How many values can a dashboard filter have?
A dashboard filter can have up to 50 values. Each dashboard can have up to 20 components. It’s not possible to filter on bucket fields. However, it is possible to use a report filtered on a bucket field on the dashboard page.
How many components can we show on a dashboard in Salesforce?
As of now, we can show up to 20 components on a dashboard in Salesforce. This might be extending in the future with various versions flowing in. The classic view has three columns for these components. In lightning, we can personalize the arrangement of these components with varying sizes and accommodate more as compared to the classic view.
How do I filter a Salesforce dashboard?
-Edit a dashboard, then click + Filter in Lightning Experience or Add Filter in Salesforce Classic. -From the Field drop-down, select a field to filter on. The drop-down shows fields that can be used to filter all the dashboard’s components. If there are equivalent fields for your selection, hover over the info icon () to see them.
What are the report limits in dashboard in Salesforce?
Limits in Dashboards in Salesforce Summary and Matrix reports can be displayed in Dashboards at ease with different components available. Though Tabular reports can only be displayed with row limit and in tabular format. Also for joined reports, only the chart format in the source report can be displayed at the dashboard.
How many filters can a lightning dashboard have?
It has been made available on basis of Request raised to Salesforce. By default, the limit to the amount of options available in a Dashboard Filter is 10. By request, the limit can be increased to a maximum of 50.
What is the maximum filter reports can support?
Each report can have up to three cross filters. Each cross filter can have up to five subfilters.
What is the maximum number of components available on a dashboard?
Hello, We can add upto 20 components in a single dashboard and every component can use single report.
What is the limit for dynamic dashboard in Salesforce?
The maximum number of dynamic dashboards that can be created depends upon the salesforce edition (Enterprise Edition: up to 5 per organization, Performance and Unlimited Edition: up to 10 per organization, Developer Edition: up to 3 per organization)
How many filters can be used to filter a report to a page?
Report-level filters only apply to components using the default data source. If you include charts that use a different data source, you’ll need to create a chart-level filter for that chart. A single component can have a maximum of 75 filters clauses.
How do I filter multiple values in Salesforce?
If you would like to add multiple values to a filter value, simply use a comma to separate the values. For each filter, you can enter special values based on the field type for that particular filter. Some items you need to know related to the report filter are as follows: The filter value is case-insensitive.
How many types of dashboard components are available?
There are four types of dashboard components in Salesforce.
How many dynamic dashboards are allowed for an organization?
Enterprise Edition: up to 5 per organization. Performance and Unlimited Edition: up to 10 per organization. Developer Edition: up to 3 per organization.
What is difference between dashboard and dynamic dashboard in Salesforce?
Dynamic dashboards are used to display information tailored to a specific user, while a normal dashboard shows data only from a single user’s perspective.
What is the limit for dashboards run as logged in user?
It can have a maximum of 10 Dynamic Dashboards. As of now, there are 10 Dynamic Dashboards created and as such, the user is not able to save another one.
How many columns can be added in a dashboard Salesforce?
Review the instructions below to add up to 4 columns to your Salesforce Classic dashboard table. Important: Please be sure that you complete steps 1-11 before you proceed to the Dashboard steps. 1. Click Customize or Edit on your source report to enter the report builder.
How many components can a dashboard have?
Dashboard Limits, Limitations, and Allocations. A dashboard filter can have up to 50 values. Each dashboard can have up to 20 components. It’s not possible to filter on bucket fields. However, it is possible to use a report filtered on a bucket field on the dashboard page.
How many dashboards can you subscribe to?
Each person in your org can subscribe to up to 5 dashboards. Up to 500 individual recipients can be added. A recipient is a user, role, or group. If a role or group contains more than 500 users, some users might not receive the updated dashboard.
How many photos can a dashboard display?
A dashboard table or chart can display up to 20 photos.
How many formulas can you add to a joined report?
You can add up to 10 custom summary formulas to each block in a joined report. A joined report can have a total of 50 custom summary formulas. Each joined report can have up to 10 cross-block custom summary formulas.
How many blocks can be in a joined report?
