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.
342
questions
1
vote
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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0answers
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 ...
0
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0answers
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 ...
0
votes
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 ...
0
votes
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 ...
1
vote
0answers
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 ...
1
vote
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 ...
0
votes
0answers
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 ...
1
vote
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 ...
0
votes
0answers
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 ...
-1
votes
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
0
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0answers
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. ...
0
votes
0answers
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 ...
0
votes
0answers
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 ...
-1
votes
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.
1
vote
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 ...
0
votes
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/...
0
votes
0answers
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 ...
1
vote
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 ...
0
votes
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 ...
1
vote
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
0
votes
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 ...
1
vote
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 ...
4
votes
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 ...
0
votes
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 ...
0
votes
0answers
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 ...
0
votes
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. ...
0
votes
0answers
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 ...
0
votes
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 ...
0
votes
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?
0
votes
0answers
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 ...
0
votes
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 ...
1
vote
0answers
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 ...
1
vote
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 ...
0
votes
0answers
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"
0
votes
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 ...
0
votes
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 ...
0
votes
0answers
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 ...
0
votes
0answers
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 ...
0
votes
0answers
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 ...
0
votes
0answers
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 ...
0
votes
0answers
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 ...
0
votes
0answers
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 ...
0
votes
0answers
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 ...
0
votes
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
0
votes
0answers
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"?...
0
votes
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
0
votes
0answers
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 ...
1
vote
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" ...
0
votes
0answers
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.
...
