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Salesforce Lightning Reporting and Dashboards

You're reading from   Salesforce Lightning Reporting and Dashboards Create, customize, and manage your Salesforce reports and dashboards in depth with Lightning Experience

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Product type Paperback
Published in Aug 2017
Publisher Packt
ISBN-13 9781788297387
Length 402 pages
Edition 1st Edition
Concepts
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Author (1):
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Johan Yu Johan Yu
Author Profile Icon Johan Yu
Johan Yu
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Table of Contents (13) Chapters Close

Preface 1. Fundamentals of Salesforce Reports and Dashboards FREE CHAPTER 2. Concepts and Permissions in Reports and Dashboards 3. Implementing Security in Reports and Dashboards 4. Creating and Managing Reports 5. Understanding Report Types 6. Advanced Report Configuration 7. Adding Charts in Reports and Pages 8. Working with Reports 9. Building Dashboards in Lightning Experience 10. Learning Advanced Dashboard Configuration 11. Advanced Tips and Tricks for Reports and Dashboards 12. Dashboards and Reports in the Salesforce1 Mobile App

Introducing dashboards in Salesforce

A dashboard is visualization data that displays the key metrics based on the criteria in reports, a running user, and with the option of dashboard filters. A powerful dashboard consumes multiple reports that often have a common theme, such as global sales, customer support, and so on. Dashboards visualize data stored in Salesforce and help you identify trends, sort out quantities, and measure the impact of their activities.

Built-on components

A dashboard is usually built on many dashboard components. We can mix types of charts or tables of dashboard components in a dashboard. Each dashboard component always needs to have one report as the data source. However, we can use the same report...

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