Put chart record easily

Aug 6th, 2022
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How to easily Put chart record and enhance your workflow

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Document editing comes as a part of numerous professions and careers, which is the reason instruments for it must be reachable and unambiguous in their use. A sophisticated online editor can spare you a lot of headaches and save a considerable amount of time if you have to Put chart record.

DocHub is a great demonstration of a tool you can master very quickly with all the valuable features at hand. You can start modifying immediately after creating an account. The user-friendly interface of the editor will help you to find and make use of any feature in no time. Experience the difference using the DocHub editor as soon as you open it to Put chart record.

Simply follow these steps to start modifying your documents:

  1. Visit the DocHub site and click Sign up to create an account.
  2. Provide your email address and set up a security password to finish the registration.
  3. Once done with the registration, you will be forwarded to your dashboard. Select the New Document option to upload the file you need to edit.
  4. Drag and drop the document from your gadget or link it from your cloud storage space.
  5. Open the document in the editor and utilize its toolbar to Put chart record.
  6. All the alterations in the document will be saved automatically. After finishing the editing, simply go to your Dashboard or download the document on your gadget.

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How to put chart record

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hi im brian hayes im a salesforce consultant with rodip were an official salesforce partner and we help small businesses automate their processes in this video im going to show you how to add a report chart to a record page in salesforce so here are the two most common reasons i find for using a report chart on a record the first is to give you a quick summary of complex information the other reason is to reinforce the priorities of the business or the organization so for example if you have a chart on an account record that shows you opportunity pipeline then its pretty clear that opportunities are important to the business similarly you could have a chart that shows the amount of time it takes to close a case for that particular account or maybe its the amount of donations that youve received from that particular person having a chart like that is a visual representation of data but its also showing you something thats important to the organization so lets add a chart to t

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Beginning steps Create or open a form or report in Design view. To create, select Create Form Design or Report Design. Select Design Insert Chart. , select a chart type, and then drop it on the form or report.
Navigate to Setup | Object Manager | Account | Lightning Record Pages and Edit the right page. Drag and drop the Report Charts standard component into place where you would like to add the chart. From the Report drop-down list, choose a Report to embed.
Right-click the chart, and then choose Select Data. The Select Data Source dialog box appears on the worksheet that contains the source data for the chart. Leaving the dialog box open, click in the worksheet, and then click and drag to select all the data you want to use for the chart, including the new data series.
To do this, click on the tab group, and click the add tab button. Click on the name of the new tab and select report from the menu. Drag drop the report chart element to the report tab to add your reports. Save the Lightning Page and navigate to a campaign to see your reports in action!
In Word, click where you want to insert the chart. On the Insert tab, in the Illustrations group, click Chart. In the Insert Chart dialog box, click a chart, and then click OK. Enter your data into the spreadsheet that automatically opens with the chart.
Go to the page layout editor for the object that youre adding a chart to. Click Edit next to the page layout. Click Report Charts.Before you add a chart, check that: Its source report is in a folder thats shared with users who need access. The source report format is summary or matrix.
The reason why the Add Chart icon is greyed out is because a report must have at least one grouped field. Select a field that you would like to group your report by. Fields that are commonly grouped are the Owner fields.
0:08 1:29 So you just click on that. And then you can click on the gear icon in the top. Right to change theMoreSo you just click on that. And then you can click on the gear icon in the top. Right to change the properties. So you can change it from a bar to a column. You can change the x axis.

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