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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1answer
13 views

report on log a call

I have a requirement to pull the report for the records that were created under log a call section. I knew that this log a call comes under tasks, there is no unique field that separates a normal task ...
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14 views

How to get rid of decimals from Record Count in Dashboard

Knowledge Article to get rid of Decimals from Dashboard I have tried workaround mentioned in the knowledge Article , but my record count is never in fractions so that wouldn't get rounded to nearest ...
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10 views

Joined report filter by date for comparison, last 30 days vs last (60 days-30 days)?

Im trying to get a graphic in my dashboard of the number of events group by User comparing the events of the last 30 days vs the events of the last (60 days minus the last 30 days) and I cant only get ...
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1answer
16 views

Need to get the most recent CaseHistory record for the particular date(Created Date) in the einstein analytics

I have the table like this:- CaseNumber CaseHistory Created Date 005 oo1 09/02/2020 002 10/02/2020 006 003 ...
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2answers
93 views

Getting “Access to sendgrid.com was denied” (HTTP ERROR 403) trying to access sendgrid dashboard

I recently added the Sendgrid add-on to my (free tier) Heroku app and now when I click on it on the add-ons page to open the dasdhboard, I get an error: I tried opening it with heroku addons:open as ...
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10 views

Custom sorting of Funnel Chart on Formula Field

I am trying to create a Funnel chart in a Dashboard, starting from a report. If I choose a specific grouping, I can add the report to a dashboard but I cannot specify the sort order. When instead I ...
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0answers
18 views

How to run report and dashboard for real time event monitoring data

I have enabled real time event monitoring in production org and now requirement is to run report for couple of events(URIEvent,APIEvent,LightningURIEvents) I dont see we can create report on big ...
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14 views

Group Report help

I have a report of all records of a custom object ("CBO") where the status is "pending". I need to create a dashboard which shows different categories of lengths of time that the records have been ...
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1answer
30 views

“Dashboard component order” in the mobile app and email subscriptions are messed up

If you have a dashboard with 9 components which are arranged like this on the desktop: 1   2   3 4   5   6 7   8   9 ... then obviously, the reader reads the screen in a left-to-right order, like ...
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14 views

View All Public Dashboards in Salesforce

Where can I access public dashboards from the Salesforce UI? I've created a Dashboard in Salesforce and would like to set it as public. I have both permissions set checked to True Manage Dashboards ...
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1answer
23 views

Need to Remove 'View Report Link' from dashboard in salesforce lighnting [closed]

I have a situation where I don't require 'view report link' in my dashboard view
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12 views

Dashboard refresh does not send email to public group

I have scheduled a dashboard to automatically refresh and send an email to a public group but users in the group have never received any emails despite the dashboard always successfully refreshes. ...
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15 views

Dashboard Filter on Task Assigned To Field

I am working on a productivity dashboard of sorts for leadership at my University. We have several custom objects that represent work done. I'd like to create a dashboard that is filterable down to ...
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8 views

Display private dashboard on Home tab

Is there a way for a user (without "Customize Application" permissions) to display a private dashboard that they created on their Home Tab, in Salesforce Lightning? We only want them to see it, not ...
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1answer
65 views

How to display Salesforce Einstein Analytics dashboard on external website

I have created this dashboard in Einstein Analytics Studio. Is there any way to display this dashboard on my external website.
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1answer
49 views

Dashboard deployment fails with Missing required fields: [ReportColumn]

I'm having an issue when deploying a dashboard from a sandbox to a production instance using Change Sets and the Salesforce CLI. Both result in the same error message: TYPE FILE ...
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1answer
15 views

Clickable graphs to go to records, not report

Is there any way to setup a graph from a report to go to records that you click in the graph and not the report itself? I tried to follow this (in Salesforce Classic): https://help.salesforce.com/...
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10 views

How to display different dashboards on click of a button in on lightning community home page?

I need to display different dashboard on click of a button on the lightning community home page.Is there any option to load lightning dashboard in aura component. Suppose if i click on records then ...
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0answers
9 views

Creating new “relative date ranges” for payroll periods

My company splits each month into two payroll periods: the 1st-15th and the 16th through the end of the month (could be 28,29,30, or 31 depending on the month). For reports and dashboards I'd like to ...
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1answer
28 views

How to calculate average of text field in salesforce reports?

I have an Average correction requested field which is a formula field that returns days hours and minutes for each case number for example like 24 days 4 hours 0 months, 12 days 6 hours 30 months and ...
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1answer
71 views

Hide an empty list filter in Einstein analytics dashboard

I'd like to know if it is possible to hide a list filter in a Einstein Analytics Dashboard if this filter has no available values. Thanks
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1answer
20 views

open as lens not working in Einstien Analytics Dashboard

I have a classic dashboard which has around 10-11 widgets of different type. As classic dashboards are retiring in Nov'19, we want to convert this dashboard to an Einstein Analytics Dashboard. When ...
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1answer
28 views

Is there a way I can have internal emails from Salesforce sent via a different domain name?

