{"id":68161,"date":"2016-12-15T16:06:56","date_gmt":"2016-12-15T16:06:56","guid":{"rendered":"http:\/\/webkul.com\/blog\/?p=68161"},"modified":"2016-12-16T09:38:33","modified_gmt":"2016-12-16T09:38:33","slug":"dashboard-builder-in-salesforce","status":"publish","type":"post","link":"https:\/\/webkul.com\/blog\/dashboard-builder-in-salesforce\/","title":{"rendered":"How to use Dashboard Builder in Salesforce"},"content":{"rendered":"

In this blog we will learn how to use Dashboard Builder in Salesforce. Dashboards are graphical interpretation\/representation of reports in salesforce. The use of dashboards provides data at-a-glance, which makes it more interactive for users.<\/p>\n

\n
\n

Dashboard Builder In Salesforce<\/h3>\n<\/div>\n
\n

Follow these easy steps to create dashboard for your reports for a quick glance.<\/p>\n

Open the dashboard Builder<\/strong><\/p>\n

1) Go to Reports Tab.
\n2) Click on New Dashboard<\/strong> button.<\/p>\n

\"img1\"<\/p>\n

Create your dashboard<\/strong><\/p>\n

1) Drag and drop component in preview pane.
\n2) Current user will be displayed in “View Dashboard as” field.
\n3) Once you have selected component click on the Data Source<\/strong> button beside it.
\n4) Select the report you want to view in the dashboard.<\/p>\n

For Example:<\/p>\n

\"Dashboard<\/p>\n

You can save the dashboard now.<\/p>\n<\/div>\n<\/div>\n

\n
\n

View your Dashbord on Home Page<\/h3>\n<\/div>\n
\n

You have created a dashboard for viewing all leads and you want to view it more frequently. In this case you can view your dashboard on home page by following steps:<\/p>\n

Step 1: Enable Dashboard Snapshot<\/strong><\/p>\n

1) Go to Setup > Customize > Home > Home Page Layouts.<\/strong> Click Edit.
\n2) Enable Dashboard Snapshot<\/strong> and click Next<\/strong>
\n3) Move Dashboard Snapshot to the top and Save.<\/p>\n

Step 2: Select a dashboard to display<\/strong><\/p>\n

1) Go to My Settings > Display & Layout > Customize My Pages.<\/strong>
\n2) Select Home<\/strong> and click on Customize Page<\/strong> button.
\n3) You will find Search for a dashboard…<\/strong> Select a dashboard. For ex- I’ve Selected Lead Dashboard which displays lead according to status.
\n4) Save the dashboard. Save the customization.
\n5) Go to Home Page for output<\/p>\n

Output:<\/strong><\/p>\n

\"output\"<\/p>\n<\/div>\n<\/div>\n

\n
\n

<\/i>Support<\/h3>\n<\/div>\n
\n

That\u2019s all for How to use Dashboard Builder in Salesforce, still have any issue feel free to add a ticket and let us know your views to make the code better https:\/\/webkul.uvdesk.com\/en\/customer\/create-ticket\/<\/a><\/p>\n<\/div>\n<\/div>\n

 <\/p>\n","protected":false},"excerpt":{"rendered":"

In this blog we will learn how to use Dashboard Builder in Salesforce. Dashboards are graphical interpretation\/representation of reports in salesforce. The use of dashboards provides data at-a-glance, which makes it more interactive for users. Dashboard Builder In Salesforce Follow these easy steps to create dashboard for your reports for a quick glance. Open the […]<\/a><\/p>\n","protected":false},"author":104,"featured_media":68167,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1887],"tags":[4171],"class_list":["post-68161","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-salesforce","tag-dashboard-builder"],"yoast_head":"\nHow to use Dashboard Builder in Salesforce Classic<\/title>\n<meta name=\"description\" content=\"In this blog we will learn how to use Dashboard Builder in Salesforce. 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