How to Create Report Chart in Salesforce | Add Chart in Salesforce Report

In Salesforce, we add charts to the Reports to enhance the data visualization of the reports, and these report charts help users understand complex information.

In this Salesforce tutorial, we will learn how to create and add a chart to a report and embed that chart into a Salesforce page layout.

This feature of the report chart is present on the nav bar of reports in both the editions Salesforce Lightning and Salesforce Classic.

Report chart in Salesforce

In the salesforce, we can add a chart to offer users a visual way to understand the data in our report. The chart can help the user easily understand the pattern and the relationship between their data.

This report chart in Salesforce can be implemented on various records, such as leads, accounts, contacts, cases, activities, and other custom objects in our Salesforce org.

Salesforce offers a wide variety of charts, such as bar charts, line charts, donut charts, column charts, funnel charts, Scatter plot charts, and stacked bar charts. Users can use these charts according to their business requirements.

How to add Chart in Salesforce Report

In the below steps, we will add a chart to an existing report; for that, navigate to the Setup page of Salesforce Lightning and follow the below steps.

1. Click on the App Launcher and navigate to the Reports tab. If you are on the Sales app, then click on the Reports tab.

Adding Report Chart in Salesforce

2. From the list of reports, click on the dropdown arrow of the report on which you have to add the chart and select the Edit option.

Add a Report Chart in Salesforce

3. In the Edit window of the report, click on the Add Chart button at the top.

how to add chart in salesforce report

4. As we click on the Add Chart button, the chart will be displayed above the report table. We can toggle (make appear or disappear) the chart from the Toggle Chart button.

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To edit and modify the chart, click on the Chart Properties settings icon.

salesforce report charts

5. In the Chart Properties, we can change the Chart types. In this example, I have changed it from a Bar Chart to a Funnel Chart.

If any Chart type is greyed out, that means the chart type is not compatible with the report.

salesforce lightning report chart

6. In the Chart Attributes of the chart properties, we can add the Chart title and display the Values and Percentages by activating checkboxes in the Color by section.

We can also change the Legend Position from Right to Bottom.

Legend is a side section of the chart that gives a small text description of each series.

salesforce add chart to report

7. At last, click the Save button to apply changes.

salesforce graphs Chart

This is how we can add a Chart to Reports in Salesforce Lightning.

Errors while adding the Charts to reports

Users often face some common issues and errors while adding Charts to reports, which we are going to discuss further.

1. The Add a Chart button is Greyed out

If the Add Chart button is greyed out in the edit window, that means the report is not compatible with the charts. Ensure your report is either a Summary or Matrix report, as these types support chart additions.

Add Chart button not showing in Salesforce Report

If the issue still exists, check if you have the necessary permissions to edit the report or if it is saved in a personal folder, as reports in personal folders cannot have charts added to them.

2. The report chart is not available because the running user doesn’t have access to a field used for grouping or aggregation.

  • Open the report.
  • Remove any filters from the report. 
  • Add the required field to the report, ensuring that the user has access to this field via Field Level Security
  • Save changes to the report.
  • Refresh the Report Chart on the record detail page.
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By following the above steps, you will be able to solve the most common issue that users face while creating or viewing a Report chart.

Conclusion

In Salesforce Reports, adding charts helps in better data visualization, and by following the above steps, you will be able to add charts in your Salesforce reports to make the data visualization simplified and dynamic in your Salesforce instance.

Along with this, we also discussed customizing Salesforce report Charts and the common issues that you might face while adding a report chart.

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