A Salesforce administrator is building an executive summary dashboard for customer support leadership. When attempting to add a donut chart component to display case volume categorized by origin, the administrator finds that chart visual types are disabled in the dashboard builder. What configuration detail in the underlying report is causing chart components to be unavailable?
- The source report is formatted as a tabular report and lacks at least one row or column grouping.Cevap
- BThe source report contains a row-level formula field, which disables all graphical component options.
- CThe source report exposes records to users who lack organization-wide default access to the Case object.
- DThe source report returns more than 50,000 total records, exceeding the maximum evaluation limit for dashboard components.
Cevap
The source report is formatted as a tabular report and lacks at least one row or column grouping.
In Salesforce, chart components (such as donut, pie, bar, line, and column charts) require aggregated data. A source report must be grouped by at least one row or column (Summary, Matrix, or Joined report format) for chart components to be enabled in the dashboard builder. A plain tabular report can only be displayed using table components.
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Dashboard Component Source Report Grouping Requirements