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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41
votes
1answer
3k views

Lightning Experience Bug: Picklist Color Values for Lightning Dashboards not working (UPDATE: fixed in Spring 18!)

Update This issue I've originally found in Winter 17 seems not fixed in Winter 18 release. However the issue does not affect Report Charts based on Opportunity.StageName - but on Custom Objects it's ...
12
votes
3answers
13k views

How Can I Embed a Dashboard in Visualforce?

I'm embedding a dashboard in a visualforce page using an iframe: <iframe src="/01ZJ00000007JGa?isdtp=vw"/> When I try to click on any component to load the underlying report, I get this ...
8
votes
3answers
330 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 ...
7
votes
1answer
2k views

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 ...
6
votes
1answer
657 views

Salesforce1 not showing visualforce page on dashboard

The problem looks like this image. I have followed the instructions: Visualforce pages that use the Standard Controller can’t be used in dashboards. To be included in a dashboard, a Visualforce ...
5
votes
1answer
1k views

Visualforce page not appearing in Dashboard data sources list

I tried to use some of my visualforce pages as Dashboard component but did not see those pages in Data Sources list in Dashboard. Am i missing something? Do the visualforce page should have some ...
5
votes
1answer
6k views

Dashboard Deployment Errors

I have a set of 2 reports, their associated 2 report folders, 2 dashboards, associated 2 dashboard folders. When I try to deploy via Change Set all of these 8 components, I get this error ...
5
votes
1answer
616 views

Determining which Dashboards have not been run in a long time

I have to create a report on Dashboards which haven't been run in a long time. I could not find last run date on Dashboard. How can I create this report?
4
votes
2answers
4k views

Picklist value determined by formula

Ultimately I'm looking to create a dashboard for accounts in Red/Yellow/Green criteria based on the trend of rolling 10 week sales. I was easily able to create a text formula field to assign a text ...
4
votes
1answer
463 views

Visualforce Component on Dashboard Viewing As User

Is there a way to tell what user has been selected in the Viewing Dashboard as field? I want an embedded VF page that will automatically refresh based on that field.
4
votes
1answer
491 views

Embedded dashboard in home tab using iframe, can't open hyperlinks from it

I added a dashboard as a home page component and it displays fine, but I am unable to open links to records when clicking on them in the dashboard. I'd love to do a "target=_top" type deal but that ...
4
votes
0answers
78 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
votes
1answer
624 views

Using SOQL, how can I tell which dashboards have not been used in the past year?

The title says it all, really - I am looking at hundreds of dashboards (literally) and I want to find the ones that aren't being used and kill them. Any thoughts? Thanks!
3
votes
1answer
1k views

how to identify which dashboard is using a particular report

I have a few reports i want to delete, but some of these reports are been used in dashboards because of which we are not able to delete them. Is there a way to identify which dashboard is using a ...
3
votes
2answers
3k views

Salesforce Dashboard Auto Refresh

I found this javascript code a while ago and was working great until some of the browsers have been updated to newer versions. Now the Home screen "locks up" after some users login. I've seen this ...
3
votes
1answer
450 views

Will Wave Analytics become part of Standard reporting soon/ever?

Wave Analytics is an amazingly easy to use and flexible way to analyse Salesforce data. Lightyears more advanced than the current standard reporting and dashboard functionality. Are there official ...
3
votes
2answers
1k views

Is there any way to restore a deleted report after emptying the recycle bin?

I want to restore the deleted reports,the reports are deleted 60 days ago.I check it on RecycleBin but it have only the 15 days records so, Is there any other possibilities to restore it? Thanks ...
3
votes
1answer
63 views

Disallow a User to Create Reports and Dashboards For a Specific Object

How can I disallow a certain user to create reports and dashboards for a specific custom object? I already tried profile settings, but there's only this Create and Customize Reports permission on ...
3
votes
1answer
3k views

How to create a Wave dashboard list filter?

I want to use a Wave dashboard in a page layout, and I want to pass a parameter to the dashboard, to use as a filter. The documentation states "To filter by a dimension, be sure to create a list ...
3
votes
2answers
767 views

How do you know the label of a column in the report?

