We’ve added list view charts to the desktop application in Lightning Experience. Your reps can view and create
charts to visualize information about the records that they refer to most often. Three types of
charts are available: vertical bar, horizontal bar, and donut.
Reps can access list view charts by clicking on the right side of the page when viewing a list.
Out-of-the-box charts are provided for standard objects. To create or edit custom charts, your
reps click in the Charts
panel (1). In the New Chart dialog box, they select the type of chart. The aggregate type lets
reps specify how field data is calculated: by sum, count, or average. The aggregate field
specifies the type of data to calculate. And the grouping field labels the chart segments.
Your sales team wants to compare accounts by number of employees to focus prospecting
efforts on large corporations. One of the reps creates a horizontal bar chart by selecting
Sum as the aggregate type, Employees as the
aggregate field, and Account Name as the grouping field. The chart shows
the number of employees at each account by account name.