The Main Principles Of How To Create A Dashboard In Salesforce Lightning?

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The 6-Minute Rule for Creating A Dynamic Dashboard In Salesforce

Table of ContentsThe Single Strategy To Use For How To Create Reports And Dashboards In Salesforce ...

So, the next time you're charged with producing a dashboard, be certain to comprehend how the details needs to present (as the running user or logged-in customer). A specifically useful dashboard attribute is the filter. Control panel filters save you loads of time by permitting you to create one dashboard but strain details as well as provide various mixes of the data. For example, claim you have items classified by "Item Family members" as either hardware, software application, or solution (see all data salesforce). You want to show a control panel of your top 20 items offered for the existing year. When producing the records to draw into your dashboard, you can pull in all items (no matter of category) (salesforce schedule report to auto refresh).

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See the below instance. When your control panel is running, you will certainly see your set filter options under the control panel name. As you choose a filter, your control panel will refresh with the data based upon that filter. The instance above shows exactly how you can basically reveal 4 control panels by only developing one (one for all product households as well as one for each and every of the three noted product family members). Also if you required to create a whole lot of filters, you will still save time, as well as storage space, by not having to create several filtered reports as well as numerous control panels. To read more about Salesforce records as well as dashboards, Trailhead is an excellent source.

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on Apr 13, 21