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)

Building Dashboards in Lightning Experience

Dashboards offer data visualization at a glance. The audience would be able to see the summary of the data in a graphical layout, including charts, matrix, and tables.

In Salesforce, a dashboard is one of the most interesting features. It consists of many components. It allows you to present many components in a wide blank canvas, so your audience can compare each of the components easily; for example, sales between the western region versus the eastern region, comparing last month sales with sales 2 months ago, and so on.

In this chapter, we will discuss the Lightning dashboard in detail, and you will be introduced to the Dashboards tab, with a navigation around the dashboard view, the dashboard builder, dashboard components, and the data source to support each component.

The way a dashboard works is not the same as a report. Reports...