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.

166 questions with no upvoted or accepted answers
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votes
1answer
467 views

Different result between a Salesforce Report and equivalent SOQL query

There is a report on Leads in my Salesforce instance which has a few filter criteria. The report is giving me 1716 lead records. Now I want to replicate the same logic in an SOQL and then fetch the ...
4
votes
0answers
85 views

How come some of my dashboards refresh automatically?

When I access some of my dashboards, I notice they refresh automatically (spinners and "Getting your data" showing up) the moment the page starts loading. For other dashboards the behavior is ...
4
votes
3answers
2k views

How to pass dashboard filter using visualforce

I have a requirement where i need to show standard dashboard on Account object using Visualforce. For that i am using Iframe concept and where need to pass accountid to view specific account. ...
3
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0answers
743 views

Remove “View report” link on a dashboard - Lightning

Is there a way, we can remove the "View Report" link on a dashboard for some profiles? Please note that I still need to see the dashboard results but just not the link to View drill down of the report....
3
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0answers
751 views

Hide/Remove header from dashboard component

Is it possible to hide the header of the standard dashboard component inserted in a home page? Any help pointing me in the right direction would be apreciated. Samuel Anjos
3
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0answers
37 views

Report snapshots monthly with the filters

I would like a month-end snapshot of each report so that if the new data is added the report can be seen again with the old data and able to compare them with filter also. This is like freezing the ...
3
votes
1answer
568 views

Unsupported report type Error on Dashboard

I am trying to create a Pipeline Development Report where I need to Group Stages and use Historical Trending Report but when I add this report on Dashboard, an error occurs saying: Unsupported ...
3
votes
1answer
588 views

Dashboard for objects of multiple types

I have a dashboard with few reports on the Lead object. I want to create a similar dashboard for cases. The custom fields that I'm using for the dashboard are common to both Lead and Case objects. ...
3
votes
1answer
39 views

Ways to manage deletion of old dasboards and reports

We have a pretty mature org, been going for 9 years and we have well over 3000 reports located in various folders. Now it's time for a cleanup since quite a large bunch of these haven't been run for ...
3
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0answers
158 views

a way to programmatically filter a dashboard

I want to be able to filter a dashboard based on a parameter passed into it from another source or page. For example, if I select a customer record from a list, I want to be able to display a ...
2
votes
0answers
806 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 ...
2
votes
1answer
615 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
votes
0answers
60 views

Can't pull Lightning Dashboards with Salesforce DX or FMT

I have a Salesforce DX project containing multiple dashboards in the same folder. Some of the dashboards are classic dashboards and others are lightning dashboards. However, whenever I pull the ...
2
votes
0answers
109 views

History report on custom currency field

I need to make a history report on my standar Opportunity object, which has a custom currency field (i need to be a different one than 'amount'). I already set the history tracking to that field, ...
2
votes
1answer
338 views

Concatenation of Strings in wave Dashboard?

I am trying to drill down to state-level map when I click on states in the US States map in Wave dashboard. The problem that I am facing is whenever I upload a custom map the mapType is named as ...
2
votes
1answer
586 views

How to show two dashboard snapshots on home page layout in Salesforce?

There is only one dashboard snapshot available for home page in salesforce, is there any way to show two different dashboard snapshots. As in standard functionality only one row of dashboard is ...
2
votes
0answers
165 views

dashboard component snapshot via code

Is there a way to take snapshot of a dashboard component and get the url of the image, all via code? I tried to use ConnectApi.DashboardComponentSnapshot, but i get error saying i can't construct a ...
2
votes
0answers
237 views

Add value in dashboard filter using apex code

I have one filter criteria which gets changed for every report that i am using in my dashboard. I cheeked about adding filter in dashboard. But a user needs to add the filter values manually. I don'...
2
votes
2answers
66 views

Report showing grand parents with no grandchildrens

Can we build a report to list down all grand parents with no grandchildren's? For e.g., Lets say we have following data model Contacts --[lookup]--> JobAllocation ---[MasterDetail]--> ...
2
votes
0answers
1k views

Dashboard - Run as Logged in user Limitations

I work more with reports and dashboards. I am given a scenario that has 4 Management units and several countries under those. Eg. Management unit North Cone Group would have countries (America, ...
2
votes
0answers
82 views

namespace problem migrating Reports & Dashboard

I have a problem moving Reports & Dashboard from my Dev Org to Production Org which has "Different Namespace". If deployed with eclipse it reports Error of namespace. Source Org:- DEV Org ...
2
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0answers
398 views

