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Salesforce Lightning Reporting and Dashboards by Johan Yu

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Hands-on exercise for adding a chart to a page layout

Let's consider a use case: adding an embedded chart of opportunity and the number of cases in the Account page layout.

  1. Create an Opportunity report, group the report by Stage, add Amount, summarize it, and save the report to a public folder, add a Vertical Bar Chart, and save the report again.
  2. Create a case report from the Custom Support Reports report type category, group the report by Status, save the report to a public folder, add a Donut Chart, and save the report again.
  3. Edit the account page layout by navigating to Setup | Objects and Fields | Object Manager | Account | Page Layouts. Open the corresponding page layout and look for Report Charts in the left-hand side menu. Click on ...

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