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Salesforce Reporting and Dashboards

You're reading from   Salesforce Reporting and Dashboards Master the art of building successful reports and dashboards with this comprehensive guide

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Product type Paperback
Published in Mar 2015
Publisher Packt
ISBN-13 9781784394677
Length 306 pages
Edition 1st Edition
Concepts
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Author (1):
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Johan Yu Johan Yu
Author Profile Icon Johan Yu
Johan Yu
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Table of Contents (11) Chapters Close

Preface 1. Introducing Salesforce.com FREE CHAPTER 2. Managing Data in Salesforce.com 3. Creating Your First Report 4. Working with Reports 5. Learning Advanced Report Configuration 6. Creating Your First Dashboard 7. Learning Advanced Dashboard Configuration 8. Accessing Historical Data 9. Dashboards and Reports in Salesforce1 Index

Adding a chart to a report

Adding a chart in a report is good practice for users to get a quick glance of the report's data, and for better visualization. You can add a chart to any report format, except a tabular report. However, a tabular report with a row limit and dashboard settings allows itself to be used as the data source report for the dashboard.

The chart type for a report

Out of the box, there are six types of charts available in Salesforce reports. Differentiate charts in a report from dashboard components, which we will discuss in Chapter 6, Creating Your First Dashboard.

Let's cover each of them in the following sections.

Horizontal bar chart

Select the Horizontal Bar Chart type when you have many values on the y axis. You can have up to four bars for each x axis, depending on the summarized field in the report, for example, the pipeline report based on the sum of closed won and the sum of forecast for each sales representative. If we have 20 sales representatives, the...

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