I use getReportMetadata() and after I use getDetailColumns(), but this is list of API Name of columns in the report. I want discover name this columns. Can you help me ?
3
votes
2answers
137 views

Scenario: 'Profile view' vs 'Dashboard view'

I have a scenario with n groups. Each group has: - a coordinator viewing all the cases managed by his group; - the simple users viewing their own cases. The "problem" is that there exists an n+1-th ...
3
votes
1answer
442 views

Code For Auto Refreshing Dashboards

Referring to this code here: var run; function refresh() { var dashboardButton = document.getElementById('db_ref_btn'); dashboardButton.click() } window.onload = setInterval(...
3
votes
1answer
1k views

dashboard filtered by the current logged in user only

is it possible to create dashboard filtered by the current logged in user only ? For example when a user logs in, he should see records created only by him and not everyone else's... Please let me ...
3
votes
1answer
689 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 ...
3
votes
1answer
602 views

View a Dashboard by Different Years

I have created a Sales Dashboard that shows information on Fiscal Year. However, I need the same Dashboard to display data for previous years as well. I tried to use a filter on the Dashboard, but ...
3
votes
3answers
1k views

Gauge Dashboard Component Always Pointing To Max

How to develop gauge dashboard component which will tell me how many records have a blank value in a particular field? E.g., if there is a total of 100 records in a custom object, and one field is ...
3
votes
0answers
322 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
votes
0answers
466 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
votes
0answers
34 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
270 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 ...
3
votes
1answer
36 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
votes
2answers
1k views

Expose Report/Dashboard data into Public Sites [duplicate]

Is it possible to expose report or dashboard data embedded into visualforce page and place it in Public force.com site? If this is not possible then please provide me an example to build a custom ...
3
votes
0answers
154 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
2answers
649 views

Pie chart with 3 buckets shows smallest one as 'other'

I have a pie chart with three wedges. Unfortunately smallest wedge comes up as Other. Any ideas how to solve this? Edit: in case you are wondering this is on a dashboard.
2
votes
1answer
4k views

How to schedule daily dashboard refresh + email in DEVELOPER edition?

How to schedule daily dashboard refresh + email in DEVELOPER edition? I can't find the Schedule Refresh button as mentioned here. Is this possible in developer edition?
2
votes
1answer
29 views

Is it possible to make a graph that shows number of contacts over time?

We want to add to a dashboard a graph showing how many contacts are in a report over time. So in May there were 12,000, in June 13,000, in Aug 12,500. I can create the report that shows how many ...
2
votes
2answers
99 views

Sales Team Dashboard

I need to change the dashboard called “Sales Team Dashboard”. The first top left dashboard needs to show as a percentage of goal. The graph should look similar to the below. One thing to note is ...
2
votes
2answers
873 views

Refresh dashboard with action or URL

Is there a way I can initiate a dashboard refresh from a VF page remotely? Is there an action or a URL I can use to refresh a specified dashboard? I want to recreate the refresh dashboard button on ...
2
votes
1answer
1k views

Showing multiple reports in one Dashboard without summarizing it

I have multiple reports that I want to show in one dashboard without summarizing it. For example, 'Open Opportunities with old closed dates' or 'Contacts with no email ID' would be reports that I ...
2
votes
1answer
2k views

Login History, User Session and User Activity reports in custom visualforce page leading to chart.js dashboards

I am looking to draw charts/ graphs much like Google Analytics dashboards that answers questions around Salesforce user activity like: Which users are currently logged in our org? Where from? How ...
2
votes
1answer
618 views

DEV 401 Report vs. Dashboard Question

The organization-wide default settings for Accounts is Private. A manger resides above a team in the role share some of the account data with the team. Which feature can extend the viewing privileges ...
2
votes
1answer
105 views

How to add rolling filters in dashboard

I want to add custom filters to dashboards, that means from 05-02-2014 to 31-12-2014 can any one please guide me
2
votes
2answers
391 views

How can I get my VisualForce Dashboards to Display Properly?

Looking through the VisualForce Developer's Guider, there is information on how to create a dashboard with VisualForce. I have no problem adding a VisualForce component or selecting the VF Page as ...
2
votes
2answers
1k views

To display dashboard for sales users

I have created a dashboard with 6 component, now i want this dashboard as the default dashboard in dashboard tab for the sales people. How can i make this changes in the users production?
2
votes
1answer
249 views

How can I see the 'As of <date>' in a Report?

All Dashboards currently show the 'As of ' as below: How can I get this to show for all Reports as well?
2
votes
2answers
5k views

Increasing Dashboard Filter Option Limit

Is there a way to get around the Dashboard limit of 10 options per filter? Our use case is that we have around 60 users that we'd want to be able to see the Dashboard from their perspective, and the ...
2
votes
1answer
43 views

How can I track my current campaigns in dashboard at Home Page

I have created a dashboard on my salesforce homepage but I don't know how to track my current campaigns in dashboard? Can anybody help?
2
votes
1answer
87 views

Dashboards: show list of leads counted in graph

Say I have a graph that looks like this on a dashboard in Salesforce: How can I display, preferably color-coded, the leads counted in it (i.e., the ones talked about in the graph)? Like to the right ...
2
votes
2answers
2k views

Adding goals to reports/dashboards?

i am setting up some reports for the creation of dashboard that show revenue etc vs. goals for different time periods. I am currently working on quarterly revenue vs. goal broken down by Account owner....