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Lesson: 02 | Report Charts

Charts gives users a visual way to understand the data in your report.

How?
Video

How?

In Lightning Experience, add or edit a chart from the report builder or the report run page.

To show or hide the chart, click on chart icon.
To edit the chart, click on settings icon.
From the chart editor, change the chart type, give the chart a title, change axes, show or hide a reference line, and show or hide chart values.

In Salesforce Classic, add or edit a chart from the report builder.

Click Add Chart in report builder. For existing charts, click Edit Chart.
Select a chart type.
Enter the appropriate settings on the Chart Data tab for the chart type you selected.
Enter the appropriate settings on the Formatting tab.
Click OK.

Chart Types

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.

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Lesson: 02 | Report Charts

How?

Chart Types

Administrator Course