How do I add components to a dashboard in Salesforce?
On the dashboard where you want to add a component, click Edit. ... Drag the component type you want from the Components tab onto your dashboard. ... Drag a report from the Data Sources tab onto the component you just dropped on the dashboard. ... Click.More items...
Which type of report can be used for dashboard components in Salesforce?
Summary: Summary reports are similar to tabular reports, but also allow users to group rows of data, view subtotals, and create charts. They can be used as the source report for dashboard components.
How do I change the components of a dashboard in Salesforce?
Change a Dashboard's PropertiesClick the Dashboard Properties button.Edit the dashboard title and/or folder. Make the desired changes to your dashboard.Click OK to close the Dashboard Properties dialog box.
What type of report Cannot be used to run a dashboard report in Salesforce?
The tabular reports cannot be used to run a dashboard report in salesforce. Tabular reports are the simplest and fastest way to look at data.
Which type of report can be used in dashboard?
Summary reports and Matrix reports are used for dashboard components.
Which type of report Cannot be used to populate a chart in a dashboard?
Tabular reports are best for creating lists of records or a list with a single grand total. They can't be used to create groups of data or charts, and can't be used in dashboards unless rows are limited.
How do I edit dashboard reports in Salesforce?
To customize a dashboard, view it and click Edit. From the Dashboard Edit page, you can: See the running user for the dashboard in the Displaying data as field. Click Dashboard Properties to change the title, folder, running user, and more.
How do I customize my dashboard in Salesforce?
Required Editions Click Customize Page in the Dashboard section of the Home tab. Search for a dashboard and select a different dashboard from the drop-down list. Click Refresh to refresh the data in your dashboard.
How do I make dashboard components?
0:234:58How to Build a Dashboard in Lightning Experience | SalesforceYouTubeStart of suggested clipEnd of suggested clipThe gridlayout in the dashboard builder lets you place components wherever they'll have the mostMoreThe gridlayout in the dashboard builder lets you place components wherever they'll have the most impact to add one click add component. Select the source report with the data you want to visualize.
How do I change report type in Salesforce?
From the Reports tab, click New Report. Select the report type, and then click Create. Note You can't change the report type after the report is created.
Can we use joined reports in dashboards?
Winter '13 now allows Joined reports on Dashboards (Winter '13 release notes, pp. 88-89). Simply build a chart on your Joined report, add the same chart type to a Dashboard, select the Joined report as the source, and you're almost good to go.
How many reports can be used in dashboard?
We can add maximum of 20 components (reports) in a dashboard.
Dashboard-level errors
When a dashboard-level error occurs, the response header contains an HTTP response code and one of the following error messages:
Component-level errors
If an error occurs at the component level, the errorCode, errorMessage, and errorSeverity properties of the component status field are populated. The errorSeverity property distinguishes between errors and warnings. Errors are blocking issues that prevent the query from returning any data.
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