Working with a Column Chart widget

A column chart displays vertical columns to illustrate the differences between specified categories. For example, the total sales potential of opportunities by account manager.

Column chart widgets are used to define and compare multiple data sources. Defining more than one data source creates a stacked or grouped column chart where multiple columns display for each item. For example, the total sales potential and total actual sales of opportunities by account manager.

Note: 
  • For working with Welcome page column charts, see Configuring a Welcome page Charting widget.
  • Your security access determines the functions that are available. You can contact your administrator for modifying the access.

To add or modify a column widget:

  1. Access the Dashboard or a widget panel.
  2. Select the layout for which the widget properties must be defined or modified.
    Note: You can only add or modify widgets to a layout that you have created.
  3. Click Add Widget on the menu and select Column. The Widget Settings window is displayed
    Note: You can also click the Settings icon to modify the widget properties and the data source(s).
  4. Define or modify the properties for the widget. See Widget Settings .
  5. Add a data source for column.
    Note: To create a stacked or grouped column chart you must define multiple data sources using the same dimension, and different metrics. If the data sources do not specify the same entity and dimension, the columns are grouped separately by dimension. You can also specify the color for each data source. For more information about data sources, see Working with widgets data sources
  6. Click Save.