vertical bar chart salesforce

Create a Vertical Bar Chart Component in Salesforce


Using a vertical bar chart dashboard component in Salesforce is a powerful feature that allows users to display and compare data in a user-friendly and customizable way. Essentially, vertical bar charts are dynamic graphs that can be customized to display data from any object or related objects in a single view.

In Salesforce, dashboards are used to display important data in a visual format. This component can be added to dashboards to display data in a way that is easy to view and analyze. For example, a vertical bar chart might display the number of closed cases by support agent, with each bar representing a different agent and the height of the bar representing the number of closed cases.

The benefits of using a vertical bar chart dashboard component in Salesforce are numerous. First, vertical bar charts provide a user-friendly way to view and compare data, allowing users to easily identify trends and patterns in data. Second, vertical bar charts can be customized to match the specific needs of the user or team, allowing them to display only the information that is relevant to their workflow and processes. Third, vertical bar chart dashboard components are highly dynamic, allowing users to easily add, remove, or modify data columns as needed.

Youtube Video

With that being said, I want to mention we have a video on how to create a vertical bar chart component. This is on the Salesforce Emily youtube channel.

The tutorial is embedded, keep scrolling to see the step-by-step tutorial!

Step by Step Tutorial

irst you will need to navigate to dashboards.

To get there either click on the dashboards tab or search for it in the app launcher.

dashboards salesforce

Then click on the dashboard you wish to create this component for.

select dashboard

Once in the dashboard click edit.

edit dashboard

Then click ‘+ component’.

From there select the source report.

Note this source report must have at least one grouping to work for this component type.

select source report

Then select the second component type from the left.

choose component type

Then change any of the properties to make this component how you envisioned.

change component properties

Finally, click save and validate this new component!

Conclusion

A big congrats to you for making it through this blog post! We hope you found it useful!

Check out the Salesforce Emily youtube channel here.

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