Dashboards help salesforce administrators to bring data into life for the help of their users. They are visual representations that display key performance indicators of reports. When Jungo users need to get the insights from the reports at a glance, dashboards are of great convenience. In Salesforce/ Jungo, dashboards can be created and edited using Dashboard editor. It utilizes the drag and drop interface to summarise and display the data in to an appropriate graphical layout. This article discusses the topic Managing Dashboards in Salesforce/Jungo.
- Components of Dashboards in Lightning
- Data sources: Reports act as data sources for creating dashboards
- Dashboard editor- Allows to create a new dashboard from scratch. It uses a drag and drop interface to size and align components into a grid structure.
- Charts and tables- Data can be visualized by various methods based on the data present in the report.
- Filters- Helps to filter the data without going back to the source report.
- Dynamic Functions: Administrators can create dynamic dashboards which displays differently to different users of the organization based on their permission settings. The user who is viewing the dashboard is called as ‘Running user’.
- Lightning App builder – Embed in Home page and Lightning app after dashboard is created.
Click Introduction to Reports and Dashboards Unit | Salesforce Trailhead to read more about Managing Dashboards in Salesforce/Jungo
- Dashboard component types
- Chart :- Report data is displayed in different chart types like Horizontal bar chart, vertical bar chart, line chart, pie chart, Donut chart and Funnel Chart.
- Gauge :- The data show how far you are from reaching a goal. Gauge component types may be used to show a single value that is to be shown as a part of a range of custom set values. Here the ranges that can be set can represent, say, low, medium, and high values, and the value from the report plotted accordingly.
- Metric :- Metric component types may be used to show a single value to display.
- Table :– Table component types may be used to show a set of report data in column form.
- Visualforce page :- In addition to the standard types, Visualforce page component types may be used to create a custom component type and present information in a way not available in the standard dashboard component types.
- Managing Dashboards
- Necessary Permissions
- Automatic Refreshing
- Frequency and Distribution Settings
- Custom dashboards
- A dashboard once created can be customized by changing its properties to present the dashboard in different views with respect to the user who is viewing it.
- Each users can view dashboard data which is only relevant to them.
- The data access of the dashboard is defined by the permission settings of each user.
- Dashboards on a homepage
- Customized dashboards can be added to the homepage with Lightning App builder.
- Home screen can be set up as the default view for specific lightning apps .
- All users using the lightning app can view the customized dashboard unless specific profile related assignments are applied
- Sharing settings for reports and Dashboards
- To configure folder settings for reports and dashboards.
- Allow users share reports and dashboards via folders to various users, roles, groups etc.
- There are several necessary permissions to share folders
- By default, for a newly created org every user has view access to all folders which are shared with them.
- Edit and manage access must be manually set up.
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