Dashboards help you make decisions based on real-time data you’ve gathered with reports. Use dashboards to help users identify trends, sort out quantities, and measure the impact of their activities.

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0
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2answers
16 views

Turn on “Create Dashboard Folders” permission

I am not able to create a new dashboard folder using my standard user. I have been trying to find the Create Dashboard Folders permission, which (according to documentation)should be in the profile ...
0
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0answers
22 views

How do I show a list of Open and Completed activities in a VisualForce page?

I have beat my head against this all day, trying every thing I can think of. I am VERY new to SalesForce but no stranger to development. My Sales Director has asked me to give him a 'report' page that ...
4
votes
0answers
26 views

How come some of my dashboards refresh automatically?

When I access some of my dashboards, I notice they refresh automatically (spinners and "Getting your data" showing up) the moment the page starts loading. For other dashboards the behavior is ...
0
votes
1answer
18 views

Dahsboard uneditable for System Administrator

I have a dashboard which I can't edit though I am system administrator. There are other dashboards that I can edit. I am also unable to find a difference between the ones I can edit and one I can't. ...
0
votes
2answers
18 views

Salesforce - Dashboard Refreshes [closed]

Our sales and executive teams make use of dashboards regularly.  As provided, the teams are manually refreshing via refresh button. automate refreshes – i.e. upon signin, loading a page, etc.?  We’re ...
0
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0answers
22 views

Multi drill down dashboards

I need to create some dashboards in SFDC which can be drilled down to multiple layers. For ex, If i am seeing quotes generated in Asia region, then after clicking on it, it should take to another ...
1
vote
0answers
8 views

Can we create a grouped bar chart using OOTB features of salesforce?

I want to create a goruped chart for number of cases grouped depending on their turn around time (within(grren color),avg(orange color),beyond average(blue color)) versus the contacts with ...
0
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0answers
13 views

Allow reports checked still Custom object not visible

I have Allow Reports checked at object level. Still while creating report the object is not visible. Can someone please let me know why?
0
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0answers
7 views

Sending Chatter Users Dashboards

I know it's possible to create Free Chatter Users for sending Dashboards to, since I have done it in another instance of Salesforce of a lower Product tier so are there some profile or permissioning ...
1
vote
0answers
13 views

Dashboard Scheduling not in desired format

I am trying to schedule a dashboard with email notification as an admin to 'others' apart from myself. I have chosen 2 public groups for emailing the dashboard schedule and succeeded but users are ...
0
votes
1answer
20 views

Rally to Salesforce Integration for Dashboards

We do work on an agile model SFDC project and use Rally as a tool. We would like to have some dashboards in SFDC which can show the status of user stories in Rally. Please let me know if any of you ...
2
votes
1answer
21 views

Reports through Salesforce Connect

Is it possible to create reports and dashboards using Lightning Connect? It looks like it's not supported at the moment.
0
votes
1answer
37 views

User who has created a dynamic dashboard is NOT able to edit in PROD

I've a user who had created a dynamic dashboard. But not able to edit or make any changes to the dashboard any more. WHY? Following permissions on profile are ACTIVE w.r.t Dashboard and Report. ...
0
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0answers
9 views

Getting error Unable to Access Page when clicking on Dashboard component

I am getting this error-- Unable to Access Page The value of a parameter contains a character that is not allowed or the value exceeds the maximum allowed length. Remove the character from the ...
-2
votes
0answers
15 views

Salesforce dashboard is not showing correct information:

It says today's order value is $5,000.42 but real order value is: $14,658.83. Desiree wants the data to match so she can pull daily reports. Please advise as soon as possible.
1
vote
1answer
21 views

how to display grand totals under line chart and horizontal bar chart under dashboards [closed]

I want to display totals of line chart and horizontal bar chart under dashboards. Is it possible to display totals below
1
vote
0answers
26 views

