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Lightning Table Dashboard Component Shows Different Values for Measures from Source Report

게시 일자: Oct 13, 2022
상세 설명
Lightning Table dashboard components use the objects, fields, and filters of the underlying source report, but groupings and measures can be shown in the component independent of its report. In circumstances where the source report contains multiple objects, measures may return different values from the source report if child object fields have not been included in the component; therefore, the count is performed on the parent object.

Note: The measure may not update to the different value until after the dashboard is refreshed.

Example: A Lightning Table component could be using an "Accounts with Opportunities" report type. Adding a grouping on Account Name and using Record Count as the only measure will result in the Lightning Table ignoring Opportunity records and counting the number of records that exist on the Account object for each Account Name. Assuming that there are no duplicate Account records, the Record Count for each row would be 1.
솔루션
To return measure values that reflect records on the child object, perform any of the following:
  • Add a field from the child object to the dashboard component.
  • Use a different report type wherein the child object from the previous report is the primary object. Following from the above example, group by the Account Name field from an "Opportunities" report instead of using an "Accounts with Opportunities" report
  • Add a number formula field to the child object and set it equal to 1 (this is also sometimes called a "Power of One" field), then summarize the field in the Lightning Table instead of using Record Count
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Salesforce Help | Article