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-1
votes
1answer
23 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 ...
-1
votes
1answer
15 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 ...
0
votes
0answers
36 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 ...
0
votes
1answer
19 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 ...
0
votes
2answers
11 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 ...
1
vote
2answers
40 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
27 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
votes
1answer
66 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
votes
1answer
37 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 ...
0
votes
1answer
29 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 ...
0
votes
0answers
12 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.
0
votes
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 ...
0
votes
0answers
17 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 ...
0
votes
0answers
25 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 ...
0
votes
2answers
23 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 ...
0
votes
2answers
37 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 ...
0
votes
1answer
56 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 ...
0
votes
0answers
26 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
54 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
84 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
35 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
71 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
22 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
71 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
29 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
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 ...
0
votes
0answers
20 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
100 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
44 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
56 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
154 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
93 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
101 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
38 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
16 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
358 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
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. ...
1
vote
1answer
114 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
39 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
124 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
47 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
48 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
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
101 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
47 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
109 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
1answer
87 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
23 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
28 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
73 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 ...