2023 Week 06 | Timeline Stacked Bars

Introduction

This week we have a lot going on! I originally found a hack about 2 years ago how to create a timeline stacked bar chart. I don’t know if I just didn’t find the easy way to do it or if they released a new feature since then. Anyway, this is what we’ll do today. For good measure we also throw in some dynamic fields and 2 ways to replace the default legends (one a little bit hacky – think outside the box!). Off we go!

Requirements

• Create a data set out of your dev org with Opportunity, OpportunityLineItem and Product2
  • Include only “won” opportunities
  • Structure your data so that you can build the following dashboard
  • Usually it’s easier to remove all fields you don’t need, but that’s up to you
• Include a title that dynamically shows the selected year, the total revenue for the year and the granted discount
  • Colour the measure names and values according to the charts
• Add a possibility for the user to filter by the year of the close date and make sure they can only select one year at a time
  • The filter should apply to all charts on the dashboard
• Include a bar chart that shows total revenue and total granted discount
  • Colour the bars in light and dark grey
  • Make sure the bars are labelled on the left side
  • Hide the default legend
  • remove axis titles
• Add a timeline bar chart
  • The time dimension should be the close date, by month
  • It should show total revenue in dark grey on the bottom and granted discount in light grey on the top
  • The total bar length should be equivalent to the revenue if we had charged our customers  the list price
  • Remove the default legend
  • Remove the axis titles

The resulting dashboard should look something like this: