Questions tagged [report-chart]
The report-chart tag has no usage guidance.
71
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1
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41
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How to show data of a team in reports and dashboard?
I have requirement of showing data of a team in reports and dashboard. See the attached Image -
In this Image, 20, 18, 20, 18 is record count of records created by each Manager. I am able to plot the ...
- 17
0
votes
0
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41
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Grouped cumulative line chart won't stack
I've built a report showing cumulative sales over time for a 3 year period (YTD, last year and year before last). I'd like to have the report display a line chart of the cumulative sales with each ...
-1
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1
answer
26
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Blocked on leads report
I’m having some trouble completing my client’s request. I was asked to create a report on leads grouped by the name of user who created the leads, with 3 columns:
record count of all leads
record ...
-1
votes
1
answer
105
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Reports and dashboard: MY cases vs My company cases
I want to create a report that shows the number of cases created by a single user versus the total number of cases created by other users in the same account (company cases). The dashboard will then ...
0
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1
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178
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How can I use specific fields for X and Y axes in report chart in salesforce without using any aggregated functions?
I want following 2 fields of my custom object to be present on the report chart.
Tier (Bronze/Silver/Gold/Platinum)
Tier Date (Indicates the date when the customer is upgraded or downgraded to ...
- 3
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1
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169
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How to create report with time interval Salesforce [closed]
I want a report Salesforce which shows the number of records created in a time interval like below:
Here the report displays the number is records created in October with the particular time interval....
0
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1
answer
2k
views
Dashboard graph does not show all data from report
Even though the report also contains data for February and March, these months are not displayed in the Dashboard (European dates are used):
The fact that the bar for January 2022 is shorter than ...
- 3,984
1
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1
answer
164
views
Report and Dashboards
I am a salesforce administrator. I have created a matrix report. I need to display the report in dashboard with row and column grouping without chart. But dashboard is not allowing to group by row and ...
2
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2
answers
995
views
How to put the most recent item of report to the right side of the chart?
Here is a chart that I have and I am seeing in a dashboard. The x-axis is from the most recent to the past time.
I am looking for a way to reverse the x-axis. I want the rightmost to be November 2021 ...
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0
answers
30
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Using other user leads on my report chart
We had only 1 user, so I add another user with administrator permission (like myself), I did some changes on my dashboard and I want the same exact dashboard shows in the other user too.
I couldn't ...
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162
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2GP: Filtered report charts in Lightning Record Pages can't be packaged (Error with flexipage unknown)
I am facing an Error when trying to package a Lightning Record Page via 2GP but I am not able to push it.
The following Error is printed in the Terminal:
Account_Record_Page.flexipage-meta.xml ...
1
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0
answers
619
views
Display cross-block summary formula in a report chart
I have a joined report with two blocks. I have a cross-block summary formula that produces a number value at the bottom of the report correctly. I want to display this number in a metric chart on ...
- 1,439
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501
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Report on Account --> Parent Account --> Opportunities
I am new to Reports. I am trying to create a report with Opportunities.
I need to get Account with record type 'ABC' and then go to this parent account(one lookup field is there on Account) then get ...
- 51
0
votes
1
answer
686
views
Create a chart with 5 lines, despite Salesforce's limitation of 2
I have a custom object with fields:
Date
Measurement A
Measurement B
Measurement C
Measurement D
Measurement E
I want to create a line graph with X-axis: the date (field 1) and 5 lines, for fields 2 ...
- 3,984
0
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1
answer
2k
views
I am not able to filter a field in a Dashboard that contains Reports of different Report Types in Salesforce
I have a Dashboard containing few Reports with different Report Types(Opportunities, Opportunity History and Ops with Order). So in Account object, there is a custom field - say custom__c. This field, ...
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0
answers
550
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2GP: Filtered report charts in Lightning Record Pages can't be packaged and working
In a 2nd generation managed Package, I want to include Filtered report charts in Lightning Record Pages, but I either can't package them because the filter is namespaced, or the filter is broken in ...
- 116
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1k
views
Is there a way to show 'Total Records' in a chart(Report) in salesforce?
