Working with a Dashboard Line Chart widget

A line chart displays horizontal lines to illustrate the differences between specified categories. For example, the total sales potential of opportunities by account manager.

Line chart widgets allow multiple data sources to be defined and compared. Defining more than one data source creates a 'stacked' or 'grouped' line chart where multiple lines display for each item. For example, the total sales potential and total actual sales of opportunities by account manager.

To define or modify the widget properties:

  1. Click Dashboard on the Navigation bar.
  2. Select the tab that you want to add a widget to or contains the widget you want edit.
    Note: You can add or modify widgets only to a dashboard that you create.
  3. Do one of the following:
    • Click Add Widget on the dashboard menu and select Line, or
    • Click to modify the widget properties and the data source(s),
  4. The Widget Settings window is displayed.
  5. Define or modify the properties for the widget. See Widget Settings.
  6. Add or edit one or more data source. To create a 'stacked' or 'grouped' line 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 lines are grouped separately by dimension. For more information about data sources, see Working with Dashboard data sources.
  7. Click Save.
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