Note The report builder in Lightning Experience supports all standard Salesforce objects. Dashboards Important 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.
What is the difference between Salesforce classic and Lightning Experience dashboard settings?
When a dashboard component has more than one grouping, setting "Maximum Values Displayed" results in slightly different behavior between Salesforce Classic and Lightning Experience. In Salesforce Classic, the maximum number of displayed values counts only the first grouping.
What is a joined report in Salesforce Lightning?
Reports and Dashboards got a makeover in Lightning and more specifically, the entire setup for creating a report got updated and branded with the name Lightning Report Builder. A Joined report is where you can combine two different reports of different report types to get a more holistic view of the data you are looking for.
How to get more out of Salesforce Lightning reports?
Salesforce Lightning has opened doors for analysts, administrators and users to tell a better story with data. If you are new to Salesforce, or your organization has recently made the switch to Lightning, here are 5 tips you can use to get more out of Lightning Reports and Dashboards. 1. Interactive Filters
What is the difference between reports and dashboards in lightning experience?
In Lightning Experience, only reports are listed on the Reports tab. Dashboards are listed on the Dashboards tab. In Lightning Experience, users can choose to display or hide these columns on the Reports tab: Depending on which user perms they have, users sometimes see fewer columns.
Can we create a dashboard on joined Reports in Salesforce?
We can add Joined reports also to the dashboard as a source report. This feature is available with the winter'19 Salesforce release. To use the joined report as a dashboard source report, joined report must have a chart.
Can you create a dashboard from a joined report?
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. The final step is to 'Use chart as defined in the source report' by editing the dashboard component and checking the box.
Do classic Reports work in lightning?
Users can't schedule dashboard refreshes in Lightning Experience, but scheduled dashboard refreshes from Salesforce Classic continue to work in Lightning Experience. In Lightning Experience, instead of scheduling dashboard refreshes, subscribe to dashboards.
How do I use joined Reports in Salesforce lightning?
Create a Joined ReportFrom the Reports tab, click New Report.Choose a report type and click Continue. ... The report opens in the report builder. ... To add another report type to the joined report, click Add Block. ... Customize the joined report with columns, groups, filters, and formulas.Click Save and name the report.More items...
What actions are supported for joined Reports in lightning experience?
Now that Lightning joined reports are generally available, these actions are supported.Create joined reports.Convert existing unjoined reports into joined reports.Rename blocks.Reorder blocks.More items...•
How do I create a dashboard from a report in Salesforce?
Create a DashboardClick the Dashboards tab.Click New Dashboard.Name your dashboard All Opportunities . Leave all other fields as is and click Create.Click + Component.For Report, select Opportunities by Stage. Click Select. ... For Display As, select Vertical Bar Chart and click Add.Click Save.Click Done.More items...
Is Salesforce discontinuing Classic?
All Salesforce Classic users will be automatically moved to Lightning experience on January 7, 2020. You will still be able to switch back to Classic, but it is a signal for all companies to hurry up with Salesforce Lightning migration.
Is Salesforce Lightning faster than classic?
Salesforce Lightning has a new and easier to understand interface, improved speed, and some extra features. Classic, by contrast, stopped receiving new features in 2019 and is slower.
What is the major difference between Salesforce Classic and Lightning?
One of the major differences between Salesforce Classic and Salesforce Lightning is the user interface. The latter offers a much better user interface experience to its users that includes features like the drag-and-drop functionality that can be achieved without any code.
What is the purpose of joined reports in Salesforce?
Salesforce users can use joined reports to create an overall summary of different data objects in multiple sections. Joined reports give users the ability to bring together several data points neatly arranged in blocks within a single report.
What is the use of joined reports in Salesforce?
In Salesforce, joined reports are groupings of report “blocks” that create useful multiple views of your data. Each joined report can contain up to five report blocks. Each block contains customizable data, including summaries, and custom formulas, with data sorted by the filters of your choice.
Can we export Joined report in Salesforce?
Sadly, we can not export joined reports into excel or a csv.
How to differentiate components in Lightning dashboard?
To differentiate components in a Lightning Dashboard, users can switch between light or dark mode per component, or even a different colour palette so that report viewers will be drawn to the most important data. For example, you have been building multiple dashboards for the sales team by time period, region, industry.
Why use Salesforce?
One of the main factors why companies use Salesforce is the ability to get the most understanding of how teams are performing, using the least number of clicks. Salesforce Lightning has opened doors for analysts, administrators and users to tell a better story with data. If you are new to Salesforce, or your organization has recently made ...
How to create a filter in Salesforce?
To start building filters in Dashboards: 1 Click on + Filter and search for the field that you wish to filter by. 2 Input the Display Name you wish to set for your filter, using Filter Values to filter values by. 3 Input the Display Text if you need to show a text different from the value in Salesforce
Can you edit a Lightning Report Filter?
Users do not need to edit the entire report if they need to view it with a different filter applied. With the Lightning Report Filter function, users can easily adjust filters after the report is run as they wish, while keeping the saved report filters intact.
What is dynamic dashboard?
Dynamic Dashboards are also a great feature for managers that require someone to create and then special Permission to use. They allow us to change the Running User on certain Dashboards. For example: a VP of Sales can run the same Dashboard as each one of her sales reps.
Is the System Administrator Profile always up to date?
As the System Administrator Profile is always kept up to date with Report and Dashboard permissions there isn’t anything more to do but monitor release notes to understand what is available.
Do managers consume more information in dashboards?
Managers often consume more information in Reports and Dashboards than users, but it’s still best to give them the ability to create so that we can drive adoption vertically in the company. For example, we might want to give managers the ability to update Report and Dashboard Subscriptions for other users.
What is Lightning Usage App?
The Lightning Usage App is an efficient way for #AwesomeAdmins like you to track the adoption and usage of Lightning Experience in your org, so you can monitor progress and make informed decisions. Having tools like this at your fingertips will allow you to lead the way in your company through championing productivity, and continuing to deliver the innovation packed into Lightning Experience.
Can you build custom reports in Lightning?
You can build your own Custom Report Types based on objects specific to Lightning Usage Metrics. You can also use these new Report Types to build custom Lightning Usage reports, charts, and dashboards. The following objects can now be used to build Custom Report Types: LightningToggleMetrics – Represents Users who switched between Lightning ...