After saving a dashboard in Lightning Experience, you can’t edit it in Salesforce Classic. Instead of editing a Salesforce Classic dashboard in Lightning Experience, consider cloning the dashboard and editing the clone. That way, you can still edit the original dashboard in Salesforce Classic.
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
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 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.
What is included in Salesforce classic professional edition?
Essentials Edition Professional Edition Unlimited Edition Experience Salesforce Classic Mobile Lightning Experience Clear AllDone 1000 Results Reports and Dashboards Share a Report or Dashboard by Role in Salesforce Classic
Why can't I edit a dashboard in Salesforce?
Users with the Manage Dashboards permission can not edit Dashboards which they did not create. This is expected behavior. In order for Users to Edit Dashboards they did not create, they need to have the "View All Data" permission on their Profile.
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 edit access to Salesforce dashboard?
Grant Users Access to Reports and DashboardsClick. ... In the Quick Find box, enter Profiles , then select Profiles.Click the Program Management Standard User profile.In the System section, click System Permissions.Click Edit.Select View Dashboards in Public Folders and View Reports in Public Folders.Click Save.
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 create a classic dashboard in Salesforce?
This topic is about creating dashboards from reports in Salesforce Classic....Click Clone, modify the dashboard settings, and save.Create the custom reports containing the data you want to display. ... Click the Dashboards tab.Click Go To Dashboard List.Click New Dashboard. ... Customize your dashboard and click Save.
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.
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.
Where can we edit a dashboard that has device layouts?
To edit a dashboard that has device layouts, download the dashboard to Tableau Desktop and make your edits there.
How do I change the background of my dashboard in Salesforce?
Edit a dashboard.To change the color theme for the entire dashboard, open the properties menu by clicking .From Dashboard Theme, choose Light or Dark.From Dashboard Palette, choose one of 14 color palettes. ... To change the color theme for an individual component, edit the component by clicking. ... Save the dashboard.
What is redash used for?
Redash is designed to enable anyone, regardless of the level of technical sophistication, to harness the power of data big and small. SQL users leverage Redash to explore, query, visualize, and share data from any data sources. Their work in turn enables anybody in their organization to use the data.