Search icon CANCEL
Subscription
0
Cart icon
Your Cart (0 item)
Close icon
You have no products in your basket yet
Arrow left icon
Explore Products
Best Sellers
New Releases
Books
Videos
Audiobooks
Learning Hub
Free Learning
Arrow right icon
Arrow up icon
GO TO TOP
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

Arrow left icon
Product type Paperback
Published in Aug 2017
Publisher Packt
ISBN-13 9781788297387
Length 402 pages
Edition 1st Edition
Concepts
Arrow right icon
Author (1):
Arrow left icon
Johan Yu Johan Yu
Author Profile Icon Johan Yu
Johan Yu
Arrow right icon
View More author details
Toc

Table of Contents (13) Chapters Close

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

Embedding a report chart in an object page

Wouldn't it be nice if you could present in the chart all opportunities for an account, directly on the Account page and group by Opportunity Stage? The same is having a chart showing tickets raised by the account related to Customer Support on the Account page, or for other custom objects. This is a great feature out-of-the-box from Salesforce for embedding report charts into standard or custom object pages.

Instead of showing all records based on the standard report result, embedded charts allow us to filter only records related to the record or record the parent record in the page layout, for example, on the Account page, only opportunities related to the account. By looking at the chart here, the user will quickly see all Opportunities for the Account at a glance:

Some points to note in relation to the embedded chart in the...

lock icon 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
Renews at $19.99/month. Cancel anytime
Banner background image