I would like to show Total records count in a bar chart in salesforce, but I am not sure if it is possible.
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1
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813
views
How do I get specific fields on x axis and y axis on a chart for a report in salesforce?
I want to have start date (grouped by calendar month) on the X axis but at the moment I only see record count which is frustrating :/
Can someone shed some light on this please ?
- 389
2
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1
answer
4k
views
Display the data in pie Chart - LWC
Trying to display the data in Chart.
First trying with some hardcoded values to display the data in Pie/bar chart.
The view of the Chart is Fullscreen, trying to accomplish in small Place.
Removed ...
- 1,035
0
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1
answer
232
views
Analytic Report Chart not working in iframe
What I am trying to do is to land on the actual report after clicking on chart which is rendered on VF page using Iframe.
First I have used <analytics:reportChart> tag on the VF page to see the ...
- 672
3
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0
answers
592
views
Drill Down Issue in Reports after click on Bar Chart Salesforce
Running into a problem with standard Salesforce reports, drill down. The filters work well when the bar charts along with tabular data is shown, but as soon as one clicks on a bar chart to drill down ...
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3
votes
1
answer
4k
views
Add Report Chart to Lightning Components
Question 1-
I am trying to add Report Charts (Salesforce custom reports) to the lightning record page layout. This is not meeting my requirement as I have to apply/modify report filters with landing ...
1
vote
1
answer
357
views
Unable to see data in HTML status report
I have a process where on insertion of a record in the custom table, an email is triggered to the customer. To achieve this we created a workflow and an HTML email template which triggers the email. ...
1
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0
answers
171
views
Chart colors are different on home page and report
I'm doing a report with a chart and it displays a palette of color but on the home page with the same chart, colors are different.
Is there a way to colors been the same in both charts?
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1
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51
views
Can this below dashboard be devloped with Standard Salesforce functionality?? [closed]
Can this below chart be developed with Standard salesforce features.
1. Chart should allow negative values in Y-axis.
2. X-axis should allow more than 1 system for each unit as shown in image.
3. ...
- 5
3
votes
0
answers
223
views
New Salesforce BUG Winter '19: Some Report Charts do not render on Homepage anymore
We have created some reports using cumulative line charts. They did run and render fine in Summer '18.
Now in Winter '19 the Report Charts (Standard Salesforce Lightning Components) are blank.
It ...
- 28.3k
1
vote
1
answer
1k
views
Create Chart Report with This Month, Last Month and All Open Cases
I have an requirement where I want an chart(Bar chart) report where it shows logged in user's All Open Cases, Last Month Case and This Month cases are 3 Bar on X axis and Total Number of Cases on Y ...
- 159
1
vote
0
answers
180
views
Is it possible to have the report/chart filter in a VF page
Where could we the out-of-box filters on a VF page? Just like we do at the report admin page. So that everyone accesses the VF page, they can manipulate the filter by their own self.
<...
- 253
3
votes
0
answers
897
views
Is there a trick to embed Report Charts inside a custom Lightning Component (or anyhow so that they are available in the mobile app)?
In LEX I have embedded report charts in a tab on a flexipage like that:
I need to expose the charts also in the mobile app.
I know that it's possible to embed up to 2 charts on the page-layout and ...
- 28.3k
1
vote
1
answer
442
views
Is it possible to invoke a flexipage as a quick action or anyhow?
I found that we can use different action types
unfortunately, neither of them is what I need.
Is there a hack or trick to "route" to a flexipage? I need that functionality available in the mobile ...
- 28.3k
0
votes
1
answer
730
views
How do I create a chart with two lines, using grouping?
What I have: revenue data, summarized by calendar month. I have created a custom summary formula that totals the revenue for that month.
Over all data, I have created a second grouping, based on a ...
- 3,984
0
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1
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567
views
report pie chart missing tons of values
I made a report on Accounts summarized by Type. Then I added a pie chart to display a record count of each Type. The pie chart is not showing all of the types. I have attached a screenshot below ...
- 253
4
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0
answers
710
views
Embed report chart in a Lightning component to parametrize its filters
I have a report which doesn't filter by Lookups but by String field values. I want to show this chart on the record pages of a related record. But I am not sure how I pass in filter criteria into the ...
