Configuring a Welcome page Charting widget

To configure a charting widget:

  1. Click Welcome on the Navigation pane.
  2. Select the required tab to add a widget to or contains the widget to edit.
  3. Add or edit a group list widget. See Using Welcome Page Widgets.
  4. Configure the settings in the Widget Settings field specific to the widget you are configuring. The options are:
    • Bar
      Title
      The title displayed in the widget title bar.
      Caption
      The text that displays below the title to provide additional information.
      Entity
      The entity used to pull the data. For example, Opportunities. All entities with list views are available to view in the charts and lists.
      Group
      The group used to view data. For example, All Opportunities. All groups available to a user are available to use in the charts and lists.
      Dimension
      The required data to view. For example, Probability. All current Range and Distinct filters are available as dimensions. 
      Note: The available dimensions are dependent on the available entity filters and other configuration settings. See the system administrator for more information.
      Metric
      The way to calculate the data. For example, Total Actual Amount. All entities with list views have an associated count metric, for example, Lead Count and Count. There are additional metrics for Opportunities and History.
      X-Axis
      The label used to describe the data on the X axis of the chart.
      Y-Axis
      The label used to describe the data on the Y axis of the chart.
      Limit
      Specify the maximum number of items to be displayed in the chart. Depending on the selected Dimension, the limit do not apply.
      Display Labels
      Select Yes or No to display labels in the chart.
      Truncate Labels
      Select Yes or No to truncate labels so that the labels fit in the chart.
      Label Length
      The maximum length of a label before truncation.
    • Column
      Title
      The title displayed on the widget title bar.
      Caption
      The text that displays below the title to provide additional information.
      Entity
      The entity used to pull the data. For example, Opportunities. All entities with list views are available to view in the charts and lists.
      Group
      The group used to view data. For example, All Opportunities. All groups available to a user are available to use in the charts and lists.
      Dimension
      The required data to view. For example, Probability. All current Range and Distinct filters are available as dimensions. 
      Note: The available dimensions are dependent on the available entity filters and other configuration settings. Contact the system administrator for more information.
      Metric
      The way to calculate the data. For example, Total Actual Amount. All entities with list views have an associated count metric, for example, Lead Count and Count. There are additional metrics for Opportunities and History.
      Goal
      Add a horizontal line to a column chart to represent a numerical goal. For example, a sales revenue goal.
      X-Axis
      The label used to describe the data on the X axis of the chart.
      Y-Axis
      The label used to describe the data on the Y axis of the chart.
      Limit
      Type the maximum number of items to appear on the chart. Depending on the selected Dimension, the limit may not apply.
      Display Labels
      Select Yes or No to display labels in the chart.
      Truncate Labels
      Select Yes or No to truncate labels so that the labels fit in the chart.
      Label Length
      The maximum length of a label before truncation.
    • Line
      Title
      The title displayed on the widget title bar.
      Caption
      The text that displays below the title to provide additional information.
      Entity
      The entity used to pull the data. For example, Opportunities. All entities with list views are available to view in the charts and lists.
      Group
      The group used to view data. For example, All Opportunities. All groups available to a user are available to use in the charts and lists.
      Dimension
      The requied data to view. For example, Probability. All current Range and Distinct filters are available as dimensions. 
      Note: The available dimensions are dependent on the available entity filters and other configuration settings. See the system administrator for more information.
      Metric
      The way to calculate the data. For example, Total Actual Amount. All entities with list views have an associated count metric, for example, Lead Count and Count. There are additional metrics for Opportunities and History.
      Goal
      Add a horizontal line to a column chart to represent a numerical goal. For example, a sales revenue goal.
      X-Axis
      The label used to describe the data on the X axis of the chart.
      Y-Axis
      The label used to describe the data on the Y axis of the chart.
      Limit
      Type the maximum number of items to appear on the chart. Depending on the selected Dimension, the limit may not apply.
      Display Labels
      Select Yes or No to display labels in the chart.
      Truncate Labels
      Select Yes or No to truncate labels so that the labels fit in the chart.
      Label Length
      The maximum length of a label before truncation.
    • Funnel
      Title
      The title displayed on the widget title bar.
      Entity
      The entity used to pull the data. For example, Opportunities. All entities with list views are available to view in the charts and lists.
      Group
      The group used to view data. For example, All Opportunities. All groups available to a user are available to use in the charts and lists.
      Dimension
      The required data to view. For example, Probability. All current Range and Distinct filters are available as dimensions. 
      Note: The available dimensions are dependent on the available entity filters and other configuration settings. See the system administrator for more information.
      Metric
      The way to calculate the data. For example, Total Actual Amount. All entities with list views have an associated count metric, for example, Lead Count and Count. There are additional metrics for Opportunities and History.
      Display Labels
      Select Yes or No to display labels in the chart.
      Truncate Labels
      Select Yes or No to truncate labels so that the labels fit in the chart.
      Label Length
      The maximum length of a label before truncation.
    • Pie
      Title
      The title displayed on the widget title bar.
      Caption
      The text that displays below the title to provide additional information.
      Entity
      The entity used to pull the data. For example, Opportunities. All entities with list views are available to view in the charts and lists.
      Group
      The group used to view data. For example, All Opportunities. All groups available to a user are available to use in the charts and lists.
      Dimension
      The required data to view. For example, Probability. All current Range and Distinct filters are available as dimensions. 
      Note: The available dimensions are dependent on the available entity filters and other configuration settings. See the system administrator for more information.
      Metric
      The way to calculate the data. For example, Total Actual Amount. All entities with list views have an associated count metric, for example, Lead Count and Count. There are additional metrics for Opportunities and History.
      Number of Slices
      Type a number to determine the maximum number of slices to include in the pie chart.
      Add Slice for 'Other'
      Select Yes for smaller options to be combined in a slice labeled Other if the number of options exceed the number of slices.
      Display Legend
      Select Yes or No to display a legend that describes the components of a chart.
      Display Labels
      Select Yes or No to display labels in the chart.
      Truncate Labels
      Select Yes or No to truncate labels so that the labels fit in the chart.
      Label Length
      The maximum length of a label before truncation.
  5. Click OK.
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