1

I am new to salesforce and am helping creating a salesforce page for a start-up. I have gotten the site set up, however I am working on customizing the dashboard. I have populated many "Reports" with data. With those reports I have created a table from 5 different data points. The "Add Chart" button is grayed out because I have no grouping for the chart. I added a Report to the grouping which reflects "Baseline, Year 1, Year 2, Year 3, Year 4". My report now looks like this:

matrix view

This information is set up correctly in the table, and I would like create a bar chart that reflects the data points. However, the "Add Chart" feature only allows me to create a graph that is sorted by record count. ALL RECORD COUNTS = 1 IN THIS SITUATION. To clarify, the values for "Baseline" should be (100,200,200,150,150):

chart2

Please advise on how I can create the graph I am looking for. Do I need to restructure the data? Use a different grouping? This is pro-bono for a friends start-up non-profit. Any help is welcome.

0

It's easy, Follow below steps:

  1. Create Report Formula fields which want to plot against Y-axis.

  2. Edit your chart and select Plot additional values.

  3. select formula fields which you've created. This will add bars in your chart as per your requirement.

Once you're done then click on Ok. But remember this has limitation of 3 columns. So at max you can have 4 bars in your chart. In below example, matrix report is used to group data as per status and their respective count. Refer below snapshot of reference:

Matrix Report

enter image description here

Bar Chart 1 enter image description here

8
  • Great thats a good start. the biggest problem is that I cannot change the "value" of the y-axis from record count. Each bar shows up as 1 record count and so every bar looks exactly the same. – objectively C Mar 20 '17 at 14:58
  • @objectivelyC The image is just for a reference. You can select data as per your requirement. – Rohit Mourya Mar 20 '17 at 14:59
  • The drop down for "Y-Axis" and "Value" both only allow me to select "Record Count". – objectively C Mar 20 '17 at 15:00
  • @objectivelyC Make sure you've Matrix Type Report. I forgot to mention in my answer. I just updated the answer. – Rohit Mourya Mar 20 '17 at 15:03
  • 1
    This answered my question. I will work with the formulas to create my chart. Thanks – objectively C Mar 20 '17 at 15:34

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.