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)

Dashboards and reports drill down

As we have discussed in Chapter 9, Building Dashboards in Lightning Experience, a dashboard is built on components, and each component has a report used as the data source.

You can hover over each bar or portion of the chart to see more information, such as the percentage of the bar compared to the total.

When the user clicks on View Report from the component, it will bring the user to the report. However, you need to note that the report data will be based on the logged in user, while the dashboard data is based on someone set as a viewing user, so it would be not the same dataset for the dynamic dashboard.

Clicking anywhere in the chart or the expand icon will show one big chart, and you can still hover your mouse here, the same as in the dashboard view. Click on View Report from here and go to the same report used as the data source.

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