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.
-2
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0answers
37 views
click color of bar char for particular month it should goes into report page [closed]
I have a customized bar chart page.When am clicking the blue color for the particular month it should go to the report and the report filter by month.How can we do in visualforce page.Plz help.
0
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0answers
15 views
Dashboard in lightning is not displaying the x-axis month in correct sequence
We have a created a Dashboard in lightning however the dashboard is displaying the x-axis revenue data in wrong sequence ,Please find the below image.
But, In classic it is showing the correct order, ...
1
vote
1answer
18 views
Dashboard refresh - 403 Forbidden - Documentation of errors
I have a periodic scheduled job that refreshes a dashboard using this HTTP PUT request:
/services/data/v44.0/analytics/dashboards/somedashboardId
Mostly, this works reliably but every so often I get ...
0
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0answers
8 views
Can i show Growth percentage in Reports and dashboards? [closed]
I need to show growth percentage in reports and dashboards. like below image
0
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0answers
12 views
Salesforce1 not showing hyperlink on dashboard
While viewing Salesforce dashboards on salesforce1 the components don't show the report hyperlinks. Is there a way to have this populated?
Is this salesforce limitation?
0
votes
0answers
5 views
Screenshot wave dashboard on visual force page
Is it possible to take a screenshot of the wave dashboard on visualforcepage
using apex?
Currently, I am using html2canvas to take a screenshot. But the problem is once
I the a screenshot of the ...
0
votes
0answers
11 views
Embed vfp page with “wave:dashboard tag” as email template
Is it possible to send visual force email template via email with embedded
wave:dashboard tag? Right now when I send the email template to my email
it only show the ff.
test start
test end
But ...
0
votes
0answers
16 views
Einstein Analytics dashboard automatic download of snapshot
Is it possible to automatically generate a pdf/jpeg file in analytics dashboard.
Can it be done using salesforce standard or custom(Apex).
0
votes
1answer
15 views
Einstein Analytics scheduled email
Is it possible to have a scheduled email of a dashboard in .pdf format from Einstein analytics?
Setting notification is not possible because it only send the link.
0
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0answers
9 views
Automate Email of Analytics dashboard on analytics studio
Is it possible to schedule emailing of dashboard in analytics studio, like the standard one using automation tool.
0
votes
1answer
17 views
Reports and Dashboard view as pdf
Is it possible for Salesforce to generate dashboard into pdf without having print, save as and so?
Right now, what I know is to use:
conga composer.
create vfp and use "renderAs=pdf".
1
vote
1answer
24 views
Salesforce Report for - Last to last month
I am creating a salesforce report for the last 3 months(Oct, Nov and Dec).
Ex - To retrieve this month data(DEC) I applied - THIS MONTHS filter in Date Field for the field Expiry_date, For Last month(...
0
votes
1answer
30 views
Dashboard on Lightning page(Record detail page)
I am trying to display a Dashboard on the record detail page, but I couldn't find the Dashboard standard component on the left-side pane. All I got is Report Chart component. So I decided to use this ...
1
vote
1answer
20 views
Dynamic Dashboards are under limit but still getting error of limit?
Running Enterprise Edition of Salesforce which currently hace limit of 5 dynamic dasboards. I created the following report to know the total number of dynamic dashboards which is 4 at the moment.
And ...
0
votes
0answers
9 views
Remove Dashboard “Viewing as” option
I would like to ask for the advice. I have a requirement Not to allow users to view dashboard as other users and even I don't want them to have the option to view as other users.
Is it possible ...
0
votes
0answers
23 views
editing component of a dashboard in Lightning Experience
We are moving to Lightning and there are so many dashboards present in our org which have been created in classic. What I am trying to understand is there are components on the dashboard have the ...
0
votes
1answer
23 views
Is there a way to export custom devleoped Chart(Chart was developed using Chart.js) to PDF with out using any other library
I have developed a bar chart using Chart.js library in lighting as standard dashboard doesn't help me to meet my requirements. I want to export to PDF with out using any other library.
I tried ...
