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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

Chapter 7. Learning Advanced Dashboard Configuration

In Chapter 6, Creating Your First Dashboard, we discussed basic dashboard creation, starting with various permissions related to the dashboard and dashboard folder. You learned the basic structure of a dashboard, how it is related to the report, and where it is defined and stored in the Salesforce platform. We continued with the dashboard component, which is the heart and soul of dashboards in Salesforce. Finally, we created a dashboard from scratch, enhanced it, and utilized Chatter to share the dashboard with your team.

In this chapter, you will continue to learn and create advanced dashboards using out-of-the-box functions offered by Salesforce. We will start with the dashboard filter, how to implement it, and other use cases for the dashboard filter. We will continue with the concept of dynamic dashboards, which was discussed in Chapter 6, Creating Your First Dashboard. Finally, we will look at the dashboard drill-down in...

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