Top 50 Contacts by Number of Cases Opened

We are trying to build a report to pull Top 50 contacts by number of cases opened.We have 200,000 contacts in our Salesforce.Is it possible with Standard reports in Salesforce ?
3
votes
2answers
107 views

Expose Report/Dashboard data into Public Sites

Is it possible to expose report or dashboard data embedded into visualforce page and place it in Public force.com site? If this is not possible then please provide me an example to build a custom ...
1
vote
0answers
22 views

Report on multiple, multi-select picklists value frequency.

someone has an example for this code? I need report 5, 6 multipicklist fields. I tried the app multipick list frequency, but it's limited to management an only field. For e.g. I have 3 records: A - ...
1
vote
0answers
17 views

Dashboard Component visibility based on profile

I have one dashboard composed of 3 Components. There are 2 Profiles. Profile 1 to see Comp 1 & Comp 2. Profile 2 to see all 3 Components. I have created 2 different dashboard, 1. with 2 comps ...
0
votes
1answer
38 views

How to create report and graph for two fields?

I selected fields from many fields of an object, that are, 1) Name(String) 2)Status(Percentage) How can I create its report & graph? Issues: I am trying but I have to group by a column to ...
0
votes
1answer
22 views

How can I Create a customized dashboard (according to my business needs) in Salesforce?

I created two objects (Volunteer, Project) with one-to-many relationship. Now I want to create a dashboard where the user can see the percentage of project completed (Project has percentage-completed ...
1
vote
0answers
30 views

Charts in Record List View Community Builder

I'm using Napili template for my community builder and I'm trying to create charts from the record list view of an object tab. My problem is the charts that I've created cannot be seen by other ...
1
vote
0answers
13 views

Issue with Event Log file. Users activities related to Dashboard view are not recorded in Salesforce

We have Enabled Event log for our organization and it was working absolutely fine but since last month Sales profile Dashboard view activities do not record in event log. I queried event log used ...
0
votes
1answer
34 views

Not able to display dashboard in visualforce page

My VisualForce Page Test Code for displaying dashboard - Code Snippet - Used (Apex:Iframe) After Clicking on Preview Button In Apex Page- Error In Console
0
votes
2answers
89 views

How do I download a Wave Dashboard JSON file?

I want to change some things about a Wave Dashboard and for that I have to download, edit and upload a JSON file. According to the documentation: "You can download the existing XMD file from the Edit ...
2
votes
1answer
89 views

How to create a Wave dashboard list filter?

I want to use a Wave dashboard in a page layout, and I want to pass a parameter to the dashboard, to use as a filter. The documentation states "To filter by a dimension, be sure to create a list ...
2
votes
1answer
23 views

Dashboards: show list of leads counted in graph

Say I have a graph that looks like this on a dashboard in Salesforce: How can I display, preferably color-coded, the leads counted in it (i.e., the ones talked about in the graph)? Like to the ...
2
votes
0answers
34 views

dashboard component snapshot via code

Is there a way to take snapshot of a dashboard component and get the url of the image, all via code? I tried to use ConnectApi.DashboardComponentSnapshot, but i get error saying i can't construct a ...
0
votes
0answers
15 views

How can I show only one percentage calculation in a dashboard component (Metric prefered)

I have calculated percentages of records which are in certain ranges. See below picture. Problem is - I want to show only the bucketed value percentage calculation "3-4" in a dashboard component - ...
1
vote
3answers
35 views

How to find out all dashboard schedules? [closed]

User would like to know all existing dashboard refresh schedules if they were scheduled to refresh.
0
votes
0answers
17 views

Create (clone) filtered dashboard but with only one hard-wired filter (no drop down)

Hi I am aware you can create 'filtered' dashboards as described here and you can also create 'dynamic' dashboards which filter on user as described here. However neither of these really fit my ...
2
votes
2answers
64 views

Refresh dashboard with action or URL

Is there a way I can initiate a dashboard refresh from a VF page remotely? Is there an action or a URL I can use to refresh a specified dashboard? I want to recreate the refresh dashboard button on ...
1
vote
1answer
43 views

