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Dashboard chart types and settings

Key Takeaway

Pick the chart type that fits the shape of your data, then use the widget's settings to control how it appears.

A dashboard widget turns data from a source report into a chart, a single number, a table, text or an image. Each chart type fits a different shape of data, such as one grouping, several groupings, an ordered set, or one value measured against a goal. Each widget also has settings that control how numbers, axes, sorting, labels and themes appear.

How to add or edit a widget
  1. In a Lightning Experience dashboard, click "+ Widget" to add a widget, or click an existing widget to edit it.
  2. Set the widget's properties.
  3. Click "Add" or "Update".
  4. Save the dashboard.
Platform Administrator Study Guide

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Describe the options available when creating and modifying dashboards (for example: dashboard widgets, data sources, chart types/settings, subscribing, dynamic dashboard, org licensing limits, view dashboard as, schedule refresh, filters)

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Dashboard widget types

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Dashboard component source reports

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Dashboard chart types and settings

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Dashboard filters

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Dashboard org licensing limits

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Dashboard subscriptions

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Scheduled dashboard refresh

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