Instructions on:
Editing screen
Components
Background reports
Links to Salesforce Trailhead?
Properties and saving in correct folder
Possible to apply dhasboards to Home Screen by Profile (contact System Administrator)
Copying existing dashboard, Save As
Applying filtersDashboards are a way of grouping different reports together on one screen and displaying the results as tables, charts or other combinations to give a quick overview of various data to aid decision-making.
As such, prior to creating a dashboard, it is necessary to create all the reports required for the desired dashboard.
A single report can be used in multiple components but to diaply different data:
For example you could have a report showing All Bookings for a particular period, with one component displaying the breakdown of course type as a chart, and another component showing the breakdown of nationality of the students attending. Both can look at the same report.
A dashboard comprises of a number of widgets which are one of the following:
Chart or Table (linked to a report)
Text
Images
There are some system limits to be aware of:
A maximum of 25 widgets can be used, of which a maximum of 20 can be components (linked to a report)
There can be a maximum of 3 filters, each containing a maximum of 50 values
A dashboard cannot be refreshed more than once a minute.
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Creating a Dashboard
Go to the Dashboards tab, and select New Dashboard.
Enter a short but descriptive name, together with a fuller description of the purpose of the dashboard.
Choose the folder to save the dashboard in.
Typically save the dashboard in your Private folder, accessible only by you, until it is ready to be shared with other users.
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Adding Widgets
Click on the Add Widget button and select the type of widget you wish to add.
The dashboard has a background grid on which the widgets sit.
Select the widget and use the handles to resize, and drag around the dashboard to place where required.
Save when done.
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Use the pencil icon to edit, or the X to remove.
Charts and Tables
To add a chart or table, it is necessary to select a background report to pull the data from.
Select a report from your Recent list, or select All Reports and use the search box to find the report you would like to use.
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In the following dialogue box, configure the component to your requirements, options as follows:
Chart or table Type
X and Y Axis
Controls around how the values are managed and displayed
Sorting
Titles and header/footer text
Colour theme
The options available may vary depending on the content of the base report.
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It’s best to experiment with the options to adjust to your requirements, or check the configuration of an existing dashboard to understand how it has been constructed.
Further Dashboard Considerations
Sharing - if you would like a colleague to view your dashboard, ensure it is saved in a public folder that the user has permissions to access, then simply send the URL of the dashboard.
Dashboards can also be configured to appear as tabs on the navigation bar, and/or as the Home Screen for users.
The Dashboards System is very powerful - this article covers just the basics, but if you require instruction on how to create more complex reports, please contact your System Administrator.