Explore Products

Best Sellers

New Releases

Books

Videos

Audiobooks

Free Learning

Salesforce Lightning Reporting and Dashboards

You're reading from Salesforce Lightning Reporting and Dashboards Create, customize, and manage your Salesforce reports and dashboards in depth with Lightning Experience

Product type Paperback

Published in Aug 2017

Publisher Packt

ISBN-13 9781788297387

Length 402 pages

Edition 1st Edition

Tools

Salesforce

Concepts

CRM

Author (1):

Johan Yu

View More author details

Table of Contents (13) Chapters

Preface

1. Fundamentals of Salesforce Reports and Dashboards FREE CHAPTER

2. Concepts and Permissions in Reports and Dashboards

3. Implementing Security in Reports and Dashboards

4. Creating and Managing Reports

5. Understanding Report Types

6. Advanced Report Configuration

7. Adding Charts in Reports and Pages

8. Working with Reports

9. Building Dashboards in Lightning Experience

10. Learning Advanced Dashboard Configuration

11. Advanced Tips and Tricks for Reports and Dashboards

12. Dashboards and Reports in the Salesforce1 Mobile App

Refreshing dashboards

Dashboards are not the same as reports. When you open a report, the report data will be generated based on current data. On the other hand, for dashboards, when you open a dashboard, it will show the data as of the latest dashboard refreshed by any users or by a schedule.

All users able to view the dashboard will be able to refresh the dashboard by simply clicking on the Refresh button after opening the dashboard. Even users who do not have permission to edit the dashboard are able to refresh the dashboard. Once refreshed, the other user that sees the dashboard will be based on latest refreshed data.

Notice that in the following screenshot, information under the dashboard title will show us the data used for the dashboard, which is the same with the latest dashboard refresh:

But if the dashboard hasn't been refreshed in 24 hours, it lets you know with...

The rest of the chapter is locked

Register for a free Packt account to unlock a world of extra content!

A free Packt account unlocks extra newsletters, articles, discounted offers, and much more. Start advancing your knowledge today.

Unlock this book and the full library FREE for 7 days

Get unlimited access to 7000+ expert-authored eBooks and videos courses covering every tech area you can think of

Start free trial

Renews at $19.99/month. Cancel anytime

Authors (1)

Johan Yu

Johan Yu

Johan is Salesforce MVP (1st in South East Asia) since 2014 , Singapore Salesforce User Group Leader since 2013 He has more than 16 years experience with Salesforce platform: admin, consultant, and architect

See other products by Johan Yu

Other recommended products

Related to this chapter

Salesforce Lightning Cookbook

Salesforce Lightning Cookbook

Built on the Salesforce App Cloud, the new Lightning Experience combines three major components— Lightning Design System, Lightning App Builder, and Lightning Components—to enable anyone to quickly and easily create beautiful, modern enterprise apps. This practical, recipe-based book will help you meet the challenges that Lightning throws at you head-on, and make the best use of the Lightning platform.

Aug 2018 4h 36m

Salesforce Lightning Cookbook

Salesforce Lightning Cookbook

Built on the Salesforce App Cloud, the new Lightning Experience combines three major components— Lightning Design System, Lightning App Builder, and Lightning Components—to enable anyone to quickly and easily create beautiful, modern enterprise apps. This practical, recipe-based book will help you meet the challenges that Lightning throws at you head-on, and make the best use of the Lightning platform.

Aug 2018 4h 36m

Salesforce Lightning Cookbook

Salesforce Lightning Cookbook

Built on the Salesforce App Cloud, the new Lightning Experience combines three major components— Lightning Design System, Lightning App Builder, and Lightning Components—to enable anyone to quickly and easily create beautiful, modern enterprise apps. This practical, recipe-based book will help you meet the challenges that Lightning throws at you head-on, and make the best use of the Lightning platform.

Aug 2018 4h 36m

Salesforce CRM Admin Cookbook

Salesforce CRM Admin Cookbook

Salesforce CRM is a market-leading customer relationship management (CRM) application that is accessed over the internet. This application greatly enhances a company's sales performance, improves customer satisfaction, and provides a robust customer relationship management system for an organization. For optimum performance of the system, there are a lot of things for you as the Salesforce administrator to know and tackle, but there isn't a single book that focuses on the administrative aspects of Salesforce CRM.

Dec 2017 11h 56m

Salesforce CRM Admin Cookbook

Salesforce CRM Admin Cookbook

Salesforce CRM is a market-leading customer relationship management (CRM) application that is accessed over the internet. This application greatly enhances a company's sales performance, improves customer satisfaction, and provides a robust customer relationship management system for an organization. For optimum performance of the system, there are a lot of things for you as the Salesforce administrator to know and tackle, but there isn't a single book that focuses on the administrative aspects of Salesforce CRM.

Dec 2017 11h 56m

Salesforce CRM Admin Cookbook

Salesforce CRM Admin Cookbook

Salesforce CRM is a market-leading customer relationship management (CRM) application that is accessed over the internet. This application greatly enhances a company's sales performance, improves customer satisfaction, and provides a robust customer relationship management system for an organization. For optimum performance of the system, there are a lot of things for you as the Salesforce administrator to know and tackle, but there isn't a single book that focuses on the administrative aspects of Salesforce CRM.

Dec 2017 11h 56m

Salesforce CRM Admin Cookbook

Salesforce CRM Admin Cookbook

Salesforce CRM is a market-leading customer relationship management (CRM) application that is accessed over the internet. This application greatly enhances a company's sales performance, improves customer satisfaction, and provides a robust customer relationship management system for an organization. For optimum performance of the system, there are a lot of things for you as the Salesforce administrator to know and tackle, but there isn't a single book that focuses on the administrative aspects of Salesforce CRM.

