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
Credits
Foreword
About the Author
Acknowledgments
About the Reviewers
www.PacktPub.com
Preface
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...