I am having quite a major issue in convincing the IT dept to accept that emails from Salesforce, sent from users of Salesforce with their email addresses, are not phishing attempts. I have sent them ...
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1answer
41 views

Marketing Cloud Custom Dashboard for inserted rows

Some users in Marketing Cloud need to check if some contacts are arriving in a Data Extension (the Data Extension is being filled up through an API). They wish to check hourly in a Dashboard how many ...
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1answer
16 views

Profile with “Subscribe to Dashboards” checkbox still dont have the schedule option

I need to give a specific user to schedule a dashboard and have given the the access through profile system permissions but the targeted user still dont have the option. Is there any other way to do ...
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51 views

Case History Report

My requirement is to get a dashboard component to show no of cases handover to a specific queue in my org. My Report is on Case Histroy report type. Report is showing duplicate cases as handover to ...
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1answer
55 views

Embedding External Dashboard within an iFrame

I have a requirement to embed a margin minder dashboard (this is a third party dashboard similar to tableau) onto the Account page. I have started building this using an iframe in a Visualforce page. ...
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11 views

update dashboard every one hour

How can we update dashboard every one hour? I tried to update it from subscribe button, but normal subscribe makes it possible to update dashboard automatically only one time in one day. I wanna ...
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0answers
31 views

Populating VisualForce Area (Home Page Component) with record count totals meeting criteria for the running user

I'm very new to working with visualforce and struggling to achieve the following. I want to create a Visualforce page / area component on the home tab layout which displays counts of records from a ...
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1answer
32 views

See dashboard as non logged user in community

Is it possible, as a non logged user, to see report and dashboard in community when it is open to non logged user? And for analytic dashboards?
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21 views

Opportunity Historical Trending Dashboard Component

I know that tabular reports cannot be used in dashboards, but when I group the Opportunity Historical Trending report, the Change column is no longer available. My objective is to create a dashboard ...
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1answer
21 views

How can I set a Dashboard to just Specific Users?

I was just asked by my Director of Sales to set a Specific Dashboard for him and one other user. The dashboard is created, but I cannot find a way to set it to their home. I found a way to do so in ...
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36 views

'Sort By' changes dashboard in metadata

I have a dashboard with unchecked 'Use chart settings from report'. I changed the field in Sort By options and can't find these changes in Dachbord metadata. Where can I find 'Sort By' changes in ...
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1answer
15 views

Different view on Editing a Report

When a user is trying to customize a Report, he is having a different view than a usual one. Is this due to some permission issue or any settings mismatch. Coz even the Switch to Lightning and App ...
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15 views

How do we get custom fields on “Dashboard”..ADD FIELD section?

I created two reports, one is on LEAD and another on SBR MAtTRIX(Custom object), placed in Dashboard bu i am unable to see few standard fields and custom fields on DASHBOAD "Add Filter" section"
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1answer
38 views

My boss deactivated the “Running User” who created the President's Dashboard which then disappeared

As stated in the title, in Classic, my boss deactivated a "Running User" who created the President's Dashboard which then disappeared. The deactivation was performed because that person is no longer ...
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1answer
51 views

How can I see all my email activity & standard Salesforce tasks in one report/dashboard?

Right now my org's email activity is being handled exclusively by Einstein Activity Capture, and all other activity (like calls, demos, meetings, SMS) is being saved as individual Tasks & Events ...
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12 views

Dashboard Filter - Pulling a different field value

On a dashboard i am creating (case object), i have added the filter options for edit date and edited by. When i select an option in the edit date filter, a filter is added to the report(s) for the ...
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25 views

Dynamic Filters on a dashboard

I have a custom object "Muse Product". This has 2 custom fields: Supplier and Supplier PO. I am trying to create a report that shows the number of POs a supplier has. Example, Supplier 1 has PO ABC ...
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61 views

Einstein Analytic - Display active filter in text widget

For a project I need to implement an active filter display for an analytic dashboard. If I'm working on Opportunity dataset and the user filter by CloseDate_Month = 01 (january) and then select the ...
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59 views

Hide Dashboard Header in Communities

We are building a custom support portal for our customers and are wanting to use a dashboard to show statistics. The only problem is that the dashboard header shows which doesn't look good for us and ...
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62 views

How to get End user retention rate report

Currently we have a requirement of getting the customer retention rate of last 30 days to the Dashboard and Have historical data of it to do the trend analysis, where customer is contact, end user ...
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32 views

Managers with a broad and individual Salesforce dashboard

In my organization, we have Salesforce Lightning Professional Edition, so the way we manage to present "dynamic" dashboards for each of our users (sales-representatives and managers) is duplicating ...
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23 views

Click ok bar of chart used in dashboard of reort is redirecting on error page

The home page of our Commnity contains a dashboard that has various widgets on it. If a Community user clicks on any of the vertical bars on any of the charts, they get redirected to a weird (and ...
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1answer
30 views

View only dashboard without access to report

i want give access to user to dashboard without Access to report , i want hide the link in blue for example. Thankyouuu
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9 views

Dashboard Filter within Tile - How to Change from “Equals” to “Contains”

there is a filter within a tile on one of my dashboards that appears to default to "Equals" and as a result, when I drill down there are no results pulling. Is there a way to change this to "Contains"?...
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0answers
17 views

View dashboard without access to report

Hi , i need to remove the link that allow access to the report. The user just need to see the dashboard without accessing to report. Thank youuu
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27 views

how to schedule report or dashboard as different user? [duplicate]

I have a lightning community with two profiles types. Managers and Promoters. I need a way to email schedule reports or dashboards to the managers with the informacion of its own promoters. it is ...
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1answer
181 views

Summary Formula ReportBuilder

I want to summarize the following information from a report I was given: I want to make a summary column that does the following: IF a row/borrower name has a nonzero entry in both the "0" and "1" ...
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29 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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