controls can contain any type of content that you can display in a browser, for example a Java applet, an Active-X control, an Excel file, or a custom HTML Web form.

  • shariq

    Member
    September 17, 2018 at 1:09 pm

    Hi,

    Here is the different chart types available for Dashboards:
    You 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.

    Bar Charts
    A 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.
    Column Charts
    A column chart is very much like a bar chart, but it can be a better format for showing relative counts of things, such as leads or dollars. Use a column chart when you have a summary report with a single grouping, or you only want to display one grouping.
    Line Charts
    Line charts are good for showing changes in the value of an item over a series of points in time, such as week to week or quarter to quarter. Use a line chart when you have one important grouping representing an ordered set of data and one value to show.
    Pie Charts
    Use a pie chart when you have multiple groupings and want to show the proportion of a single value for each grouping against the total.
    Donut Charts
    Use a donut chart when you have multiple groupings and want to show not only the proportion of a single value for each grouping against the total, but also the total amount itself.
    Funnel Charts
    Use a funnel chart when you have multiple groupings in an ordered set and want to show the proportions among them.
    Scatter Charts
    Use scatter charts to show meaningful information using one or two groups of report data plus summaries.

    Hope this helps you.

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