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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

Creating your first dashboard

If you switch from Classic to Lightning, a dashboard is one of the things that attract most people to switch to Lightning. In Classic, you can have up to three columns for dashboard components, while in Lightning, you can have up to nine columns for the components, although the maximum number of components for a dashboard stays the same, which is 20.

We have discussed many topics in this chapter or earlier chapters related to creating a dashboard, including the following:

  • Dashboard permissions
  • Dashboard folders and permissions
  • Opening and searching dashboards
  • Navigating a dashboard tab

Well, let's start with creating a dashboard.

Hands-on exercise for creating a dashboard

Let's create...

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