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Questions tagged [report-chart]

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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 ...
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0 answers
28 views

Make a user report that counts all the cases that have been worked on

I'm working for a customer service entity, which we require to have a report that shows how many cases an agent have "done" in a day or a specific hour. The problem I'm having is that it ...
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  • 1
1 vote
1 answer
18 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 ...
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0 answers
24 views

Is it possible to edit/display chart axes even when there is no data available?

I am creating a KPI dashboard in lightning which tracks various targets of the team. I would like to display a number of charts within a dashboard, where the chart axes are drawn even if there is no ...
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2 answers
122 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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23 views

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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0 answers
40 views

Community Management Package for Sites with Chatter : No Data in dashboard reports

We have installed Salesforce Community Management Package for Sites with Chatter in our Salesforce Experience Cloud site for Dashboard capabilities. As can be seen in attached snapshot. We are sure ...
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0 answers
61 views

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 ...
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1 vote
0 answers
164 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 ...
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0 answers
134 views

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 ...
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0 votes
1 answer
226 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 ...
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0 votes
1 answer
361 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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2 votes
0 answers
299 views

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 ...
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0 answers
170 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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0 votes
1 answer
132 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 ?
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2 votes
1 answer
2k 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 ...
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0 votes
1 answer
111 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 ...
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3 votes
0 answers
255 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 ...
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1 vote
0 answers
170 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. ...
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1 vote
0 answers
73 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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  • 33
-2 votes
1 answer
46 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. ...
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  • 5
5 votes
0 answers
201 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 ...
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  • 33.6k
1 vote
1 answer
441 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 ...
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1 vote
0 answers
127 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. <...
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  • 253
4 votes
0 answers
760 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 ...
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  • 33.6k
2 votes
1 answer
299 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 ...
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  • 33.6k
0 votes
1 answer
76 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 ...
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0 votes
1 answer
314 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 ...
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  • 253
4 votes
0 answers
640 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 ...
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0 votes
1 answer
169 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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  • 11
1 vote
1 answer
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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  • 11
0 votes
1 answer
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 ...
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  • 5,213
1 vote
1 answer
122 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 ...
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  • 27
0 votes
1 answer
93 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 ...
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  • 61
1 vote
1 answer
384 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 ...
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  • 186
1 vote
1 answer
828 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" ...
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0 votes
1 answer
2k 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 ...
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2 votes
1 answer
623 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 ...
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0 votes
0 answers
212 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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  • 2,900
45 votes
1 answer
5k 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 ...
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  • 33.6k
1 vote
0 answers
212 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 ...
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0 votes
1 answer
350 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 ...
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1 vote
1 answer
262 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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  • 6,561
2 votes
0 answers
289 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 ...
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  • 5,596
0 votes
0 answers
87 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 ...
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0 votes
1 answer
871 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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1 vote
1 answer
641 views

Get the Highest/Maximum Grouped By Value in a report/dashboard

I have a dashboard component based on a report in which Opportunities are Grouped By CreatedDate with sum of revenue for every day. The output is something like below. (Each color represents each day ...
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  • 3,954
4 votes
1 answer
1k views

Report chart filters and filter conditions

I am using a visualforce page on which i am displaying a reportchart using analytics:reportchart. I am specifying the 2 filter conditions in the filter attribute. <apex:page> <analytics:...
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2 votes
0 answers
463 views

Size issue for Report Chart in Lightning Custom Home Page

I created a Custom Home Page in Lightning App Builder with a few standard elements such as recent items, account insight, task, report chart etc. The only issue I have found is regarding report ...
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  • 5,478