Modify chart grouping and stacking fields

Select an alternative field to group or stack the data without modifying the report record.

Before you begin

Role required: None

You must have Performance Analytics premium to use this functionality. The report must be configured to display alternative grouping and stacking field choices.

About this task

View a report chart and adjust the Group by or Stacked by values without modifying the report.

Procedure

  1. Navigate to a report chart, such as on a homepage or Performance Analytics dashboard.
    If you can change grouping for a chart, it displays a Group by choice list. Bar and horizontal bar charts also display a Stacked by choice list.
  2. Select a different Group by or Stacked by field.
    You can disable stacked values by selecting a Stacked by value of None.
    The chart updates to use the new organization.