"You don't have permission to edit this dashboard. Ask your Salesforce admin or the dashboard owner for help" The same thing happens if Viewing As user is set to any other user than the current user viewing the dashboard.
How to provide individualized views of a dashboard in Salesforce classic?
Provide Individualized Views of a Dashboard in Salesforce Classic... Add a Dashboard Component in Salesforce Classic Link a Dashboard Component to a Website or Salesforce Record Filter a Dashboard Formatting Settings for Dashboard Bar Chart Components
Can a user edit a dashboard that they didn't create?
NOTE: If a user sees the "Edit" button for a dashboard they didn't create, the "Insufficient Privileges" message will display when editing. In organizations using enhanced folder sharing, users can edit some dashboard details and save the changes as the current running user of the dashboard.
How do I edit or delete a component in Salesforce?
The component is deleted. You can easily change where a component appears using Salesforce. Click and drag the component to the desired location on the page. The component moves to the designated position. Click the wrench icon on the component you want to edit. The Component Editor appears.
How to customize reports in Salesforce classic?
Customizing Reports in Salesforce Classic Present Data Effectively with Charts Campaign Reports Add a Bucket Column Build a Report in Lightning Experience Edit a Bucket Column Delete a Cross Filter Administrative Reports Chart Formatting Options Add a Chart to a Report Select Report Types with the Enhanced Report Type Selector (Beta)
Can I edit someone else's dashboard in Salesforce?
Currently you cannot edit a dashboard if it was created by somebody else, even if you have Manage/Edit Dashboards permissions.
How do I edit the dashboard in Salesforce Classic?
Edit a DashboardTo customize a dashboard, navigate to the Dashboard tab and select 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. To edit an existing component, click the pencil. .
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 customize my dashboard in Salesforce lightning?
To create or edit a Salesforce Dynamic Dashboard, navigate to the Dashboards tab, click New Dashboard to create or click on an existing dashboard to edit. First, when building a new dashboard, name it, add a description if you'd like, and select the right folder for proper organization.
How do I edit my existing dashboard?
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.
How do I edit dashboard?
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 change the layout of a dashboard in Salesforce?
0:043:28II. Creating and Editing Dashboards - Salesforce.com Training - YouTubeYouTubeStart of suggested clipEnd of suggested clipFor demonstration purposes we are in a Salesforce developer edition click on the edit button to addMoreFor demonstration purposes we are in a Salesforce developer edition click on the edit button to add and edit components for your dashboard. The panel on the Left will show components.
How do I enable dashboard in Salesforce?
Enable Dashboard ViewsFrom Setup, enter Analytics in the Quick Find box, then select Settings.Select Enable Wave dashboard saved views, and then click Save.
Why can't I subscribe to a dashboard in Salesforce?
ISSUE SOLVED! Go to the dashboard, click edit, click the settings gear, then change the View Dashboard As to either "Me" or "Another Person". Subscribe is NOT available if "The dashboard viewer" is chosen. You may have to refresh the browser.
How do I enable dynamic dashboard in Salesforce?
From the Dashboards tab, create a new dashboard or edit an existing one. next to the View dashboard as field. Note If you don't have “Manage Dynamic Dashboards” permission, enter a running user and skip to the final step. Enter “*” to see all available users.
How do I specify dashboard settings in Salesforce report?
I am following these instructions:Click Add | Row Limit.Set the Row Limit to 10 , 25 , or Custom . If you choose custom enter a number between one and 99.Set the Sort By and sort order options. ... Click OK.Click Dashboard Settings in the toolbar.Choose a Name and Value to use in dashboard tables and charts. ... Click OK.
Monday, November 23, 2015
This blog only applicable for Salesforce org have "enable access levels for sharing report and dashboard folders", which is enhanced version of the report/dashboard folder sharing.
Salesforce: Cannot edit Dashboard
This blog only applicable for Salesforce org have "enable access levels for sharing report and dashboard folders", which is enhanced version of the report/dashboard folder sharing.
How to change where a component appears in Salesforce?
Move a Component. You can easily change where a component appears using Salesforce. Click and drag the component to the desired location on the page. The component moves to the designated position.
Can you save a project to your dashboard?
You’ll want to be able to return to your dashboard. It’s simple to save your project for later. If you're doing a lot of editing, you should save your changes periodically.
