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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6 views

scheduled dashboard refresh but email not being sent

i have a scheduled dashboard refresh that should be sent to me and other users i have added into a public group. the refresh was scheduled to happen every friday but for some reason the emails ...
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1answer
9 views

Dashboard in home page is not showing filtered

I followed the steps to add a filter to a dashboard that I created. So far so good, but when I try to load the dashboard from the home page, it is not showing the filter. Am I missing anything?
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13 views

WAVE - Pass Parameter to filter in Dashboard

Is it possible in Salesforce Wave (Analytics Cloud) to default filter via the URL a bit like Report is working (?pv0=blabla) so that from an account I can create a custom button that redirect the user ...
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1answer
11 views

Display Number of Accounts Called in Quarter using Dashboard Component

I am currently using Professional Edition. I need to create a Dashboard Component that displays the number of Accounts called by a user in current quarter. For example, Joe owns 65 Accounts and has ...
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1answer
31 views

Use group by and limit at the same time in Salesforce report

Good day everyone, I have question about salesforce Report. Suppose I have a product object with field product_name and quantity. Now I want to create a report that will get the total quantity of ...
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1answer
23 views

Get the Report ID from a Dashboard Component

I have a list of Dashboard Component IDs and need to get the Report IDs from them to create a new Visualforce page with those reports. How would I get the Custom Report IDs knowing the dashboard ...
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0answers
38 views

Adding Dashboards to Home Page

I see this has been asked many times but I need to display more than 3 dashboards on my home screen. I have tried the iframe method but that seemed to pull the dashboard that I was currently looking ...
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1answer
30 views

Create Dashboard to track Target Activities

I would like to create a report with a Dashboard component that compares the number of activities that a user has logged in a Current Quarter against a Target number of activities that have been set ...
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2answers
17 views

Dashboard- To display how many new records are made

Is there a way to display reports in a seven-day week format? Example: Monday - 100 records Tuesday - 60 records etc.. until Sunday To be displayed in bar chart. Is COUNT possible for ...
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2answers
47 views

Create Report to show Accounts that have Activities /No Activities Logged

I would like to create Dashboard /Report that displays number of Accounts that have been called /not called (activities). For example, I have 10 Accounts and 6 of these 10 accounts have been called ...
3
votes
2answers
28 views

Scenario: 'Profile view' vs 'Dashboard view'

I have a scenario with n groups. Each group has: - a coordinator viewing all the cases managed by his group; - the simple users viewing their own cases. The "problem" is that there exists an n+1-th ...
2
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1answer
108 views

limit for dashboard run as as the logged-in user

After I've created a certain number of dashboards set for running as the logged-in user, Salesforce tells me I cannot create another one. In order to solve this problem I deleted 2 of those ones ...
2
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1answer
39 views

Dashboards: how to insert them in the home page of a user

Suppose that the Administrator has created a set of Dashboards. Suppose that Andrea Montanaro is a certain user with the Profile Finland. Suppose the Admin wants to include in Andrea's Home Page the ...
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1answer
32 views

As partner community user, Unable to access Dashboard as logged in user

Getting the following error message, when trying to access dashboard as logged in user, as a Partner community user The source report is based on a report type that is inaccessible to the dashboard's ...
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0answers
13 views

Account Name changes are not reflected in dashboards

Opportunity name was changed, But this change was not reflected in the dashboard.I even tried to refresh the dashboard but of no use.
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0answers
31 views

Error in chart inside Dashboard

I am trying to fix an error on my dashboard. I have issue with one particular chart. It was created to follow up Opportunities easily. The issue with this chart is that, it has a column Days until ...
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0answers
18 views

How to create a Funnel Report with custom fields

So, we have a TCV field, for Total Contract Value. In addition, we have our standard Close Date field. We'd like to have a Report that has the 12 months of the year looking forward on the x-axis, and ...
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0answers
34 views

Custom Controller for Dashboard Use

I have a page which shows tables of Users' activities (below is truncated view of it. B/c it uses a standard controller it can't be displayed as a Dashboard. How would one go about getting around this ...
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2answers
26 views

DASHBOARD ERROR

I got an issue related to dashboards. One of the user has a problem. She says that the Chart is not reflecting new date once deal has been extended. This is a high priority issue that i need to ...
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2answers
48 views

How does one show the revenue on y-axis instead of record count?

I've tried all kinds of things, but basically, I want to create a line chart which shows revenue on y-axis and date on x-axis. This is what I have in my report but the dashboard shows record count in ...
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1answer
58 views

Why aren't the tags and attributes we send displayed in the ET dashboard despite being visible in our logs?

We are testing our integration of Exact Target on Android and are unable to see the data we are sending in the Exact Target dashboard. We have verified that the data is being sent by looking at the ...
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0answers
29 views

Dynamic dashboard doesn't display the same information as in underlying report for community partner users

I'm having an issue running a dynamic dashboard for community partner users. When the community users first log in they seem to get the latest information from the dynamic dashboard (viewed as ...
-4
votes
1answer
67 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, ...
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0answers
90 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 ...
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41 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 ...
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2answers
98 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 ...
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23 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 ...
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82 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 ...
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0answers
30 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 ...
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1answer
40 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 ...
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21 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
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1answer
124 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
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1answer
54 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 ...
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65 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 ...
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3answers
173 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
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1answer
99 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
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1answer
108 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
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1answer
41 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 & ...
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0answers
20 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
453 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 ...
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18 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. ...
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1answer
130 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 ...
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2answers
43 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
159 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 ...
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0answers
53 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
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1answer
53 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 ...
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0answers
11 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
106 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 = ...
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1answer
52 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
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1answer
118 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, ...