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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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Toc

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 components


A user can access dashboards from the Dashboards tab, depending on the dashboard folder permissions and user permissions. One dashboard can contain up to 20 components. Each component can be present in the form of a chart, table, or matrix. On top of that, you can also select the Visualforce page component type.

We will not discuss the Visualforce page as a component in detail in this book; this is just additional information. When standard components that are provided out of the box do not fit your requirements, use Visualforce page is an option.

The two main steps to build a dashboard are as follows:

  1. Select the component.

  2. Select the data source.

Components

There are seven types of charts supported by Salesforce dashboards:

  • Horizontal bar chart

  • Vertical bar chart

  • Line chart

  • Pie chart

  • Donut chart

  • Funnel chart

  • Scatter chart

In addition to charts, you can choose metric and table as component types. The following screenshot shows the different components available:

Data sources

Salesforce...

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