Creating A Dashboard

Before creating dashboards, create the custom reports containing the data you want to display. Dashboard components use the summary fields and groups defined in the custom report. Be sure to store these reports in folders that your intended dashboard viewers can access. See "Working with Report Builder" in the online help for more information.

Users can access the dashboard from the right folder in the Dashboards tab.

NOTE: Except for dynamic dashboards, the security settings of the running user determine the data displayed in the dashboard.

All users with access to the dashboard see the same data, regardless of their own personal security settings.

To see dashboard components, users must also have access to the folders for their underlying source reports.

Dashboards TAB

Dashboards TAB

Click the Dashboards Tab

Navigate to Dashboards List

Click Go To Dashboards List

Reports and Dashboards List View / Creation initiation page

Reports and Dashboards List View / Creation initiation page

From this page, you can:

1. Search for reports.

2. Select or create a folder.

~ The Folder drop-down list includes all report folders you can access.

3. Click the View drop-down to sort between:

~ All Items

~ Recently Viewed

~ Items I'm Following

~ Items I Created

4. Click the Type drop-down to sort between:

~ Reports

~ Dashboards

5. Click New Report to begin a new report. Click New Dashboard to begin a new dashboard

6. Click a report name to run the report.

7. Click Edit next to a report to customize it. Click Delete to remove from folder and place in Recycling Bin.

Dashboards List

Dashboards List

Click New Dashboard

Dashboard Builder

Dashboard Builder

Dashboard builder is a drag-and-drop interface for creating and modifying dashboards. To optimize screen real estate, dashboard builder uses a compressed page header. To view your application tabs, simply close the builder or click the Salesforce logo.

For Additional Details SEE the next Lesson: How Do I Use The Dashboard Builder?

Component Editor

Component Editor

To edit a component:

1. Click Edit component icon to open the component editor.

2. Choose a component type or select Use chart as defined in source report. This option uses settings from the report chart for your dashboard component and disables certain settings in the component editor.

Tip

Use this option to show scatter or combination charts in your dashboard.

3. Choose settings on the Component Data tab for the component type you selected.

~ SEE: Component Data Tab Settings (Below)

 

4. Choose settings on the Formatting tab for the component type you selected:

~ SEE: Dashboard Component Chart Settings (Below)

~ SEE: Dashboard Component Gauge Settings (Below)

~ SEE: Dashboard Component Metric Settings (Below)

~ SEE: Dashboard Component Table Settings (Below)

For Visualforce pages and s-controls, set the Height.

5. Click OK.

Component Data Tab Settings

Component Data Tab Settings

Choose settings on the Component Data tab for the component type you selected. (ABOVE)

Choose settings on the Formatting tab for the component type you selected: (BELOW)

Dashboard Component Chart Settings

Dashboard Component Chart Settings

 

Dashboard Component Gauge Settings

Dashboard Component Gauge Settings

Dashboard Component Metric Settings

Dashboard Component Metric Settings

Dashboard Component Table Settings

Dashboard Component Table Settings