Make sure that Amount is added as one of the columns. In the Outline pane, group rows by Close Date and and group columns by Stage. Stage = (deselect “Closed Lost” and leave the rest of the stage values checked).Navigate to the Reports tab in Salesforce and create a new report based on the standard “Opportunities” report type. Step 1: Create a Report Chart in SalesforceĪs of the Summer ’18 release, only the Report Chart lighting component is available out of the box for embedding visualizations on record pages. You can create a free developer edition org that is pre-populated with data using this link. Salesforce org populated with data you want to visualize the example below uses data from the account and opportunity objects.
This is a look at how to use native Salesforce reports to display a visualization on record pages in Lightning Experience. This post is part of a series that is exploring the capabilities and limitations of various data visualization tools when embedded in Salesforce.
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