Add Dashboards to the Lightning Experience Home Page.
- From Setup, enter "App Builder" in the Quick Find box, then select Lightning App Builder.
- Click New.
- Choose where to embed the dashboard. (Record pages don’t support embedded dashboards.)
- To embed a dashboard on an app page, select App Page.
- To embed a dashboard on the Home tab, select Home Page.
- From Setup, enter "App Builder" in the Quick Find box, then select Lightning App Builder.
- Click New.
- Choose where to embed the dashboard. ...
- Click Next.
- Give your app page or home tab layout a label, then click Next.
- Choose a page template, then click Finish.
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.
How do you add a dashboard to the Lightning home screen?
0:231:27How to Add a Salesforce Dashboard To Your Home Page - YouTubeYouTubeStart of suggested clipEnd of suggested clipWhat i'm going to do is i'm going to click the home tab. Right so this is where everyone would startMoreWhat i'm going to do is i'm going to click the home tab. Right so this is where everyone would start off in the sales app and then what i'm going to do is click the gear icon. And click edit. Page.
How do I customize my salesforce lightning Home page?
Customize the Home PageFrom Setup, enter Lightning App in the Quick Find box and select Lightning App Builder.Click New.Select Home Page, then Next.Assign the label Support Home Page , then click Next.Click the Standard Home Page template.Click Finish.
How do you display the dashboard in the Lightning Web component?
Add Lightning Web Components to the DashboardDrop a component widget ( ) onto a dashboard.Select the Lightning Components tab.Select the Lightning Web Component that you want from the list of components. If no custom Lightning Web Components are available, the list is empty.Click Done.
How do I add a report to the Home page in Salesforce lightning?
A dashboard in Salesforce is a collection of reports, represented visually. On the left side, locate Dashboard in the list of components. Click and drag the component into a space in the page view in the center.
How do I display the dashboard on my Home page?
1. Click Customize Page in the "Dashboard" section of the Home tab. 2. Select a dashboard to be the Home Page default.
How do I set my Home page in Salesforce?
While editing a Lightning app, select the Pages tab, click Open Page, then click Activation and select Set this page as the default Home page. In Setup—Enter Home in the Quick Find box, then select Home. Click Set Default Page and select a page. To restore the standard Home page, select System Default.
How do you display a report in lightning component?
Displaying standard report data in Lightning componentReportManager class helps to run a report synchronously or asynchronously.ReportResults class contains the results of running a report.ReportFilter class contains information about a report filter, including column, operator, and value.More items...•
Can you embed a Tableau dashboard in Salesforce?
You can embed Tableau views from Tableau Server, Tableau Online, or Tableau Public. The Tableau Viz Lightning web component supports all versions of Tableau. Using the Tableau Viz Lightning web component, Salesforce administrators and developers can quickly integrate Tableau dashboard into Salesforce pages.
How do you create dashboards and reports in Salesforce lightning?
Create a DashboardClick the Dashboards tab.Click New Dashboard... button.Name the dashboard as Construction and click on Create.Click the +Component button on the top of the page and select the Supplies report.Select the Vertical Bar Chart component and click Add.Click the Save button and then Done.
How do I add a report to my Home page?
Add existing reports to a homepageNavigate to a homepage.Click Add content.Select Reports in the left column.Select the table the report is based on in the middle column.Select the report in the right column.Click Add here where you want to place the report on the homepage.More items...•
How do I pin a dashboard in Salesforce?
Keep Favorite Report Folders in ViewIn the list of report and dashboard folders, hover over any folder, then click .Select Pin to top. Your folder moves to the top of the folders list.
How do I create a Home page component in Salesforce?
Create Custom Home Page ComponentsFrom Setup, click Customize -> Home -> Home Page Components.Click New.Enter a name for the component.Choose the type of component.Click Next. a. For links- ... Click Save.After creating the home page component, you need to add it to a home page layout.