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Salesforce Reporting and Dashboards

Salesforce Reporting and Dashboards

By : Johan Yu
4.1 (9)
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Salesforce Reporting and Dashboards

Salesforce Reporting and Dashboards

4.1 (9)
By: Johan Yu

Overview of this book

This book is intended for all Salesforce users—administrators, managers, business analysts, or report writers who are new to creating reports or dashboards within Salesforce. Basic knowledge of the Salesforce platform is required.
Table of Contents (11 chapters)
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10
Index

Implementing dashboard filters


Have you ever had the need to analyze a dashboard based on different criteria? For example, we would like to look at the pipeline dashboard for the current year, current quarter, and current month.

For this example, it is not an issue to create three dashboards, but since the data source of dashboard is driven by reports, it means that we would need to create three sets of reports for each dashboard. If you have 10 components for the dashboard, you will need 30 reports to support it.

Therefore, instead of creating multiple dashboards, it would be useful if we could have only one dashboard, since all the components for the dashboard are the same. Also consider the maintenance effort required for 30 reports and three dashboards, compared to one dashboard with 10 reports used as the data source.

Dashboard filter comes into the picture for these requirements. With just one dashboard, you can change the filter to include different records in the dashboard based on...

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