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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

Navigating to a dashboard

Interactive dashboard components give viewers more information and links to data-supplying reports. Let's look at all the items in a dashboard:

  1. Refresh, Edit, Clone, New Dashboard, or Delete: The buttons and drop-down menu at the top of each dashboard provide one-click access to administrative tasks.
  2. View Report underlying a component: Would you like to get the data behind a metric or a chart? Click on View Report to drill into the data.
  3. Hover over charts to get more information: Hovering over a chart segment reveals more information about the chart.
  4. Expand dashboard components to get the big picture: Click on the expand icon to see a larger version of the component and continue with the View Report button to drill into the data.

Dragging and dropping...

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