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0
votes
0answers
15 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. ...
1
vote
2answers
319 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
35 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
16 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
26 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
26 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 ...
1
vote
1answer
33 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
38 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
39 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 ...
1
vote
1answer
40 views

Error while deploying dashboards

We are getting the below error while trying to push the dashboard from one org to another one.. Does have anyone have any idea on this error..Appreciate your help.. "Must specify sortBy attribute ...
2
votes
1answer
26 views

How can I see the 'As of <date>' in a Report?

All Dashboards currently show the 'As of ' as below: How can I get this to show for all Reports as well?
2
votes
1answer
34 views

Showing multiple reports in one Dashboard without summarizing it

I have multiple reports that I want to show in one dashboard without summarizing it. For example, 'Open Opportunities with old closed dates' or 'Contacts with no email ID' would be reports that I ...
2
votes
1answer
41 views

how to identify which dashboard is using a particular report

I have a few reports i want to delete, but some of these reports are been used in dashboards because of which we are not able to delete them. Is there a way to identify which dashboard is using a ...
0
votes
0answers
22 views

Is it possible to give a User the option to clone a Dashboard but not edit the same Dashboard

Is it possible to give a User the option to clone a Dashboard but not edit the same Dashboard. I have a dashboard for which I want users to clone but they should not be able to edit it. Please let me ...
0
votes
2answers
31 views

Public Site is not displaying dashboard

I displayed visualforce page as public site. But as soon as I added a dashboard onto the visualforce page using the following code.... APEX public String getDashboardHtml(){ PageReference ...
0
votes
0answers
28 views

Daily evm performance chart for projects

In need a daily evm performance chart like the picture below.It needs to begin from the beginning of the project and it needs to be line chart just like this.Is there any possibility to create it ...
1
vote
0answers
77 views

Report and Chart problem

I have a problem that i couldn't solve for 2 days.I need to do something like this to see the daily difference. ...
5
votes
1answer
241 views

Salesforce1 not showing visualforce page on dashboard

The problem looks like this image. I have followed the instructions: Visualforce pages that use the Standard Controller can’t be used in dashboards. To be included in a dashboard, a Visualforce ...
2
votes
1answer
56 views

Building Dashboard to look at Record type, Stage and Record Count

Quick question Aim – To create the following below in a standard dashboard Currently i have a dashboard which looks at the "Stage" and "Record Count" , I am wondering can i also have Record type ? ...
3
votes
1answer
174 views

Visualforce page not appearing in Dashboard data sources list

I tried to use some of my visualforce pages as Dashboard component but did not see those pages in Data Sources list in Dashboard. Am i missing something? Do the visualforce page should have some ...
1
vote
1answer
67 views

Is there way to make a custom field type of 'Auto Number' a “hyperlink” on a dashboard?

Is there way I can make a field on a dashboard a hyperlink that will take me to specific record without having to go to the overall report details to find it? I have a custom field called 'Salesforce ...
1
vote
0answers
95 views

Dashboard - Run as Logged in user Limitations

I work more with reports and dashboards. I am given a scenario that has 4 Management units and several countries under those. Eg. Management unit North Cone Group would have countries (America, ...
0
votes
0answers
231 views

Using the date/time Opened + Closed fields in cases, can I create a report or formula to show the 'time open?'

Morning all, I am having a few issues trying to create a report/formula field using the 'Open date' of a case and the 'Close date' of a case. These are both Date fields. I simply want to show how ...
1
vote
1answer
148 views

Help Building Interactive Dashboards in Visualforce Pages

I am trying to implement this -> (http://coenraets.org/blog/2014/02/building-interactive-dashboards-in-visualforce-pages) in my org. But everytime I am getting an error like this: ReferenceError: ...
1
vote
0answers
73 views

Delete Reports : One or more dashboards depend on this report

First I have deleted dashboards using Force.com migration tool. I made sure there are no records in Recycle Bin. Later when I am trying to delete reports it's complaining One or more dashboards ...
1
vote
1answer
107 views

Translate Custom Reports and Dashboards name in other language

Hello Sir, Here I have Problem how can i translate Custom Reports and Dashboards name in other language I can translate label and field in other language but here i unable to translate Reports and ...
1
vote
0answers
35 views

User Picture on Dashboard

When the report on owner, the owner picture will show on dashboard; however if it's assigned to (still a user), only name shows on dashboard. How can we show the user picture for "assigned to" ...
0
votes
1answer
274 views

Show Matrix Report in Dashboard

I created a new matrix report with 2 groupings and summary fields, and now I'm trying to put it in my dashboard with exactly the same layout and format. I played around with Table component settings ...
1
vote
0answers
42 views

namespace problem migrating Reports & Dashboard

I have a problem moving Reports & Dashboard from my Dev Org to Production Org which has "Different Namespace". If deployed with eclipse it reports Error of namespace. Source Org:- DEV Org ...
2
votes
2answers
25 views

