Monday, September 6, 2021

Salesforce Dashboard: Dynamic Gauge Charts

In Winter 22 release, Salesforce releases Dynamic Gauge Charts in Dashboard, even still beta. Before this, all segments (low, medium, high) values must be entered manually by editing the component. With Dynamic Gauge Charts, you just need to update a field and the segment target changed.

To use Dynamic Gauge Chart, you need to enable the feature from Reports and Dashboards Settings in the setup menu. 

The concept

You need to have a target value, this is the max value of the gauge chart. The value should be defined in an object, within a record, and in a field. Let say you use the Opportunity report for the component, it does not make sense to put the target in the Opportunity object. 

So, here is my idea:
- Create a custom object
- Create a number field: this to store the value or target
- Create a text field: this field use to store description

The component

Once "Enable Dashboard Dynamic Gauge Charts (Lightning Experience only)" is enabled, you will see Mode: Standard and Dynamic when editing a Gauge component. Standard = existing mode where you need to enter values for each segment, while Dynamic is the new one, where the segment is divided by % of target.

Object = which object to refer to chart target
Record = which record that holds the value for this component
Field = which field from the above record that hold the value

Instead of value as per normal, we need to enter % for each segment to divide segments of the low, medium, high.

Footer: once you select "dynamic" mode, you cannot make use of the footer by entering any text, it will be locked and will show the description, for example, Sum of Amount (USD) compared to Target (Dynamic: Rec-1)

  • Sum of Amount (USD) = the needle of gauge chart, which is the current value in the database
  • Target = field name
  • Dynamic = object name
  • Rec-1 = record name


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