I've tried all kinds of things, but basically, I want to create a line chart which shows revenue on y-axis and date on x-axis. This is what I have in my report but the dashboard shows record count in the y-axis, which is obviously not what I want.

enter image description here


You have grouped by date. In that case you need to tell salesforce how to group the revenues as well. So:

  • go to the report editor
  • hover over the revenues column header (so that a triangle appears at the right of the column header)
  • click the triangle and select 'Summarize this field'
  • you probably want to select 'sum' here, and click 'apply'
  • click on 'add chart' (or 'edit chart' if you already have one)
  • revenue will now be selectable as alternative for row count
| improve this answer | |

Go to the component editor for your dashboard component. Click on the "Component Data" tab. Select "Net Converted Amount" from the "Y-Axis" drop down list. My screenshot below shows "Sum of Amount" but yours should show "Net Converted Amount". Make sure you are summarizing the "Net Converted Amount" field on your report.

enter image description here

| improve this answer | |
  • It only shows Auto and Record Count. – Ali Gajani May 7 '15 at 14:45
  • On your report, make sure you are summarizing your "Net Converted Amount" field. Only fields that are summarized on the report will show up in that drop down list. – Chris Noe May 7 '15 at 14:47

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