dashboard component lightning app builder appexchange

When you pick a report type, you’re picking the records and fields you’ll be able to see in your report.To open the report builder from the Reports tab, click New Report.When you create a report in Salesforce, the criteria you enter is essentially a question you’re asking, and the results returned are the answer.Which fields and records are available for use when creating a report.Ĭreate Reports with the Report Builder Use the drag-and-drop report builder.Įxplain the value of using filters, cross filters, and filter logic.A visual display of key metrics and trends for records in your org.This is based on the relationships between a primary object and its related objects. The report type determines which fields and records are available for use when creating a report.

A report type is like a template that makes reporting easier.

However, to view the dashboard components, you need access to the underlying reports as well. If you have access to a folder, you can view its dashboards.

Like reports, dashboards are stored in folders, which control who has access.

However, you can use the same report in multiple dashboard components on a single dashboard (for example, use the same report in both a bar chart and pie chart). The relationship between a dashboard component and report is 1:1 for each dashboard component, there is a single source report. A dashboard is a visual display of key metrics and trends for records in your org.Folders can be public, hidden, or shared. Report folders determine how reports are accessed, and who can access them to view, edit, or manage. Displayed the results in a vertical bar chart, so Sita could easily see the results.Filtered to show only Closed Won opportunities for “active” products from this financial year.When Sita asked Maria which products are top sellers, Maria created a report that returned a list of all opportunities with products.In its simplest form, a report is a list of records (like opportunities or accounts) that meet the criteria you define.Typically, the response to a data question comes in the form of a report.Introduction to Reports and Dashboards in Lightning Experience Phrase business needs as answerable reporting questions.Įxplain the difference between a report, dashboard, and report type. These are technical notes I compiled while studying using Trailhead, Salesforce's free self-learning portal.

Dashboard component lightning app builder appexchange