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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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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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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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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Set dashboard filter via URL
One of the great things about SF reports is the way you can set filter criteria through the URL using parameters like pv0=my+criterion. Is it possible to do this with dashboard filters?
I tried ...
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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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866
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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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Create a Line Chart with resource count over time
I have a number field on work order object called count of technicians, i also have start date and end date on work order object as well. When i try to create a line chart to plan the workforce needed,...
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74
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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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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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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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Give view access to DashBoards in Salesforce
how to add view access to Dashbord in Salesforce for a profile? Why user cant see this dashboard? It is in public folder and on a profile there are enabled 'give view access to reports in public ...
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Dashboards in Salesforce Customer Community
I know that it is possible to add Reports/Dashboards to Customer Community if you have Customer Community Plus License.
We are using Service Cloud and I was wondering if it will be possible to add ...
CommunityBot
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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 ...
CommunityBot
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28
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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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Dashboard / Reports not reflecting updated state of the object
Say we have a custom object My_Object__c and we have a report and dashboard that just lists all objects in the org.
Suppose we only have one record in this object.
If we open our dashboard / report, ...
CommunityBot
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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....
CommunityBot
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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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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 ...
CommunityBot
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267
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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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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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23
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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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372
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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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576
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Dashboard URL filter not working
I am trying to use the Spring'21 salesforce feature that is to filter the dashboard with URL parameters. I am using the below 2 links as a reference:
https://help.salesforce.com/articleView?id=sf....
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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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17
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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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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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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. ...
CommunityBot
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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 ...
CommunityBot
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3
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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. ...
CommunityBot
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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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920
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How to include a row with subtotals by second level group in Einstein Analytics using SAQL?
I would like to add a subtotal row at the bottom of a compare table in an Einstein Analytics dashboard. The table is made up of sums of measures grouped by two dimensions. The subtotals needed are ...
CommunityBot
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3
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681
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Is there a way to export custom developed Chart (Chart was developed using Chart.js) to PDF without 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 without using any other library.
I tried ...
CommunityBot
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1
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660
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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 ...
CommunityBot
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Obtaining Values Instead of API Names when Building a DataFlow in Einstein Analytics
I am trying to build a dashboard for my company. However, in order to do that I need to create a dataset. One of the fields that I need to draw for my dataset is an object of picklist type, which ...
CommunityBot
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1
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954
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.
...
CommunityBot
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1
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787
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(...
CommunityBot
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3
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1
answer
854
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 ...
CommunityBot
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1
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728
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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.
CommunityBot
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3
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1
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885
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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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Cannot access Einstein Wave Analytics app that someone else created
Background info:
Both my colleague & I have :
Profile = 'System Administrator' with 'View all data' & 'Modify all data' checkbox
Permission Set = 'Einstein Wave Administrator' (shown on ...
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1
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96
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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.
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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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139
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See queue owned cases over time
I'm trying to create a report to show me how many unassigned queue owned cases we've had at the start of each day over the past month. I have a report that shows me how many unassigned cases we have ...
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158
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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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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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199
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Case Owner field is not available for Dashboard filters
There is a dashboard where i have few components showing the collective information about the Cases, Opportunities and Survey feedbacks of a Sales Engineers.
I have created a report with standard ...
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1
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118
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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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207
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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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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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563
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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 ...
