Book Image

Salesforce Lightning Reporting and Dashboards

By : Johan Yu
Book Image

Salesforce Lightning Reporting and Dashboards

By: Johan Yu

Overview of this book

Built on the Salesforce App Cloud, the new Lightning Experience combines the new Lightning Design System, Lightning App Builder, and Lightning Components to enable anyone to quickly and easily create modern enterprise apps. The book will start with a gentle introduction to the basics of Salesforce reports and dashboards. It will also explain how to access reports in depth. Then you will learn how to create and manage reports, to use Schedule Report, and create advanced report configurations. The next section talks about dashboards and will enable you to understand and compare various types of dashboard component and how you can benefit the most from each of them. Then we move on to advanced topics and explain tips and tricks related to reports and dashboards, including reporting snapshots, report parameters, and collaboration. Finally, we will discuss how to access dashboards and reports from the Salesforce1 mobile app.
Table of Contents (13 chapters)

Introducing dashboards in Salesforce

A dashboard is visualization data that displays the key metrics based on the criteria in reports, a running user, and with the option of dashboard filters. A powerful dashboard consumes multiple reports that often have a common theme, such as global sales, customer support, and so on. Dashboards visualize data stored in Salesforce and help you identify trends, sort out quantities, and measure the impact of their activities.

Built-on components

A dashboard is usually built on many dashboard components. We can mix types of charts or tables of dashboard components in a dashboard. Each dashboard component always needs to have one report as the data source. However, we can use the same report...