Questions tagged [dashboard]
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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Numbers in dashboard graph differ from numbers in report graph
And before you reply: did you turn on "Use chart settings from report"?
Yes, it is turned on. Also: the dashboard does not have a filter. When editing the graph widget in the dashboard, the ...
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Share dashboard with non-Salesforce users
We'd like to be able to share a couple of Salesforce dashboards with a client, but only a couple of dashboards; they don't need any other Salesforce access (they don't currently have any access at all)...
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Date widgets on standard dashboard
In CRM Analytics or tableau user can filter data using custom date range. Can we acheive the same in standard dashboard?Is any date widgets available for standard dashboard? We have dashboard filter ...
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Salesforce Summary Formula for Percent Change in Win Rate % for Close Date & LOB Groupings
I'm having trouble coming up with a formula that will calculate a % Change in Win Rate% Month over Month across 5 LOB's. I have "WON:SUM/CLOSED:SUM" working correctly at the LOB/Close Date ...
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28
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Expand dashboard widget button and Subscribe button missing on Salesforce dashboard
We have created a static dashboard where the running user is System Admin. The dashboard folder has been shared with a public group with manage access.
When we view this dashboard as a System Admin, ...
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164
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Error while opening source report from Dashboard component: [Cannot read properties of undefined (reading 'dataType')]
An user of our org is getting this error while opening a source report from the Dahsboard component in Salesforce: This page has an error. You might just need to refresh it.
[Cannot read properties of ...
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178
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How to pass values into the "LWC CRM Analytics Dashboard" component?
I'd like to use a CRM Analytics dashboard filtered by values from the page it is contained in e.g. the record ID from a details page.
The "LWC CRM Analytics Dashboard" component (screen shot ...
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45
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How to create a dashboard filter that works as case owner for case report type and created by for email report type
Same as the title.
I want to create a dashboard filter that works as "Case Owner" filter for case reports (based on case custom report type) and "Created by" filter for email ...
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90
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Hide Dashboard action buttons in Experience Cloud
Is there any way that we can hide Dashboard action buttons in Experience Cloud?
I tried using override CSS feature by getting the class name through elements but it doesn't seem to work.
Is there any ...
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175
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Clone Button Not Visible In Salesforce Lightning
How to add or enable clone button for dashboards? The edit button is displaying. Clone button appears on Salesforce Classic.
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33
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Buttons on Dashboard layout missing
This is how the Dashboard layout should look (view of a System Admin) - Containing 3 buttons to the right.
And on this Dashboard View "Edit" and "Subscribe" buttons are gone.
I ...
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46
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How do I filter a dashboard based on a date using url parameters?
I want to dynamically filter a dashboard to see only records with a field on a specific date. The documentation doesn't explain how to write a date as a url parameter.
I keep getting the same error &...
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125
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Access to Dashboard in salesforce
I have an existing dashboard which is the default home page for the org. Users with a specific profile are not able to refresh/run the dashboard and are facing the following error
"We can't show ...
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244
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Reports and Dashboards in LWR Experience site
I understand and have used the Dashboard and Reports component in an Aura Experience Site - but I am struggling to display them in an LWR Experience.
I have moved the CRM Analytics Dashboard component ...
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Using External Credentials to access REST API in current Org
I am looking to refresh a dashboard via a scheduled job using the Dashboard REST API. Historically, you would set up a Named Credential and Auth Provider, but I assume we can do this with the new ...
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How to make a dashboard which compares data of 2 different reports like comparing monthly data of FY 2023 with monthly data of FY 2024
I want to compare 2 yr data on monthly basis in a dashboard
I am not able to generate a comparison dashboard
I have 2 different reports
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61
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Store Lightning Dashboard as PNG in Files
The use case here is that I need to fetch the image/png of Lightning Dashboard and store it in Files via Apex
So first, I try to do a callout to Dashboards REST API -
Http http = new Http();
...
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44
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Reports on opportunities historical value
I am working for a customer that has very specific requirements regarding reports and dashboard and would love to know how you would tackle the following :
The customer requires a column graph (...
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Adding a CRM Analytics Dashboard to a Salesforce page so users without license can see it?
I want to add a CRM Analytics Dashboard to a Home tab in Salesforce so users without CRM Analytics license can have view it, but was wondering if this is possible, or is it necessary to buy a separate ...
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74
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Calculating Percentage using Case(Text(TERR2_NAME:UNIQUE
I have a valid summary formula that I am attempting to incorporate into my dashboard to show percentages based on what is in the system and how many records should be in the system. My formula is:
...
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686
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Does 'View all data' permission in salesforce give users access to private reports of another user? [closed]
Does 'View all data' permission in salesforce give users access to private reports of another user? Couldn't find any exact theory on this.
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455
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For the filter: Invalid date (Valid date format D/MM/YYYY)
Our report does not work when we add a formula(Date) field on the report filters and whose value is set to a relative date such as CURRENT FISCAL YEAR. The error is:
For the filter 3: Invalid date (...
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693
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My Dashboard API name it's weird
I have created a Dashboard in my org. The name for it it's "Pipeline Management", but I noticed that the api name it's "pKVGShxaKjvpVXNcMPCHPOUSSeneNd1". Why the api name looks ...
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144
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Need to show the percentage of surveys in a gauge chart
I need to show the percentage of monthly positive surveys in a gauge chart like this:
But I can't seem to show the percentage as it only asks me for Record Count or Sum of score
My report is like ...
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404
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Getting dashboard subscription emails for no reason?
I have a user getting "Dashboard Refreshed" emails -- when I check, the dashboard is configured to display data as the dashboard viewer in the dashboard properties, which would usually mean ...
