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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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37 views

click color of bar char for particular month it should goes into report page [closed]

I have a customized bar chart page.When am clicking the blue color for the particular month it should go to the report and the report filter by month.How can we do in visualforce page.Plz help.
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15 views

Dashboard in lightning is not displaying the x-axis month in correct sequence

We have a created a Dashboard in lightning however the dashboard is displaying the x-axis revenue data in wrong sequence ,Please find the below image. But, In classic it is showing the correct order, ...
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1answer
18 views

Dashboard refresh - 403 Forbidden - Documentation of errors

I have a periodic scheduled job that refreshes a dashboard using this HTTP PUT request: /services/data/v44.0/analytics/dashboards/somedashboardId Mostly, this works reliably but every so often I get ...
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0answers
8 views

Can i show Growth percentage in Reports and dashboards? [closed]

I need to show growth percentage in reports and dashboards. like below image
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12 views

Salesforce1 not showing hyperlink on dashboard

While viewing Salesforce dashboards on salesforce1 the components don't show the report hyperlinks. Is there a way to have this populated? Is this salesforce limitation?
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0answers
5 views

Screenshot wave dashboard on visual force page

Is it possible to take a screenshot of the wave dashboard on visualforcepage using apex? Currently, I am using html2canvas to take a screenshot. But the problem is once I the a screenshot of the ...
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0answers
11 views

Embed vfp page with “wave:dashboard tag” as email template

Is it possible to send visual force email template via email with embedded wave:dashboard tag? Right now when I send the email template to my email it only show the ff. test start test end But ...
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0answers
16 views

Einstein Analytics dashboard automatic download of snapshot

Is it possible to automatically generate a pdf/jpeg file in analytics dashboard. Can it be done using salesforce standard or custom(Apex).
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1answer
15 views

Einstein Analytics scheduled email

Is it possible to have a scheduled email of a dashboard in .pdf format from Einstein analytics? Setting notification is not possible because it only send the link.
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0answers
9 views

Automate Email of Analytics dashboard on analytics studio

Is it possible to schedule emailing of dashboard in analytics studio, like the standard one using automation tool.
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1answer
17 views

Reports and Dashboard view as pdf

Is it possible for Salesforce to generate dashboard into pdf without having print, save as and so? Right now, what I know is to use: conga composer. create vfp and use "renderAs=pdf".
1
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1answer
24 views

Salesforce Report for - Last to last month

I am creating a salesforce report for the last 3 months(Oct, Nov and Dec). Ex - To retrieve this month data(DEC) I applied - THIS MONTHS filter in Date Field for the field Expiry_date, For Last month(...
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1answer
30 views

Dashboard on Lightning page(Record detail page)

I am trying to display a Dashboard on the record detail page, but I couldn't find the Dashboard standard component on the left-side pane. All I got is Report Chart component. So I decided to use this ...
1
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1answer
20 views

Dynamic Dashboards are under limit but still getting error of limit?

Running Enterprise Edition of Salesforce which currently hace limit of 5 dynamic dasboards. I created the following report to know the total number of dynamic dashboards which is 4 at the moment. And ...
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0answers
9 views

Remove Dashboard “Viewing as” option

I would like to ask for the advice. I have a requirement Not to allow users to view dashboard as other users and even I don't want them to have the option to view as other users. Is it possible ...
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0answers
23 views

editing component of a dashboard in Lightning Experience

We are moving to Lightning and there are so many dashboards present in our org which have been created in classic. What I am trying to understand is there are components on the dashboard have the ...
0
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1answer
23 views

Is there a way to export custom devleoped Chart(Chart was developed using Chart.js) to PDF with out using any other library

I have developed a bar chart using Chart.js library in lighting as standard dashboard doesn't help me to meet my requirements. I want to export to PDF with out using any other library. I tried ...
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1answer
33 views

Can this below dashboard be devloped with Standard Salesforce functionality?? [closed]

