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 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 ...
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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.
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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 ...
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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 ...
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Salesforce Report opening in a New tab from Dashboards only for few users

In our org, for few users salesforce report is opening up in a new tab when they click on "View Report" from salesforce dashboard widget. This is only happening for a specific dashboard. ...
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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 ...
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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 ...
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Display standard dashboard in different Org

I want to display dashboards used inside several other salesforce orgs (org2,3,4,...) and display them on another org (org1). I have tried several approaches involving Visualforce pages and iframes, ...
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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 ...
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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 ...
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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 ...
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Using reporting to show field completeness

I have an object with a bunch of fields and I want to run a report that will show the total number of records and how many or what percentage of each field is complete
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"Org doesn’t have permission to display chatter photos on component" when installing managed package

We're getting this error message when installing our managed package into a customer org: Org doesn’t have permission to display chatter photos on component It's related to the deployment of a ...
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Load a lens inside a widget

Is there any way I can load or get the data from Lens to use it in a table widget? Atm I have a Lens with all my information filtered and I would like to use that filtered information in a bunch of ...
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Share Salesforce dashboard as pdf

I have developed a dashboard with multiple reports with and without charts. The dashboard is working fine and the customer is happy. However, customer wants to schedule the dashboard refresh and share ...
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1 answer
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Report and Dashboards

I am a salesforce administrator. I have created a matrix report. I need to display the report in dashboard with row and column grouping without chart. But dashboard is not allowing to group by row and ...
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Reference Unrelated Report on Dashboard

I am trying to create a report that is dependent on the Case object, as well as the Einstein Bot Reports from AppExchange. Is it possible to reference a total from a report built on the case object? ...
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Is it possible to edit/display chart axes even when there is no data available?

I am creating a KPI dashboard in lightning which tracks various targets of the team. I would like to display a number of charts within a dashboard, where the chart axes are drawn even if there is no ...
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User should only see Dashboard, should not see report link or should restrict to see the associated report

There dashboard is visible to user. I want to restrict user to see the report link in dashboard. Is there any way to do this?
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Are reports and Dashboard packagable

I have reports and dashboards for communities, which I am intending to package. are they package?
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Count of Reports With Dashboards

How can the Count of 'Reports With Dashboard' be greater than the 'Total Count of Reports'? Am I misinterpreting the data? When I ran the following query in Workbench I got the count as 132435 SELECT ...
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Mass update 'View As' for Dashboards

I would like to mass update the 'View As' user on a group of dashboards to a new general user. From the research I have done, someone had a similar question and suggested updating metadata. When ...
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3 votes
1 answer
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Advice needed on packaging dynamic dashboards

Our build just broke with this error when we added a 4th dynamic dashboard: You reached the limit for dashboards run as the logged-in user and articles like this one Increase 'Maximum Number of ...
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How to put the most recent item of report to the right side of the chart?

Here is a chart that I have and I am seeing in a dashboard. The x-axis is from the most recent to the past time. I am looking for a way to reverse the x-axis. I want the rightmost to be November 2021 ...
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Give view access to DashBoards in Salesforce

how to add view access to Dashbord in Salesforce for a profile? Why user cant see this dashboard? It is in public folder and on a profile there are enabled 'give view access to reports in public ...
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1 answer
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How can I see how a LEX dashboard component was originally configured, after error message that field is no longer available?

I've been trying to update a dashboard I created a year ago, where multiple of the components now populate with the error message: "One or more of the fields selected in the component is no ...
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Using other user leads on my report chart

We had only 1 user, so I add another user with administrator permission (like myself), I did some changes on my dashboard and I want the same exact dashboard shows in the other user too. I couldn't ...
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Creating Visualforce Dashboard Components

I am trying to make a custom report for a dashboard in Salesforce lightning. I read here on how to create a Visualforce page and then use that as a component on the dashboard. So I did create a VF ...
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Report for Tasks Related to assets not showing expected Data

I created a report to show all the completed tasks on A Asset. Below are the filters i applied ALL activities Created date all time Show Tasks and events Show Completed Activities Subject Contains CM ...
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Einstein Analytics Dashboard

I am trying to add multiple tabs in einstein dashboard but i'm not getting from where we can add multiple tabs in einstein dasboard anyone please help me out
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How To Download Dashboard Screenshots Programmatically

I need to download dashboard images progamatically(apex or javascript). Is there away this can be done? Thanks
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How do I add "Closed/Lost" as filter option for opportunity status?

