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.
172
questions with no upvoted or accepted answers
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"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 ...
- 173
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123
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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 ...
- 3,741
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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. ...
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994
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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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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
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44
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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 ...
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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 ...
3
votes
1
answer
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.
...
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3
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1
answer
43
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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 ...
- 1,957
3
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0
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177
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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 ...
- 5,226
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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 ...
2
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1
answer
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 ...
- 155
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65
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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 ...
- 1,686
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166
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, ...
- 21
2
votes
1
answer
391
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 ...
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2
votes
1
answer
660
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 ...
- 170
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183
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 ...
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271
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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'...
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2
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68
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]--> ...
- 1,231
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2k
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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, ...
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91
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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
...
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2
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401
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 ...
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118
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 ...
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85
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 ...
- 345
1
vote
1
answer
438
views
How to change the owner for dashboard and reports?
Some dashboards and reports not working after disabling the left employee login.
So I want to assign a new owner to the existing dashboard and reports.
Could you guide me how to change the owner name ...
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1
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592
views
Is it possible to create a custom Gauge chart in LWC?
Is it possible to create a custom Gauge chart in LWC?
I have a requirement of creating a gauge chart on dashboard. Target value is sum of one column of report and measure is sum of other column of the ...
- 41
1
vote
1
answer
90
views
Report and Dashboards
I am a salesforce administrator. I have created a matrix report. I need to display the report in dashboard with row and column grouping without chart. But dashboard is not allowing to group by row and ...
1
vote
1
answer
158
views
User should only see Dashboard, should not see report link or should restrict to see the associated report
There dashboard is visible to user. I want to restrict user to see the report link in dashboard. Is there any way to do this?
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144
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 > ...
- 11
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answers
16
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 ...
- 89
1
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180
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 ...
- 659
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answers
115
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
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answers
300
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 ...
- 1,662
1
vote
2
answers
978
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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45
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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1
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280
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 ...
- 83
1
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32
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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233
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).
- 79
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answers
101
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 ...
- 1,692
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answers
210
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
0
answers
2k
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 "...
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0
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2k
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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
0
answers
19
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.
- 6,714
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754
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 ...
- 77
1
vote
1
answer
21
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 ...
- 149
1
vote
1
answer
258
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 ...
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answers
77
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?
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178
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 ...
- 1,455
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313
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 ...
- 317
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vote
1
answer
96
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.
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