How to Create a List View Chart in Salesforce Lightning

Опубликовано: 10 Июнь 2026
на канале: MyGuide Guides, Intelligence, Automation
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1. Welcome to MyGuide
In this Guide, we will learn how to create a list view chart in Salesforce Lightning.

2. Click the Opportunities tab


3. Select a List View from here


4. Select "All Opportunities"


5. Click on Charts Icon


6. In the Charts panel that appears, click the gear icon


7. Select "New Chart"


8. Enter the name of the chart


9. Select Chart Type using drop down button


10. Select Aggregate Type using drop down button
The aggregate type specifies how the field data is calculated: by sum, count, or average

11. Select Aggregate Field using drop down button
The aggregate field specifies the type of data to calculate

12. Select a Grouping Field
The grouping field labels the chart segments.

13. Click on Save


14. List View has been created
Scroll your recently created Chart to see all it's fields