In Chapter 9, Building Dashboards in Lightning Experience, we introduced dashboards, starting with opening a dashboard, navigating to the Dashboards tab, navigating to a dashboard, and looking at the items in the Dashboard Builder. You learned the basic structure of a dashboard and saw how it is related to the report, and how a dashboard is defined and stored on the Salesforce platform. We continued with the dashboard components, which are the heart and soul of dashboards in Salesforce. Finally, we created a dashboard from scratch and then enhanced it with dashboard filters and scheduled the dashboard for auto-refresh.

In this chapter, you will continue to learn and create an advanced dashboard using out-of-the-box functions offered by Salesforce. We will start with the dashboard filter and cover how to implement it and other use cases...