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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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Toc

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

Using a dynamic dashboard

Before we start with the definition of dynamic dashboards, let's understand whether there is a concept of a static dashboard. Yes, there is, but it is not called a static dashboard. So, there are two types of dashboards in Salesforce--normal dashboard and dynamic dashboard.

In summary, here is the difference between normal and dynamic dashboards:

Description Normal dashboard Dynamic dashboard
Viewing user Viewing user is defined on dashboard creation, users cannot change the viewing user when opening the dashboard Viewing user is the user who opens the dashboard. The user is able to change the viewing user (the user needs to have additional permission and the dashboard needs to be configured)
Number of dashboards No limitation There is a limit to the number of the dynamic dashboards, this limit is based on the edition subscribed
Permissions...
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