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)

Learning Advanced Dashboard Configuration

In Chapter 9, Building Dashboards in Lightning Experience, we introduced dashboards, starting with opening a dashboard, navigating to the Dashboards tab, navigating to a dashboard, and looking at the items in the Dashboard Builder. You learned the basic structure of a dashboard and saw how it is related to the report, and how a dashboard is defined and stored on the Salesforce platform. We continued with the dashboard components, which are the heart and soul of dashboards in Salesforce. Finally, we created a dashboard from scratch and then enhanced it with dashboard filters and scheduled the dashboard for auto-refresh.

In this chapter, you will continue to learn and create an advanced dashboard using out-of-the-box functions offered by Salesforce. We will start with the dashboard filter and cover how to implement it and other use cases...