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 used to store description

Notes: thanks to Nicholas Sullivan from the Trailblazers community for the idea to use a custom field in the User object to store each user target.

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 holds 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



  1. IS this dynamic? So if I update the Dashboard filters, would the dynamic gauge update to a new record?

    1. unfortunately not, the target only make sense for dashboard without filter, although it still work. I cant think of how is the business case for that.

  2. What permissions are needed for users to be able to view the dynamic gauge. My users get an error when trying to view it. When I give them manage reports and dashboards I don't see the error any longer. Thanks!

    1. There was issue in the past release, but it has been fixed many months back.
      No extra permission is needed for normal user to access the dashboard.

    2. We discovered that the "Create and Customize Dashboards" permission is needed for users to access dashboards that use Dynamic Gauge Charts. I just created an Idea on the IdeaExchange for this to be fixed:

    3. my users can use dynamic gauge dashboard without the need of the "Create and Customize Dashboards" permission

    4. Hmm does another permission that you have turned on go beyond this one then to open up this access? Confirmation that "Create and Customize Dashboards" is necessary came from Salesforce after I opened a Support Ticket.

    5. I just try in my prod, it works without the need to have "Create and Customize Dashboards". But when try to re-setup in a DE org, I get the error "invalid cross reference id" not sure what happened in my prod, but it was an issue in the past, until I reach with the PM.


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