App Tutorial

Adding Charts to Salesforce Reports: A Step-by-Step Guide

TL;DR

Adding charts to Salesforce reports involves creating or selecting a report, then clicking 'Add Chart' to customize and save. This process enhances data visualization, making complex information easily understandable.

For existing reports, ensure they are Summary or Matrix types to add charts, and check permissions if issues arise. Embedding charts into Salesforce page layouts further integrates data visibility directly on record pages.

Streamline your Salesforce data visualization and reporting by automating with Bardeen.

Adding charts to Salesforce reports is a pivotal step in visualizing data, enabling users to quickly grasp complex information. This guide covers the process from creating a report and adding a chart to troubleshooting common issues and embedding the chart into a Salesforce page layout.

Automate your Salesforce workflows and enhance data visualization with Bardeen. Discover the power of integration by visiting our Salesforce Integration page.

Add Chart to Report Salesforce

Creating a report and adding a chart in Salesforce is a straightforward process. First, navigate to the Reports tab and click on 'New Report'. Choose a report category and type, then click 'Start Report'. Customize your report by adding columns and grouping as needed. Once your report is ready, it's time to add a chart. Click on the 'Add Chart' button in the report builder. In the chart properties, select your desired chart type and set the attributes, such as the chart title and the value to be measured. Save your report to visualize your data in a more engaging and understandable format.

How to Add a Chart to a Report in Salesforce

To add a chart to an existing report in Salesforce, open your report and look for the 'Add Chart' button in the report builder. If you're creating a new report, follow the initial steps to configure your report, then proceed to add a chart. Choose from various chart types like pie, donut, or bar charts. Configure the chart properties, including the title and the data to display. Save your report to apply the changes.

Salesforce Report Add Chart Greyed Out

If you encounter the 'Add Chart' button being greyed out, it typically indicates that the report type is not compatible with charts. Ensure your report is either a Summary or Matrix report, as these types support chart additions. If the issue persists, check if you have the necessary permissions to edit the report or if the report is saved in a personal folder, as reports in personal folders cannot have charts added to them.

Learn how to automate your Salesforce by integrating with other apps. Check out our guide on Salesforce Integration Workflow Automation for more insights.

Salesforce Add Report Chart to Page Layout

Embedding a report chart into a Salesforce page layout allows users to access vital data directly from record pages. To add a report chart to a Lightning Record Page, navigate to 'Setup', then 'Object Manager', and select the object you're working with. Choose 'Lightning Record Pages' and edit the desired page layout. Drag and drop the 'Report Chart' component to the layout and select the report you wish to embed from the dropdown list. You can further customize the component by setting filters and specifying the maximum height. Save and activate the page to make the chart visible on your record pages.

Automate Your Salesforce: Save Time with Bardeen

Adding charts to Salesforce reports enhances data visualization, making complex information easier to understand. While this can be done manually, automating your Salesforce workflows with Bardeen not only saves time but also ensures your data is always up-to-date and accurate. From exporting leads to Google Sheets for advanced analysis to creating new opportunities directly from your inbox, Bardeen's Salesforce integration streamlines your sales process for maximum efficiency.

  1. Export Salesforce Leads to Google Sheets: This playbook automates the transfer of leads from Salesforce into a Google Sheet, simplifying lead management and ensuring your team has real-time access to lead data.
  2. Create a new Salesforce opportunity: Streamline your sales process by automatically creating new opportunities in Salesforce, allowing your team to focus on closing deals rather than manual data entry.
  3. Qualify Companies from Google Sheets and Save to Salesforce: Enhance your lead qualification process by automating the enrichment of company data from Google Sheets and saving it directly to Salesforce.
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author
Jason Gong
Apps used
Salesforce
LAST UPDATED
May 23, 2024
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