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)

Summary

This chapter concludes the dashboard section in general in this book. We started with implementing a dashboard filter so that a dashboard could be used for multiple scenarios instead of creating a dashboard for each criterion.

We continued with a deep dive into dynamic dashboards, looked at how they are different from normal dashboards, covered how to create a dynamic dashboard, and finally discussed the limitations of using dynamic dashboards.

We covered drill down options in dashboards related to the dashboard filter and report filters and we explained how to get prebuilt dashboards from AppExchange, whether free or paid for. In the last topic of this chapter, we built a sample complete dashboard from scratch, using reports, dashboard components, dashboard filters, and enabling dynamic dashboards.

In the next chapter, we will discuss advanced tips and tricks related...