The Single Strategy To Use For Ask An Architect: Integrating Salesforce And Tableau

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Facts About Help! I've Run Out Of Dynamic Dashboards… – The Everyday ... Revealed

Table of ContentsTop Guidelines Of Episode 12 - Reports & Dashboards - Apex Hours

So, the following time you're tasked with producing a control panel, be sure to comprehend exactly how the details needs to present (as the running user or logged-in individual). An especially practical dashboard feature is the filter. Control panel filters save you lots of time by enabling you to create one dashboard yet remove details as well as provide different combinations of the information. For example, state you have products classified by "Item Family" as either hardware, software program, or solution (salesforce lightning dashboard components). You wish to show a control panel of your top 20 items cost the existing year. When creating the records to pull into your control panel, you can draw in all items (despite classification) (where is the manage dashboards option in salesforce).

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See the below instance. When your control panel is running, you will see your set filter choices under the control panel name. As you choose a filter, your dashboard will certainly refresh with the data based on that filter. The instance over demonstrate how you can primarily reveal 4 control panels by only developing one (one for all item families and also one for every of the three noted product households). Also if you required to create a great deal of filters, you will still save time, and storage, by not having to develop numerous filtered reports as well as numerous control panels. For more information concerning Salesforce reports and also dashboards, Trailhead is a wonderful resource.

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on Apr 14, 21