The Stack Overflow podcast is back! Listen to an interview with our new CEO.

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
1
vote
0answers
257 views

Report on multiple, multi-select picklists value frequency.

someone has an example for this code? I need report 5, 6 multipicklist fields. I tried the app multipick list frequency, but it's limited to management an only field. For e.g. I have 3 records: A - ...
1
vote
0answers
61 views

Dashboard Component visibility based on profile

I have one dashboard composed of 3 Components. There are 2 Profiles. Profile 1 to see Comp 1 & Comp 2. Profile 2 to see all 3 Components. I have created 2 different dashboard, 1. with 2 comps ...
0
votes
1answer
101 views

How to create report and graph for two fields?

I selected fields from many fields of an object, that are, 1) Name(String) 2)Status(Percentage) How can I create its report & graph? Issues: I am trying but I have to group by a column to ...
0
votes
1answer
44 views

How can I Create a customized dashboard (according to my business needs) in Salesforce?

I created two objects (Volunteer, Project) with one-to-many relationship. Now I want to create a dashboard where the user can see the percentage of project completed (Project has percentage-completed ...
1
vote
0answers
351 views

Charts in Record List View Community Builder

I'm using Napili template for my community builder and I'm trying to create charts from the record list view of an object tab. My problem is the charts that I've created cannot be seen by other ...
1
vote
1answer
62 views

Issue with Event Log file. Users activities related to Dashboard view are not recorded in Salesforce

We have Enabled Event log for our organization and it was working absolutely fine but since last month Sales profile Dashboard view activities do not record in event log. I queried event log used ...
0
votes
1answer
255 views

Not able to display dashboard in visualforce page

My VisualForce Page Test Code for displaying dashboard - Code Snippet - Used (Apex:Iframe) After Clicking on Preview Button In Apex Page- Error In Console
0
votes
2answers
1k views

How do I download a Wave Dashboard JSON file?

I want to change some things about a Wave Dashboard and for that I have to download, edit and upload a JSON file. According to the documentation: "You can download the existing XMD file from the Edit ...
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 ...
2
votes
1answer
89 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
0answers
113 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 ...
1
vote
3answers
106 views

How to find out all dashboard schedules? [closed]

User would like to know all existing dashboard refresh schedules if they were scheduled to refresh.
2
votes
2answers
951 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 ...
1
vote
1answer
335 views

Adding filter to dashboard using Apex or visualforce

We have a dashboard that we want to scale for all Accounts, currently it is based on one account. User should have the capability to see this dashboard for any account that he chooses Is there any ...
0
votes
1answer
3k views

User Permissions for Sharing Reports and Dashboards

I want to give specific profiles in my organization the ability to modify and use Dynamic Dashboards. According to this Salesforce Help Page, I need to give the following permissions to the profiles....
0
votes
1answer
83 views

Need help with Reports and Dashboards

I have a custom object "Case Status History" which is a kind of audit log of the Case Status Change. Whenever a Status of a Case is updated , a record is created in this object. Status Values has ...
0
votes
0answers
20 views

need way to Reduce report

I have created 2 reports on account with same filter criteria,but different group by 1 report group by Geography 2 report group by Indusrty. and summarizing the annual revenue field for both report ...
0
votes
2answers
70 views

Is it possible to create a publicly viewable dashboard?

I understand how to make a dashboard "public". But public seems to mean visible to other members of the Salesforce organization? I would like to make a report viewable by anyone without logging into ...
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 ...
-1
votes
1answer
131 views

How to bring salesforce report in .Net website?

I want to display salesforce report/dashboard in my website. or any way to get report data with partner api? Can any one help me? Thanks, Bhavesh
0
votes
0answers
267 views

How do I Show more than 10 rows in a visualforce Dashboard table?

So I created a controller that pulls the name of the user and 2 custom fields to show in a table (with some criteria in it). I create a visualforce page to show this table in a dashboard. I know the ...
0
votes
1answer
274 views

Report for Public Groups

I need to create 7 groups and track who has the biggest sales. Can I create a report about the group members's total sales and compare it to other groups? How can I achieve this? Thanks in advance. ...
0
votes
1answer
2k views

Actual Sales VS Target report / dashboard

I have task where I need to create Actual sales vs Quota/target report & dashboard. I have searched internet but couldn't able to find solution. And forms stated that it's not possible to generate ...
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....
0
votes
1answer
33 views

Is this Possible to retrieve a report names specific to object reference. Ex:Like for account object how many reports/dashboards are associated

Requirement:-I want to fetch a report and Dashboard names which using Account ,contact,Opportunity,Lead And some custom object reference(Fields)). Is this Possible to retrieve a report name specific ...
1
vote
0answers
29 views

Error while creating a dashboard with tabular report as a data source

I get the following error while trying to add a report which is a tabular report.Can you help me with the settings that needs to be changed in dashboard settings so that I can display the dashoard ...
0
votes
1answer
481 views

