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 modify.
  3. Add or modify 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 from which you require to pull the data. For example, Opportunities. All entities with list views are available to view in the charts and lists.
      Group
      The group for which you require to view data. For example, All Opportunities. All groups available to a user are available to use in the charts and lists.
      Dimension
      The data you require 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 you require 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
      Indicates whether a display label is required in a chart. Possible values:
      • Yes
      • No
      Truncate Labels
      Indicates whether a labels fits in the chart. Possible values:
      • Yes
      • No
      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 from which you require to pull the data. For example, Opportunities. All entities with list views are available to view in the charts and lists.
      Group
      The group for which you require to view data. For example, All Opportunities. All groups available to a user are available to use in the charts and lists.
      Dimension
      The data you require 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 you require 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
      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 display on the chart. Based on the selected Dimension, the limit do not apply.
      Display Labels
      Indicates whether a display label is required in a chart. Possible values:
      • Yes
      • No
      Truncate Labels
      Indicates whether a labels fits in the chart. Possible values:
      • Yes
      • No
      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 from which you require to pull the data. For example, Opportunities. All entities with list views are available to view in the charts and lists.
      Group
      The group for which you require to view data. For example, All Opportunities. All groups available to a user are available to use in the charts and lists.
      Dimension
      The data you require 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 you require 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
      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
      The maximum number of items to view on the chart. The limit can not apply based on the dimension selected.
      Display Labels
      Indicates whether a display label is required in a chart. Possible values:
      • Yes
      • No
      Truncate Labels
      Indicates whether a labels fits in the chart. Possible values:
      • Yes
      • No
      Label Length
      The maximum length of a label before truncation.
    • Funnel
      Title
      The title displayed on the widget title bar.
      Entity
      The entity from which you require to pull the data. For example, Opportunities. All entities with list views are available to view in the charts and lists.
      Group
      The group for which you require to view data. For example, All Opportunities. All groups available to a user are available to use in the charts and lists.
      Dimension
      The data you require 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 you require 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
      Indicates whether a display label is required in a chart. Possible values:
      • Yes
      • No
      Truncate Labels
      Indicates whether a labels fits in the chart. Possible values:
      • Yes
      • No
      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 from which you require to pull the data. For example, Opportunities. All entities with list views are available to view in the charts and lists.
      Group
      The group for which you require to view data. For example, All Opportunities. All groups available to a user are available to use in the charts and lists.
      Dimension
      The data you require 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 you require 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
      Indicates whether to display a legend that describes the components of a chart. Possible values:
      • Yes
      • No
      Display Labels
      Indicates whether a display label is required in a chart. Possible values:
      • Yes
      • No
      Truncate Labels
      Indicates whether a labels fits in the chart. Possible values:
      • Yes
      • No
      Label Length
      The maximum length of a label before truncation.
  5. Click OK.
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