I have a dashboard where a lot of reports are displayed (graphs and diagrams that are based on them). There are also several users.

Question 1: Can I somehow configure access so that only part of the graphs are visible to certain users, other graphs should not be visible? Also, the link to the report on which the dashboard is based should not be visible (or accessible).

In addition, question 2: can I somehow allow the user to change the type of visible charts (i.e., for example, change vertical columns to pie chart) on the dashboard? Will the user be able to save his customized version somewhere?

From what I was able to find: there are access settings for the dashboard folder, there are access settings for the entire dashboard. But I have not found how to block access to certain components (graphs) of the dashboard. If the user does not have access to the report fields that are displayed on the Y axis (for example) - he sees an error message about lack of access, but can click on the link and see the original report (although only with the fields that have access) - this does not suit me. I know about system permissions like "Edit My Dashboards" or "Manage Dynamic Dashboards", but they will allow you to delete/change the general dashboard - which also does not suit me. To build such a dashboard, it is supposed to use Salesforce Dashboard, not a custom component.

I could not find more useful information on this, I ask.

  • The individual tiles that make up dashboard are called components. Visibility (access) is at the dashboard and/or underlying report level, not component level. Unfortunately you're stuck with the experience you're seeing. To change the chart type, they can clone the dashboard (Save As...) if they have permission to do so. It's not a walk in the park. Take a look at Tableau - it may better meet your needs
    – identigral
    Aug 13, 2022 at 22:47


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