Tag: dashboards in salesforce

How to create new Salesforce Dashboards

Creating new salesforce dashboards : In our previous salesforce tutorials we have learned what is a dashboard and reports in salesforce, How to create new folder in salesforce, how to create standard report types in salesforce, How to create custom report types in salesforce. In this Salesforce Tutorials we are going to learn about creating new Salesforce Dashboards.

Creating New Salesforce Dashboards

Dashboards in Salesforce are the graphical representation and visual presentation of reports data in salesforce. Salesforce dashboards have some visual representation components like graphs, charts, gauges, tables, metrics and visualforce pages. Salesforce dashboard components are used to represent data. We can use up to 20 components in single dashboard.

Folders are used to store Reports and dashboards data. To learn  how to create folders for folders and dashboards in salesforce refer.

How to create new Salesforce Dashboards.

To create New Salesforce dashboards in salesforce go to Reports Tab.

How to create new  Dashboards in salesforce

Select New Dashboard button as shown below.

How to create new  Dashboards in Salesforce

Now we are taken to new Screen we have to drag and drop components from left side bar to the right Columns.

Below are the list of Components.

How to create new Dashboards in Salesforce

Data Sources are the reports which we have created earlier. Reports must be selected as data source when creating salesforce Dashboards.

How to create new Dashboards

We have selected Horizontal Bar chart from the components list as shown below.

How to create new Salesforce Dashboards

Now go to data source section and select the report to which you want to generate dashboard. Here we have selected Data source as Salesforce Opportunity report.

How to create new Salesforce Dashboards

  • Enter Header name and Title for the Dashboard.

How to create new Salesforce Dashboards

For formatting settings click on settings button as shown above.

How to create new Salesforce Dashboards

After formatting settings in the above screen click on OK button Save Salesforce Dashboards settings..

How to create a dashboard in Salesforce

Dashboard in Salesforce :- In our previous Salesforce Tutorial we have learned about how to create reports in Salesforce. In this CRM Salesforce Training Tutorial we are going to learn how to create a dashboard in Salesforce with report types.

What is a dashboard in Salesforce ?

Dashboards are the pictorial or visual representation of the data that are generated from reports. By using the reports we can generate Dashboards in sfdc. Dashboard components are graphical elements. Dashboard components are those which are used to represent in graphical forms like pie chart, gauges, metrics, tables.

How to Create a Dashboard in Salesforce ?

To create a Dashboard in Salesforce follow the path.

Go to Reports tab.

How to create a dashboard in Salesforce

Now click on New Dashboard.

How to create a dashboard in Salesforce

A new screen will be opened as shown below.

How to create a dashboard in Salesforce

How to create a dashboard in Salesforce

From above Screen we observe to section Components and Data Sources.

  • Components : Dashboard Components are like pie charts, Gauges, Graphs, Tables, Funnel and so on.
  • Data Source :- Data Source is the the report type to which we want to create Dashboard in Salesforce.
  • Select Wide, Narrow or medium for Dashboard components size.
  • Drag an Drop any of the component to left side.
  • Now go to Data source

dashboards in Salesforce.com

Now select the Report from Data Sources and drag on to dashboard component.

How to create a dashboard in Salesforce

How to create a dashboard in Salesforce

How to create a dashboard in Salesforce

How to create a dashboard in Salesforce

How to create a dashboard in Salesforce

How to create a dashboard in Salesforce

Observe above graphical representation of dashboards in salesforce.com for some report type called Account details. We can add up to 20 Dashboard components and also we can assign security permissions for folders like public, hidden, restricted to specific group or a role.

Finally Save the Dashboard.