Thanks Cecilia for the feedback. I am so glad you found the video helpful! -Farah
@BeUrbestVersion2 жыл бұрын
Thanks a lot for the crisp demo :)
@signiforce2 жыл бұрын
Thank you for the feedback! Glad it was helpful!
@carlpaulsen71813 жыл бұрын
What are the requirements for this report to work? Does it need to be an Accounts report or could you show an Oppty report grouped by Account and by year, and then show that account filtered by Account ID and show just that Account's Opps for a given period, summed by year? I've tried doing that but the yearly breakout doesn't work. It shows one bar for the grand summary total for the Account in the report.
@signiforce3 жыл бұрын
Hi Carl, The component will let you add any report that has a chart in it. The filter will allow you to filter the report chart based on context on the page. In our example it was Account ID. The best way to see whether the report chart with filter will work on the page is to test on the report itself by filtering for a particular account id and see what you will get when you embed it on the page with the id filter. Hope that helps! Farah
@carlpaulsen71813 жыл бұрын
@@signiforce Thank you. That's what's odd. I've displayed the chart on the Accounts page but it shows one value and not a breakdown. The chart is for Oppty record types and when I run the report and filter by an Account ID, the report shows the correct donut chart (with different values broken out). But when I display it on the Account page filtered by Account ID, it doesn't show the record types broken out. Odd. I'll contact the developer list. Thanks for replying.
@user-yr7dr5bj7c11 ай бұрын
what if we add two report on same page? i tried it but when i klik the report it always show the detail on the last repor
@harshitagupta92122 жыл бұрын
I have created a report with a chart but its name doesn't show up, any idea why?
@anupapandya91273 жыл бұрын
Excellent Video!
@signiforce3 жыл бұрын
Thanks Anupa, glad you found the video useful! -Farah
@nehamodha2 жыл бұрын
Amazing, thank you!
@signiforce2 жыл бұрын
Thanks Neha! Glad you found the tutorial helpful! - Farah
@KAMLESHkumar-oo8fk4 жыл бұрын
Instead of having sum of gift as label of y axis, can we change the name of label?
@signiforce4 жыл бұрын
Hi Kamlesh, I believe the label is generated automatically based on the measure you select and the operation that you are using for summarizing the data. So in the example in this video, the measure is Total gifts and it is summarized by a sum; therefore the label of the axis says: Sum of Total Gifts. I don't believe you can change the label without changing the data and the summary operation. Hope this helps! Farah
@subhodeep54004 жыл бұрын
Really Helpful. Thanks :-)
@signiforce4 жыл бұрын
Thanks Subhodeep. So glad you found it helpful!
@Bunny-lw6ht4 жыл бұрын
The contents is awesome....
@Bunny-lw6ht4 жыл бұрын
It was really helpful to me..
@signiforce4 жыл бұрын
Hi Ashish, thank you for the feedback. I’m so glad you found it helpful!! -Farah
@dipakodedra88514 жыл бұрын
Is there any way to refresh the chart component when you open the page instead of refresh it manually all the time?
@signiforce4 жыл бұрын
Hi Dipak, glad you found the video helpful. Charts refresh once daily and you can use the manual refresh button if you want it refreshed before the daily refresh. Just be careful not to exceed the daily refresh limit for the user or org. You can find more information here: help.salesforce.com/articleView?id=reports_embed_chartdialog_datarefresh.htm&type=5 Hope this helps! - Farah
@yosingh74793 жыл бұрын
Can we add whole report in lightning page? Instead of just report chart?
@signiforce3 жыл бұрын
No unfortunately you can only insert a report chart. However, you could link to a full report and pass in filter parameters from a action/button. I created another video on this here: kzbin.info/www/bejne/g3O1mqqZi92ga80 Hope that helps! - Farah
@supromeo3 жыл бұрын
is there a way to download the charts in excel form when exporting a file?
@signiforce3 жыл бұрын
No, unfortunately the chart is not part of the export. I believe in the upcoming release you will be able to download dashboards as images. - Farah
@Albertocecchiitaly4 жыл бұрын
Hi, in my Salesforce ORG I do not have the Parent Account ID when I want to filter the chart. I only see Account ID... can you guess why? Thianks!
@signiforce4 жыл бұрын
No, unfortunately, I'm not sure. If I had to guess it would be that you don't have a Parent Account field on your Account object or Account Heirarchy in you org.
@saitheousidesurvivor4 жыл бұрын
Thanks dude.
@signiforce4 жыл бұрын
You are welcome Sai. So glad you found the video helpful! -Farah
@blueshelties4 жыл бұрын
Thank you!
@signiforce4 жыл бұрын
So glad you found the video helpful Leslie! And thank you for subscribing! - Farah
@chikku30054 жыл бұрын
I have one doubt it is not possible to customize the tool tip of report chart?
@signiforce4 жыл бұрын
Hi Chikku. The Report Charts do not have tooltips. However, you can customize the Title of the Report. In the report chart settings, if you leave the Label field blank, it uses the Report Name as the Title. However, you can add something in the Label that is more descriptive and replace the Report title. Hope that helps! Farah
@chikku30054 жыл бұрын
@@signiforce one more thing i used joined report and i save with public, i checked in edit page it is not showing the joined report name... Other is any solution?
@signiforce4 жыл бұрын
@@chikku3005 Only reports with charts will show up in the lightning app builder. So make sure you add a chart to the report.
@chikku30054 жыл бұрын
@@signiforce yes mam i added but unfortunately joined beta version is not available in lastest release they removed the joined beta version
@soniyaagupta97323 жыл бұрын
i am getting an error message "Component 'Report Chart' has an invalid value for property 'Report'."" how to rectify that '
@signiforce3 жыл бұрын
Hi Soniyaa, this should help resolve the issue: trailblazers.salesforce.com/answers?id=9063A000000l6JrQAI -Farah