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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

Adding a chart to a report

Adding a chart to a report is a good practice; the audience will get a quick glimpse of the report's content and will find it easy to understand the data with visualization. You can add a chart to any type of report format except a Tabular report. However, the Tabular report with Row Limit and Dashboard Settings allows the report to be used as a data source report for dashboard. We will discuss dashboards in Chapter 9, Building Dashboards in Lightning Experience.

You can add only one chart for a report, no matter what the chart type is. Tabular reports do not support charts.

If you are switching from Classic, you need to be in the report builder by editing/customizing the report when you would like to add a chart in a report or modify an existing chart in Classic. However, the whole concept is changed in Lightning; you add or modify an existing...

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