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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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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 &...
Matias Bangueses's user avatar
0 votes
1 answer
26 views

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 ...
Kirito's user avatar
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0 answers
34 views

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 ...
Darryl Le Roux's user avatar
0 votes
1 answer
69 views

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 ...
BritishBoyinDC's user avatar
-2 votes
1 answer
26 views

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
Shivani 's user avatar
3 votes
1 answer
46 views

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(); ...
Aditya M's user avatar
  • 420
0 votes
0 answers
27 views

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 (...
Kim-Lân Nguyen's user avatar
-1 votes
2 answers
428 views

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 ...
David de León's user avatar
0 votes
1 answer
64 views

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: ...
Kegan Dombroski's user avatar
-1 votes
1 answer
398 views

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.
Vats Mittal's user avatar
0 votes
0 answers
302 views

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 (...
dev4life's user avatar
  • 510
0 votes
1 answer
358 views

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 ...
LauraB's user avatar
  • 25
0 votes
1 answer
120 views

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 ...
David Salomon's user avatar
0 votes
0 answers
163 views

Is it possible to add a dashboard to a experience site using metadata that works for different environments?

I'm using the ExperienceBundle Metadata API and I have an experience site. There are a couple of dashboards that are part of a managed packaged that I want to include in my experience site. I added ...
Kevin Maldonado's user avatar
-1 votes
1 answer
256 views

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 ...
user1702965's user avatar
0 votes
2 answers
4k views

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
Vicky007's user avatar
0 votes
1 answer
1k views

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 '...
Dips's user avatar
  • 1
0 votes
1 answer
72 views

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 ...
Łukasz Franczyk's user avatar
-1 votes
1 answer
586 views

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 ...
Ft2711's user avatar
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0 votes
0 answers
753 views

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 ...
Niklaus's user avatar
-1 votes
1 answer
146 views

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 ...
michel mukeba's user avatar
0 votes
1 answer
3k views

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 ...
Sander de Jong's user avatar
1 vote
1 answer
2k views

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 ...
mackmama's user avatar
  • 707
-1 votes
1 answer
757 views

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 ...
Nacho Zve De La Torre's user avatar
3 votes
0 answers
323 views

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 ...
Rakshit Segwal's user avatar
0 votes
1 answer
3k views

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 ...
Pam's user avatar
  • 107
0 votes
1 answer
84 views

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 ...
Alhanz's user avatar
  • 31
3 votes
1 answer
1k views

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 ...
AngryPossum's user avatar
0 votes
0 answers
81 views

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
Rajiv Singh's user avatar
0 votes
0 answers
1k views

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 ...
vv99's user avatar
  • 21
1 vote
1 answer
2k views

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?
user123720's user avatar
0 votes
1 answer
509 views

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/...
Mohamed Montaser's user avatar
-2 votes
1 answer
1k views

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 .
Manikant 's user avatar
0 votes
1 answer
1k views

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 ...
vamsi gadigatla's user avatar
0 votes
0 answers
1k views

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 ...
user120752's user avatar
0 votes
0 answers
396 views

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 ...
Grace's user avatar
  • 1
1 vote
1 answer
2k views

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 ...
Arun Kani's user avatar
0 votes
0 answers
601 views

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 ...
Caitlynn's user avatar
0 votes
1 answer
857 views

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 ...
Kiran Pands's user avatar
0 votes
0 answers
843 views

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 - ...
Neha's user avatar
  • 37
0 votes
0 answers
606 views

Customize list filter

I have a list filter in dashboard there I have around 50 values. Now out of 50 there are five values which ‘Japan 20’, ‘Japan20’, ‘Japan2020’, ‘Japan-20’, ‘Japan_20’. Now in list filter I want to ...
manish's user avatar
  • 109
0 votes
1 answer
1k views

How to filter a Dashboard using a formula field?

I have a dashboard that I wish to display on clicking a link. This link has to be prepared in a way the dashboard filters and displays the components only for the products that are associated with the ...
Kiran.pandiyan's user avatar
1 vote
1 answer
1k views

How to increase lines in a report on Salesforce

So guys, I got a field 'action plan' that is getting cut when it reaches a certain number of letters in this report, check this out: Maybe it's a dumb question, but I cannot solve this lol.
tr1v's user avatar
  • 29
1 vote
0 answers
1k views

Is it possible to create a custom Gauge chart in LWC?

Is it possible to create a custom Gauge chart in LWC? I have a requirement of creating a gauge chart on dashboard. Target value is sum of one column of report and measure is sum of other column of the ...
farooq.ind's user avatar
1 vote
1 answer
8k views

Permission to edit Dashboard

I'm trying to make one user be able to edit one Dashboard which has its folder shared with him with EDIT permission. I've assigned a Permission Set to this user with: Manage Dashboards in Public ...
Julio Didier Maciel's user avatar
0 votes
0 answers
4k views

Dashboard/Reports Can Access without giving access to user

Currently doing some Dashboard/Reports. just found a weird problem. I've created a dashboard/Report which is under a created folder (System Administrator Access). In that folder I did not give any ...
user3751759's user avatar
0 votes
1 answer
776 views

Refresh Dashboard on access

I know this may sound like a strange thing, but it's there a way of refreshing a dashboard when an user access it? We have a dashboard on our Home page and we want to refresh it for the user every ...
Alex's user avatar
  • 158
0 votes
1 answer
3k views

Dashboard graph does not show all data from report

Even though the report also contains data for February and March, these months are not displayed in the Dashboard (European dates are used): The fact that the bar for January 2022 is shorter than ...
Sander de Jong's user avatar
0 votes
1 answer
187 views

Not able to list files under folder for dashboard through metadata api

I am trying to list all the files which are present inside a folder for the dashboard metadata type. for example:- I want to see what are the files which are inside the Service_Dashboards folder of ...
Satyam Kumar's user avatar
0 votes
1 answer
624 views

Profile Permissions overriding dashboard folder permissions

I have a requirement to restrict access for a user for a dashboard folder. On basis of that, I have given only view access to that user under our dashboard folder Now, when I log in as that user, I ...
SFDCUser's user avatar

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