There are eleven types of components to choose from when building a Dashboard. So why do so many of us use the same few over and over, resulting in dull Dashboards? To help expand your range when creating Dashboards, in this session we’ll step through use cases, gotchas, and best practices of each of the eleven component types and their properties. Join us to learn what makes Lightning Tables powerful, how to take advantage of Dynamic Gauges, and what’s needed to make Scatter Charts sing!

1. Deep Dive Into Dashboard Components
David Carnes

2. OUR SPONSORS

3. #CD2023 @CzechDreamin
Which Component Best Fits Your Needs?
Up to 20 Components per Dashboard in PE/EE (up to 25 in UE!)

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• Up to 4 Measures!*
• Supports multiple groups
• Show/hide values
• Custom X-Axis Range
• Watch default size
Horizontal Bar Chart
Great for single grouped report with many values. Resize Taller.

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• Up to 4 Measures!*
• Plot second measure as line
• Supports multiple groups
• Show/Hide values
• Custom Y-Axis Range
• Watch default size
Vertical Bar Chart
Great for showing trends over time.

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• Two-level sorting
• Stack to 100%
• Can feel too busy if too many
striations
Stacked Horizontal Bar Chart
Display more information by leveraging a second grouping!

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• Two-level sorting
• Stack to 100%
• Default Legend position
• Beware too many values in groups
Stacked Vertical Bar
Great for time series showing detail of second grouping

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• Show changes in value over time
• Cumulative = adds it up as it goes
• Custom Range
• Gets busy FAST – too many lines
Line Chart
Excellent for time series with few groups

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• Grand total in hole
• Watch for defaults
• Combine Small Groups into “Others”
• Max Values = 6
• Too busy with many groups
Donut Chart
Donuts show relative proportions of source report group

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• Shows Grand Total only
• Conditional Formatting
• Millions of color choices!
• Show 1, 2, or 3 colors
• Show range
• Size can be tiny
Metric Chart
Use Metrics to focus on key numbers in your organization

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• Shows Grand Total only
• Target can be fixed or dynamic
• We can reverse colors
• Millions of color choices
• Show % and range
• Lots of white space
Gauge Chart
Gas Gauges show target vs actual

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• Visualize current state of pipeline
• Show %s
• Keep default Legend position
• Watch for defaults
• Combine Small Groups into “Others”
• Max Values = 6
• Lots of white space
Funnel Chart
VPs of Sales LOVE their sales funnels!

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• Compare two summary columns
• Great for Joined Reports!
• Default axis assignment is confusing
• Quickly gets too busy
Scatter Chart
Identify correlations in your data

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• Ignores source Report columns, allowing
any field from underlying Report Type!
• Show grouped data or individual records
• Up to 10 columns! Up to 200 rows!
• Show Total & Conditional Formatting
• Useful with Max Groups Displayed
• Goes blank after 7 days (Subscribe!)
Lightning Table
The most flexible and powerful Component

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• Two new Widgets in UE
• Text
• Image
Components in Unlimited Edition Now Called Widgets
Up to 25 Widgets per Dashboard in UE!

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• Up to 500 characters
• Size, color, formatting
• Add links!
Text Widget
Need to explain something or add links?

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• Upload or reuse from Gallery
• Scale, align, and describe
Image Widget
Add a photo or other image?

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• 40hrs of recordings!
Dashboard Dōjō
Meets 1-2x per month Weds 6pm CEST

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My book is available this July!
• Amazon.com
• Oreilly.com

27. Thank you