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

How to change developerName of Dashboard and Report using an existing Salesforce SOAP or REST API?

I tried to save dashboard and report via Salesforce Reports and Dashboards REST API and it works, but when I change developerName in the request body and send this request, in the response I got a ...
1
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1answer
32 views

Getting Error message in dashboard

In one of our dashboards we are getting the below error message for a particular report. Other reports are displaying in dashboard as expected. Error Message: Error: Warning: The results below may be ...
0
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0answers
11 views

Dynamically update Gauge data range on dashboard

I would like to dynamically update the data range on a gauge depending on the Region I selected on my dashboard filter. I have already researched this and it seems that it is not possible using ...
0
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1answer
18 views

Is it now possible to add more than one dashboard to the home page in Salesforce?

I would like to add more than one dashboard to the home page in Salesforce (at least would like to have 3 dashboards on the home page). After reading many similar threads, I tried the suggestions ...
0
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1answer
23 views

Idea delivered but not able to find by which means

I was looking for the solution where admin could set default dashboards for the any othere user. As per below idea https://success.salesforce.com/ideaView?id=08730000000BrcUAAS This looks like this ...
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0answers
16 views

Error: Either the report chart definition changed, the running user has no access to some fields, or the table has no numeric column.

I am getting below error while adding report to dashboard. I am adding as system admin Error: Either the report chart definition changed, the running user has no access to some fields, or the table ...
0
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1answer
32 views

How to add dashboard in lightening component?

We want to add dashboard in lightening component. Which will be updated every time respective records gets updated. Is there any option to add standard lightening dashboard in lightening component or ...
1
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1answer
14 views

Help getting dashboard snapshots to chatter and groups

I'm having issues getting the menu to pop up on dashboard images that allows me to post them to chatter. As you can see in the screenshots below, I've enabled feed tracking on reports and I've ...
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0answers
15 views

Combination Chart (more than 1 measure) - Lightning Experience Dashboard

I would like to compare aggregates from different fields. Normalized Total Cost vs UnNormalized Total Cost. In classic I can add another column to compare the 2. However, in a Lightning Dashboard ...
0
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2answers
62 views

User cannot see dashboard

I created a dashboard, and I saved it in my "UserDashboards" folder. I provided "Read only" access to this folder to the following public group "DashboardUserGroup". I have two users in this group: "...
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19 views

Dashboard not saving after edit

When user login into SFDC and edit the dashboard of other user and save it. The dashboard changes not saving.
0
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0answers
16 views

How to get reports ID associated with Dashobards(without Custom Report)

I want to know how to get ALL the reports ids associated with dashboards(without Custom Report). Is any other way?
0
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1answer
34 views

Is it possible to add dashboard component on a custom object home page

Is it possible to add dashboard component on a custom object home page. I would appreciate for your thoughts.
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11 views

Migrate dashboard with 3 dashboard component

I have a dashboard with 3 components. How to migrate this dashboard from one sandbox to another?
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1answer
24 views

Need Start time & End time of Approval Process in Opportunity Object

Can anybody please tell me how to show start Time and End Time of Approval Process in standard Opportunity Object ? i need that thing to track flow of Opportunity in Report. Thanks
0
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1answer
32 views

How to set column in report using with setDetailColumns(detailColumns) in apex class

I want to insert a detail column in report in salesforce. I have get the data from report but unable to set the column in salesforce. Anyone have solution for that scenario? The code and error: ...
2
votes
2answers
42 views

Sales Team Dashboard

I need to change the dashboard called “Sales Team Dashboard”. The first top left dashboard needs to show as a percentage of goal. The graph should look similar to the below. One thing to note is ...
0
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2answers
25 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 ...
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0answers
36 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
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0answers
36 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 ...
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1answer
22 views

Dashboard 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. ...
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2answers
21 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
28 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
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0answers
13 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 group-...
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0answers
15 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?
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0answers
11 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
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0answers
15 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
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1answer
40 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
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1answer
33 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
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1answer
44 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. ...
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0answers
16 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 ...
1
vote
1answer
22 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
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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
140 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
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0answers
33 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
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0answers
22 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
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1answer
40 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
29 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
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0answers
70 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
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0answers
18 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
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1answer
46 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
165 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
250 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
29 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
38 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
26 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
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3answers
39 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
19 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
98 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
62 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 ...