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.

Filter by
Sorted by
Tagged with
0
votes
2answers
149 views

Error :Incompatible types: NUMERIC and STRING in Compute Expressions

I have created a compute field named x of type text.I used ah field y in compute expression which is of numeric .Basically i want to output to be 'y'+"some text" which would be used as dimension.But ...
0
votes
1answer
286 views

System.HttpResponse[Status=Unauthorized, StatusCode=401]

I am trying to access dashboard through dashboard API, If I run the following method through visualforce page,it works, but If I call it from lightning component, It gives error. and the detail ...
0
votes
0answers
29 views

Dashboards for fields using comma separated values?

I'm storing comma separated values in a couple fields. I'd like to generate a dashboard based on these values, and I'm wondering if there's a way to get these distinct values?
1
vote
1answer
26 views

top three are visible on the dashboard

I have been working on the dashboards. I noticed that if I have more than three tables/charts only the top three are visible on the dashboard. I have searched both google and SF help and this ...
0
votes
1answer
47 views

Combine dashboards to display in Home Page

Can I combine 2 dashboards and display them in Home Page Components as shown below and this should be done in Lightning. The two dashboards here I'm trying to display are the custom dasboards
2
votes
0answers
50 views

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 ...
2
votes
0answers
59 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, ...
0
votes
1answer
26 views

How to make a user see dashboards based upon hierarchy?

I have tried to change the settings as logged in user but the user is still able to see all the data. Also I want to change the settings for all the four dashboards but it is allowing me to change it ...
1
vote
1answer
1k views

How to apply Dashboard to full Screen in Lightning App Builder Page?

I am creating a new lightning App Builder Home Page. on login of user he need to see his Dashboard, now user is seeing his Dashboard. but my problem is Dashboard is Not apply entire screen. Below i ...
3
votes
0answers
36 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 ...
0
votes
1answer
248 views

Could not find a custom field while creating data set in wave analytics

Could not find a custom field in search bar while trying to create dataset using salesforce objects in salesforce wave analytics even though its accessibility is editable.Can anyone please help???
1
vote
1answer
695 views

How To Show Exact Decimal Value On Salesforce Dashboard Component?

I have created one summary report where I am displaying average score in decimals and I have added that report on Dashboard component as follow: Score displayed on report is 3.67 and on dashboard ...
1
vote
1answer
3k views

Auto Refresh Dashboard in Lightning

Salesforce only allows you to refresh Dashboards daily, weekly, or monthly.With Enhanced Salesforce Dashboard Chrome Extension we can schedule it to run every 1min but it has to be installed on user's/...
1
vote
0answers
17 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.
0
votes
0answers
39 views

Want to show more than 3 components of a Dashboard on the Home Screen

I have a dashboard that is having more than 3 dashboard components on it. I want to show all the components of that dashboard on the Home Page. I have tried it by creating an HTML component on Home ...
0
votes
1answer
593 views

Wave Dashboard, drill down functionality using Hyperlink

So, I was trying to build a Wave Dashboard, with widget type as Number I can summarize my data into a step and display the step on the number widget. The problem that I am facing is, I am not able ...
0
votes
1answer
2k views

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 ...
2
votes
1answer
235 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 ...
2
votes
1answer
376 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 ...
0
votes
2answers
694 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 ...
3
votes
1answer
303 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 ...
0
votes
0answers
162 views

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 ...
1
vote
2answers
5k views

Filter NULL values in reports?

How can I filter out NULL values from within the reports editor for a text field?
1
vote
1answer
32 views

Why View All Data access is required to manage public dashboards?

