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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2
votes
2answers
70 views

Error message when push assets via snapshot to destination org

Getting the following error when trying to upload packaged dashboard and corresponding reports to destination org. Any idea what these relate too..? Metadata File 'Pipeline_Adds_Removes_Reports' ...
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.
2
votes
0answers
390 views

Create and edit Dashboards in Professional Edition

In Professional Edition, I have standard user that is unable to create or edit any dashboards. I would like to allow selected 'standard' users to be able to create new dashboards and/or edit selected ...
2
votes
0answers
70 views

Mass movement of reports

I have a requirement wherein multiple reports from different report folders are to be moved to a new Report folder. The number of reports is huge(in thousands). I've tried it using eclipse IDE but it ...
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 ...
1
vote
1answer
424 views

dashboard table component link to account record

I have a dashboard report that list selected accounts. How do I make each of those account records on the report/dashboard be an active link to that account record - detail page. Thank you!
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
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 ...
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?
3
votes
1answer
690 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 ...
1
vote
0answers
44 views

SalesForce Dashboard Links in IE

I am new to SalesForce, and none of the links in my dashboards are working in IE explorer (IE9), but they work just fine in Chrome. Can anyone help me with this?
0
votes
1answer
557 views

Salesforce community users as dashboard running users

Can you select community users as running users(specified users) in dashboards. As i have reached limit,cannot select current user option,
1
vote
2answers
973 views

Fully expose dashboard/reporting in visualforce page. Possible?

We have a fully customized Visualforce app that is available to customer portal users. Users are automatically directed to the VF pages and have no access to the standard SF customer portal. We want ...
2
votes
0answers
76 views

Structuring report package dependencies

I'm working on a managed package that contains several reports and dashboards, as well as custom fields on standard objects that power those reports. From what I know, reports and dashboards cannot ...
1
vote
2answers
16k views

How To ? Display Complete Dashboard on my home page?

I have a dashboard with 4 grids displayed on my home page. It only shows the first row, i.e only 3 of the 4 grids. I am unable to see the 4th grid in the 2nd row 1st column. What can I do to get my ...
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. ...
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 ...
1
vote
1answer
4k views

Adding filter values dynamically to a dashboard possible? [duplicate]

The Setup: I am doing some report hacking, where at runtime the values of certain report filters are added. That part is working. The problem: Business wants charts created, and displayed on the ...
3
votes
1answer
603 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 ...
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 ...
1
vote
1answer
695 views

dashboard to display 2 text values

Is there a way to create a dashboard that has the format : Region Status (Rich text) North America pending Japan o Yet to be approved o Waiting for ...
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
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 ...
0
votes
1answer
4k views

What are Dashboards in salesforce

Can anybody explain me what are dashboards and how they are used in Salesforce. Are dashboards and reports the same? Is there any relation between them.
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?
1
vote
1answer
2k views

Record count in Dashboards

I have a Dashboard with two components. Each component has its own source report. These two components already has record count field based on certain filter criteria(given in the source report). My ...
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 ...
1
vote
1answer
2k views

Question on Dashboard tables

I'd like to create a table on a dashboard that displays the top 10 Financial Accounts, (custom object) that have a status of 'Submitted - Pending' in the first column and a custom date field called '...
1
vote
1answer
5k views

How can I show (on a dashboard) what % one column total on the report is of another column total on the report?

In this situation, I am showing a report of outstanding loans. Each loan has an 'Amount Outstanding' and a 'Total Credit Line' field. Each loan also has a 'Amount Outstanding as a % of Total Credit ...
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 ...