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Create a Dynamic Dashboard in Lightning Experience

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Create a Dynamic Dashboard in Lightning Experience

Provide users with individualized views of data by creating a dynamic dashboard.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To create, edit, and delete dynamic dashboards: Manage Dynamic Dashboards
  1. To store the dynamic dashboard and corresponding source reports, create a dashboard folder and a report folder from the Dashboards, Reports, or Analytics tabs. Share these folders with the intended audience.
  2. On the Analytics or Dashboards tab, create a dashboard or edit an existing one.
  3. Open the properties menu by clicking Edit dashboard properties icon.
  4. Under View Dashboard As, select The dashboard viewer.
  5. To let users change the dashboard’s running user, select Let dashboard viewers choose whom they view the dashboard as.
  6. Click Save.
  7. Save your dashboard.
 
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Salesforce Help | Article