Awesome Admin: Lightning Challenge – Day 2

Challenge: Create a Lightning List View Chart

Sample Solution:

  • You can add list view charts Salesforce in Lightning Experience. Your reps can view and create charts to visualize information about the records that they refer to most often. Three types of charts are available: vertical bar, horizontal bar, and donut.
  • Select Object: Opportunity
  • Select List View: My Opportunities
  • Click the Chart Icon to open the Chart Pane

  • Custom Charts:
    • Out-of-the-box charts are provided for standard objects.
      • To create or edit custom charts, your reps click charts gear icon in the Charts panel
        • In the New Chart dialog box, they select the type of chart. The aggregate type lets reps specify how field data is calculated: by sum, count, or average.
        •  The aggregate field specifies the type of data to calculate. And the grouping field labels the chart segments.