- 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.
- To 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 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.
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.
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 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 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 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.
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 I create a dashboard in Salesforce Classic?
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 clone a dashboard in Salesforce Classic?
Clone a DashboardOpen the dashboard you want to clone.Click Clone. Salesforce creates a copy of the dashboard.Click Save.Enter a descriptive name for the new dashboard.Click Save or Save & Run.
How do I add a report to my 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...
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 navigate to dashboards in Salesforce?
0:000:47How to Explore Dashboard in Salesforce Lightning - YouTubeYouTubeStart of suggested clipEnd of suggested clipClick on dashboards. Access your reports and dashboards directly from the navigation menu. Click onMoreClick on dashboards. Access your reports and dashboards directly from the navigation menu. Click on sales you dashboard or create a new one open the sales overview dashboard to see a summary.