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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

Summary

This chapter concludes the dashboard section in general in this book. We started with implementing a dashboard filter so that a dashboard could be used for multiple scenarios instead of creating a dashboard for each criterion.

We continued with a deep dive into dynamic dashboards, looked at how they are different from normal dashboards, covered how to create a dynamic dashboard, and finally discussed the limitations of using dynamic dashboards.

We covered drill down options in dashboards related to the dashboard filter and report filters and we explained how to get prebuilt dashboards from AppExchange, whether free or paid for. In the last topic of this chapter, we built a sample complete dashboard from scratch, using reports, dashboard components, dashboard filters, and enabling dynamic dashboards.

In the next chapter, we will discuss advanced tips and tricks related...

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