- 37.3k
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1
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653
views
How to display stage value changed in opportunities in last 7 days on reports?
Stage value changed from "prospect" to "closed won" in last 7 days
how to write filter logic for that?
How can I display only those records on reports?
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1
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1
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2k
views
Napili template Report chart - Report not visible
I have created a community using napili template. I have added a page with the report chart component, and added a report from the public folder to it. However, the reports are visible in the preview, ...
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1
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1k
views
Migrating Dashboard - component missing indicatorLowColor attribute
I'm using Force.com Migration Tool to migrate metadata between two orgs. Everything is migrating correctly except a Dashboard. I'm getting the below error:
Error: Metric, gauge, or table dashboard ...
- 5,513
1
vote
1
answer
273
views
Lead Breakup report for particular status
I have a requirement to calculate the percentage of dead leads (where Lead status dead) against the total leads for a particular period. The report should only show the total leads vs dead lead count ...
- 27
0
votes
1
answer
162
views
Create a new Home page layout and assign a dashboard to it
I have created a dashboard folder with two charts and I have given access to the folder to three user. Now what i want is that I want to create a new home page layout and assign that dashboard to that ...
- 61
1
vote
1
answer
460
views
How to pass parameters to "Report summary" component in community page
I have to use reports in community with template Napili.
When i use 'Report summary' component in 'Report detail' template reports work well instead of 'Report chart' component in other pages.
Later ...
- 186
1
vote
1
answer
1k
views
Beginner - Convert Basic Report to Chart
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" ...
- 125
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votes
1
answer
3k
views
Lightning Report Chart on Case Detail - Filter by Account
I am trying to get a Report Chart component in Lightning Service Console to auto-filter down to display average response time by account (Parent account for the case being viewed). However, the only ...
- 55
2
votes
1
answer
686
views
How to show two dashboard snapshots on home page layout in Salesforce?
There is only one dashboard snapshot available for home page in salesforce, is there any way to show two different dashboard snapshots. As in standard functionality only one row of dashboard is ...
- 170
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269
views
Report Summary type with Chart having custom field in Y axis
I need to create a Report of summary type with a custom field in Y axis. But every time I try do that getting only option as Record Count.
Can someone please let me know how to achieve that?
Below ...
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43
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1
answer
6k
views
Lightning Experience Bug: Picklist Color Values for Lightning Dashboards not working (UPDATE: fixed in Spring 18!)
Update
This issue I've originally found in Winter 17 seems not fixed in Winter 18 release. However the issue does not affect Report Charts based on Opportunity.StageName - but on Custom Objects it's ...
- 28.3k
1
vote
0
answers
240
views
Filters from App Builder to lightning component and represent that data in visualforce charts
I have a Lightning component embedded in a VF that is going to receive some filter parameters from app builder, in the apex controller I wanna get the charts data from a report using those filter ...
- 11
0
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1
answer
380
views
Opening an inline VF page in another tab.
I currently am using apex:reportChart to create a visual force page that will contain links to multiple reports. I have about 10 report charts that I would like to display. Right now, when clicking on ...
1
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1
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287
views
How to refresh analytics:reportChart from Controller
I have the following code in the visualforce page and a button so when the user clicks the button I would like to show the reportChart but its not happening
PS: Yes the reportId is not blank I'm ...
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3
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0
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346
views
Is there a built in way to use ReportsChart component in a custom Lightning Component?
I have a Visualforce page that displays Report Charts dynamically for end users, base don Report Id selection.
I am looking to replicate same kind of function in Lightning Component, but it seems ...
- 5,920
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0
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221
views
How to calculate the % for the picklist field in the reports and Dashboard
Hi I have created a Report to show the no of cases created for today. In that we have a Custom picklist field Was Tier tier2 Assistance is Required? the values for the field is 'Yes','No'. the ...
- 468
0
votes
1
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2k
views
Salesforce Reports and Dashboard dynamic dates
Hi when I create a report for case object.
I create no. of case handled by 3 user say A,B,C and I want this report to display weekly status.
I created a Report With Date Field Opened Date and Range ...
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