A dashboard is a visual display of key metrics and trends for records in your org. The relationship between a dashboard component and report is 1:1; for each dashboard component, there is a single underlying report. However, you can use the same report in multiple dashboard components on a single dashboard (e.g., use the same report in both a bar chart and pie chart). Multiple dashboard components can be shown together on a single dashboard page layout, creating a powerful visual display and a way to consume multiple reports that often have a common theme, like sales performance, customer support, etc.
Points to Remember:
- Each dashboard component has Data sources with source report and components which are visual format like graph, chart or gauge
- To create a dashboard component, drag the report from Data sources into Dashboards area and Drag the visual component to the same area.
- Visualforce pages can also be added to the Dashboards to show custom interfaces
- Dashboard can be setup to show the same data to the users by selecting "run as specific user" option under "View Dashboard as".
- Dashboards can be made dynamic too by selecting the "run as logged in user" and check the "Let authorized user change running User" option under "View Dashboard as".
- If users want to see the different data on the same dashboards, filters can be added which appear as a drop down under main menu.
- Ex: If users want to see the data based on regions, you can add a filters for each region.
- You can also share the dashboards component in the chatter with other employees and share the insights. It can also be followed for any future updates.
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