Chart Details

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The Chart Details option is available for the Chart element. This option allows you to view more details from Salesforce of a specific data point. The detailed data is shown in a table in a pop-up modal.

How to Video

• 0:01 Introduction.
• 0:10 We show you how to create a chart.
• 0:49 Learn how to enable chart details.
• 1:08 We show you how to configure conditions.
• 1:38 Learn how to set the mapping.
• 2:13 View chart details.
• 3:45 We show you alternative condition options.

How to Guide

1. Click the + icon to open the list of elements.
2. Select the Chart option from the list.
3. Click-and-drag the Pie Chart element to the canvas.
4. Configure the Pie Chart:
   • Select a source in Salesforce.
   • Configure conditions.
   • Do the mapping.
     • In this example, the chart was sliced by X = Stage.
     • This is important when you configure the chart details.
   • Click the Apply button.

5. Click the Pie Chart element settings Gear icon. The Pie Chart Settings screen opens.
6. Select the Interactivity option.

7. Use the Chart Details toggle switch to enable the details. The option is, by default, off.
8. Click the Chart Details Gear icon. The Salesforce Configuration screen opens.

9. View the source in Salesforce, and click the Next button.

10. Add a condition that uses the selected chart.

11. Click the Next button and add the mapping for the detailed view.
    • These are the fields of the record of the additional information that will be displayed in the modal.
12. Click the Apply button.

The chart details will be shown in a modal

1. Click the Styling icon of the chart. The Styling screen opens.
2. Click the Modal option. The Customize Confirmation Pop Up screen opens.

3. Change the Fill of the chart to a lighter color.
4. Click the Apply button.

5. Save and Preview the project.
6. Click a section of the chart. The modal with the chart details pops up.

Learn how to show more chart details in a power table.