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.
416
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Calculating Percentage using Case(Text(TERR2_NAME:UNIQUE
I have a valid summary formula that I am attempting to incorporate into my dashboard to show percentages based on what is in the system and how many records should be in the system. My formula is:
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Does 'View all data' permission in salesforce give users access to private reports of another user? [closed]
Does 'View all data' permission in salesforce give users access to private reports of another user? Couldn't find any exact theory on this.
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72
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For the filter: Invalid date (Valid date format D/MM/YYYY)
Our report does not work when we add a formula(Date) field on the report filters and whose value is set to a relative date such as CURRENT FISCAL YEAR. The error is:
For the filter 3: Invalid date (...
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60
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My Dashboard API name it's weird
I have created a Dashboard in my org. The name for it it's "Pipeline Management", but I noticed that the api name it's "pKVGShxaKjvpVXNcMPCHPOUSSeneNd1". Why the api name looks ...
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69
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Need to show the percentage of surveys in a gauge chart
I need to show the percentage of monthly positive surveys in a gauge chart like this:
But I can't seem to show the percentage as it only asks me for Record Count or Sum of score
My report is like ...
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65
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Is it possible to add a dashboard to a experience site using metadata that works for different environments?
I'm using the ExperienceBundle Metadata API and I have an experience site. There are a couple of dashboards that are part of a managed packaged that I want to include in my experience site. I added ...
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1
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69
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Getting dashboard subscription emails for no reason?
I have a user getting "Dashboard Refreshed" emails -- when I check, the dashboard is configured to display data as the dashboard viewer in the dashboard properties, which would usually mean ...
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2k
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How do I check the limit of creating new dashboards(runs as logged in users) in my SF org?
So my org has paid for increased limits and I need to find out the limits for creating new dashboard
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794
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An object '' of type Dashboard was named in package.xml, but was not found in zipped directory
When I am trying to deploy a dashboard with its dashboard folder, I am receiving an error through package.xml. Below is the error:
Error SalesRepDashboardsTableauxdebord
An object '...
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1
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43
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Change curreny position on dashboard Metric Chart
On Dashboards, on Metric Chart, instead of correct settings of Locales for my country, currency symbol is always shown before value.
It is incorrect for my country (Poland) as it should always be ...
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350
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Report/Dashboard to track historical changes in opportunity stage
I am after best practices/examples of building out:
A dashboard view (graph) to present weekly/monthly changes in pipeline stages. This is to be used at deal review meeting so we can track how teams ...
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60
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Conditional formatting: same query -> different charts -> different measures
I have built a query with a bunch of measures.
I am visualising each measure as a separate bar chart.
Each chart needs to have its' own conditional formatting.
Unable to achieve it so far - as soon as ...
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236
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How to divide row count over a specific column in a report
I have a matrix report of opportunities, and stages group the columns. I need to divide the row count of each stage over the first stage (column), for example, first column / second column, first ...
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415
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Is there a way to 'Show My Team's Records' filtered by creator?
I have two dashboards as per the role hierarchy. The subordinate's reports are filtered by 'Created By' field and the value is taken Relative. So whoever is watching the report will see his/her ...
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50
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Dashboard Javascript failure
I get the following error "Cannot read properties of undefined (reading 'config')" on refreshing the dashboard and selecting one particular user as the running user. My colleague analyzed ...
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102
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Reports and dashboard: MY cases vs My company cases
I want to create a report that shows the number of cases created by a single user versus the total number of cases created by other users in the same account (company cases). The dashboard will then ...
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2k
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How to filter a dashboard, with reports from several objects, using a text or picklist field?
As soon as you combine reports from accounts, leads, cases, etc. in a single dashboard, the available fields with which you can create a filter are quickly reduced to just date fields.
Even when you ...
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93
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How to use multivalue fields in computeexpression- TCRM
I have a requirement to build a table chart using the data from 3 different datasets. There are 15 fields in total which are to be displayed in the table
Now, these 15 fields are common fields as ...
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1k
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retrieve dashboards/reports with vscode package.xml
In vscode, I want to retrieve dashboards so that I can include in version control and deploy to another org. What is the syntax? I've tried using DeveloperName, replacing spaces with underscores, not ...
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21
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ERROR DEPLOY TO ORG [duplicate]
how are you? I get this error when trying to deploy a part of a package, which I already did the retrieve in the project, and when I want to deploy I get these errors in some folders
Error Cannot ...
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485
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How to make a Dashboard component only visible for one user in the Home Tab of an app?
I've got this Dashboard component with some Component Visibility conditions set to it as you can see to the right:
User's first Name has to be Lauren and User's last name has to be Doster
When I log ...
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132
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Monitor Flow use and when or if they get activated
Is there a way to monitor the status of flows and how much they process in a dashboard?
I have searched a bit but not found more than the beta Process Automation, which seem a bit meager. The ...
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514
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"The request body is either invalid or incomplete."
I'm using the analytics studio to build a dashboard right now. I put 2 reports about campaign influence, that I created via "Reports", one for customers and one for prospects. I want to put ...
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24
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Better decouple TCRM UI from underlying data
My Managed Package has a few Embedded Tableau CRM Analytics dashboards as advanced reporting on top of Custom Objects. Over the course of a few releases, I found that changing, enhancing, and ...
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143
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Creating stacked bar chart using subtotal values across >5 columns
I'm trying to create a stacked bar chart grouped by a date range and stacked by the subtotal values of multiple columns. I can see the subtotal values in the tabular format of the report, but I'm not ...
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3
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230
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I am trying to use Salesforce Analytics API to Download a Lightning Experience Dashboard as a PNG but I am getting resource not found error
I am referring to https://developer.salesforce.com/docs/atlas.en-us.api_analytics.meta/api_analytics/analytics_api_download_example_le_dashboard_png.htm
url from Salesforce in order to download image ...
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37
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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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2k
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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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74
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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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79
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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 ...
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1k
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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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74
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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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773
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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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1k
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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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359
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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/...
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1
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789
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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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902
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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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1k
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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268
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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
answer
1k
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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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406
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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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609
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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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615
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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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537
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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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789
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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 ...
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995
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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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1k
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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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6k
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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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3k
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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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485
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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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