Using the Chart Options

This section identifies the available options for individual charts on the dashboard. Hover over the chart and click .

Note: Depending on the chart type, some options may not be available.

Dashboard Option Name Description
Select Filters Filter records on the entire page based on the selected area in a bar chart. Click and drag your cursor to highlight an area over the desired bars in a bar chart. The dashboard and filter panel are updated with filters matching those bars
Toggle Legend Click this option to show or hide the chart legend.
Toggle Table Click this option to convert the chart to table view, or vice versa.
Themes Click this option to select a color theme for charts on custom dashboards.
Filters Display the chart-specific filters. You can filter the data in a single chart instead of filtering the entire dashboard with the filter panel. Note that if any filters are applied in the filter panel, they appear under "Applied Filters".
Edit Chart Click here to edit any attribute that was set when the chart was first created.
Copy Chart Click here to copy the chart, which is then immediately displayed on the dashboard. These charts can be edited in the same way as custom charts.
Delete Chart Click here to delete a chart.

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