Book Image

Salesforce Reporting and Dashboards

By : Johan Yu
Book Image

Salesforce Reporting and Dashboards

By: Johan Yu

Overview of this book

Table of Contents (18 chapters)
Salesforce Reporting and Dashboards
About the Author
About the Reviewers

Chapter 7. Learning Advanced Dashboard Configuration

In Chapter 6, Creating Your First Dashboard, we discussed basic dashboard creation, starting with various permissions related to the dashboard and dashboard folder. You learned the basic structure of a dashboard, how it is related to the report, and where it is defined and stored in the Salesforce platform. We continued with the dashboard component, which is the heart and soul of dashboards in Salesforce. Finally, we created a dashboard from scratch, enhanced it, and utilized Chatter to share the dashboard with your team.

In this chapter, you will continue to learn and create advanced dashboards using out-of-the-box functions offered by Salesforce. We will start with the dashboard filter, how to implement it, and other use cases for the dashboard filter. We will continue with the concept of dynamic dashboards, which was discussed in Chapter 6, Creating Your First Dashboard. Finally, we will look at the dashboard drill-down in Salesforce...