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-3
votes
0answers
10 views

Error on dashboard refresh: this report cannot be used as the source for this compenent

Error: This report cannot be used as the source for this component. If it is a summary or matrix report, add one or more groupings in the report. If it is a tabular report with a row limit, ...
0
votes
0answers
17 views

Displaying Salesforce dashboard on home page using visual force page in Homepage component

I am trying to put 15 dashboards on home page using Home page component and visualforce page. I am successfully able to display dashboard on home page. But on right click "Open in new tab" or "open ...
1
vote
0answers
13 views

Dashboard filter for data sources with different objects

I have a large dashboard with info on Cases. This dashboard can be filtered by the Case Record Type field and this is good. Also, I have a custom object with some additional data which is explicitly ...
0
votes
2answers
37 views

How to display four column tabular table as a dashboard?

I'd like to get four columns to display in dashboard with fields from same object. I know how to achieve this (Four columns) using Matrix and Summary Report Format. The problem is my client wants to ...
0
votes
0answers
17 views

Calculate the percentage of people in two campaigns

I would like to display the percent of people in campaign A that are also in campaign B on a dashboard. I have tried creating a joined report that calculates this percentage. Unfortunately, this ...
0
votes
0answers
19 views

Cannot find folder error occures when trying to deploy reports

I am trying to deploy a project from IDE to a new ORG. It worked before (last year). I haven't changed package.xml since then. Could anyone suggest me how to fix this problem? The errors are as ...
1
vote
0answers
21 views

Filtering dashboard by non-predefined date range

Is it possible in Salesforce to select non-predefined date range as a filter on a dashboard? The limitations I found are: Max 10 values available for one filter Max 3 filters Only predefined values ...
0
votes
1answer
35 views

Basic Salesforce query

I need to implement Salesforce.com in a company which sells computer hardware. how many licenses to I need if the users are 5 in number. What edition of salesforce.com would be apt if I want to have ...
0
votes
0answers
17 views

Why can't I see report in Unfiled folder?

I am the system admin and am trying to add a report to a dashboard. The report is in the unfiled folder but is not visible from the edit dashboard page. What am I missing? Thanks!
0
votes
1answer
34 views

Embedding dashboard in Home Page component

I am trying to embed the a Dashboard on my Salesforce Home Page. I have inserted this via iFrame but on loading the home page, the page redirects to a full page version of the dashboard. Can someone ...
0
votes
1answer
30 views

How to add dashboard Graphs to new user

I just added a user to our salesforce, but the Gauge Dashboard dosen't show their name and they don't see the graph in their home page. Is there a place that I need to add them to so the graph will ...
0
votes
0answers
25 views

Reports and Dashboards + Managed Package (Best Practices)

I have a Managed Package and was looking to add some Reports and a Dashboard or two. Are there any guidelines or best practices in terms of doing this? In particular, what are the pitfalls to avoid ...
0
votes
3answers
80 views

Displaying more than 3 Dashboards on Home Page

We're supposed to display the following items on the Home Page: - My Open Cases - Open Cases for Orders - Open Cases for Service Requests - DashBoard for Open cases by Status So, we have created ...
3
votes
1answer
67 views

Using SOQL, how can I tell which dashboards have not been used in the past year?

The title says it all, really - I am looking at hundreds of dashboards (literally) and I want to find the ones that aren't being used and kill them. Any thoughts? Thanks!
1
vote
1answer
69 views

Dashboard page not embedding correctly in home page

Before Spring 15 , my dashboard was getting embedded properly in salesforce user homepage. But, now i am getting a page that opens up into the dashboard page and is not a part of the home page any ...
0
votes
1answer
30 views

set dashboard filter by record type

i have multiple dashboards and i would like to know how can i add dashboard filter by record type? I don see this option in my filter list. I tried added a formula field in my Account & ...
0
votes
0answers
13 views

Can I display the Quota in a report/dashboard, that is not part of the package?

