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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18 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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1answer
3k views

User Permissions for Sharing Reports and Dashboards

I want to give specific profiles in my organization the ability to modify and use Dynamic Dashboards. According to this Salesforce Help Page, I need to give the following permissions to the profiles....
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18 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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10 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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26 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
361 views

Need to get a list of all scheduled reports/dashboards that belong to my organization, each with its running user

As we have a massive number of scheduled reports in our organization this information will be very useful in maintaining the report schedule. Some users are inactive and some reports are failing due ...
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1answer
17 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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1answer
2k views

Actual Sales VS Target report / dashboard

I have task where I need to create Actual sales vs Quota/target report & dashboard. I have searched internet but couldn't able to find solution. And forms stated that it's not possible to generate ...
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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
19 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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1answer
3k views

Auto Refresh Dashboard in Lightning

Salesforce only allows you to refresh Dashboards daily, weekly, or monthly.With Enhanced Salesforce Dashboard Chrome Extension we can schedule it to run every 1min but it has to be installed on user's/...
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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. ...
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14 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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1answer
26 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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19 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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1answer
369 views

set dashboard filter by record type

i have multiple dashboards and i would like to know how can i add dashboard filter by record type? I don see this option in my filter list. I tried added a formula field in my Account & ...
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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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13 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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16 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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1answer
477 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 ...
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1answer
489 views

Deployment of Wave Analytics components failing

I have retrieved the wave analytics components using workbench without any issues from source org.But while deploying in the target org is giving an error : " Error: Unrecognized field "query" (...
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13 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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17 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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1answer
599 views

User who has created a dynamic dashboard is NOT able to edit in PROD

I've a user who had created a dynamic dashboard. But not able to edit or make any changes to the dashboard any more. WHY? Following permissions on profile are ACTIVE w.r.t Dashboard and Report. ...
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1answer
464 views

Change Set for Wave

from Summer '16 Release the following wave components are now available for change sets (link): Wave Application, Wave Dashboard, Wave Dataflow, Wave Dataset, Wave Lens. In my Sandbox (Spring 17) ...
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1answer
450 views

Is it possible to add dashboard component on a custom object home page

Is it possible to add dashboard component on a custom object home page. I would appreciate for your thoughts.
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2answers
450 views

Images in Dashboards and image / file data management

i want to add images in a Dashboard. https://releasenotes.docs.salesforce.com/en-us/summer17/release-notes/rn_bi_wave_charts.htm under "Enhance Charts with Icons" This glorious little guide here ...
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1answer
409 views

How to to show more than 4 columns of custom VisualForce page in Dashboards?

I have created a Custom visual force page with around 7 columns and I am trying to display that in the Dashboards but when I do that half of the page is not visible. Is there a way I can increase the ...
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0answers
345 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....
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30 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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1answer
475 views

Unable to see Dashboard in Salesforce1 Mobile app

I am new to SalesForce. I have created a sample Dashboard in SF using custom objects and data. My Dashboard is appearing in desktop. But I am unable to see my created Dashboard in SalesForce1 Mobile ...
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14 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
20 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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7 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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15 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
359 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 ...
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1answer
43 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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25 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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53 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
34 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
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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1answer
106 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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83 views

servlet.ChartServer is not returning the data expected

So I have a app the emails schedule reports and attaches the as excel , pdf, etc or embeds the html into the email (Note not using out of the box schedule reports) the chart image in the reports are ...
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196 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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1answer
49 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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2answers
26 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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29 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!