Can this below chart be developed with Standard salesforce features. 1. Chart should allow negative values in Y-axis. 2. X-axis should allow more than 1 system for each unit as shown in image. 3. ...
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0answers
24 views

Deploying lightning dashboard components via a package

Is it possible to deploy lightning dashboard components from Sandbox to PROD via a package? I can see that you can deploy a dashboard via change sets, however even in the dependencies don't specify ...
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0answers
18 views

No such column 'CustomReportId' on entity 'DashboardComponent'

We are getting this error while trying to link dashboards and reports. This field is there in sandboxes but missing in our dev orgs. Since it is standard object, this field cannot be managed in ...
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0answers
14 views

Custom LEX Dashboard built in VF - is it possible?

Fellow devs, lend my your ears, or eyes as it may be. Firstly, apologies if this has already been covered but I couldn't find the same use case. That, or I'm a bit blind. I have a need to create a ...
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0answers
9 views

How to filter Lightning Dashboards using pick-lists with global value set

Background I have a dashboard which contains reports for objects Account Opportunity And both objects have a pick-list field called Market Sector which uses a global value set. Question Why can't ...
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1answer
17 views

How to branding / apply css on a dashboard e.g.: remove the header

How could we brand/apply css on the green box part of a dashboard? For example, I don't want the default icon or change the background color into blue or event remove this part. How could we do that ...
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0answers
15 views

Dashboard can not expose to community portal users

I've created public reports and a public dashboard and assign object permissions to a community user. However, it doesn't show up and no error message either. Just showing Loading.... message. ...
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0answers
59 views

“The source report is based on a report type that is inaccessible to the dashboard's running user.” in dashboard

I am building a dashboard for my coworker in SF. However one of the reports in the dashboard is giving me the error "The source report is based on a report type that is inaccessible to the dashboard's ...
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0answers
6 views

Dashboard to show logged in user close ratio with overall company close ratio

I have a report which show the closing ratio of salesperson. This is a summary report grouped by opp owner. It shows all opp for a given time period. Opportunity Record has 2 formula fields. First one(...
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1answer
149 views

Lightning Dashboard Filter Limitations

I am using Lightning. I want to display a list of all u.s. states in a dashboard filter so the user can filter the data set by any state they wish. I'm running into a salesforce limit and it appears ...
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0answers
20 views

Unable to apply dashboard filter for components

We have a old dashboard with 18 components And we had the filter setup as user role. But the filter is not applied to the components, its showing a warning is "The Filter is Invalid because not all ...
0
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1answer
28 views

Trouble finishing Challenge: Extend Reports with Dashboards and Apps (Error ID: MPPOFXLH)

Trying to complete this challenge, came accross this error: Challenge not yet complete... here's what's wrong: There was an unexpected error while verifying this challenge. Usually this is due to ...
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1answer
39 views

Adding Reports To Managed Package Failing For Folder Already Exists?

We have a managed packaged with reports and Dashboards in folders. If we add a report to an existing folder and deploy it to customers, the package install keeps failing with: "This folder unique ...
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0answers
13 views

Can we keep color code the same across the dashboard?

We use data.com clean dashboard to track our data integrity. One issue that is disturbing is that values, for the same field, are colored differently across the dashbaord. The field, is the ...
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0answers
9 views

How to run a report listing opps on all accounts with a close date after a logged call from specified users?

I'm arranging introductory meetings with prospects that my organisation's account managers are not currently familiar with. This is to either increase business within existing accounts or engage new ...
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0answers
33 views

Social studio API create dashboard

All, I am currently trying the following with REST API in Social Studio We have successfully Use API to create topic profile Use API to create keyword profile based upon the keywords used by the ...
2
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0answers
77 views

Einstein analytics dashboard filter not showing all values

I have a dashboard in einstein which has a filter based on case type. The case type is a picklist field and has 8 values. However, when I am using the field as a filter, only 3 of them appear in the ...
2
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0answers
18 views

Gauge Dashboard

I have a requirement to display the data in a Gauge chart (dashboard)- as far as I understood - GP quotas - 250K and 1M are the targets right ? Can anyone please explain to me what I should do - ...
1
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2answers
228 views

Is metadata deployment of dashboards possible?

