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After selecting the ‘Include Data’ option, the dashboard does not include all available data.

Veröffentlichungsdatum: May 15, 2026
Beschreibung

After selecting the “Include Data” option during dashboard export, the exported file does not contain all available dashboard data as expected.

The Current Preview export includes only the data rendered in the preview and does not capture all available underlying dashboard data. 
Image: After enabling the “Include Data” option, the data has been exported from Assets.

Lösung

The embedded Dashboards contains rendered components, but the dashboard itself does not execute any direct steps or queries. The queries are executed within the embedded components only.

During the Include Data export process, only queries and steps that belong to the parent dashboard are included. Queries executed within child components are not captured, which is expected behavior by design.

This behavior is currently aligned with the product functionality, and the CRM Analytics dashboards using embedded components without parent-level queries.

Nummer des Knowledge-Artikels

005321993

 
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Salesforce Help | Article