Create and edit Dashboards in Professional Edition

In Professional Edition, I have standard user that is unable to create or edit any dashboards. I would like to allow selected 'standard' users to be able to create new dashboards and/or edit selected ...
2
votes
0answers
84 views

Mass movement of reports

I have a requirement wherein multiple reports from different report folders are to be moved to a new Report folder. The number of reports is huge(in thousands). I've tried it using eclipse IDE but it ...
2
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0answers
82 views

Structuring report package dependencies

I'm working on a managed package that contains several reports and dashboards, as well as custom fields on standard objects that power those reports. From what I know, reports and dashboards cannot ...
1
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0answers
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 ...
1
vote
0answers
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 > ...
1
vote
0answers
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 ...
1
vote
0answers
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 ...
1
vote
0answers
56 views

Using Salesforce dashboard in salesforce MOBILE sdk based app or may be some other app out side salesforce context

I want to render the salesforce based dashboards in mobile app which is based on SFSDK only. What will be the best way to do it? Currently i am making the call to get the dashboard data and then ...
1
vote
0answers
119 views

Custom sorting of Funnel Chart on Formula Field

I am trying to create a Funnel chart in a Dashboard, starting from a report. If I choose a specific grouping, I can add the report to a dashboard but I cannot specify the sort order. When instead I ...
1
vote
2answers
548 views

How to run report and dashboard for real time event monitoring data

I have enabled real time event monitoring in production org and now requirement is to run report for couple of events(URIEvent,APIEvent,LightningURIEvents) I dont see we can create report on big ...
1
vote
0answers
12 views

Creating new “relative date ranges” for payroll periods

My company splits each month into two payroll periods: the 1st-15th and the 16th through the end of the month (could be 28,29,30, or 31 depending on the month). For reports and dashboards I'd like to ...
1
vote
0answers
40 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 ...
1
vote
0answers
217 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 ...
1
vote
0answers
26 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 ...
1
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0answers
200 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).
1
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0answers
87 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 ...
1
vote
0answers
180 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 ...
1
vote
0answers
1k 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 "...
1
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0answers
1k views

How can we add a dashboard to lightning component

I have below requirement to customize the home page of users to show different dashboard based on their ROLE. I had used below code in Visualforce. Code for the same is as below: <apex:page ...
1
vote
0answers
17 views

Something is hiding behind in Reports and Dashboard. How to reveal it?

I tried to see all the reports in the org, but I think the paging part is hiding and am not able to access it. Please suggest.
1
vote
0answers
722 views

Wave - Unable to bind date filter to a step using different dataset

In Wave, I have been unsuccessful in performing cross-dataset filtering. I have a target step (chart widget) that is connected to one dataset that I'd like to filter by the date selected in another ...
1
vote
1answer
13 views

Dashboard - How to make a component show the largest single sale from an opportunity (closed won)?

How can I make a component show the largest sale for the calendar month? It's for one team - they want to see who had the largest sale of the month. Every time I try to build a report & then ...
1
vote
1answer
169 views

Dataset with name: (XYZ) is missing from datasets

I've created a dataset using a dataset recipe, Which is basically a filtered list of opportunities from an existing Opportunity dataset. I updated the JSON dataflow and created a new node to register ...
1
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0answers
45 views

View Dashboards based on user or profile

I want to create a dashboard and assign it to a user "XYZ" and restrict the user from viewing all the data.How can this be achieved?
1
vote
0answers
123 views

Report on 2 unrelated objects joined by date

I need to create a report with a graph where it shows month by month the number/amount of sales (custom object Invoices) and over the same month how many Cases were lodged. The 2 don't relate to each ...
1
vote
0answers
307 views

Why charts axis labels are displayed differently?

I have a dashboard with various reports shown as charts in lightning in two environments. One is my dev and another is a test environment. Now for some odd reason, the charts are displayed a little ...
1
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0answers
75 views

Error editing the Salesforce Wave Dashboard

I created a dashboard and when I trying to edit it I receive the following error. Not sure what is the actual reason.
1
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0answers
271 views

Combination Chart (more than 1 measure) - Lightning Experience Dashboard

I would like to compare aggregates from different fields. Normalized Total Cost vs UnNormalized Total Cost. In classic I can add another column to compare the 2. However, in a Lightning Dashboard ...
1
vote
0answers
22 views

Can we create a grouped bar chart using OOTB features of salesforce?

I want to create a goruped chart for number of cases grouped depending on their turn around time (within(grren color),avg(orange color),beyond average(blue color)) versus the contacts with group-...