I was going through the documentation https://help.salesforce.com/articleView?id=faq_reports_control_access.htm&language=en_US&type=0 As per the documentation it says that in order to manage ...
0
votes
2answers
633 views

Adding tabular report to dashboard in lightning experience

As adding a tabular report to the dashboard is not available in lightning experience. Does any one know the solution for this limitation? Any Appexchange product? any other solution like creating a ...
0
votes
0answers
21 views

Display number of opportunity owners working on a campaign

I have a requirement to display number of opportunity owners working on a campaign for example if a campaign has 5 opportunities in its related list, owner for one opportunity is alex, owner of other ...
1
vote
1answer
87 views

What are the capabilities and limitations of using JSON to customize Wave Analytics Dashboard?

As of the latest release guide, I could only find this Summer ’17 guide in regards to Wave Analytics Dashboard But it is only the documentation of how to use JSON and what kinds of parameters can be ...
1
vote
0answers
606 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 ...
0
votes
2answers
555 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 ...
0
votes
1answer
773 views

Migrating Dashboard - component missing indicatorLowColor attribute

I'm using Force.com Migration Tool to migrate metadata between two orgs. Everything is migrating correctly except a Dashboard. I'm getting the below error: Error: Metric, gauge, or table dashboard ...
0
votes
2answers
2k views

Dashboards failed to deploy using outbound changeset

Pre-requisites already deployed: Reports & Dashboards Folders Custom Report Types Reports When uploading Dashboards I get this unhelpful error : Your upload failed. We're sending you an e-...
0
votes
0answers
77 views

Bulk change runningUserId on dashboards

Is there any way i can change the running user on several dashboards in bulk via back-end? I did not see dashboard to be listed as updateable objects. But, wanted to check with geniuses here if there ...
0
votes
1answer
33 views

Create a new Home page layout and assign a dashboard to it

I have created a dashboard folder with two charts and I have given access to the folder to three user. Now what i want is that I want to create a new home page layout and assign that dashboard to that ...
0
votes
2answers
49 views

show dashboard related to user on vfpage

Is it possible to display the reports and dashboards in the visual force page? If yes, can anybody provide me with some reference.
3
votes
1answer
305 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. ...
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 ...
1
vote
1answer
13 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 ...
0
votes
1answer
44 views

Showing Dashboard/Report in object's layout

I have a requirement where I need to show a dashboard in object's related list.How can this be achieved? I am having a Report Type Created on Reports,I have created the report and dashboard for the ...
1
vote
1answer
112 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 ...
0
votes
1answer
18 views

I there any default dashboard view to a particular user when he clicked on dashboard tab

is it possile to add default dashboard view appearing to a particular user when he click on dashboard tab?
1
vote
2answers
348 views

Insufficient privileges for Salesforce Platform Licensed user when trying to access dashboards but able to access reports

I have a user which Salesforce Platform License and this user is added to a public group.Dashboard folder has been shared to this public group. But when I am log-in with this user,I am able to see ...
2
votes
1answer
499 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 ...
1
vote
1answer
238 views

Unable to delete dashboard or edit with json.

Appending /json to the dashboard URL previously brought me to an editor so that I could fix the json, however, now it doesn't do that. I'm unable to delete or edit this dashboard. Any ideas?
0
votes
0answers
23 views

Issue in report record is not getting display for one user and showing other user with same profile

I have one report when i am login with the one user its display the records in report but for other user records are not getting displayed. Both User have same profile and role.Please suggest which ...
0
votes
1answer
492 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) ...
0
votes
1answer
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 ...
0
votes
0answers
44 views

I need to deploy report from one org to onother org and need to schedule those report

I am not able to identify the way to push report(report run/dashboard/snapshots) from one to other org. I can see Eclipse is the one way and package deployment is other option. I can use Eclipse but ...
0
votes
0answers
121 views

Report Summary type with Chart having custom field in Y axis

I need to create a Report of summary type with a custom field in Y axis. But every time I try do that getting only option as Record Count. Can someone please let me know how to achieve that? Below ...
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 ...
1
vote
1answer
593 views

Dashboard x axis name remove

I have a salesforce dashboard absolutely perfect for me as shown in picture attached. Only thing is I want to remove this text : Time Off Territory Detail : RecordType Can someone please let me know ...