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Work with Charts

How to Work with Charts in Salesforce

Work with Charts

Add a Chart to a Report

You can easily add charts to summary and matrix type reports.

  1. Customize the report where you want to add the chart.
    Add a Chart to a Report
  2. Click Add Chart.
    Add a Chart to a Report
  3. Select a chart type.
  4. Select the X-Axis and Y-Axis data you want to chart.
    Add a Chart to a Report
  5. Click the Formatting tab and add any additional formatting options.
  6. Click OK to insert the chart.
    Add a Chart to a Report

Salesforce adds the selected chart to the report.

Edit a Chart

Once a chart is inserted into the report, you can edit what it displays.

  1. Click Edit Chart.
    Edit a Chart
  2. Make the desired changes to the chart.

    You can change the chart type, or you can move chart components using the Formatting tab.

  3. Click OK when you're finished.
    Edit a Chart

The chart is updated with your changes.

Delete a Chart

If you decide you don't need a chart, you can remove it.

  1. Click Delete Chart.
    Delete a Chart

Salesforce removes the chart from the report.