Sign In Start Free Trial

Book Overview & Buying
Table Of Contents
Feedback & Rating

Salesforce Lightning Reporting and Dashboards

By : Johan Yu

2.7 (3)

Salesforce Lightning Reporting and Dashboards

2.7 (3)

By: Johan Yu

Overview of this book

Built on the Salesforce App Cloud, the new Lightning Experience combines the new Lightning Design System, Lightning App Builder, and Lightning Components to enable anyone to quickly and easily create modern enterprise apps. The book will start with a gentle introduction to the basics of Salesforce reports and dashboards. It will also explain how to access reports in depth. Then you will learn how to create and manage reports, to use Schedule Report, and create advanced report configurations. The next section talks about dashboards and will enable you to understand and compare various types of dashboard component and how you can benefit the most from each of them. Then we move on to advanced topics and explain tips and tricks related to reports and dashboards, including reporting snapshots, report parameters, and collaboration. Finally, we will discuss how to access dashboards and reports from the Salesforce1 mobile app.

Preface

Preface

What this book covers

What you need for this book

Who this book is for

Conventions

Reader feedback

Customer support

Free Chapter

Fundamentals of Salesforce Reports and Dashboards

Fundamentals of Salesforce Reports and Dashboards

An overview and the benefits of Salesforce

Salesforce Lightning Experience

The Salesforce object model

Navigating to the Setup menu

Navigating to reports and dashboards

Summary

Concepts and Permissions in Reports and Dashboards

Concepts and Permissions in Reports and Dashboards

Data for reports and dashboards

Generating reports and dashboards

The report and dashboard folder

Report permissions

Dashboard permissions

Summary

Implementing Security in Reports and Dashboards

Implementing Security in Reports and Dashboards

Securing private reports and dashboards

Using Unfiled Public Reports

Using public reports and dashboards

Report folder permissions

Dashboard folder permissions

Applying permission

Summary

Creating and Managing Reports

Creating and Managing Reports

Selecting the report format

Working with report filters

Summary

Understanding Report Types

Understanding Report Types

Report Type introduction

Report type categories

Summary

Advanced Report Configuration

Advanced Report Configuration

Categorizing data in reports

The Custom Summary Formula

Function formulas

Summary

Adding Charts in Reports and Pages

Adding Charts in Reports and Pages

Adding a chart to a report

Embedding a report chart in an object page

Summary

Working with Reports

Working with Reports

Opening a report

Navigating to a report

Subscribing reports

Summary

Building Dashboards in Lightning Experience

Building Dashboards in Lightning Experience

Introducing dashboards in Salesforce

Opening a dashboard

Navigating to a dashboard

Refreshing dashboards

Creating your first dashboard

The dashboard components

Summary

Learning Advanced Dashboard Configuration

Learning Advanced Dashboard Configuration

Implementing the dashboard filters

Viewing a dashboard

Using a dynamic dashboard

Dashboards and reports drill down

Getting more from AppExchange

Sales Year to Date dashboard

Summary

Advanced Tips and Tricks for Reports and Dashboards

Advanced Tips and Tricks for Reports and Dashboards

Reports and dashboards collaboration with Chatter

Filtering reports via URL parameters

Setting and using field history tracking

Reporting on historical data with Reporting Snapshots

Summary

Dashboards and Reports in the Salesforce1 Mobile App

Dashboards and Reports in the Salesforce1 Mobile App

Introduction to the Salesforce1 mobile app

Working with dashboards in the Salesforce1 app

Working with reports in the Salesforce1 app

Accessing offline

Limitations of the Salesforce1 app

Summary

Customer Reviews

2.7 (3)

5 star

33.3%

4 star

0

3 star

0

2 star

33.3%

1 star

33.3%

Refreshing dashboards

Dashboards are not the same as reports. When you open a report, the report data will be generated based on current data. On the other hand, for dashboards, when you open a dashboard, it will show the data as of the latest dashboard refreshed by any users or by a schedule.

All users able to view the dashboard will be able to refresh the dashboard by simply clicking on the Refresh button after opening the dashboard. Even users who do not have permission to edit the dashboard are able to refresh the dashboard. Once refreshed, the other user that sees the dashboard will be based on latest refreshed data.

Notice that in the following screenshot, information under the dashboard title will show us the data used for the dashboard, which is the same with the latest dashboard refresh:

But if the dashboard hasn't been refreshed in 24 hours, it lets you know with...

Search

Your notes and bookmarks