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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1answer
612 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 ...
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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/...
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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.
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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 ...
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1answer
530 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 ...
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1answer
1k 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 ...
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1answer
211 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
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1answer
352 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 ...
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2answers
506 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
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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 ...
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0answers
124 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 ...
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2answers
4k views

Filter NULL values in reports?

How can I filter out NULL values from within the reports editor for a text field?
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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 ...
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2answers
531 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 ...
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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 ...
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1answer
81 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 ...
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0answers
557 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 ...
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2answers
412 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 ...
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1answer
715 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 ...
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2answers
1k 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-...
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0answers
64 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 ...
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1answer
32 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 ...
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2answers
47 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.
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1answer
263 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
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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 ...
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1answer
12 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 ...
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1answer
43 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 ...
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1answer
105 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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1answer
17 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?
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2answers
323 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
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1answer
460 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 ...
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1answer
219 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?
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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 ...
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1answer
457 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) ...
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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 ...
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0answers
38 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 ...
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0answers
101 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
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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 ...
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1answer
488 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 ...
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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?
1
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1answer
1k views

Data not available error in dashboard

I have a user A who created one report type and using that report type he created one report and stored in one report folder. The user A has given access to user B for the report folder as viewer. ...
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1answer
477 views

Deployment of Wave Analytics components failing

I have retrieved the wave analytics components using workbench without any issues from source org.But while deploying in the target org is giving an error : " Error: Unrecognized field "query" (...
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0answers
29 views

Edit button not coming on report folder

I am trying to edit the report folder but edit button isn't coming. Two buttons are coming 'Pin to top' and 'Share'. Is there any permission settings for that ?
1
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1answer
20 views

how to remove share permission for several dashboards to a set of users

I have five users for whom several dashboard has been shared with viewer permission. Is there any way to remove the share permission to set of users in a go for each dashboards.Please give your ...
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1answer
153 views

Wave: Unable to delete a dashboard with a missing dataset

I erased the current datasets(deleted the json) and created new ones. However I cannot delete the dashboards associated with the previous datasets at this point. Any ideas how can I do it? Thanks.
1
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1answer
376 views

Easy way to fix reports after changing lookup field to master-detail

Changing a lookup relationship to a master detail breaks all reports and dashboards that are dependent on that relationship. That is a somewhat undesirable result. I was wondering if there is an easy ...
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0answers
43 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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0answers
71 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 ...
3
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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 ...
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1answer
281 views

Insufficient privileges for Dashboards

I was trying to grant access to some of my users who were added into a public group. The users have "Salesforce Platform" user license. The reports are dependent on a custom object. The access to the ...