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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

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Product type Paperback
Published in Aug 2017
Publisher Packt
ISBN-13 9781788297387
Length 402 pages
Edition 1st Edition
Concepts
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Author (1):
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Johan Yu Johan Yu
Author Profile Icon Johan Yu
Johan Yu
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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

Dashboards and reports drill down

As we have discussed in Chapter 9, Building Dashboards in Lightning Experience, a dashboard is built on components, and each component has a report used as the data source.

You can hover over each bar or portion of the chart to see more information, such as the percentage of the bar compared to the total.

When the user clicks on View Report from the component, it will bring the user to the report. However, you need to note that the report data will be based on the logged in user, while the dashboard data is based on someone set as a viewing user, so it would be not the same dataset for the dynamic dashboard.

Clicking anywhere in the chart or the expand icon will show one big chart, and you can still hover your mouse here, the same as in the dashboard view. Click on View Report from here and go to the same report used as the data source.

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