Edit an existing dashboard Open solution explorer, and then select Components > Dashboards. Open (double-click) a dashboard, select one of the component areas, and then select Edit Component. In the Set Properties dialog box, make your changes.
Full Answer
How do I create a dashboard in Salesforce?
Creating a Dashboard in Salesforce. We must have some reports ready to assist in creating a dashboard. Go to all tabs under the plus icon at the Tab bar or just a quick search for dashboards to create a new. The classic experience combines reports and dashboards in Salesforce together while we have separate tabs for both in lightning.
How to create a dashboard in Salesforce?
- Select the reports tab.
- Select New Dashboard.
- We have to drag & drop the pie chart from the component tab.
- Select the data sources tab.
- Select the sales from the sales report and include them in the pie chart component.
- In a moment, the chart will be generated. ...
- If you want, you can type the title and footer.
- Select ok
How to create reports and dashboards in Salesforce?
Visualize Your Data with Dashboards and Charts
- Learning Objectives. Use the drag-and-drop dashboard builder. ...
- Create Dashboards. Great reports help you make decisions and take action. ...
- Drag-and-Drop Dashboard Builder. ...
- Create a Dashboard. ...
- Dashboard Filters. ...
- Dynamic Dashboards. ...
- Create Charts
- Report Charts. ...
- Embedded Charts. ...
- Resources. ...
How to create a custom tab in Salesforce Lightning?
Create a custom tab for the component. From Setup, enter Tabs in the Quick Find box, then select Tabs. Click New in the Lightning Component Tabs related list. Select the Lightning component that you want to make available to users. Enter a label to display on the tab.
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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 customize my dashboard in Salesforce lightning?
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 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 change the components of a dashboard in Salesforce?
Refer to this table for help customizing each component's properties, and for ideas about when to use each type of component:Add a dashboard component by clicking + Component, or edit an existing one by clicking. on the component.Set dashboard component properties.If adding a component, click Add. ... Click Save.
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 you display dashboard in lightning component?
The collapsed version links back to the full dashboard.From Setup, enter App Builder in the Quick Find box, then select Lightning App Builder.Click New.Choose where to embed the dashboard. ... Give your app page or home tab layout a label. ... Choose a layout. ... Drag and drop the Dashboard standard component into place.More items...
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 service now dashboard?
Any user with a role in ServiceNow can create a new dashboard by clicking Dashboards in the Navigator. 2. Click the New button. (Note: you can also duplicate your personal dashboards and modify the duplicated dashboard.)
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...