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.
327
questions
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5 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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8 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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15 views
Custom Report on how much time user spend on Salesforce (login to logout)
I Want to design report by VF page on user how much time he had spend in Salesforce from day start login to day end logout
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9 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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9 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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29 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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8 views
Dashboards currency exchange issue
I am trying to display Canadian currency on the dashboard but its displaying the company's currency with is USD
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12 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
18 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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6 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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10 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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23 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
26 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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21 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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23 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
33 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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0answers
20 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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0answers
136 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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vote
2answers
20 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
36 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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15 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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27 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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0answers
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 ...
0
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1answer
81 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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0answers
20 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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0answers
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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0answers
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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0answers
17 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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0answers
95 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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0answers
48 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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votes
1answer
25 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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0answers
25 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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0answers
31 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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vote
1answer
217 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
16 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
11 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
22 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
59 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
146 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
18 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.
0
votes
1answer
56 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
vote
1answer
141 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(...
1
vote
1answer
375 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
vote
1answer
152 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
47 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
votes
1answer
89 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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votes
1answer
37 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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vote
0answers
36 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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20 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
22 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 ...
