Sunday, November 24, 2013

How to show only top X values in Salesforce Dashboard ?

By default, Salesforce Dashboard will show all values in Vertical Bar Chart, Horizontal Bar Chart, Line Chart, Pie Chart, Donut Chart, Funnel Chart, Scatter Chart, and Table component. Component below show All Chatters Group with number of members for each Group.

But, how to show just top 3 group with most members? It is easy in Salesforce:
  1. Edit the dashboard
  2. Click 'Edit Attributes' icon
  3. Go to 'Formatting' tab
  4. Look for Maximum Values Displayed and enter 3
  5. Make sure select Sort by Value Descending
  6. Once you move your mouse cursor out of that field, you will notice preview at the right change to 3
  7. Click OK 
  8. Done

You can use the same way to show top 10 Sales Rep, or top 5 area with minimum claim, etc.

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