Tables present lists of data in columns and can be used to summarize information or explain variables.īuilding dashboards in Salesforce can help you with many aspects.They are mostly used for tracking performance and production, for comparing and evaluating. Metrics are used when you have one main value to display.They are not used for multiple rows, but can display multiple measure values. Gauges are normally used to visualize data having only a single value.You can choose between different types like bar or pie, line, or column to communicate your information clearly and efficiently. Salesforce has an intuitive interface that helps you to create dashboards from Standard or Custom reports.Īmong the main dashboard components you can find: The main components include metrics, tables, charts, etc. What are dashboards in Salesforce and their componentsĭashboards are visual displays that get all the information from a linked database. You will receive it via email and should have access to the folder where it will be stored. Also, you can subscribe yourself or/and other users and choose what exactly should be shown in the report for each person. You can schedule receiving reports daily, once a week, or a month. The results will be filtered by your selected criteria. All you need is to specify the fields to be included. This option is used to compare data in different fields. They are often confused with Summary formulas, but the main difference is that they are used for a single record, for example in a column-based formula that shows the result on the row. They go across multiple records and can be used for comparing data, groupings, or calculations. Summary formulas can handle complex calculations at all summary levels, acting like fields once formulas are created. For this, you can use complex reports and choose only related objects to be included. While creating your report, you may need to go beyond auto-created or standard reports, in case you need to report on more than 2 objects at one time. Among useful Salesforce features you can find: Salesforce is constantly adding new features that help to improve analytics, adding value to the application and making it more effective. So, it can show data from different views and from different report types. It is arranged in blocks and each block has its columns, fields, sorting, and filtering. This type allows the building of two separate reports to compare data. Press “Save & Run” to get a Matrix-type report. Add another grouping, this time a “Group Column” and “Group Rows” to display more information in your report. You can add charts and generate dashboards with the Matrix reports. It allows to group data by rows and columns to see totals. After hitting “Save & Run” we get the new type of report. When adding a grouping to an existing field we can just drag the field from columns to group rows if it is already on the layout, or you can start typing the field name in “Add group” and select it. It gives you an option of data grouping, creating charts and viewing subtotal. Press Refresh if you need to see the updated information. Remove the unnecessary fields by clicking the “X” and adding your own fields.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |