Tuesday, April 29, 2014

SalesForce.com: Combination Charts

Use a combination chart to show multiple values against a single axis range, show two chart types together, or compare two continuous summary values.  A combination chart plots multiple sets of data on a single chart.

Column-on-Column
Add columns to a column chart to show multiple values against a single axis range.
To create the chart in this example, choose the Vertical Column chart type, set the opportunity sum of amount as the Y-Axis, stage as the X-Axis, and use the Plot additional values option to add the sum of expected revenue as a column.

You can quickly compare the actual values against the expected values for each stage.

Line-on-Column
Add a line to a column chart to show two chart types together. Using a second axis allows you to add different types of values to the chart.

To create the chart in this example, choose the Vertical Column chart type, set the opportunity sum of amount as the Y-Axis, fiscal year as the X-Axis, and use the Plot additional values option to add the number of deals as a line. Summary values of different types won't be available in the Values drop-down list unless you select Use second axis.

You can see both the total amount and number of deals for each year on a single chart.