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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

Learning Advanced Dashboard Configuration

In Chapter 9, Building Dashboards in Lightning Experience, we introduced dashboards, starting with opening a dashboard, navigating to the Dashboards tab, navigating to a dashboard, and looking at the items in the Dashboard Builder. You learned the basic structure of a dashboard and saw how it is related to the report, and how a dashboard is defined and stored on the Salesforce platform. We continued with the dashboard components, which are the heart and soul of dashboards in Salesforce. Finally, we created a dashboard from scratch and then enhanced it with dashboard filters and scheduled the dashboard for auto-refresh.

In this chapter, you will continue to learn and create an advanced dashboard using out-of-the-box functions offered by Salesforce. We will start with the dashboard filter and cover how to implement it and other use cases...

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