Force.com Platform Fundamentals

Preface
Introducing the Force.com Platform
About the Sample Recruiting App
Reviewing Database Concepts
Building a Simple App
Enhancing the Simple App with Advanced Fields, Data Validation, and Page Layouts
Expanding the Simple App Using Relationships
Securing and Sharing Data
Collaborating with Chatter
Using Custom Workflow and Approval Processes
Analyzing Data with Reports and Dashboards
Introducing Reports
Introducing Dashboards
Try It Out: Create Additional Reports
Try It Out: Create a Dashboard
Adding Dashboard Components
Try It Out: Add a Chart Component
Try It Out: Add a Gauge Component
Try It Out: Add a Table Component
Try It Out: Add a Metric Component
Refreshing Dashboards
Introducing Mobile Dashboards
Introducing Custom Report Types
Look At What We've Done
Moving Beyond Point-and-Click App Development
Learning More
Glossary
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Try It Out: Add a Chart Component

Let's start by adding a chart that shows the number of open positions by functional area:

  1. Drag a pie chart component onto the left column of your dashboard.
  2. Click Edit Title, and enter Open Positions by Functional Area.
  3. Click the Data Sources tab and find and select the Open Positions by Functional Area report.
  4. Drag the report and drop it onto the pie chart component.

    Click Edit component icon on the pie to open the component editor. On the Component Data tab, notice that Values and Wedges for the pie are autofilled. This is because record count and the Functional Area field are used in the source report chart. On the other hand, if the source report didn’t have a chart, Values and Wedges would automatically pick up record count and the first grouping in the report.

    Tip

The Dashboard Component Edit Page The Dashboard Component Edit page

Ta-da! We now have a pie chart in our dashboard! If a user clicks on the chart, they're taken to the report from which the chart was generated.