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 a chart to a report

Adding a chart to a report is a good practice; the audience will get a quick glimpse of the report's content and will find it easy to understand the data with visualization. You can add a chart to any type of report format except a Tabular report. However, the Tabular report with Row Limit and Dashboard Settings allows the report to be used as a data source report for dashboard. We will discuss dashboards in Chapter 9, Building Dashboards in Lightning Experience.

You can add only one chart for a report, no matter what the chart type is. Tabular reports do not support charts.

If you are switching from Classic, you need to be in the report builder by editing/customizing the report when you would like to add a chart in a report or modify an existing chart in Classic. However, the whole concept is changed in Lightning; you add or modify an existing...