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)

Adding Charts in Reports and Pages

Starting from Chapter 4, Creating and Managing Reports, you learned to create and manage reports, continued with report types in Chapter 5, Understanding Report Types, and then used bucket fields and Custom Summary Formula in Chapter 6, Advanced Report Configuration.

In this chapter, we will continue by adding a chart to a report, and we will discuss multiple types of charts available in Salesforce Lightning and the types of report formats that support the addition of a chart, and we will walk through at a hands-on exercise on adding and working with charts in a report.

Next, we will discuss how to add the chart from the report to the record page, for example, opportunities or cases related to an account in an account page; the chart here will be filtered by the account opened, and we will also cover a hands-on exercise on this.

By end of this...