Customizing Salesforce Dashboard Settings: A Comprehensive Guide

Salesforce is a popular platform for businesses to manage their sales, marketing, and customer service. One of its key features is the dashboard, which allows users to visualize data from various reports. In this guide, we will explore the customization options available for dashboard components in Salesforce reports, helping you to tailor the visual representation of your data to your needs.

Table of Contents:

Y-Axis and X-AxisDisplay UnitsShow ValuesShow Chatter PhotosY-Axis Range or X-AxisDecimal PlacesSort ByCustom LinkAdditional Resources

Y-Axis and X-Axis

One of the primary components of a dashboard in Salesforce is the axis. You can choose to display a measure or a group on each axis:

Y-Axis: Typically represents the dependent variable in a chart. Select the measure or group you want to display on the Y-axis.X-Axis: Typically represents the independent variable. Select the measure or group you want to display on the X-axis.

Display Units

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Determine how the values in your chart will be displayed. This can include:

Number: Show values as numbers.%: Show values as percentages.$: Show values as currency.

Show Values

Select whether the chart segments should display the actual values. This is useful for providing a quick reference of the magnitude of each segment:

Yes: Display values on the chart segments.No: Hide values on the chart segments.

Show Chatter Photos

Choose whether to display Chatter photos on the dashboard component. Chatter photos can enhance the visual appeal and add a personal touch to your dashboard:

Yes: Display Chatter photos on the dashboard.No: Hide Chatter photos from the dashboard.

Y-Axis Range or X-Axis

Set the range of the Y-axis or X-axis to focus on specific data points or to emphasize certain trends:

Min Max Values: Define the minimum and maximum values for the axis.

Decimal Places

Control the number of decimal places displayed in number values. This is particularly useful when dealing with precise measurements or financial data:

Enter Decimal Places: Specify the number of decimal places to display (e.g., 2 decimal places).

Sort By

Organize the groups or measures displayed in the bar chart or other visual representations. You can sort by:

Name: Ascending/Descending – Sort the data by name in ascending or descending order.Value: Ascending/Descending – Sort the data by value in ascending or descending order.

Custom Link

Create a link from a dashboard component to a Salesforce record or another website. This is useful for providing easy access to detailed information or external resources:

Link to Salesforce Record: A link to a specific record in Salesforce.Link to Website: A link to an external website.

Additional Resources

For more in-depth information on dashboard settings in Salesforce, you can refer to the “A Full Guide on How to Create Reports in Salesforce” blog post. This resource offers detailed insights and best practices for optimizing your Salesforce dashboards and reports.

By customizing these settings, you can ensure that your Salesforce dashboard provides a clear and insightful representation of your data. Whether you need to adjust axis settings, display values, or create links to relevant records, these options give you the flexibility to meet your specific needs.