- 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.
Can a running user view the dashboard in Salesforce?
From the Salesforce Help: Users with this license can only view dashboards if the running user also has the same license. What is a 'Running User' you might ask, well take a look at the following screen shot:
How to edit a dashboard?
Go to Edit a dashboard. Click on down arrow button next to the View dashboard and select between static and dynamic as : Run as the specified user: In this view all users are able to see the same data regardless of their personal security authorization. Example: CEO of a company prepares an employee benefits plan.
How to change the running user on the dashboard view page?
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.
What are the limitations of the Salesforce dashboard license?
One of the limitations to this license is that in order for them to see a dashboard the 'Running User' needs to be of the same type (meaning it can't be an Administrator). From the Salesforce Help: Users with this license can only view dashboards if the running user also has the same license.
How do I run a dashboard as another user in Salesforce?
Choose a Running User in Salesforce ClassicEdit a dashboard.Click. ... Choose a running user setting. ... Optionally, select Let authorized users change running user to enable users with permission to change the running user on the dashboard view page. ... Click OK.In the View dashboard as field, enter a running user.More items...
Who can view a dashboard in Salesforce?
Create a dashboard and let people view the dashboard as you (or anyone else who can see all opportunities). When your sales people open the dashboard, they see info about all opportunities instead of only their opportunities. (Their data access in Salesforce remains unchanged.
How do I run a dashboard as a user logged in?
Go to your app and start creating a report by clicking on New Report.Select Dashboard as your report type.Add the Filter in the report as – Dashboard running user = Run as logged-in user, let authorised users change running user.Click apply and run report.
How do I give access to a specific dashboard in Salesforce?
Grant Users Access to Reports and DashboardsClick. ... In the Quick Find box, enter Profiles , then select Profiles.Click the Program Management Standard User profile.In the System section, click System Permissions.Click Edit.Select View Dashboards in Public Folders and View Reports in Public Folders.Click Save.
How do I view someone else's dashboard?
With the View My Team's Dashboards user permission, the reader can view the dashboard as themself or as anyone beneath them in the role hierarchy. With the View All Data user permission, the reader can view the dashboard as anyone. Click Save. Then, from the Dashboard Builder, click Save again.
Why can't a user see a dashboard in Salesforce?
It says, "Users with a Salesforce Platform or Salesforce Platform One user license can only view a dashboard if the Running User of the dashboard also has the same type of user license. They cannot edit or create new dashboards." This could be your problem.
How do I view dashboard in Salesforce?
To launch the Dashboard Editor, click New Dashboard. Dashboards are made up of components. Each component contains a chart or metric that shows data from one report. Different components can show data from different reports.
When you specify a single running user of a dashboard that user?
When you specify a single running user of a dashboard, that user: Determines which data is displayed on the dashboard, due to the user's security settings.
How do I query a dashboard name in Salesforce?
Steps to use Workbench to query:Go to Workbench.Tick I agree to the terms of service.Click Login with Salesforce.Choose "SOQL Query" on Jump to.Choose "Dashboard" for the Object.Hit Select.Choose the columns you want to show on under Fields.Filter results by Type = LoggedInUser.
How do I change the running user of a dashboard in Salesforce lightning?
In order to edit the dashboard to change the running user, type "/e" (without the quotation marks) at the end of the URL in the address bar of your browser. This will put you into "edit" mode of the dashboard, where you can make any changes.
How do I share a dashboard in service now?
Navigate to Self-Service > Dashboards.Select the dashboard that you want to share from the dashboard picker on the top left.Click Sharing ( ) to open the sharing panel.Click Add groups and users ( ). ... Start typing the name in the To field.Select a user, group, or role from the list that displays.More items...•
What does the running user of a dashboard do?
The running user is the user whose security settings determine the data that's displayed in the dashboard. Important When you specify the running user, it's possible to give dashboard readers a broader view of data than they normally have.
What is dashboard in Salesforce?
Dashboards in salesforce help facilitate you with a quick snapshot of all stats in one analytical view. Dashboards and reports are essentially the analytical highlights of Salesforce.
What is dashboard in business?
A dashboard is a pictorial representation of data, generated by reports, and visual force pages. It helps the user identify trends, and analyze the impact of activities on business to expedite well-informed decisions. The visual representation of data is quick and easy to understand the changing business conditions.
Can tabular reports be displayed in dashboard?
The dashboard setting option is available next to the report setting for tabular reports limited by row. Tabular reports can’t be displayed in Dashboards by default, but it can when delimited by rows.
Can you display summary and matrix reports in dashboard?
Summary and Matrix reports can be displayed in Dashboards at ease with different components available. Though Tabular reports can only be displayed with row limit and in tabular format. Also for joined reports, only the chart format in the source report can be displayed at the dashboard.
Why use the same dashboard for managers and VP?
Because the metrics are the same for managers and the VP, you can use the same dynamic dashboard for both roles. The dynamic dashboards feature reduces the number of required dashboards from 45 to two! You can create up to three filters for each dynamic dashboard.
What is dashboard builder?
The drag-and-drop dashboard builder is an intuitive interface for building dashboards from source reports or Visualforce pages you’ve created in Salesforce.
Can you add a chart to a report?
If you don’t want to create a dashboard, but just want to add a chart to your report, then report charts may be right for you. Report charts allow you to place a single chart right at the top of your report, so that when you view the report, you can see the chart and the report results in one view.