A joined report can have up to 5 blocks. When you add a new block to a joined report and the block has multiple entities in common with the report, only the first entity (in alphabetical order) is shown. Only the fields from the first entity are shown in the common fields area.
Can you filter in a joined report?
In a joined report, clicking a bar doesn’t apply the filter . When you filter on standard long text area fields, such as Description or Solution Details, only the first 1000 characters of the field are searched for matches in reports.
Can you filter dashboards?
Filtering is restricted in some dashboards that contain multiple components based on different report types: If a dashboard has a component based on Cases or Leads and another component based on a different report type , you cannot filter the dashboard on the Case Owner or Lead Owner field.
What is dashboard in Salesforce?
Dashboards in salesforce help facilitate you with a quick snapshot of all stats in one analytical view. Dashboards and reports are essentially the analytical highlights of Salesforce.
What is dashboard in business?
A dashboard is a pictorial representation of data, generated by reports, and visual force pages. It helps the user identify trends, and analyze the impact of activities on business to expedite well-informed decisions. The visual representation of data is quick and easy to understand the changing business conditions.
Can tabular reports be displayed in dashboard?
The dashboard setting option is available next to the report setting for tabular reports limited by row. Tabular reports can’t be displayed in Dashboards by default, but it can when delimited by rows.
Can you display summary and matrix reports in dashboard?
Summary and Matrix reports can be displayed in Dashboards at ease with different components available. Though Tabular reports can only be displayed with row limit and in tabular format. Also for joined reports, only the chart format in the source report can be displayed at the dashboard.
How to create a filter in a dashboard?
Creating Dashboard Filters. To create a filter Click Add Filter and select the field to filter on from the Field dropdown See Add a Dashboard Filter. Equivalent Fields. The field you select for the filter could have equivalent fields Equivalent fields share the same underlying object as the field you select.
Can you add filters to dashboards?
Note As you prepare to filter dashboards keep these dashboard filter limitations in mind. You cant add filters to dashboards that contain Visualforce or scontrol components. Its not possible to filter on bucket fields However it is possible to use a report filtered on a bucket field on the dashboard. page.
Can you use equivalent fields in a filter?
for the filter You can use equivalent fields to filter components that dont have the exact field you selected for the filter or to filter some. components differently For example if you filter on the Account Owner field equivalent fields include Opportunity Owner.
What is a Salesforce Dashboard?
A Salesforce dashboard is an abstraction over reports. To clarify, it needs at least a report to pull its data from. Salesforce dashboard can be also based on multiple reports too. In addition, Salesforce provides granular control over who has access to viewing specific dashboards and reports. Then, sharing is accomplished through folders.
How to create a Salesforce dashboard
So you have your plan, you know your audience, the data they need to see, and roughly how you want your dashboard to look. Now it’s time to put it all together.
Salesforce Dashboard Unique Tips
As with all things Salesforce, there are tips, tricks as well as features to take it to the next level. Here’s a quick collection of some.
The best Salesforce Dashboard list
The primary purpose of this dashboard is to motivate your sales employees by adding a competitive spirit to their day to day work. The dashboards display the current top salesman by revenue. Above all, the main focus of this dashboard is sales performance and in helping, sales managers keep close control over their teams.
Dashboards are incredibly flexible and powerful. They can also be incredibly time consuming and at times a bit difficult to understand exactly how to get the right source reports to provide the data you want to display. I recommend that you go into your dashboard projects with your eyes wide open.
Why add filter widgets to dashboard?
Add filter widgets to a dashboard to give users the ability to slice and dice the data to view results from different angles. For example, you can filter the dashboard results to focus on a specific sales rep or product line. There are two types of filter widgets.
How to use global filter in SQL?
Use a global filter to apply the same filter to multiple queries in the dashboard. For example, if the dashboard has a separate chart for each rep to compare their performance, use the same filters for all charts so you’re comparing apples to apples. You can specify which queries to apply the global filters to and enable the users to change …
Can filter widgets be changed?
Like global filters, filters in selection-based widgets can be changed by users viewing the dashboard. Unlike global filter widgets, selections in these widgets can also trigger selection bindings, which can dynamically change other query parameters (like measures and groupings) or widget properties (like reference lines).