I am trying to deploy a dashboard through METADATA API and I am getting this error: dashboards/Sales_Pipeline/lDikNwTblUhdgUlSupWtYQXXkpDFSa217.dashboard -- Error: Either org permission or org ...
0
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2answers
193 views

The source report is based on a report type that is inaccessible to the dashboard's running user

I have configured partner community. There is opportunity pipeline report configure for Community user. But when I open up the report in partner community by logging with community user. Report says "...
1
vote
1answer
28 views

Role Specific Dashboards

Can somebody tell me if i can make dashboards role specific in salesforce? basically i want to show dashboards on home page layout according to user who logs in!! If he is a caller for ex. then he ...
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0answers
26 views

Running All Reports - Easiest way through Apex Script

I have enabled encryption in my salesforce org for many fields. Now to be on safer side i would like to run all Reports to get the status of all reports. I know there is no out of Box facility to do ...
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2answers
24 views

Reports and Dashboards stack bar chart

I have created Dashboard , component type is Table which is displaying New and Enriched contact. These two are the picklist value in status. But problem is when I run the Dashboard it is showing one ...
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0answers
24 views

Partner Community: When click on bar of bar chart used in dashboard of report is redirecting on error page

In the Partner Community, if a Community user clicks on any of the bar charts: The get redirected through a weird page and then lands on this error page: But if you hit the browser refresh button, ...
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1answer
45 views

Obtaining Values Instead of API Names when Building a DataFlow in Einstein Analytics

I am trying to build a dashboard for my company. However, in order to do that I need to create a dataset. One of the fields that I need to draw for my dataset is an object of picklist type, which ...
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0answers
10 views

Dashboard Filter Display Name in Metadata API

I'm looking to deploy a dashboard with filters. The filter display name does not seem to be pulling in either DX or the Metadata API. When I check the Metadata API reference on dashboards, that ...
0
votes
1answer
20 views

Generate Reports and Dashboards by getting data from External Services

I have a requirement where the users want to generate Reports and Dashboards by getting data from external web services. This data is not stored in Salesforce. We will have to call the webservice, get ...
1
vote
1answer
28 views

Filtering the email tracking dashboard based on value in DE

I am sending out one email template in different languages to my subscribers (the language is based on a "Language" Field in a DE, and with some simple AmpScript logic I display the correct language ...
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0answers
15 views

Community User should be able to change date range and directly save Reports?

I have two reports created by system administrator.Now Customer Community Users want to change the date range and save it directly.Anybody help should be appreciated.I have done this by using ...
1
vote
1answer
72 views

How to filter by territory name in Lightning Experience dashboard?

I have a dashboard that contains a report, which deals with accounts and territories (Enterprise Territory Management). I would like to add a dashboard filter for territory name, also known as label. ...
0
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2answers
217 views

problem with a trailhead Visualize Your Data with the Lightning Dashboard Builder

I have created reports and dashboard as perr the this link ( https://trailhead.salesforce.com/trails/force_com_admin_beginner/modules/lex_implementation_reports_dashboards/units/...
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1answer
129 views

Queue owned cases report, show only member queue cases

How can I create a report which only shows cases owned by queues in which the current user is member. eg: Case1, owner: queue1 Case2, owner: queue2 User1 is member of queue1 and queue2, User2 is ...
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0answers
252 views

Lightning record page dashboard component error

I have installed 'Force.com Sites Usage Reporting' app in my Org. This app contains 'Site Usage Dashboard' I've tried to refer this component to my lightning record page I am getting following error "...