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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Unable to access 'Related To' field from Custom Report Type on Task Object

I want to make a report on the Task object and show the Order object's data and match some criteria. Order object is connected via the Related To field(WhatId) to Task. However, even though I tried to ...
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30 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 ...
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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 ...
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How to get Next Group record count in report

I am creating one opportunity report that will show the percentage to complete the next stage. And the report is having group by Stage field. Formula - (Next stage record count/Current stage record ...
3 votes
1 answer
839 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 ...
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21 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
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65 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 ...
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-1 votes
1 answer
158 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?
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103 views

Case Owner field is not available for Dashboard filters

There is a dashboard where i have few components showing the collective information about the Cases, Opportunities and Survey feedbacks of a Sales Engineers. I have created a report with standard ...
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1 answer
54 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/...
-2 votes
1 answer
100 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 .
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1 answer
108 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 ...
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400 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 ...
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23 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 ...
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1 vote
1 answer
235 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 ...
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74 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 ...
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86 views

How to limit the visibility of some charts on the salesforce dashboard?

I have a dashboard where a lot of reports are displayed (graphs and diagrams that are based on them). There are also several users. Question 1: Can I somehow configure access so that only part of the ...
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1 answer
476 views

Dashboard Refresh button greyed out

I have a user that is able to view a dashboard but is unable to refresh it. The user is able to refresh other dashboards. I, as a system admin am able to refresh the dashboard. Why is this user unable ...
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95 views

See queue owned cases over time

I'm trying to create a report to show me how many unassigned queue owned cases we've had at the start of each day over the past month. I have a report that shows me how many unassigned cases we have ...
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161 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 ...
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207 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 - ...
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331 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 ...
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291 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 ...
1 vote
1 answer
265 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.
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1 vote
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477 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 ...
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1 answer
2k 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 ...
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120 views

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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1k 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 ...
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1 answer
131 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 ...
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59 views

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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734 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 ...
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1 answer
85 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 ...
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1 answer
204 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 ...
-1 votes
1 answer
53 views

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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1 answer
105 views

"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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73 views

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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184 views

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 ...
1 vote
1 answer
64 views

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 ...
1 vote
1 answer
122 views

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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1 answer
83 views

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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685 views

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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62 views

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
266 views

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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2 votes
2 answers
512 views

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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1 answer
3k views

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 vote
1 answer
274 views

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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24 views

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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1 answer
258 views

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 ...
0 votes
1 answer
90 views

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
0 votes
1 answer
196 views

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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