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)

The dashboard components

As mentioned earlier, one dashboard can contain up to 20 components, and each component can be present in the form of a chart, a matrix, or a table.

The two main steps to build a dashboard are as follows:

  1. Select a report as the data source.
  2. Select the component type.

Defining the dashboard components

There are 11 types of dashboard components available in Salesforce Lightning (as of the Summer '17 release):

  • Horizontal Bar Chart
  • Vertical Bar Chart
  • Stacked Horizontal Bar Chart
  • Stacked Vertical Bar Chart
  • Line Chart
  • Donut Chart
  • Metric Chart
  • Gauge Chart
  • Funnel Chart
  • Scatter Chart
  • Table

The highlighted area in the following screenshot shows these:

We will not discuss all the types of components...