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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10 views

Static Step Binding in Einstein Analytics

I have a requirement to show results by quarter, month and week on select on toggle options. This toggle is a static step with values as "Quarter", "Month" and "Week". ...
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12 views

Einstein Analytics dashboard picklist value is not showing

we have a dashboard with 3 datasets, but in the dashboard while choosing a picklist value we are not able to see the 4th value, all recordtypes have access to that field. What could be the other ...
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5 views

Reports and Dashboard by sales rep on following requirement

I have the following requirement to be done,in my analysis what i realised is this is the work of a summary report however I am facing the following issues 1)In my analysis as I understand this ...
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1answer
13 views

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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9 views

Report Group By Month in Year - Missing Month Label

I've created a report which is grouped by month in year, and calendar year as well. As you can see in the screenshot below, the "March" label is missing, even if data are present in the row. ...
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19 views

can we make changes on the tool-tip of a dashboard chart when we try to hover on it

How to remove the Highlighted portion in the tool-tip on the dashboard
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2answers
22 views

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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1answer
41 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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26 views

Tabular Report - How to hide the Total counts displayed at the top

How to hide the Total counts displayed at the top of the Tabular Report in salesforce? Any help is highly appreciated. Thanks & Regards, Harsha BR
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2answers
27 views

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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1answer
12 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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39 views

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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23 views

I am not able to filter a field in a Dashboard that contains Reports of different Report Types in Salesforce

I have a Dashboard containing few Reports with different Report Types(Opportunities, Opportunity History and Ops with Order). So in Account object, there is a custom field - say custom__c. This field, ...
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18 views

DAshboard refresh

Anyone can explain why Salesforce dashboards don't auto-refresh? I am on Enterprise edition and Lightning version. I also don't see the option of scheduling a refresh in lightning for dashboards. Any ...
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11 views

how to organize reports in dashboard

I would like to send my dashboard to the people which subscribed to it at a certain order. As of now, the reports are sent not in the right order as they appear in the dashboard.
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8 views

Dashboard to compare created opportunities and closed opportunities month by month

I would like to create a report and a dashboard to compare created opportunities and closed opportunities month by month. It means that an opportunity can be created on january and be closed on ...
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7 views

Individual lightning Dashboard access to users

I have a requirement where there are specific users who should have view access only to few dashboards in a folder but not all. I know that we can manage folder access but is there any way we can ...
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9 views

Manage Dashboard folder access

I have removed all users from under the "Share" option. I made sure to remove the "Manage All Private Reports and Dashboards" from the Profile. Users with that Profile can still ...
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1answer
40 views

Still problems with fixed known issue regarding hyperlinks in a dashboard graph: _HL_ENCODED_

I am trying to use a formula with a hyperlink in a dashboard, but it is displayed incorrectly: This is a known bug, which Salesforce has fixed not once, but twice. But as you can see, to me it doesn'...
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19 views

How to see how many leads particular user qualified?

I am preparing a dashboard for my client. It is a side thing, I do mostly ads for them but I said I could try to help with salesforce. Basically, my client wants to know how many leads each of our ...
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30 views

Salesforce Report Error: Query is either selecting too many fields or the filter conditions are too complicated When Viewing Report

I created a dashboard in Salesforce which refers to three source matrix reports. Only one field per report is displayed in the detail section, while three columns are displayed: The field for grouping ...
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8 views

Funnel type chart shows values decrementally

Let's say, in my custom objects, I have a picklist value Stage__c and our records go through these stages. (lead, offer, accepted, won) Also, let's say, there are a total of 100 records separated into ...
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17 views

Report on Pushed Opportunities this month

I am trying to create the report on the Pushed Opportunities this month as shown below I enabled the History Trending in the setup for the Opportunity object and I didnot enable tracking an extra ...
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24 views

Custom salesforce dashboard on a Visual force page, Is there any way to do this? [duplicate]

I have tried using apex:iframe, but it displays a blank page using apex:iframe <apex:page showheader="true" sidebar="true"> <apex:iframe src="/...
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16 views

