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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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6 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 ...
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22 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 ...
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1answer
35 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 ...
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22 views

deploying dashboard one org to antoher org [closed]

whenever i'm trying to deploy dashboards one org to another org,i'm facing this issue.please anyone can help me. Metadata API received improper input. Please ensure file name and capitalization is ...
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1answer
14 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 ...
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11 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 ...
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1answer
29 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. ...
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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 ...
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29 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 ...
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1answer
18 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?
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12 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 ...
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1answer
20 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 ...
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32 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 ...
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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 ...
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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"
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29 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 ...
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24 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 ...
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8 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 ...
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16 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 ...
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18 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 ...
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14 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 ...
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28 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 ...
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31 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 ...
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15 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 ...
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1answer
21 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
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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"?...
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16 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
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25 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 ...
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1answer
48 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" ...
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26 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. ...
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68 views

Bindings measures from two datasets in Einstein Analytics

I've got a problem. I'm trying to display the "%" in my number widget. It's easy with only one dataset but in my case I got two datasets. I want to take the budget value from Budget and sales value ...
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2answers
35 views

Need to pull a report on the count of cases worked by an agent. But agent does not own the cases

We are having a challenging scenario. Any help would be greatly appreciated. We have a team of agents who works on the customer service cases. But once the case is closed the ownership changes to the ...
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22 views

How to enable lighting dashboard on Salesforce Android mobile app

I need to enable lighting dashboard on Salesforce Android mobile app.. Currently the dashboard is visible, but getting trimmed on the application. I don't get the option to enable mobile view for this ...
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223 views

Reports & Dashboard Superbadge - Dashboard component size

I'm on Step 7, and get this error message: The 'Solarbot Pipeline by Stage' component is the incorrect size or in the incorrect position. I read and followed everything I found online; still getting ...
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2answers
30 views

Use a lightning component within a dashboard?

Is the currently possible to build a lightning component and then use it within a dashboard? If so how do I do it.
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1answer
60 views

Bind the Result of one dataset to an another

I have two steps. One with my Holidays group by years and month created with a single dataset with one column "Holidays" with all date of holidays in 2018 and 2019. The second one is my Amount per ...
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34 views

How to set dynamic range in Gauge Dashboards?

I have a community with a lot of users and I need to set different ranges of maximun in gauges dashboards without having to create a dashboard for each user. Im using Classic. Thanks!
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49 views

Open window in same tab after the custom action from dashboard in Einstein Analytics

I have created a Dashboard with table contains Account Records. I have added the custom action "Account Update"in the lens to call my VF Page .It is opened in the new tab. Can i open the page in same ...
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17 views

Field defined as number but recognized as an object

currently I am working on the development of a dashboard to calculate the rate of recognized intents of an Einstein chatbot. I generated a field called "IsSubjectIdentified". When it finally comes to ...
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1answer
124 views

Einstein Analytics data binding to boolean value

I am trying to conditionally hide tabs based on the output of a certain table. Currently I am attempting to set the navigationHidden property of the page to false like so: "navigationHidden": "{{cell(...
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30 views

Error opening dashboards

One among four users with the same profile and Role is having an issue in viewing the dashboards. When the user clicks on the dashboards there is an error encountered. Error: This report cannot be ...
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19 views

Error on Dashboard

Can you please help me to understand why I am getting this error. Arithmetic error: Division by zero Error is in expression ’{!IF((item.actualRev/item.targetRev)*100 >= 100,‘background-color:...
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38 views

Einstien Analytics Dashboard error: Aggregate query must have measures

I have a requirement where the old dashboards(created earlier to 2017) should be converted to new dashboards. Now when I click on "New Dashboard Designer" from old dashboard edit page, I will get a ...
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25 views

How to send canvas chart as an attachment in email in Lightning component

I want to save the canvas chart as an image in attachment unfortunately i didn't get any way to do that.Please help me. This is my code. createGraph: function (component, temp) { component.set("v....
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118 views

Display Dashboard in VF page or in a Ligthning component

I am trying to see if there is a way to display a Dashboard in Visual force page without using iFrame (As it is no longer supported) or without using analytics:chart tag as it involves maintenance. Or ...
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102 views

Format number widget in analytics?

When using a number widget in analytics, it doesn't diplay the decimals the number may contain. The original SAQL query retireves the number with decimals, but when it's displayed on the widget, the ...
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1answer
26 views

i want to create dashboard component from tabular report

i have following fields i want to create tabular report and then add to dashboard No. Field Label Field Type 1 Address Text Area (Long) 2 Branch Picklist (Values : Mechanical , Computer , IT ,Civil ...
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57 views

Add Custome Relative filter Einstein Analytics studio

Is it possible to add another choice on the date filter? like creating new Section Called "Date Ranges". Under "Date Ranges" we have choices like "S1", "S2", or "S3". If I select S1 it will filter ...
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35 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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354 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 ...