Unable to see Dashboard in Salesforce1 Mobile app

I am new to SalesForce. I have created a sample Dashboard in SF using custom objects and data. My Dashboard is appearing in desktop. But I am unable to see my created Dashboard in SalesForce1 Mobile ...
0
votes
0answers
83 views

servlet.ChartServer is not returning the data expected

So I have a app the emails schedule reports and attaches the as excel , pdf, etc or embeds the html into the email (Note not using out of the box schedule reports) the chart image in the reports are ...
1
vote
1answer
2k views

How to display a dashboard on visualforce page and refresh it automatically at 2 pm and 8pm regularly

How to display a dashboard on visualforce page and refresh it automatically at 2 pm and 8pm regularly. i am using the following code: <apex:page sidebar="false"> <apex:iframe src="...
1
vote
1answer
299 views

Lightning UI New Opportunity Dashboard

We are testing the new Lightning UI in our Sandbox and are trying to show the new benefits during a presentation tomorrow to our Sales team. However, there is one part on the initial home screen we ...
1
vote
0answers
30 views

Bar chart Opportunities owned by current user vs team

I would like to have on a dashboard bar chart for each Opportunity stage sum of the amounts of the Opportunities owned by the current user and stacked above it the sum of the amounts of the ...
0
votes
1answer
40 views

List Mailchimp Current Member Counts in Dashboard

I'd like to create a dashboard that shows administrators the current Mailchimp Lists by name and their current total subscribers. Is this something I can do with the Dashboard configurator alone, or ...
0
votes
1answer
65 views

Need to create leads with or without activities and also show task field in the report

I need to create a report on Leads with or without activities and also need to show lead task field in the report... new bee....
3
votes
1answer
451 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 ...
1
vote
2answers
495 views

Group by Id but show Name Instead of Id in Report

Good day everyone, I am trying to create a report. I used a summary format of report. Then I group my report by Id of the related list. It is working well. But my problem is that, I want to show the ...
1
vote
1answer
51 views

Dashboard in home page is not showing filtered

I followed the steps to add a filter to a dashboard that I created. So far so good, but when I try to load the dashboard from the home page, it is not showing the filter. Am I missing anything?
0
votes
1answer
24 views

Display Number of Accounts Called in Quarter using Dashboard Component

I am currently using Professional Edition. I need to create a Dashboard Component that displays the number of Accounts called by a user in current quarter. For example, Joe owns 65 Accounts and has ...
-1
votes
1answer
376 views

Use group by and limit at the same time in Salesforce report

Good day everyone, I have question about salesforce Report. Suppose I have a product object with field product_name and quantity. Now I want to create a report that will get the total quantity of ...
-1
votes
1answer
251 views

Get the Report ID from a Dashboard Component

I have a list of Dashboard Component IDs and need to get the Report IDs from them to create a new Visualforce page with those reports. How would I get the Custom Report IDs knowing the dashboard ...
0
votes
1answer
248 views

Create Dashboard to track Target Activities

I would like to create a report with a Dashboard component that compares the number of activities that a user has logged in a Current Quarter against a Target number of activities that have been set ...
0
votes
2answers
593 views

Dashboard- To display how many new records are made

Is there a way to display reports in a seven-day week format? Example: Monday - 100 records Tuesday - 60 records etc.. until Sunday To be displayed in bar chart. Is COUNT possible for ...
1
vote
2answers
406 views

Create Report to show Accounts that have Activities /No Activities Logged

I would like to create Dashboard /Report that displays number of Accounts that have been called /not called (activities). For example, I have 10 Accounts and 6 of these 10 accounts have been called (...
2
votes
1answer
145 views

dashboard need to called on visualforce

I need to call dashboard on visualforce page and that visualforce page need to be called on home page of salesforce CRM.what i have done is written below.i have asked this question earlier but some ...
1
vote
3answers
1k views

visualforce page component to view dashboards in the homepage of salesforce CRM

I Need to create a visualforce page component to view dashboards in the homepage of salesforce CRM. Update the Visual force page that i am using as component is:- <apex:page showHeader="false" ...
3
votes
2answers
139 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 ...
2
votes
1answer
2k views

limit for dashboard run as as the logged-in user

After I've created a certain number of dashboards set for running as the logged-in user, Salesforce tells me I cannot create another one. In order to solve this problem I deleted 2 of those ones and......
2
votes
1answer
93 views

Dashboards: how to insert them in the home page of a user

Suppose that the Administrator has created a set of Dashboards. Suppose that Andrea Montanaro is a certain user with the Profile Finland. Suppose the Admin wants to include in Andrea's Home Page the ...
0
votes
1answer
731 views

As partner community user, Unable to access Dashboard as logged in user

Getting the following error message, when trying to access dashboard as logged in user, as a Partner community user The source report is based on a report type that is inaccessible to the dashboard's ...
0
votes
2answers
38 views

DASHBOARD ERROR

I got an issue related to dashboards. One of the user has a problem. She says that the Chart is not reflecting new date once deal has been extended. This is a high priority issue that i need to solve,...
0
votes
2answers
2k views

How does one show the revenue on y-axis instead of record count?

I've tried all kinds of things, but basically, I want to create a line chart which shows revenue on y-axis and date on x-axis. This is what I have in my report but the dashboard shows record count in ...