Why is "Closed/Lost" not showing up as an option? In the report, I know that we have opportunities that are closed/lost.
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1 vote
2 answers
718 views

Display different dashboard for different users on login

Is there any way I can default which dashboard is displayed for a user logging in? I don't mean the same dashboard with different permissions for different users - I mean a completely different ...
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Community Management Package for Sites with Chatter : No Data in dashboard reports

We have installed Salesforce Community Management Package for Sites with Chatter in our Salesforce Experience Cloud site for Dashboard capabilities. As can be seen in attached snapshot. We are sure ...
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API Error: Wrong number of dashboardFilterColumns 1 instead of 2

I'm trying to use the metadata API to move a dashboard from one Salesforce to another, and I'm getting the error Wrong number of dashboardFilterColumns 1 instead of 2 The dashboard does have 2 ...
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Add Child Tasks dynamically in VF page created using DHTMLX Gantt Chart

I have a requirement to show Projects and its related sub tasks using Gantt chart in Salesforce. I have used DHTMLX as my base source. Here is my logic: <apex:page standardController="...
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How do I mass delete inactive Dashboard Component records?

My org has over 300 reports that have been identified as no longer needed, but that are associated with current dashboards. I need a quick way to delete just the associations between those reports ...
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Dashboards keep opening in Classic for Lightning Users. Is there a way to prevent this?

Whenever Lightning Users open a dashboard through a hyperlink (from a report or formula field), the dashboard opens in Classic. Not sure why this happens. I've been playing around in a dev org to ...
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Edit Summary-Level Formula Column - Formula field is not visible above Validate

I am not able see formula which is entered in General area above validate option. This is in Lightning Experience Reports & Dashboards Specialist Challenge 5
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Can I deactivate the user who is also the owner of an Einstein Dashboard/ Dataflow. On deactivation, the dashboard was not reflecting updated data

Can I deactivate the User who is also the owner of an Einstein Dashboard/ Dataflow. These dashboards are used by executives and on deactivation, the dashboard was not reflecting updated data. However, ...
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How to use VF page in Einstein Analytics

I know this might sound complex but is there any way that we can embed Visualforce page in Einstein Analytics. We have built a custom Gantt chart using visualforce page as it is not possible in ...
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Dashboard URL filter not working

I am trying to use the Spring'21 salesforce feature that is to filter the dashboard with URL parameters. I am using the below 2 links as a reference: https://help.salesforce.com/articleView?id=sf....
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-1 votes
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current userid not matching in report [duplicate]

Hi I have to fetch current users created records in a report. For that I have a field userid__c in a custom object which is storing user SF id (18 digit) and when I am checking userid__c=$user.id it ...
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Display unique count of account states in dashboard component

I would like to have a dashboard component that shows the # of unique states that we have accounts in. I can get the account by using the unique count feature in a report, but I would like to display ...
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Dashboard is not displayed as graph in Lightning home page, but as link

I am trying to embed a dashboard in a Lightning home page. It is shown, but only as a link to the dashboard. The actual contents are not shown. When you google this problem, a suggested cause is that ...
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Is there is any workaround for the dashboard 3 filter limitation?

I know we can only add 3 filters to a dashboard but is there is any workaround to put more than 3 filters?
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63 views

Filter URL Parameters

In the Salesforce Spring '21 Release Notes, I read about the new feature of saving dashboard results including filters https://help.salesforce.com/articleView?id=release-notes....
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Remove hard coded runningUser in dashboard?

I have created a dashboard, and every time I download it using sfdx, it save my email as the runningUser for my dashboard. Clearly this is incorrect as when I package it, my customers are not going ...
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259 views

Show report formula grouping in dashboard metric

I'm trying to create a dashboard metric that shows the percentage of accounts we have business at in Texas. I have a report that filters only Texas accounts, and then has two groups that break it into ...
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Dashboard reports with nice Charts & UI in Marketing CLoud?

Is there a way to get nice dashboards and charts/graphs in analytics builder? Most reports are simply .csv exports and the only other area I see nice charts and dashboards is in the tracking > ...
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