Entries for a Sample Revenue Bar Chart Visualization Created from Adaptive Search

Here are the entries to create a sample bar chart visualization from an Adaptive Search. The chart shows the revenue by opportunity team member for the last year and this year.

Sample visualization bar chart

Clicking on last year's section for one of the team members opens a list page with the team member and last year's filters added. The list page includes the title of the visualization.

Bar chart visualization drill-down page

Here are sample entries to create the chart:

Field Name Entry Description
Source Type Adaptive Search Visualization source.
Object Opportunities Business object
Saved Search Default The visualization uses the default saved search as the source of your information and lets you change the filters.
Name Revenue by Team Member The title of your visualization and the drill down page.
Visualization Type Bar Chart Different visualizations require different attributes.
X Axis Owner Displays owner names along the x-axis
Categorized By Close Date The quarter in which the close date appears. Because Stacked Layout is selected, the quarters appear as sections of each owner's bar.
Value Primary Revenue Amount Opportunity revenue
Format Currency Supplies currency symbol. Click the Preferences button to see this option.
Unit Round Even Rounding.
Aggregation Sum Type of calculation.
Orientation Vertical Bar chart orientation.
Stacked Layout On Displays the different quarters as sections on a bar. If off, you get separate bars for each time period for each team member.
Filters Status: Open, Record Set: My subordinates are on the team Filters come from the default saved search, but you can change them.
Drill Down On Enables drill-down.