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

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.
   
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.
   

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.
   

Salesforce removes the chart from the report.