Salesforce Tutorial# 13: Salesforce Reports And Dashboards ... - Questions

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The How To Customize A Salesforce Dashboard Table - Sfdc Notes PDFs

Table of ContentsThe Ultimate Guide To Salesforce Dynamic Dashboard Count - Ledgeview Partners

So, the following time you're tasked with developing a control panel, make sure to understand just how the details must display (as the running user or logged-in user). A specifically practical dashboard attribute is the filter. Control panel filters save you loads of time by permitting you to develop one control panel yet strain information and also provide different mixes of the information. As an example, say you have products categorized by "Item Family members" as either hardware, software application, or service (what reports are availble on dashboards salesforce). You desire to show a dashboard of your top 20 products sold for the existing year. When developing the reports to pull right into your dashboard, you can pull in all products (no matter group) (dashboard components salesforce).

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See the below instance. When your dashboard is running, you will see your set filter options under the control panel name. As you choose a filter, your control panel will certainly refresh with the data based on that filter. The example above demonstrate how you can primarily reveal four control panels by just developing one (one for all item family members and one for every of the three provided item family members). Also if you required to develop a great deal of filters, you will certainly still conserve time, and also storage, by not needing to produce numerous filtered reports and also numerous dashboards. To get more information about Salesforce reports and control panels, Trailhead is a great source.

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on Apr 15, 21