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How do I check the limit of creating new dashboards(runs as logged in users) in my SF org?
So my org has paid for increased limits and I need to find out the limits for creating new dashboard
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2k
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An object '' of type Dashboard was named in package.xml, but was not found in zipped directory
When I am trying to deploy a dashboard with its dashboard folder, I am receiving an error through package.xml. Below is the error:
Error SalesRepDashboardsTableauxdebord
An object '...
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83
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Change curreny position on dashboard Metric Chart
On Dashboards, on Metric Chart, instead of correct settings of Locales for my country, currency symbol is always shown before value.
It is incorrect for my country (Poland) as it should always be ...
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744
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Report/Dashboard to track historical changes in opportunity stage
I am after best practices/examples of building out:
A dashboard view (graph) to present weekly/monthly changes in pipeline stages. This is to be used at deal review meeting so we can track how teams ...
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901
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Is there a way to 'Show My Team's Records' filtered by creator?
I have two dashboards as per the role hierarchy. The subordinate's reports are filtered by 'Created By' field and the value is taken Relative. So whoever is watching the report will see his/her ...
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191
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Reports and dashboard: MY cases vs My company cases
I want to create a report that shows the number of cases created by a single user versus the total number of cases created by other users in the same account (company cases). The dashboard will then ...
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4k
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How to filter a dashboard, with reports from several objects, using a text or picklist field?
As soon as you combine reports from accounts, leads, cases, etc. in a single dashboard, the available fields with which you can create a filter are quickly reduced to just date fields.
Even when you ...
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retrieve dashboards/reports with vscode package.xml
In vscode, I want to retrieve dashboards so that I can include in version control and deploy to another org. What is the syntax? I've tried using DeveloperName, replacing spaces with underscores, not ...
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898
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How to make a Dashboard component only visible for one user in the Home Tab of an app?
I've got this Dashboard component with some Component Visibility conditions set to it as you can see to the right:
User's first Name has to be Lauren and User's last name has to be Doster
When I log ...
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369
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I am trying to use Salesforce Analytics API to Download a Lightning Experience Dashboard as a PNG but I am getting resource not found error
I am referring to https://developer.salesforce.com/docs/atlas.en-us.api_analytics.meta/api_analytics/analytics_api_download_example_le_dashboard_png.htm
url from Salesforce in order to download image ...
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4k
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Report and Dashboard - Show This Month vs This Month Last Year Next To Each Others Using Column Chart
I'm building a report to compare all months this year vs all months last year. Right now, the Column Chart only shows ascending order. Example: Jan 22, Feb 22, March 22,... Jan 23, Feb 23.
I wonder if ...
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95
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Community Dashboards Metadata
currently we are trying to make automatic deploy of our community page, but we are facing issue where, all assignment and audience is properly retrieved into xml metadata file, but we cannot find a ...
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1k
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Opening Accounts from Dashboard in New Tab says URL No Longer Exists
Having an issue that has just started today out of nowhere
We have dashboards for various things, all working lovely, but if anything (Account/Opportunity/User etc) is opened in a new tab it says URL ...
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96
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How to write summary formula to calculate percentage based on coloums total?
I did some research but i am unable to get it.
I want to create a formula for this calculation:
Total Records- Total CompletedOnboarding/Total Records *100.
Please guide
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1k
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Email Subscriptions not working
I've a Tableau CRM (Einstein Analytics) Dashboard that runs on different recipes. After subscribing to a widget, the Subscription Emails are not delivered as scheduled. But when I click Save and Run ...
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2k
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Can you run a report to see how many dashboards a user is running?
We have had an admin leave and want to make sure there are no dashboards they are the 'Running User' for. Is there a way to run a report or see how many dashboards someone is a running user for?
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580
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Can't add visual page as component on dashboard
Hello it seems that I cannot add a visual page in a dashboard although it was in the documentation here: https://developer.salesforce.com/docs/atlas.en-us.pages.meta/pages/...
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Can we give Dashboard create/edit Permission to one User in a profile?
I need to give Dashboard create/edit Permission to one User in a profile .
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How to display months in order wise in dashboard? Ex: Jan, Feb, Mar
I would like to display month in order wise in dashboard.
Ex: Jan, Feb, Mar...Dec.
Can any one suggest a way please?
Please find below image for reference. I am getting in Alphabetic order. I need to ...
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1k
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Average Record Count Per Month Report
I am looking to create a column on a report that shows the average record count per month. I am unable to add a row level formula to this report. The blacked out parts on the image represent the ...
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444
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Dashboard problem in Mobile App
I have a problem with my Dashboards in mobile app.
I have created two Dashboards. I put these Dashboards in a Home Page with conditional visibility based on the country of the running user.
For the ...
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2k
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How to change the owner for dashboard and reports?
Some dashboards and reports not working after disabling the left employee login.
So I want to assign a new owner to the existing dashboard and reports.
Could you guide me how to change the owner name ...
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708
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Dashboards - dynamic and personalized filters based on logged-in user
We recently purchased Experience Cloud and made dashboards for our brand partners to view on the site. The dashboards are filtered, so there are universal reports on every dashboard that are filtered ...
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1k
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Looking for a solution to have more than 50+ filter values in Dashboard
I'm building a dashboard which will have Products as one of it's filters. And there are more than 10k different values while a standard dashboard filter can only allow 50 values. Is there any work ...
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937
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Dashboards - dynamic and personalized filters
Data is segregated among Eastern Europe + Russia + Eastern Asia + Japan
A dynamic dashboard is created to showcase the data; 19 components are there in 1 dynamic dashboard. 3 filters are created -
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