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)

Creating your first dashboard

If you switch from Classic to Lightning, a dashboard is one of the things that attract most people to switch to Lightning. In Classic, you can have up to three columns for dashboard components, while in Lightning, you can have up to nine columns for the components, although the maximum number of components for a dashboard stays the same, which is 20.

We have discussed many topics in this chapter or earlier chapters related to creating a dashboard, including the following:

  • Dashboard permissions
  • Dashboard folders and permissions
  • Opening and searching dashboards
  • Navigating a dashboard tab

Well, let's start with creating a dashboard.

Hands-on exercise for creating a dashboard

Let's create...