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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Are reports and Dashboard packagable
I have reports and dashboards for communities, which I am intending to package. are they package?
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797
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Count of Reports With Dashboards
How can the Count of 'Reports With Dashboard' be greater than the 'Total Count of Reports'? Am I misinterpreting the data?
When I ran the following query in Workbench I got the count as 132435
SELECT ...
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Mass update 'View As' for Dashboards
I would like to mass update the 'View As' user on a group of dashboards to a new general user. From the research I have done, someone had a similar question and suggested updating metadata. When ...
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Advice needed on packaging dynamic dashboards
Our build just broke with this error when we added a 4th dynamic dashboard:
You reached the limit for dashboards run as the logged-in user
and articles like this one Increase 'Maximum Number of ...
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How to put the most recent item of report to the right side of the chart?
Here is a chart that I have and I am seeing in a dashboard. The x-axis is from the most recent to the past time.
I am looking for a way to reverse the x-axis. I want the rightmost to be November 2021 ...
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4k
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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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How can I see how a LEX dashboard component was originally configured, after error message that field is no longer available?
I've been trying to update a dashboard I created a year ago, where multiple of the components now populate with the error message:
"One or more of the fields selected in the component is no ...
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Using other user leads on my report chart
We had only 1 user, so I add another user with administrator permission (like myself), I did some changes on my dashboard and I want the same exact dashboard shows in the other user too.
I couldn't ...
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288
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Creating Visualforce Dashboard Components
I am trying to make a custom report for a dashboard in Salesforce lightning. I read here on how to create a Visualforce page and then use that as a component on the dashboard. So I did create a VF ...
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Einstein Analytics Dashboard
I am trying to add multiple tabs in einstein dashboard but i'm not getting from where we can add multiple tabs in einstein dasboard anyone please help me out
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216
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How To Download Dashboard Screenshots Programmatically
I need to download dashboard images progamatically(apex or javascript). Is there away this can be done?
Thanks
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How do I add "Closed/Lost" as filter option for opportunity status?
Why is "Closed/Lost" not showing up as an option? In the report, I know that we have opportunities that are closed/lost.
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Display different dashboard for different users on login
Is there any way I can default which dashboard is displayed for a user logging in? I don't mean the same dashboard with different permissions for different users - I mean a completely different ...
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881
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API Error: Wrong number of dashboardFilterColumns 1 instead of 2
I'm trying to use the metadata API to move a dashboard from one Salesforce to another, and I'm getting the error
Wrong number of dashboardFilterColumns 1 instead of 2
The dashboard does have 2 ...
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141
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Add Child Tasks dynamically in VF page created using DHTMLX Gantt Chart
I have a requirement to show Projects and its related sub tasks using Gantt chart in Salesforce. I have used DHTMLX as my base source.
Here is my logic:
<apex:page standardController="...
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496
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How do I mass delete inactive Dashboard Component records?
My org has over 300 reports that have been identified as no longer needed, but that are associated with current dashboards. I need a quick way to delete just the associations between those reports ...
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Can I deactivate the user who is also the owner of an Einstein Dashboard/ Dataflow. On deactivation, the dashboard was not reflecting updated data
Can I deactivate the User who is also the owner of an Einstein Dashboard/ Dataflow.
These dashboards are used by executives and on deactivation, the dashboard was not reflecting updated data. However, ...
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573
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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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current userid not matching in report [duplicate]
Hi I have to fetch current users created records in a report. For that I have a field userid__c in a custom object which is storing user SF id (18 digit) and when I am checking userid__c=$user.id it ...
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Display unique count of account states in dashboard component
I would like to have a dashboard component that shows the # of unique states that we have accounts in. I can get the account by using the unique count feature in a report, but I would like to display ...
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463
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Dashboard is not displayed as graph in Lightning home page, but as link
I am trying to embed a dashboard in a Lightning home page. It is shown, but only as a link to the dashboard. The actual contents are not shown.
When you google this problem, a suggested cause is that ...