SAQL formula not calculating

We are building a dashboard and once of the metrics we are trying to try is the time it takes our sales rep to call a lead. I am doing the calculation of a lead status history tracking field. I am ...
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22 views

Query Dashboard Field

I'm trying to clean up dashboards without going through the hundreds of dashboards I have. When I query "Select ID, dashboardResultRefreshedDate from Dashboard" I don't see any value for the ...
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46 views

Create a dashboard via Metadata API

I've been trying to create a new dashboard via Metadata API but I still haven't been successful. Dashboards with components like reports. I am using jsforce library which have metadata api. I started ...
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1answer
65 views

Which permissions to uncheck to disable a profile from creating dashboards and report [closed]

I have a the following requirements: profile A which does not create any reports and dashboards, and other users cannot share with this profile, even if they do share this profile cannot read those ...
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1answer
217 views

How to include a row with subtotals by second level group in Einstein Analytics using SAQL?

I would like to add a subtotal row at the bottom of a compare table in an Einstein Analytics dashboard. The table is made up of sums of measures grouped by two dimensions. The subtotals needed are ...
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1answer
34 views

Dashboard can not be deleted because “This dashboard is mapped in users.”

When I delete a dashboard. It did show me the message as the image below How can I delete this dashboard ? I have gone to Google but nothing is found.
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1answer
53 views

Issue with Lightning Dashboard formula

I have a report which is grouped using a custom field called Type__c. It holds two values, RN and NB. Now, I have created a formula in the lightning report to get the percentage of each record count. ...
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1answer
143 views

Change X-Axis on Report to show anything besides record count in lightning?

In salesforce lightning, no matter what I do when I create a report and group by Account Owner and even another field the "X-Axis" only allows Record Count. I do not want to show a record ...
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71 views

Deleting a dashboard didn't delete the dashboard tab

I am creating a new dashboard in lightning experience. When I create a new dashboard it opens in a tab. I delete the dashboard, but the tab remains. Below is the screenshot: Now I delete this ...
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123 views

HeatMaps in Salesforce Lightning Reports

I have a requirement to display heat maps w.r.t States for a custom object in Lightning Reports. As of now, there is no oob option to select heat map chart type in lightning reports unlike Einstien ...
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1answer
131 views

Leads, Territories and Dashboard filter in Lightning Experience: impossible combination?

In Lightning Experience I have created a dashboard that displays a number of Account and Opportunity reports. These reports themselves do not apply any filtering on Territories, but the dashboard does....
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14 views

Report for Accounts that purchased X but not Y?

Currently I have 3 objects, Accounts, Orders, and OrderLineItems. Orders have a parent relationship to OrderLineItems, same with Accounts/Orders, and then there is also a lookup relationship between ...
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1answer
16 views

Running describeReport(3-arg); of Salesforce Reports and Dashboard API, gives an error(in the SS). Any idea why could this be happening?

------------------------------------------------- Please consider following before answering: The same code runs when invoked through anonymous code window in devConsole. "Run reports" ...
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1answer
50 views

How to Remove the reports from salesforce dashboards when the report has no records,

How to Remove the reports from salesforce dashboards when the report has no records, the user doesnot want to see the report on the dashboard if there is no data in the report??
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1answer
202 views

Dashboard / Reports not reflecting updated state of the object

Say we have a custom object My_Object__c and we have a report and dashboard that just lists all objects in the org. Suppose we only have one record in this object. If we open our dashboard / report, ...
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1answer
16 views

Securely Share Partner Dashboards

My goal is to share dashboards on partner community. I created opportunities report and dashboard for partners. when i logged in as partner 1 i can see partner 2 related record on dashboard. Of course ...
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24 views

Using Salesforce dashboard in salesforce MOBILE sdk based app or may be some other app out side salesforce context

I want to render the salesforce based dashboards in mobile app which is based on SFSDK only. What will be the best way to do it? Currently i am making the call to get the dashboard data and then ...
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30 views

Recently used dashboard in lightning home page

How to display recently viewed dashboard in lightning homepage. Where as in classic we can view this feature. Users are getting migrating to lightning so they need this feature.
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1answer
87 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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16 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
68 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
1k 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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0answers
56 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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2answers
285 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
67 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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