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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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14 views

Salesforce Reports & Dashboard Sharing

We have to give permission to user to Save report and Dashboards in a public Folder but users should not be allowed to Edit, Move or delete Reports/Dashboards which falls under that public folder. ...
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11 views

Bindings measures from two datasets in Einstein Analytics

I've got a problem. I'm trying to display the "%" in my number widget. It's easy with only one dataset but in my case I got two datasets. I want to take the budget value from Budget and sales value ...
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2answers
30 views

Need to pull a report on the count of cases worked by an agent. But agent does not own the cases

We are having a challenging scenario. Any help would be greatly appreciated. We have a team of agents who works on the customer service cases. But once the case is closed the ownership changes to the ...
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17 views

I am unable to edit sales manager Dashboard which i have created can any one what could be the reason [closed]

I am unable to edit sales manager Dashboard which I have created can anyone what could be the reason
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17 views

How to enable lighting dashboard on Salesforce Android mobile app

I need to enable lighting dashboard on Salesforce Android mobile app.. Currently the dashboard is visible, but getting trimmed on the application. I don't get the option to enable mobile view for this ...
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63 views

Reports & Dashboard Superbadge - Dashboard component size

I'm on Step 7, and get this error message: The 'Solarbot Pipeline by Stage' component is the incorrect size or in the incorrect position. I read and followed everything I found online; still getting ...
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2answers
16 views

Use a lightning component within a dashboard?

Is the currently possible to build a lightning component and then use it within a dashboard? If so how do I do it.
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1answer
23 views

Bind the Result of one dataset to an another

I have two steps. One with my Holidays group by years and month created with a single dataset with one column "Holidays" with all date of holidays in 2018 and 2019. The second one is my Amount per ...
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8 views

How to set dynamic range in Gauge Dashboards?

I have a community with a lot of users and I need to set different ranges of maximun in gauges dashboards without having to create a dashboard for each user. Im using Classic. Thanks!
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19 views

Open window in same tab after the custom action from dashboard in Einstein Analytics

I have created a Dashboard with table contains Account Records. I have added the custom action "Account Update"in the lens to call my VF Page .It is opened in the new tab. Can i open the page in same ...
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16 views

Field defined as number but recognized as an object

currently I am working on the development of a dashboard to calculate the rate of recognized intents of an Einstein chatbot. I generated a field called "IsSubjectIdentified". When it finally comes to ...
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1answer
47 views

Einstein Analytics data binding to boolean value

I am trying to conditionally hide tabs based on the output of a certain table. Currently I am attempting to set the navigationHidden property of the page to false like so: "navigationHidden": "{{cell(...
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17 views

Error opening dashboards

One among four users with the same profile and Role is having an issue in viewing the dashboards. When the user clicks on the dashboards there is an error encountered. Error: This report cannot be ...
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18 views

Error on Dashboard

Can you please help me to understand why I am getting this error. Arithmetic error: Division by zero Error is in expression ’{!IF((item.actualRev/item.targetRev)*100 >= 100,‘background-color:...
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26 views

Einstien Analytics Dashboard error: Aggregate query must have measures

I have a requirement where the old dashboards(created earlier to 2017) should be converted to new dashboards. Now when I click on "New Dashboard Designer" from old dashboard edit page, I will get a ...
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0answers
12 views

How to send canvas chart as an attachment in email in Lightning component

I want to save the canvas chart as an image in attachment unfortunately i didn't get any way to do that.Please help me. This is my code. createGraph: function (component, temp) { component.set("v....
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55 views

Display Dashboard in VF page or in a Ligthning component

I am trying to see if there is a way to display a Dashboard in Visual force page without using iFrame (As it is no longer supported) or without using analytics:chart tag as it involves maintenance. Or ...
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0answers
12 views

Format number widget in analytics?

When using a number widget in analytics, it doesn't diplay the decimals the number may contain. The original SAQL query retireves the number with decimals, but when it's displayed on the widget, the ...
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1answer
25 views

i want to create dashboard component from tabular report

i have following fields i want to create tabular report and then add to dashboard No. Field Label Field Type 1 Address Text Area (Long) 2 Branch Picklist (Values : Mechanical , Computer , IT ,Civil ...
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18 views

Add Custome Relative filter Einstein Analytics studio

Is it possible to add another choice on the date filter? like creating new Section Called "Date Ranges". Under "Date Ranges" we have choices like "S1", "S2", or "S3". If I select S1 it will filter ...
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0answers
29 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, ...
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1answer
107 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 ...
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15 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?
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9 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 ...
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21 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 ...
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0answers
39 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).
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1answer
95 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.
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14 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.
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1answer
40 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".
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1answer
86 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(...
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1answer
183 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 ...
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1answer
96 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 ...
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37 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 ...
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1answer
60 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 ...
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1answer
37 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. ...
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0answers
31 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 ...
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18 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 ...
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0answers
17 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 ...
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1answer
32 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 ...
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0answers
190 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 ...
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0answers
9 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(...
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1answer
411 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 ...
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1answer
91 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 ...
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1answer
50 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 ...
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0answers
17 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 ...
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0answers
75 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 ...
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0answers
138 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 ...
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2answers
388 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 ...
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2answers
519 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 "...
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1answer
29 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 ...