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Salesforce Reporting and Dashboards

You're reading from   Salesforce Reporting and Dashboards Master the art of building successful reports and dashboards with this comprehensive guide

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Product type Paperback
Published in Mar 2015
Publisher Packt
ISBN-13 9781784394677
Length 306 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 (11) Chapters Close

Preface 1. Introducing Salesforce.com FREE CHAPTER 2. Managing Data in Salesforce.com 3. Creating Your First Report 4. Working with Reports 5. Learning Advanced Report Configuration 6. Creating Your First Dashboard 7. Learning Advanced Dashboard Configuration 8. Accessing Historical Data 9. Dashboards and Reports in Salesforce1 Index

Dashboard and report drill-down


As we discussed in Chapter 6, Creating Your First Dashboard, a dashboard is built on components, and each component has a report or a Visualforce page as the data source. Components that use the Visualforce page as the data source will display the Visualforce page itself, not the normal component type available for dashboard. When user clicks on the component, action will depend on the logic that has been built on that Visualforce page.

For components that use reports as data sources, when a user clicks on the component, it will take them to another page, either to the source report or somewhere else. As an administrator, you can define the following page type selection so as to show when the user clicked on the component:

  • Source Report

  • Filtered Source Report

  • Record Detail Page

  • Other URL

For most dashboard components, the drill-down value will have an option for all four selections, as you just saw. For the table component, however, Filtered Source Report is not...

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