Book Image

Salesforce Reporting and Dashboards

By : Johan Yu
Book Image

Salesforce Reporting and Dashboards

By: Johan Yu

Overview of this book

Table of Contents (18 chapters)
Salesforce Reporting and Dashboards
About the Author
About the Reviewers

Adding an embedded report chart

Wouldn't it be nice if you could present a graphical chart of opportunities for an account in the account page layout? An embedded chart is a great out-of-the-box Salesforce feature that is used to embed a report charts in standard or custom object pages.

Instead of showing all records, an embedded report chart allows us to filter only the records related to the parent record in the page layout; for example, in the account page, only opportunities related to that account are displayed. By looking at such a chart, the user will easily understand the pipeline and all the opportunities related to the account.

The following screenshot shows an example of an embedded chart:

A few points to note related to an embedded report charts are as follows:

  • You can only add up to two report charts to a page layout

  • The chart shown is based on the chart added in the summary or matrix report

  • You cannot modify the chart types in the page layout

  • You can set the chart to auto-refresh...