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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

Building Dashboards in Lightning Experience

Dashboards offer data visualization at a glance. The audience would be able to see the summary of the data in a graphical layout, including charts, matrix, and tables.

In Salesforce, a dashboard is one of the most interesting features. It consists of many components. It allows you to present many components in a wide blank canvas, so your audience can compare each of the components easily; for example, sales between the western region versus the eastern region, comparing last month sales with sales 2 months ago, and so on.

In this chapter, we will discuss the Lightning dashboard in detail, and you will be introduced to the Dashboards tab, with a navigation around the dashboard view, the dashboard builder, dashboard components, and the data source to support each component.

The way a dashboard works is not the same as a report. Reports...

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