SFDC Dashboard: Create a
In my previous posts:
we learn everything about how to create
and use various kind of reports in SFDC. Now we move to dashboard and see how
to work with dashboards
Dashboards in Salesforce are like a dashboard in your car,
showing you important information at a glance. Dashboards can show data in charts, gauges, tables, metrics, or
Visualforce pages. Naturally, you can customize dashboards to show exactly
what you want.
Here we create a new dashboard that's powered by the report
we created in the previous post.
Create a New Dashboard
Create a new dashboard for the Warehouse app that's powered
by the Merchandise in Stock report
that you’ve created.
Click the Reports
tab and then New Dashboard.
Click the editor's Components tab, then drag the Vertical
Bar Chart component and drop it in the first column of the new dashboard.
Now click the editor's Data Sources tab, and under Reports
> Unfiled Public Reports, drag your report and drop it on top of the new
Vertical Bar Chart component that's
in the dashboard.
Add a Pie Chart Component
That was so easy. Why not play around with adding a
different type of dashboard component, just for fun?
Repeat the previous steps, but this time use a Pie Chart component in the second
Then click Remove
this column (X) in the header of the third column to remove the unused third
column from the layout. When you are finished, the dashboard preview should
look similar to the following.
Try Out the App
Close the editor, and in the pop-up dialog,
choose Save and Close. The dashboard
then runs automatically when you leave the editor. Your dashboard should look
similar to the following image.
To access the dashboard at any time, click the
Reports or Dashboard tab in the Warehouse app.
When you set a running user for a dashboard, it
runs using the security settings of that single, specific user. All users with
access to the dashboard see the same data, regardless of their own personal
security settings. To set the running user, click next to the View dashboard as
Dashboards can be updated either manually or on
a schedule, and they can be delivered through email and mobile.
A dashboard won't automatically refresh unless
it is set to do so. Each time you view a dashboard, it indicates in the
upper-right corner when it was last refreshed. To update the data in the
dashboard, click Refresh.
Try adding a filter when editing the dashboard
by clicking Add Filter. A filter lets you see different views of dashboard data
based on filter conditions. You can add up to three filters per dashboard with
up to ten conditions on a filter. Instead of filtering at the report level, you
directly manipulate dashboard data.
**This document is referred from salesforce help tutorials