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)

Viewing a dashboard

In terms of runtime, as we discussed in Chapter 9, Building Dashboards in Lightning Experience, when you open a dashboard, it will show the data based on the latest refresh (manual or scheduled); while for a report, when you open a report, it always shows the current data.

The other difference between dashboards and reports in terms of the runtime is that a report always shows data visible to the running user, while in a dashboard, it can be configured to set the running user as follows:

  • Me: The user who configures the dashboard, not the logged in user.
  • A specific user: A user defined as a dashboard viewer; data visibility and reports visibility (used as the data source) will be based on this user. The dashboard creator is only able to select a user in a lower role hierarchy of the dashboard creator.
  • The logged in user: The user sees the data as themselves...