Configure a stacked column dashboard chart for opportunity pipeline

AB-410 By islever Editorial Last updated

Short answer

Configure a stacked column chart with sales region as the category and sales stage as the stacked series; select the chart for the Opportunities table in the app designer; set the dashboard component's default view to My Open Opportunities; and clear Display chart selection.

Question

HOTSPOT
You are configuring a dashboard in a model-driven app for sales managers. The dashboard displays opportunity pipeline data from the Opportunities table.
The company requires the following functionality:
Show how each sales stage contributes to the total pipeline for each sales region.
Ensure a newly created chart is available to users in the app.
Use the My Open Opportunities dataset when the dashboard component loads.
Prevent users from switching to a different chart at runtime.
You need to create and configure the chart and dashboard component.
How should you configure the requirements? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Exhibit: Configure a stacked column dashboard chart for opportunity pipeline

Key Takeaways

It tests mapping each requirement to a separate layer: chart type, app-component availability, dashboard view, and runtime chart-selector behavior.

This AB-410 hotspot tests model-driven dashboard chart configuration for opportunity pipeline. The correct setup uses a stacked column chart, exposes it through the app designer, loads the My Open Opportunities view, and clears Display chart selection.

Common mistake: The common mistake is choosing a clustered or 100% stacked chart or assuming that saving the chart makes it available. The correct path also requires app-designer inclusion, the My Open Opportunities default view, and clearing Display chart selection.

Expert Analysis

Chart type: stack the stages by region Start with the visual comparison. The requirement asks how each sales stage contributes to the total pipeline for each sales region. A stacked column chart gives one column per sales region on the category axis, stacks the sales stages within each column, and sums the pipeline value represented by those segments. That shows both the region total and the stage contribution. A clustered column chart separates stages side by side and weakens the per-region total view; a 100% stacked chart normalizes each region to 100%, which is not the same as contribution to the actual pipeline total.

App availability: include the chart in the app Saving a chart on the Opportunities table does not automatically expose it in every model-driven app. After the chart is created, select the chart for the Opportunities table in the app designer so it is included as part of the app's components. That step is what makes the newly created chart available to users in the app.

Dataset: set the default View The dashboard component loads records from its configured view. Set the default View to My Open Opportunities so the chart is populated from that filtered dataset when the component loads. The chart's grouping and aggregation define the visual, but the view controls which opportunity records feed it.

Runtime lock: clear Display chart selection To prevent users from switching charts at runtime, clear Display chart selection on the dashboard component. This removes the chart picker from the runtime experience and leaves the configured chart fixed. It is a display authoring setting, not a security-role setting; users may still have access to the underlying Opportunities data, but they cannot repoint the component to another chart. A supplied learner note proposes the same settings: a stacked column chart, selecting the chart for the table in the app designer, setting the default View, and clearing Display chart selection.

Official Reference

Exam Strategy

For model-driven dashboard hotspots, split the stem into four decisions: visual type, app inclusion, data view, and runtime behavior. Ask what each setting changes at load time versus authoring time; availability is an app-component concern, while dataset choice is a view concern. Watch wording such as prevent users from switching, which usually maps to a selector or display checkbox rather than to security roles.

Frequently Asked Questions

Why use a stacked column chart instead of a clustered column chart?

A stacked column places sales stages in one column per region, so the column height shows total pipeline and each segment shows that stage's contribution. Clustered columns compare stage values side by side without the regional total.

What does clearing Display chart selection achieve?

It removes the runtime chart picker from the dashboard component, so users cannot switch that component to another chart. The configured chart and default view remain fixed.

Where is My Open Opportunities applied?

Apply it as the dashboard component's default View. That view controls the records loaded into the chart at runtime, separately from the chart's category and stacked-series aggregation.

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Discussion 1 contributions

Compiled from public community threads and reader submissions, lightly edited for clarity. Handles and vote tallies are shown as recorded, and comments reflect the views of individual contributors.

From public community threads 1

  1. exam_upskill 👍 1
    1. Configure a stacked column chart 2. Select the chart for the table in the app designer 3. Set the default View 4. Clear Display chart selection

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