In Salesforce, the stacked bar charts can be used for the exact comparison between two or more values in a single bar. To use stacked bar charts, we must need at least two grouping fields in the report.
The Stacked Bar Chart Dashboard can only be used in Salesforce Lightning.
In this Salesforce tutorial, we will learn about creating stacked bar charts in Salesforce; in this, we will see what is a dashboard, what is a stacked bar chart dashboard, and what are the uses of a stacked bar chart.
We will also see how to create a stacked bar chart dashboard in Salesforce Lightning.
Stacked Bar Charts Dashboard in Salesforce
What is a dashboard in Salesforce?
The Salesforce dashboard is a graphical representation of the Salesforce records, which we can arrange per our requirements. The dashboard helps us visually understand changing business conditions so we can make decisions based on the real-time data you have gathered with reports.
What is a stacked bar chart dashboard in Salesforce?
The stacked bar chart allows the user to compare more than two fields in a single bar. To use stacked bar charts, we need at least two grouping fields in the report. The stacked bar chart displays a comparative chart of the different values.
Types of stacked bar chart dashboard in Salesforce:
- Horizontal Stacked Bar Chart.
- Vertical Stacked Bar Chart.
The following are the uses of a Stacked bar chart dashboard:
- The stacked bar chart dashboard provides a user-friendly way to view and compare the data.
- Using a stacked bar chart it is easy to identify trends and patterns. It provides better visualization and understandable data presentation.
- Stacked bar chart dashboard components are easy-to-understand ways to represent data.
Important:
The stacked bar chart component is enabled only when there are at least two or more than two grouping fields in the report. In that, we can use summary and matrix reports to create the stacked bar chart dashboard.
How to Create Stacked Bar Charts Dashboard in Salesforce Lightning
Using the following steps, we can create a bar chart dashboard in Salesforce Lightning.
1. As discussed above, we need at least two grouping fields grouped with either row or column-wise reports to create the dashboard, so here we have an opportunity stacked report grouped by Fiscal Period and Stage.
2. When you log in to Salesforce Org, first you will see the Home Page. Then click on the Gear icon and click on the Setup option. On the Setup page, you can see there is a dotted icon; it’s called App Launcher. Click on it.
Search for the Dashboards, and you will get the Dashboards option under the Items. Click on the Dashboards option.
3. To create the new dashboard, click the New Dashboard button on the right side of the screen.