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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

Adding Charts in Reports and Pages

Starting from Chapter 4, Creating and Managing Reports, you learned to create and manage reports, continued with report types in Chapter 5, Understanding Report Types, and then used bucket fields and Custom Summary Formula in Chapter 6, Advanced Report Configuration.

In this chapter, we will continue by adding a chart to a report, and we will discuss multiple types of charts available in Salesforce Lightning and the types of report formats that support the addition of a chart, and we will walk through at a hands-on exercise on adding and working with charts in a report.

Next, we will discuss how to add the chart from the report to the record page, for example, opportunities or cases related to an account in an account page; the chart here will be filtered by the account opened, and we will also cover a hands-on exercise on this.

By end of this...

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