I am using Collaborative forecasts. Once my users have their quotas set, is it possible to display that data in a report? dashboard? So when they look at their regular, day to day dashboard, they ...
2
votes
1answer
193 views

DEV 401 Report vs. Dashboard Question

The organization-wide default settings for Accounts is Private. A manger resides above a team in the role share some of the account data with the team. Which feature can extend the viewing privileges ...
0
votes
0answers
12 views

Dashboard with Multi Series Bar Chart

I've created a bar chart summing up revenue for the month of Dec 2014 and Jan 2015. It looks fine when a bar chart is added in report mode but when added to my dashboard it only display one data set. ...
1
vote
1answer
69 views

Clone Dashboard with Reports

I have to clone a dashboard for multiple markets (say I have to clone a dashboard aimed at France for every country in Europe). This dashboard has about 10 underlying reports with the same filter ...
0
votes
2answers
33 views

Give users access to all user's data in dashboard

I am working on a dashboard that allows users to see the number of tasks that are assigned for the day. The dashboard works great but when I view it as a user I can only see the tasks that are ...
2
votes
1answer
47 views

De-activating a Dashboard's running user removes all the Dashboard Filters. Can I recover?

You know how when you're editing a Dashboard, there's a "View Dashboard As: " field on the top right of the page? Well, for several of our dashboards a previous admin had created, she had been listed ...
0
votes
0answers
34 views

display a combinational line chart from 2 different unrelated objects.

Can we display a combinational line chart with each line's value from 2 different unrelated objects. Also can we add a criteria in standard report which states that if Date (custom field) field's ...
0
votes
1answer
33 views

Dashboard to show hot leads daily

I've developed a formula that defines the quality of the leads for my company. You can find more in the following article: Case number range formula Now that I know who are my hot leads i want to ...
0
votes
0answers
10 views

Dashboard Migration from Enterprise into Professional edition

We have set up a dashboard in the Enterprise edition and now want to migrate this with all the rules and reports to Professional edition. Please can someone advise how to do this?
3
votes
1answer
66 views

Code For Auto Refreshing Dashboards

Referring to this code here: var run; function refresh() { var dashboardButton = document.getElementById('db_ref_btn'); dashboardButton.click() } window.onload = ...
0
votes
1answer
31 views

How to show Dashboard report from certain campaign

I've developed a report with dashboard and its already placed on a certain campaign. By doing that the report is shown to all other campaigns, something that i don't want it like that. I want that ...
1
vote
1answer
72 views

How to add custom filter in salesforce dashboard

how can i add a select box to select time period in dashboards, or in which way to proceed to acheive this I added filter to dashboard, but im unable to set the filters for this month, last 6 months, ...
0
votes
0answers
52 views

How can I get my VisualForce Dashboards to Display Properly?

Looking through the VisualForce Developer's Guider, there is information on how to create a dashboard with VisualForce. I have no problem adding a VisualForce component or selecting the VF Page as ...
1
vote
0answers
21 views

Average of number of rows in a custom object with reference to Another custom object field

I created two custom objects (Orders & Order Items) Orders - List of Orders with Total Price and Other details Order Items - List of Items in an Order with reference to the Order Id in Orders ...
0
votes
1answer
24 views

identify the element that slows down the dashboard refresh

I have a dashboard that comprises 15 components. However, recently my dashboard is running very slowly, it takes over 5 minutes to refresh and this is consistent. As I check I have another dashboard ...
1
vote
2answers
48 views

Dashboard is not refreshing properly

I am surprised why this is happening to one of my client. He complained me that his dashboard is not refreshing and showing this error : "The dashboard can not be displayed because the source ...
0
votes
0answers
130 views

Schedule Dashboard Refresh with a Dynamic Dashboard

How to schedule a dynamic dashboard refresh. Requirement: 1. While communities allow portal users to view Dashboards, Salesforce doesn’t allow community users to refresh/schedule dashboards. Our ...
0
votes
1answer
107 views

How to to show more than 4 columns of custom VisualForce page in Dashboards?

