how to edit a dashboard in salesforce classic

• From the Dashboards tab, create a new dashboard or edit an existing one.
• Click View dashboard as drop-down button next to the View dashboard as field.
• Select Run as logged-in user.
• Optionally, select Let authorized users change running user to enable those with permission to change the running user on the dashboard view page. ...
• Click OK.
• In the View dashboard as field, enter a running user.
• Save your dashboard.
• Set the appropriate Show option on the report run page.
• For example, if you choose “My Team's Opportunities,” each dynamic dashboard viewer can see all opportunities for the team.

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)

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 can I improve the performance of my dashboard?

Data Settings for Dashboard Metric Components Improve Dashboard Performance Dashboard Component Properties in Accessibility Mode Edit and Customize Lightning Experience Dashboard Components Data Settings for Dashboard Table Components Formatting Settings for Dashboard Table Components Report on Historical Data with Reporting Snapshots

How do I edit dashboards 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 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 access the dashboard in Salesforce Classic?

To view your application tabs, simply close the builder or click the Salesforce logo. To customize a dashboard, view it and click Edit. Add components by dragging a component type onto the dashboard, then dropping a data source (report, s-control, or Visualforce page) onto it.

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.

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 look at my LookML dashboard?

Click Browse and navigate to your user-defined dashboard. If your admin has enabled the Enhanced Navigation Labs feature, you can use the new enhanced left navigation panel to navigate to a dashboard. Select Get LookML from the three-dot menu and choose the Dashboard tab.

How do you create a custom dashboard in Salesforce?

0:234:58How to Build a Dashboard in Lightning Experience | SalesforceYouTubeStart of suggested clipEnd of suggested clipGet started from the dashboards tab. Click new dashboard name and describe the dashboard. And saveMoreGet started from the dashboards tab. Click new dashboard name and describe the dashboard. And save it to a folder for organizing and sharing.

How do I add a dashboard to my homepage in Salesforce Classic?

Select a Default Home Page Dashboard within Salesforce ClassicClick Customize Page in the "Dashboard" section of the Home tab.Select a dashboard to be the Home Page default.Click Save.

How do I add a report to an existing dashboard in Salesforce?

From either the Reports tab or while reading a report, click. ... Choose whether you want to add the report to an existing dashboard (Add to existing dashboard), or create a dashboard from the report (Add to new dashboard). ... Click Add.Customize the dashboard component.Click Add.More items...

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 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 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.

Overview

Dashboards show data from source Reports as visual components, which can be charts, gauges, tables, metrics, or Visualforce pages. They help you visually understand changing business conditions, so you can make decisions based on the real-time data you have gathered with reports.

Build a Classic Dashboard

Note: If you are going to share your dashboard with other recruiters, change the running user of the dashboard to any one of the recruiters as they have a different license type. Doing this does not change the results of the dashboard, it makes it accessible to the recruiters.

Edit a Dashboard

To customize a dashboard, navigate to the Dashboard tab and select Edit.