Navigate to Setup > Permissions Sets Create a new permission set called Dashboard Coloring or similar You will be able to find the specific permission under “System Permissions” and its called “Change Dashboard Colors” Once done, save the permission set and then add it to your user record and anyone else you feel is worthy enough.
Full Answer
Can you change the colors on your Salesforce Lightning dashboard?
Get Creative – Change the Colors on your Dashboard! Now that the Salesforce Lightning Experience is at a place where most classic features have been ported over, we can start to have some fun and really reap the rewards of the Lightning architecture.
What is conditional highlighting in reports in Salesforce?
Don't have an account? I have a field called "Age" in contact object.when I create report for the contact records if Age<18 should be in red color and Age>=18 should be in green color. Conditional Highlighting in Reports in Salesforce is used to highlight field values on summary or matrix reports based on ranges and colors you specify.
Is the Salesforce lightning experience ready to have some fun?
Now that the Salesforce Lightning Experience is at a place where most classic features have been ported over, we can start to have some fun and really reap the rewards of the Lightning architecture.
Why should you add color to your reports?
However, people are visual learners. Adding a chart to a report or creating a dashboard allows people to easily understand the business insights that the report is providing. To take this visualization to the next level you can utilize color to help further communicate the report results and make them easier to consume.
What is conditional highlighting?
Conditional Highlighting in Reports in Salesforce is used to highlight field values on summary or matrix reports based on ranges and colors you specify. To enable conditional highlighting, your report must contain at least one summary field or custom summary formula.
How do I enable conditional formatting in Salesforce?
To enable conditional highlighting, your report must be a summary report (grouped by rows) or matrix report (grouped by rows and columns). It must also contain at least one summary field or custom summary formula. Click Conditional Formatting.
How do I use conditional highlighting in Salesforce reports?
Click the Conditional Formatting button. Click Add Conditional Formatting Rule. Select the column you want to apply the formatting rule to, set your value range and your colours. ... Click Done, then Apply. To collapse the rows, click Detail Rows. Repeat the above step for the Average Probability column.
How do you highlight totals in a report in Salesforce?
Summarize Report Data in Salesforce ClassicDouble-click a number field in the Fields pane.Drag a number field into the preview. Press CTRL to select multiple fields. ... Choose Summarize this Field in the column menu for a field already in the report.
How do you apply conditional highlights?
Apply conditional formatting to text On the Home tab, click Conditional Formatting. Point to Highlight Cells Rules, and then click Text that Contains. Type the text that you want to highlight, and then click OK.
How do I highlight a column in Salesforce?
0:522:32Make Reports Easier to Read with Conditional Highlighting - YouTubeYouTubeStart of suggested clipEnd of suggested clipField and you need a grouping for this to happen and once you have both the little button on theMoreField and you need a grouping for this to happen and once you have both the little button on the bottom is going to appear. And when you click it now you can create your formatting rules.
How do I change colors in Salesforce dashboard?
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.
How many highlighted conditions can a field have in report?
three conditionsA maximum of three conditions per report. Conditional highlighting can only be applied to summary rows.
Which report types support conditional highlighting in Salesforce?
Conditional Highlighting is available only in Matrix and Summary Reports.
How do I change the color of a report 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 Bucket field in Salesforce?
The Bucket Field in Salesforce is a valuable feature that allows you to rapidly categorize values for a field in a report without having to create a custom formula field at the object level. In reporting, a bucket is a custom category that you create. Bucketing is a Salesforce report and documentation tool.
How do I change the report format in Salesforce?
Matrix ReportsOn the Reports tab, click New Report, choose the Opportunities report type, and click Create.Apply the following filters: ... Click Tabular Format and change the report format to Matrix.Group the report by Type by dragging that field into the column grouping drop zone.More items...
Highlight Key Insights with Conditional Formatting
Dashboards can be chock-full of insights. With so much information to take in, it can be easy for users to miss something. Thankfully, there’s a way to assure they don’t. Conditional formatting can help you draw users’ attention by dynamically highlighting specific information in tables, charts, and number widgets.
Make It About Performance
In the original dashboard, you sorted the list of account owners by how much money they added to the donation pipeline to identify top performers. In the new version, let’s categorize them visually into three buckets with conditional formatting: top, middle, and low performers.
Verify Step
You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.
Picklist Colors
Using picklists as your data type helps to ensure data quality and easier reporting based on consistent values. Grouping report charts by these picklists is common to give a quick visual summation of totals for these values.
Conditional Formatting
Using charts on reports is a great way to visually convey data to users. Sometimes though we want to carry that into our report table itself to highlight key attributes. Conditional formatting allows us to do this.
Image Formulas
In the previous section we saw how conditional formatting can highlight important metrics in reports. One drawback of this is that it is only available on numeric fields. What if you want to highlight other fields? Good news, we can do this by using image formulas.
Dashboard Theme and Pallette
We know that dashboards are a great way to visualize data. They allow multiple reports to showcase their findings through charts, which can be customized in many variations.
Analytics Dashboards
Analytics takes dashboards to a new level. The amount of customizations that you can add to charts and dashboards is tremendous. Adjusting color is a very useful way to create appealing charts and pages. There are numerous areas that allow color choices including the main dashboard background, containers, text and ADD MORE HERE.