Error message when push assets via snapshot to destination org

Getting the following error when trying to upload packaged dashboard and corresponding reports to destination org. Any idea what these relate too..? Metadata File 'Pipeline_Adds_Removes_Reports' ...
3
votes
1answer
169 views

Visualforce Component on Dashboard Viewing As User

Is there a way to tell what user has been selected in the Viewing Dashboard as field? I want an embedded VF page that will automatically refresh based on that field.
1
vote
0answers
111 views

Create and edit Dashboards in Professional Edition

In Professional Edition, I have standard user that is unable to create or edit any dashboards. I would like to allow selected 'standard' users to be able to create new dashboards and/or edit selected ...
2
votes
0answers
36 views

Mass movement of reports

I have a requirement wherein multiple reports from different report folders are to be moved to a new Report folder. The number of reports is huge(in thousands). I've tried it using eclipse IDE but it ...
2
votes
0answers
39 views

a way to programmatically filter a dashboard

I want to be able to filter a dashboard based on a parameter passed into it from another source or page. For example, if I select a customer record from a list, I want to be able to display a ...
1
vote
1answer
65 views

dashboard table component link to account record

I have a dashboard report that list selected accounts. How do I make each of those account records on the report/dashboard be an active link to that account record - detail page. Thank you!
4
votes
2answers
1k views

Picklist value determined by formula

Ultimately I'm looking to create a dashboard for accounts in Red/Yellow/Green criteria based on the trend of rolling 10 week sales. I was easily able to create a text formula field to assign a text ...
4
votes
1answer
199 views

Embedded dashboard in home tab using iframe, can't open hyperlinks from it

I added a dashboard as a home page component and it displays fine, but I am unable to open links to records when clicking on them in the dashboard. I'd love to do a "target=_top" type deal but that ...
5
votes
1answer
87 views

Determining which Dashboards have not been run in a long time

I have to create a report on Dashboards which haven't been run in a long time. I could not find last run date on Dashboard. How can I create this report?
3
votes
1answer
79 views

Dashboard not displaying the Months in a proper manner

Hi, I have created a formula field which displays Months in Text. The idea behind this was to create a report for the case object, where it gives the report of cases opened in Months. I got the ...
1
vote
0answers
35 views

SalesForce Dashboard Links in IE

I am new to SalesForce, and none of the links in my dashboards are working in IE explorer (IE9), but they work just fine in Chrome. Can anyone help me with this?
0
votes
1answer
183 views

Salesforce community users as dashboard running users

Can you select community users as running users(specified users) in dashboards. As i have reached limit,cannot select current user option,
1
vote
2answers
598 views

Fully expose dashboard/reporting in visualforce page. Possible?

We have a fully customized Visualforce app that is available to customer portal users. Users are automatically directed to the VF pages and have no access to the standard SF customer portal. We want ...
1
vote
0answers
35 views

Structuring report package dependencies

I'm working on a managed package that contains several reports and dashboards, as well as custom fields on standard objects that power those reports. From what I know, reports and dashboards cannot ...
1
vote
2answers
3k views

How To ? Display Complete Dashboard on my home page?

I have a dashboard with 4 grids displayed on my home page. It only shows the first row, i.e only 3 of the 4 grids. I am unable to see the 4th grid in the 2nd row 1st column. What can I do to get my ...
2
votes
2answers
418 views

How to pass dashboard filter using visualforce

I have a requirement where i need to show standard dashboard on Account object using Visualforce. For that i am using Iframe concept and where need to pass accountid to view specific account. ...
4
votes
1answer
767 views

Dashboard Deployment Errors

I have a set of 2 reports, their associated 2 report folders, 2 dashboards, associated 2 dashboard folders. When I try to deploy via Change Set all of these 8 components, I get this error ...
1
vote
1answer
1k views

Adding filter values dynamically to a dashboard possible? [duplicate]

The Setup: I am doing some report hacking, where at runtime the values of certain report filters are added. That part is working. The problem: Business wants charts created, and displayed on the ...
3
votes
1answer
209 views

View a Dashboard by Different Years

I have created a Sales Dashboard that shows information on Fiscal Year. However, I need the same Dashboard to display data for previous years as well. I tried to use a filter on the Dashboard, but ...
9
votes
1answer
3k views

How Can I Embed a Dashboard in Visualforce?

I'm embedding a dashboard in a visualforce page using an iframe: <iframe src="/01ZJ00000007JGa?isdtp=vw"/> When I try to click on any component to load the underlying report, I get this ...
1
vote
1answer
161 views

dashboard to display 2 text values

Is there a way to create a dashboard that has the format : Region Status (Rich text) North America pending Japan o Yet to be approved o Waiting for ...