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

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 ...
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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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16 views

Recently used dashboard in lightning home page

How to display recently viewed dashboard in lightning homepage. Where as in classic we can view this feature. Users are getting migrating to lightning so they need this feature.
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1answer
570 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
391 views

Report for Public Groups

I need to create 7 groups and track who has the biggest sales. Can I create a report about the group members's total sales and compare it to other groups? How can I achieve this? Thanks in advance. ...
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1answer
3k 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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1answer
574 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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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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1answer
21 views

report on log a call

I have a requirement to pull the report for the records that were created under log a call section. I knew that this log a call comes under tasks, there is no unique field that separates a normal task ...
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1answer
536 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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2answers
395 views

Getting “Access to sendgrid.com was denied” (HTTP ERROR 403) trying to access sendgrid dashboard

I recently added the Sendgrid add-on to my (free tier) Heroku app and now when I click on it on the add-ons page to open the dasdhboard, I get an error: I tried opening it with heroku addons:open as ...
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15 views

How to get rid of decimals from Record Count in Dashboard

Knowledge Article to get rid of Decimals from Dashboard I have tried workaround mentioned in the knowledge Article , but my record count is never in fractions so that wouldn't get rounded to nearest ...
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0answers
10 views

Joined report filter by date for comparison, last 30 days vs last (60 days-30 days)?

Im trying to get a graphic in my dashboard of the number of events group by User comparing the events of the last 30 days vs the events of the last (60 days minus the last 30 days) and I cant only get ...
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1answer
22 views

Need to get the most recent CaseHistory record for the particular date(Created Date) in the einstein analytics

I have the table like this:- CaseNumber CaseHistory Created Date 005 oo1 09/02/2020 002 10/02/2020 006 003 ...
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1answer
405 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. ...
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1answer
617 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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1answer
32 views

“Dashboard component order” in the mobile app and email subscriptions are messed up

If you have a dashboard with 9 components which are arranged like this on the desktop: 1   2   3 4   5   6 7   8   9 ... then obviously, the reader reads the screen in a left-to-right order, like ...
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0answers
14 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 ...
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0answers
140 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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0answers
156 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
348 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 ...
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0answers
34 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 ...
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0answers
14 views

Group Report help

I have a report of all records of a custom object ("CBO") where the status is "pending". I need to create a dashboard which shows different categories of lengths of time that the records have been ...
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1answer
529 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
507 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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1answer
413 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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2answers
739 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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0answers
14 views

View All Public Dashboards in Salesforce

Where can I access public dashboards from the Salesforce UI? I've created a Dashboard in Salesforce and would like to set it as public. I have both permissions set checked to True Manage Dashboards ...
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1answer
500 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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1answer
26 views

Need to Remove 'View Report Link' from dashboard in salesforce lighnting [closed]

I have a situation where I don't require 'view report link' in my dashboard view
2
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1answer
435 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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2answers
2k views

How to add formula field on dashboard filter?

I have created a summary report and added that report to the dashboard. When i am trying to add a filter on dashboard i am getting formula field of opportunity in filter option. And also not getting ...
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0answers
27 views

Dashboard Filter on Task Assigned To Field

I am working on a productivity dashboard of sorts for leadership at my University. We have several custom objects that represent work done. I'd like to create a dashboard that is filterable down to ...
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2answers
476 views

Dashboard is not running as another user user for Salesforce platform User

I've created dashboard which is to be run as system admin User "ABC". I've provided a folder permission to another user "X" which is above in role hierarchy and its Salesforce Licence is "Salesfroce ...
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0answers
8 views

Display private dashboard on Home tab

Is there a way for a user (without "Customize Application" permissions) to display a private dashboard that they created on their Home Tab, in Salesforce Lightning? We only want them to see it, not ...
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1answer
55 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
113 views

How to display Salesforce Einstein Analytics dashboard on external website

I have created this dashboard in Einstein Analytics Studio. Is there any way to display this dashboard on my external website.
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1answer
95 views

Dashboard deployment fails with Missing required fields: [ReportColumn]

I'm having an issue when deploying a dashboard from a sandbox to a production instance using Change Sets and the Salesforce CLI. Both result in the same error message: TYPE FILE ...
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1answer
15 views

Clickable graphs to go to records, not report

Is there any way to setup a graph from a report to go to records that you click in the graph and not the report itself? I tried to follow this (in Salesforce Classic): https://help.salesforce.com/...
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0answers
11 views

How to display different dashboards on click of a button in on lightning community home page?

I need to display different dashboard on click of a button on the lightning community home page.Is there any option to load lightning dashboard in aura component. Suppose if i click on records then ...
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0answers
9 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 ...
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1answer
40 views

How to calculate average of text field in salesforce reports?

I have an Average correction requested field which is a formula field that returns days hours and minutes for each case number for example like 24 days 4 hours 0 months, 12 days 6 hours 30 months and ...
3
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2answers
874 views

Dashboard not displaying the Months in a proper manner

Hi, I have created a formula field which displays Months in Text. The idea behind this was to create a report for the case object, where it gives the report of cases opened in Months. I got the ...
1
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1answer
92 views

Hide an empty list filter in Einstein analytics dashboard

I'd like to know if it is possible to hide a list filter in a Einstein Analytics Dashboard if this filter has no available values. Thanks
8
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3answers
435 views

How to get rid of empty blue row in LE dashboard table component?

In all six table components in my LE dashboard (Summer'18 preview sandbox), I see as the last item an empty blue row. Is there a way to get rid of this? I tried limiting the number of groups, but that ...
0
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1answer
23 views

open as lens not working in Einstien Analytics Dashboard

I have a classic dashboard which has around 10-11 widgets of different type. As classic dashboards are retiring in Nov'19, we want to convert this dashboard to an Einstein Analytics Dashboard. When ...
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1answer
28 views

Is there a way I can have internal emails from Salesforce sent via a different domain name?

I am having quite a major issue in convincing the IT dept to accept that emails from Salesforce, sent from users of Salesforce with their email addresses, are not phishing attempts. I have sent them ...
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2answers
999 views

How to identify unused reports

I am trying to perform a task in my org, I need to delete all unused Reports (those which have not been used in months) from the Org. Can you please suggest if there is a way to Identify "All the ...
4
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1answer
47 views

Marketing Cloud Custom Dashboard for inserted rows

Some users in Marketing Cloud need to check if some contacts are arriving in a Data Extension (the Data Extension is being filled up through an API). They wish to check hourly in a Dashboard how many ...
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1answer
16 views

Profile with “Subscribe to Dashboards” checkbox still dont have the schedule option

I need to give a specific user to schedule a dashboard and have given the the access through profile system permissions but the targeted user still dont have the option. Is there any other way to do ...

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