Dec 2017 11h 56m

Salesforce CRM Admin Cookbook

Salesforce CRM Admin Cookbook

Salesforce CRM is a market-leading customer relationship management (CRM) application that is accessed over the internet. This application greatly enhances a company's sales performance, improves customer satisfaction, and provides a robust customer relationship management system for an organization. For optimum performance of the system, there are a lot of things for you as the Salesforce administrator to know and tackle, but there isn't a single book that focuses on the administrative aspects of Salesforce CRM.

Dec 2017 11h 56m

Mastering Salesforce CRM Administration

Mastering Salesforce CRM Administration

The Salesforce market is booming right now; employers have recognized the value that Salesforce experts add to an organization and want to hire them over their counterparts. This book will equip you with the tools you need to build a successful career in Salesforce administration and, moreover, it will help you crack the Advanced Admin Certification Examination.

Mar 2017 13h 44m

Mastering Salesforce CRM Administration

Mastering Salesforce CRM Administration

The Salesforce market is booming right now; employers have recognized the value that Salesforce experts add to an organization and want to hire them over their counterparts. This book will equip you with the tools you need to build a successful career in Salesforce administration and, moreover, it will help you crack the Advanced Admin Certification Examination.

Mar 2017 13h 44m

Mastering Salesforce CRM Administration

Mastering Salesforce CRM Administration

The Salesforce market is booming right now; employers have recognized the value that Salesforce experts add to an organization and want to hire them over their counterparts. This book will equip you with the tools you need to build a successful career in Salesforce administration and, moreover, it will help you crack the Advanced Admin Certification Examination.

Mar 2017 13h 44m

Mastering Salesforce CRM Administration

Mastering Salesforce CRM Administration

The Salesforce market is booming right now; employers have recognized the value that Salesforce experts add to an organization and want to hire them over their counterparts. This book will equip you with the tools you need to build a successful career in Salesforce administration and, moreover, it will help you crack the Advanced Admin Certification Examination.

Mar 2017 13h 44m

Personalised recommendations for you

Based on your interests and search pattern

Pragmatic Microservices with C# and Azure

Pragmatic Microservices with C# and Azure

This book empowers you with in-depth knowledge of microservices architecture using .NET and Azure. Through hands-on tutorials, you'll be able to build, deploy, and manage scalable applications, gaining crucial skills for modern software development.

May 2024 16h 56m

Pragmatic Microservices with C# and Azure

Pragmatic Microservices with C# and Azure

This book empowers you with in-depth knowledge of microservices architecture using .NET and Azure. Through hands-on tutorials, you'll be able to build, deploy, and manage scalable applications, gaining crucial skills for modern software development.

May 2024 16h 56m

Pragmatic Microservices with C# and Azure

Pragmatic Microservices with C# and Azure

This book empowers you with in-depth knowledge of microservices architecture using .NET and Azure. Through hands-on tutorials, you'll be able to build, deploy, and manage scalable applications, gaining crucial skills for modern software development.

May 2024 16h 56m

Pragmatic Microservices with C# and Azure

Pragmatic Microservices with C# and Azure

This book empowers you with in-depth knowledge of microservices architecture using .NET and Azure. Through hands-on tutorials, you'll be able to build, deploy, and manage scalable applications, gaining crucial skills for modern software development.

May 2024 16h 56m

Pragmatic Microservices with C# and Azure

Pragmatic Microservices with C# and Azure

This book empowers you with in-depth knowledge of microservices architecture using .NET and Azure. Through hands-on tutorials, you'll be able to build, deploy, and manage scalable applications, gaining crucial skills for modern software development.

May 2024 16h 56m

Pragmatic Microservices with C# and Azure

Pragmatic Microservices with C# and Azure

This book empowers you with in-depth knowledge of microservices architecture using .NET and Azure. Through hands-on tutorials, you'll be able to build, deploy, and manage scalable applications, gaining crucial skills for modern software development.

May 2024 16h 56m

Pragmatic Microservices with C# and Azure

Pragmatic Microservices with C# and Azure

This book empowers you with in-depth knowledge of microservices architecture using .NET and Azure. Through hands-on tutorials, you'll be able to build, deploy, and manage scalable applications, gaining crucial skills for modern software development.

May 2024 16h 56m

Pragmatic Microservices with C# and Azure

Pragmatic Microservices with C# and Azure

This book empowers you with in-depth knowledge of microservices architecture using .NET and Azure. Through hands-on tutorials, you'll be able to build, deploy, and manage scalable applications, gaining crucial skills for modern software development.

May 2024 16h 56m

Pragmatic Microservices with C# and Azure

Pragmatic Microservices with C# and Azure

This book empowers you with in-depth knowledge of microservices architecture using .NET and Azure. Through hands-on tutorials, you'll be able to build, deploy, and manage scalable applications, gaining crucial skills for modern software development.

May 2024 16h 56m

Pragmatic Microservices with C# and Azure

Pragmatic Microservices with C# and Azure

This book empowers you with in-depth knowledge of microservices architecture using .NET and Azure. Through hands-on tutorials, you'll be able to build, deploy, and manage scalable applications, gaining crucial skills for modern software development.

May 2024 16h 56m

Mastering Python Design Patterns

Mastering Python Design Patterns

Unlock the power of design patterns to build maintainable and scalable software and applications using Python. Authored by Python veterans, this book is your guide to mastering design patterns in Python.

May 2024 9h 52m

Mastering Python Design Patterns

Mastering Python Design Patterns

Unlock the power of design patterns to build maintainable and scalable software and applications using Python. Authored by Python veterans, this book is your guide to mastering design patterns in Python.

May 2024 9h 52m