Adding filter to dashboard using Apex or visualforce

We have a dashboard that we want to scale for all Accounts, currently it is based on one account. User should have the capability to see this dashboard for any account that he chooses Is there any ...
0
votes
1answer
25 views

User Permissions for Sharing Reports and Dashboards

I want to give specific profiles in my organization the ability to modify and use Dynamic Dashboards. According to this Salesforce Help Page, I need to give the following permissions to the ...
0
votes
1answer
31 views

Need help with Reports and Dashboards

I have a custom object "Case Status History" which is a kind of audit log of the Case Status Change. Whenever a Status of a Case is updated , a record is created in this object. Status Values has ...
0
votes
0answers
23 views

Report to show percentage of total records which is in bucket Visualize in Gauge

I want to show percentage of surveys which has a score with 3 or above in a Dashboard - more specifically i want to show it in Gauge - is that possible? I have bucketed the 3-4 scores and it show the ...
0
votes
0answers
9 views

Cross origin reference is not allowed [duplicate]

We have to display different dashboards to different profile's on user home page.while displaying dashboard in home page, using a VF in home page components, the dashboard link is not opening. when I ...
0
votes
0answers
14 views

Report in dashboard are unable to be accessed

I have created a dashboard folder in which I have many reports. Also I have shared the reports to different users still the user is not able to see the reports.The error is shown as insufficient ...
0
votes
0answers
18 views

need way to Reduce report

I have created 2 reports on account with same filter criteria,but different group by 1 report group by Geography 2 report group by Indusrty. and summarizing the annual revenue field for both report ...
0
votes
2answers
24 views

Is it possible to create a publicly viewable dashboard?

I understand how to make a dashboard "public". But public seems to mean visible to other members of the Salesforce organization? I would like to make a report viewable by anyone without logging into ...
1
vote
1answer
84 views

Login History, User Session and User Activity reports in custom visualforce page leading to chart.js dashboards

I am looking to draw charts/ graphs much like Google Analytics dashboards that answers questions around Salesforce user activity like: Which users are currently logged in our org? Where from? How ...
-1
votes
1answer
33 views

How to bring salesforce report in .Net website?

I want to display salesforce report/dashboard in my website. or any way to get report data with partner api? Can any one help me? Thanks, Bhavesh
0
votes
0answers
19 views

Add a dynamic title to a dashboard that is sent by email

I have several dashboard that i send to clients by email. I would like to add a dynamic title (a kind of 'label' or component) so clients have a better understanding of what campaign/month or week ...
0
votes
0answers
21 views

How to fetch dashboard reports in third party website?

I need to display same reports and dashboard in third part website (asp.net). I am using salesforce partner API. However is there any way that I can download all the reports and attach it to asp.net ...
0
votes
0answers
52 views

How do I Show more than 10 rows in a visualforce Dashboard table?

So I created a controller that pulls the name of the user and 2 custom fields to show in a table (with some criteria in it). I create a visualforce page to show this table in a dashboard. I know the ...
0
votes
1answer
20 views

Report for Public Groups

I need to create 7 groups and track who has the biggest sales. Can I create a report about the group members's total sales and compare it to other groups? How can I achieve this? Thanks in advance. ...
0
votes
0answers
24 views

How can we extend the standard dashboard chart size?

I have created visual force page and classes. In my output not display full chart of dashboard. I need to display full chart of dashboard and how to extend the standard dashboard size. Is it possible ...
0
votes
0answers
16 views

How to create bar chart dashboard report with details included?

I am creating a series of bar graphs and gauges for a dashboard. One of the charts for example is meetings scheduled in the last 30 days by sales rep. I have created a matrix report with the columns ...
0
votes
1answer
106 views

Actual Sales VS Target report / dashboard

I have task where I need to create Actual sales vs Quota/target report & dashboard. I have searched internet but couldn't able to find solution. And forms stated that it's not possible to generate ...