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615
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Is there is any workaround for the dashboard 3 filter limitation?
I know we can only add 3 filters to a dashboard but is there is any workaround to put more than 3 filters?
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Filter URL Parameters
In the Salesforce Spring '21 Release Notes, I read about the new feature of saving dashboard results including filters
https://help.salesforce.com/articleView?id=release-notes....
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267
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Remove hard coded runningUser in dashboard?
I have created a dashboard, and every time I download it using sfdx, it save my email as the runningUser for my dashboard. Clearly this is incorrect as when I package it, my customers are not going ...
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647
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Show report formula grouping in dashboard metric
I'm trying to create a dashboard metric that shows the percentage of accounts we have business at in Texas.
I have a report that filters only Texas accounts, and then has two groups that break it into ...
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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 > ...
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989
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I am not able to filter a field in a Dashboard that contains Reports of different Report Types in Salesforce
I have a Dashboard containing few Reports with different Report Types(Opportunities, Opportunity History and Ops with Order). So in Account object, there is a custom field - say custom__c. This field, ...
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977
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DAshboard refresh
Anyone can explain why Salesforce dashboards don't auto-refresh?
I am on Enterprise edition and Lightning version.
I also don't see the option of scheduling a refresh in lightning for dashboards.
Any ...
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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 ...
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567
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Still problems with fixed known issue regarding hyperlinks in a dashboard graph: _HL_ENCODED_
I am trying to use a formula with a hyperlink in a dashboard, but it is displayed incorrectly:
This is a known bug, which Salesforce has fixed not once, but twice.
But as you can see, to me it doesn'...
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How to see how many leads particular user qualified?
I am preparing a dashboard for my client. It is a side thing, I do mostly ads for them but I said I could try to help with salesforce. Basically, my client wants to know how many leads each of our ...
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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 ...
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Custom salesforce dashboard on a Visual force page, Is there any way to do this? [duplicate]
I have tried using apex:iframe, but it displays a blank page
using apex:iframe
<apex:page showheader="true" sidebar="true">
<apex:iframe src="/...
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57
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Query Dashboard Field
I'm trying to clean up dashboards without going through the hundreds of dashboards I have. When I query "Select ID, dashboardResultRefreshedDate from Dashboard" I don't see any value for the ...
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Which permissions to uncheck to disable a profile from creating dashboards and report [closed]
I have a the following requirements:
profile A which does not create any reports and dashboards, and
other users cannot share with this profile, even if they do share
this profile cannot read those ...
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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 ...
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190
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Dashboard can not be deleted because "This dashboard is mapped in users."
When I delete a dashboard. It did show me the message as the image below
How can I delete this dashboard ? I have gone to Google but nothing is found.
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481
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Issue with Lightning Dashboard formula
I have a report which is grouped using a custom field called Type__c. It holds two values, RN and NB. Now, I have created a formula in the lightning report to get the percentage of each record count.
...
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Change X-Axis on Report to show anything besides record count in lightning?
In salesforce lightning, no matter what I do when I create a report and group by Account Owner and even another field the "X-Axis" only allows Record Count. I do not want to show a record ...
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Leads, Territories and Dashboard filter in Lightning Experience: impossible combination?
In Lightning Experience I have created a dashboard that displays a number of Account and Opportunity reports. These reports themselves do not apply any filtering on Territories, but the dashboard does....
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Running describeReport(3-arg); of Salesforce Reports and Dashboard API, gives an error(in the SS). Any idea why could this be happening?
-------------------------------------------------
Edit for better error message and methods googleability:
Exception occurred - The data you're trying to access is unavailable.
Class.reports....
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How to Remove the reports from salesforce dashboards when the report has no records,
How to Remove the reports from salesforce dashboards when the report has no records, the user doesnot want to see the report on the dashboard if there is no data in the report??
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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, ...
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Securely Share Partner Dashboards
My goal is to share dashboards on partner community.
I created opportunities report and dashboard for partners.
when i logged in as partner 1 i can see partner 2 related record on dashboard.
Of course ...
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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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806
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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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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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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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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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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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