Salesforce is a robust tool that allows you to manage your customer data without any hassle. You can use it to streamline the overall process and ensure that your team can easily find all the things they need in a single place. Doing so will allow them to provide better services.
Nevertheless, not many people are aware of how to deal with problems that they come across in Salesforce, such as can’t add charts to reports. So, if you have the same query, then you're in luck. This article is going to tell the reasons why you can't add a chart to the report so you can fix it quickly.
How to Add a Chart to Your Report in Salesforce?
Before we move on to understand the reasons why you can't add a chart to your Salesforce report, you need to know how you can add one. Adding charts to your summary or matrix-type report is no longer a hassle.
Here is the step-by-step process that can help you with it.
Step 1 - The first thing you need to do is choose the relevant report that you want to customize.
Step 2 - Next you need to look for the add chart option in the preview section and click on it.
Step 3 - Now, you need to choose the chart type according to your need and preference.
Step 4 - Once you decide on the chart type, you then have to choose the X-Axis and Y-Axis data that you want to include in the chart.
Step 5 - Head over to the formatting tab and include any additional formatting options if you want to.
Step 6 - After adding all the formatting options, you need to click on the "OK" option to insert the chart.
And there you have it, and the chart is entered into your report. But that is not all. You can also edit and make relevant changes to your chart once you have added to the report. Find the "Edit Chart" option and then click on it. Next, you can make the desired changes to the chart accordingly.
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Can’t Add Chart to Report in Salesforce— Here is Why!
Now that you know how to add a report, let's move on to the main query, which is can’t add a chart to the report. When you are creating a report, you have the option to display the entire report as a chart.
The charts provide you and the other team members to understand the data in a visually appealing manner. However, users might come across a problem when creating a report which is that the Add Chart Icon would be grey.
Therefore, you can't add a chart to the report. The reason for the Add Chart icon to grey is that the report you choose has at least one grouped field. Nevertheless, you can follow the steps mentioned below, and it will resolve the issue for you.
The first step entails clicking on the report that you want to add the chart to .
Next, you need to search for the "Edit" option (available on the right side of the screen).
Once you click on edit, the panel will open in which you have to click on the outline option (available on the left side of the screen).
Go into the Groups section and then click the lookup field that has the title Group rows.
Choose the field that you want to group your report with. The most common group for the fields is the Owner field.
After you have a grouped field, you can then check the Add Chart icon, which will be clickable, allowing you to add a chart to your report.
If you want to edit the default chart that is in your report after you click on the Add chart option, you can click on the gear icon on the top right-hand side of the chart and edit it according to your preference.
Different Types of Charts that You Can Add to Salesforce
Salesforce allows you to choose from a wide range of chart types so that you can easily evaluate the data. You need to have a clear idea about the reports and dashboards as your preference. Below are the options that you can choose from.
1- Bar Charts
The bar charts will display values in a horizontal length so that the format can be optional to cover time or distance. They can be a good choice if you have a summary report with a single grouping.
2- Column Charts
Though they are more like bar charts, column charts can have a better format for displaying the relative counts of things like amounts or leads. Just like bar charts, it is best to use this type of column chart when you have a summary report with a single grouping.
3- Line Charts
Line charts can be optimal in displaying changes in the item's value over time, such as quarter to quarter or month to month. You should consider using it when you have a single important grouping showing an ordered data set and only have one value to show.
4- Pie Charts
You should consider using a pie chart when there are multiple groupings and you want to view a single value's proportion for every grouping in comparison to the total.
5- Donut Charts
Donut charts can come in handy when you have multiple groupings. It allows you to show not just the single value's proportion for every group in comparison to the total but also the total amount itself.
Takeaway
We hope you know the answer to your query (Salesforce: can’t add a chart to report) and can leverage it for your business. If there is anything that you need assistance with it, then you can contact Cloud Sylla and we would be more than happy to assist you.
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