Using Charts » Week 4 » Reports, Dashboards, And Customer Success In Salesforce

Q: What are the benefits of visualizing data using a report chart?

Answers may vary. Charts make it easier for a sales manager to quickly check in on a report since the data visualization will be the first thing someone sees when they open the report. The chart provides quick information at a glance, while the report below still includes detailed information should the user need to look at specific records. Report charts help to make data analysis easier and more efficient.

Q: How many report charts can be included in a single Salesforce report?

Yes! Each report you build in Salesforce can have one chart associated with it.

Q: Which of the following statements are true about building report charts in Salesforce? Select all that apply.

Yes! Through Chart Properties, you can change the type of chart that is used in the “Display As” menu, and you can change the data used, measurement labels, and titles through the “Chart Attributes” menu.