I have created a Custom visual force page with around 7 columns and I am trying to display that in the Dashboards but when I do that half of the page is not visible. Is there a way I can increase the ...
0
votes
0answers
22 views

How to add component attributes in Dashboards

I have a requirement where I need to show weather in the dashboards using API. I am able to accomplish the requirement. I have created a text field called City Name where when user gives the city name ...
1
vote
0answers
58 views

Add value in dashboard filter using apex code

I have one filter criteria which gets changed for every report that i am using in my dashboard. I cheeked about adding filter in dashboard. But a user needs to add the filter values manually. I ...
0
votes
1answer
51 views

Opening a dashboard link outside the component window

I am currently trying to simply put a link onto my dashboard. I am using a VF page with this simple code : <apex:outputLink value="https://login.salesforce.com/">Main ...
3
votes
1answer
95 views

dashboard filtered by the current logged in user only

is it possible to create dashboard filtered by the current logged in user only ? For example when a user logs in, he should see records created only by him and not everyone else's... Please let me ...
0
votes
0answers
9 views

Reset all Dashboards back to default settings

Is there any way to delete all custom Dashboards that have been made and reset all of the default ones Salesforce comes with out-of-the-box? This section has been tinkered with by so many people over ...
0
votes
0answers
30 views

Dashboard Filter creation

In Salesforce I have a requirement to create a dashboard filter programmatically (through apex code) but I could not found any solution. Why it is not possible to create dashboard filter using apex ...
0
votes
1answer
246 views

Vertically Scrolling Visualforce Dashboard Component

I'm trying to get a Visualforce dashboard component to scroll vertically. The scrollbar track shows up, but no scrollbar. Any thoughts? <apex:page Controller="RoleUtils" showChat="false" ...
0
votes
0answers
34 views

Unable to add Donut type chart

I have a report which displays data from two objects. I need to display top 5 Contacts depending on a Number type field's value. I have applied "Limit Rows by this field" and given the row limit as 5. ...
2
votes
2answers
373 views

Pie chart with 3 buckets shows smallest one as 'other'

I have a pie chart with three wedges. Unfortunately smallest wedge comes up as Other. Any ideas how to solve this? Edit: in case you are wondering this is on a dashboard.
3
votes
2answers
132 views

Is there any way to restore a deleted report after emptying the recycle bin?

I want to restore the deleted reports,the reports are deleted 60 days ago.I check it on RecycleBin but it have only the 15 days records so, Is there any other possibilities to restore it? Thanks ...
1
vote
0answers
69 views

Report / Dashboard for Tasks I'm following

I want to produce a report/dashboard to show Tasks a User is following. Context: A task is created by a User and assigned to a group leader. The group leader will then reassign the task to a ...
2
votes
1answer
199 views

To display dashboard for sales users

I have created a dashboard with 6 component, now i want this dashboard as the default dashboard in dashboard tab for the sales people. How can i make this changes in the users production?
0
votes
0answers
48 views

build a dashboard and filter by account

How would I build a custom dashboard page (visualforce page) and use a customer account lookup on the page to filter it by. I would envisage having two graphs, one for list of opportunities and the ...
2
votes
2answers
55 views

Report showing grand parents with no grandchildrens

Can we build a report to list down all grand parents with no grandchildren's? For e.g., Lets say we have following data model Contacts --[lookup]--> JobAllocation ---[MasterDetail]--> ...
0
votes
1answer
325 views

Display Percentage below the total in the summary report

I am trying to create a summary report in which I am trying to create percentage formula.I used the formula for calculating for percentage as ...
1
vote
2answers
159 views

Creating a field for Account Team Members

Does anyone know of a way where I can get all of the account team members into a custom field on the account page. So if John Doe and Jane Doe were on Account ABC, is there a way I can get those names ...