Reports & Dashboards for Lightning Experience - Visualize Your Data with the Lightning Dashboard Builder

### Study Notes: Visualizing Data in Salesforce

#### Learning Objectives:

- Understand the importance of data visualization in Salesforce.

- Learn how to create and customize visual representations of data.

### Overview

Data Visualization: Helps in making data more accessible and understandable by representing it in graphical formats like charts, graphs, and dashboards.

### Key Steps to Visualize Data:

1. Choose the Right Chart Type:

• Bar Charts: Compare values across categories.

• Line Charts: Show trends over time.

• Pie Charts: Display parts of a whole.

• Donut Charts: Similar to pie charts but with a central cutout.

• Gauge Charts: Measure progress towards a goal.

2. Customize Charts:

• Add titles, labels, and legends for clarity.

• Use colors to differentiate data points and highlight key information.

3. Create Dashboards:

• Combine multiple charts and components to create a comprehensive view of key metrics.

• Organize components for easy interpretation.

4. Use Filters:

• Apply filters to dashboard components to focus on specific data subsets.

### Summary

Visualizing data in Salesforce through charts and dashboards enhances data comprehension and decision-making. For detailed instructions and hands-on practice, refer to the [Salesforce Trailhead module](https://trailhead.salesforce.com/content/learn/modules/lex_implementation_reports_dashboards/lex_implementation_reports_dashboards_visualizing_data?trailmix_creator_id=strailhead&trailmix_slug=prepare-for-your-ux-designer-credential).