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)

Implementing the 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 the dashboard is driven by reports, this means that we would need to create three sets of reports for each dashboard, and if you have 10 components for the dashboard, you will need 30 reports to support this.

Therefore, instead of creating multiple dashboards, it would be better to consolidate and easier for the user to just have one dashboard only since all the components for the dashboard are the same. Also, consider the maintenance effort for 30 reports and three dashboards and compare this to one dashboard with 10 reports used as the data source.

The dashboard...