-2
votes
1answer
33 views
Can this below dashboard be devloped with Standard Salesforce functionality?? [closed]
Can this below chart be developed with Standard salesforce features.
1. Chart should allow negative values in Y-axis.
2. X-axis should allow more than 1 system for each unit as shown in image.
3. ...
-1
votes
0answers
24 views
Deploying lightning dashboard components via a package
Is it possible to deploy lightning dashboard components from Sandbox to PROD via a package? I can see that you can deploy a dashboard via change sets, however even in the dependencies don't specify ...
1
vote
0answers
18 views
No such column 'CustomReportId' on entity 'DashboardComponent'
We are getting this error while trying to link dashboards and reports. This field is there in sandboxes but missing in our dev orgs.
Since it is standard object, this field cannot be managed in ...
0
votes
0answers
14 views
Custom LEX Dashboard built in VF - is it possible?
Fellow devs, lend my your ears, or eyes as it may be.
Firstly, apologies if this has already been covered but I couldn't find the same use case. That, or I'm a bit blind.
I have a need to create a ...
0
votes
0answers
9 views
How to filter Lightning Dashboards using pick-lists with global value set
Background
I have a dashboard which contains reports for objects
Account
Opportunity
And both objects have a pick-list field called Market Sector which uses a global value set.
Question
Why can't ...
0
votes
1answer
17 views
How to branding / apply css on a dashboard e.g.: remove the header
How could we brand/apply css on the green box part of a dashboard?
For example, I don't want the default icon or change the background color into blue or event remove this part.
How could we do that ...
0
votes
0answers
15 views
Dashboard can not expose to community portal users
I've created public reports and a public dashboard and assign object permissions to a community user.
However, it doesn't show up and no error message either.
Just showing Loading.... message.
...
2
votes
0answers
59 views
“The source report is based on a report type that is inaccessible to the dashboard's running user.” in dashboard
I am building a dashboard for my coworker in SF. However one of the reports in the dashboard is giving me the error "The source report is based on a report type that is inaccessible to the dashboard's ...
0
votes
0answers
6 views
Dashboard to show logged in user close ratio with overall company close ratio
I have a report which show the closing ratio of salesperson.
This is a summary report grouped by opp owner. It shows all opp for a given time period. Opportunity Record has 2 formula fields. First one(...
0
votes
1answer
149 views
Lightning Dashboard Filter Limitations
I am using Lightning.
I want to display a list of all u.s. states in a dashboard filter so the user can filter the data set by any state they wish. I'm running into a salesforce limit and it appears ...
0
votes
0answers
20 views
Unable to apply dashboard filter for components
We have a old dashboard with 18 components And we had the filter setup as user role.
But the filter is not applied to the components, its showing a warning is
"The Filter is Invalid because not all ...
0
votes
1answer
28 views
Trouble finishing Challenge: Extend Reports with Dashboards and Apps (Error ID: MPPOFXLH)
Trying to complete this challenge, came accross this error:
Challenge not yet complete... here's what's wrong:
There was an unexpected error while verifying this challenge. Usually this is due to ...
0
votes
1answer
39 views
Adding Reports To Managed Package Failing For Folder Already Exists?
We have a managed packaged with reports and Dashboards in folders. If we add a report to an existing folder and deploy it to customers, the package install keeps failing with:
"This folder unique ...
0
votes
0answers
13 views
Can we keep color code the same across the dashboard?
We use data.com clean dashboard to track our data integrity.
One issue that is disturbing is that values, for the same field, are colored differently across the dashbaord.
The field, is the ...
0
votes
0answers
9 views
How to run a report listing opps on all accounts with a close date after a logged call from specified users?
I'm arranging introductory meetings with prospects that my organisation's account managers are not currently familiar with. This is to either increase business within existing accounts or engage new ...
1
vote
0answers
33 views
Social studio API create dashboard
All,
I am currently trying the following with REST API in Social Studio
We have successfully
Use API to create topic profile
Use API to create keyword profile based upon the keywords used by the ...
