Working with a Dashboard Bar Chart widget

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

Defining more than one data source creates a stacked or grouped bar chart where multiple bars 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 for which the widget properties must be defined or modified.
    Note: You can add or modify widgets only to a dashboard that you create.
  3. Click Add Widget on the dashboard menu and select Bar. The Widget settings window is displayed.
    Note: You can also click Settings to modify the widget properties and the data source(s).

  5. Define or modify the properties for the widget. See Widget Settings.
  6. Add a data source for the widget.
    Note: To create a 'stacked' or 'grouped' bar 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 bars are grouped separately by dimension. See Working with Dashboard data sources.
  7. Click Save.
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