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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12 views

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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1answer
23 views

Need a way to query all dashboards with or without reports from specific dashboard folders whose users are inactive [closed]

I want to find a way to get all the report names present on a specific dashboard from a specific dashboard folder for which the user who created the dashboard is inactive.
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22 views

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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1answer
20 views

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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1answer
40 views

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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20 views

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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17 views

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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1answer
22 views

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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35 views

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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25 views

How to make an operation in cumulative output for each row in a report?

I have a scenario where I have a report with columns from January to December. They are aggregated by Year. The output is something like this: YEAR | 01 JANUARY | 02 FEBRUARY | 03 MARCH | 04 ...
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45 views

Dash/Flask python app returning R15 out of memory error at 100% of the free dyno memory

Since 3 days ago, my dash app is crashing with R15 out of memory error, after reaching 512 MB memory usage (100% of free dyno). It was running for several months without any issues at 180%, and ...
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12 views

SF Lightning Report: How to create Cases opened by hour

I have a report on cases on SF lightning and I am trying to see if I can group cases by hour opened so I can make some dashboards from there. After doing some googling I looked into the Create Formula ...
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1answer
74 views

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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92 views

How can I set a global variable dynamically in an Einstein Analytics Dashboard

I am trying to set the view as filter to default to the current user. Here is the code I am using: This is the filter: { "dataset": { "id": "...
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10 views

How to filter or restrict dashboard information based on report owner or assigned by?

Work on Sales-Cloud dashboard, On org the Role AccountExecutive has four uses like A, B, C, D. Each has a different profile like A has a Marketing Manager profile, and B, C, D has a Standard User ...
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15 views

Using lens in Discovery Story

I know this isnt possible, but is there anyway that we can use transformed lens to an Einstein Discovery Story. We have some complex calculations that are built using formula in lens and we want the ...
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1answer
23 views

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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1answer
73 views

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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182 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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47 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
24 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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38 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
28 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
48 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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35 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
41 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
74 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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71 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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1answer
98 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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1answer
48 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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14 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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8 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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13 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
109 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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54 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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11 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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38 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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0answers
17 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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36 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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94 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
266 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
472 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
49 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
149 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
615 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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