2
votes
0answers
77 views
Einstein analytics dashboard filter not showing all values
I have a dashboard in einstein which has a filter based on case type. The case type is a picklist field and has 8 values. However, when I am using the field as a filter, only 3 of them appear in the ...
2
votes
0answers
18 views
Gauge Dashboard
I have a requirement to display the data in a Gauge chart (dashboard)- as far as I understood - GP quotas - 250K and 1M are the targets right ?
Can anyone please explain to me what I should do - ...
1
vote
2answers
228 views
Is metadata deployment of dashboards possible?
I am trying to deploy a dashboard through METADATA API and I am getting this error:
dashboards/Sales_Pipeline/lDikNwTblUhdgUlSupWtYQXXkpDFSa217.dashboard -- Error: Either org permission or org ...
0
votes
2answers
193 views
The source report is based on a report type that is inaccessible to the dashboard's running user
I have configured partner community. There is opportunity pipeline report configure for Community user. But when I open up the report in partner community by logging with community user. Report says "...
1
vote
1answer
28 views
Role Specific Dashboards
Can somebody tell me if i can make dashboards role specific in salesforce?
basically i want to show dashboards on home page layout according to user who logs in!! If he is a caller for ex. then he ...
0
votes
0answers
26 views
Running All Reports - Easiest way through Apex Script
I have enabled encryption in my salesforce org for many fields. Now to be on safer side i would like to run all Reports to get the status of all reports. I know there is no out of Box facility to do ...
0
votes
2answers
24 views
Reports and Dashboards stack bar chart
I have created Dashboard , component type is Table which is displaying New and Enriched contact. These two are the picklist value in status.
But problem is when I run the Dashboard it is showing one ...
0
votes
0answers
24 views
Partner Community: When click on bar of bar chart used in dashboard of report is redirecting on error page
In the Partner Community, if a Community user clicks on any of the bar charts:
The get redirected through a weird page and then lands on this error page:
But if you hit the browser refresh button, ...
0
votes
1answer
45 views
Obtaining Values Instead of API Names when Building a DataFlow in Einstein Analytics
I am trying to build a dashboard for my company. However, in order to do that I need to create a dataset. One of the fields that I need to draw for my dataset is an object of picklist type, which ...
0
votes
0answers
10 views
Dashboard Filter Display Name in Metadata API
I'm looking to deploy a dashboard with filters. The filter display name does not seem to be pulling in either DX or the Metadata API. When I check the Metadata API reference on dashboards, that ...
0
votes
1answer
20 views
Generate Reports and Dashboards by getting data from External Services
I have a requirement where the users want to generate Reports and Dashboards by getting data from external web services. This data is not stored in Salesforce. We will have to call the webservice, get ...
1
vote
1answer
28 views
Filtering the email tracking dashboard based on value in DE
I am sending out one email template in different languages to my subscribers (the language is based on a "Language" Field in a DE, and with some simple AmpScript logic I display the correct language ...
0
votes
0answers
15 views
Community User should be able to change date range and directly save Reports?
I have two reports created by system administrator.Now Customer Community Users want to change the date range and save it directly.Anybody help should be appreciated.I have done this by using ...
1
vote
1answer
72 views
How to filter by territory name in Lightning Experience dashboard?
I have a dashboard that contains a report, which deals with accounts and territories (Enterprise Territory Management).
I would like to add a dashboard filter for territory name, also known as label. ...
0
votes
2answers
217 views
problem with a trailhead Visualize Your Data with the Lightning Dashboard Builder
I have created reports and dashboard as perr the this link ( https://trailhead.salesforce.com/trails/force_com_admin_beginner/modules/lex_implementation_reports_dashboards/units/...
0
votes
1answer
129 views
Queue owned cases report, show only member queue cases
How can I create a report which only shows cases owned by queues in which the current user is member.
eg:
Case1, owner: queue1
Case2, owner: queue2
User1 is member of queue1 and queue2, User2 is ...
1
vote
0answers
252 views
Lightning record page dashboard component error
I have installed 'Force.com Sites Usage Reporting' app in my Org. This app contains 'Site Usage Dashboard' I've tried to refer this component to my lightning record page I am getting following error "...
