Loading
Analyze Your Data
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Build a Lightning Experience Dashboard

            You are here:

            1. Salesforce Help
            2. Docs
            3. Reports and Dashboards

            Build a Lightning Experience Dashboard

            Build a Lightning Experience dashboard to provide a graphical view of the Salesforce data in reports.

            Required Editions

            Available in: Lightning Experience
            Available in: Essentials, Group (View Only), Professional, Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To create dashboards: Run Reports AND Create and Customize Dashboards
            To edit and delete dashboards you created: Run Reports AND Create and Customize Dashboards
            To edit and delete dashboards you created in public folders: Edit My Dashboards
            To edit and delete dashboards you didn’t create in public folders: Manage Dashboards in Public Folders
            To create, edit, and delete dynamic dashboards: Manage Dynamic Dashboards

            Dashboards are built with source reports, filters, and widgets

            Source reports are reports that provide data for widgets. Each widget has one source report. Different widgets can have different source reports. The fields available for dashboard filters are the fields available in the objects that source reports are based on. Create source reports in the Report Builder.

            Filters let dashboard readers refine the data they see in the dashboard to a particular view.

            Widgets are the visual “blocks” of a dashboard. Each widget is a chart, gauge, metric, table, text, or image.

            Note
            Note You can add the chart from a joined report as a dashboard widget, but you can’t add the full report. Filtering isn’t supported for widgets with a joined report chart.
            Horizontal bar chart icon Vertical bar chart icon Stacked horizontal bar chart icon Stacked vertical bar chart icon Line Donut chart icon Funnel chart icon Scatter chart icon Use a chart when you want to show data graphically. You can choose from a variety of chart types.
            Gauge chart icon Use a gauge when you have a single value that you want to show within a range of custom values
            Metric component icon Use a metric when you have one key value to display.
            Legacy table icon Lightning table icon Use a table to show a set of report data in column form.

            This topic is about creating dashboards for reports in Lightning Experience. For information on creating dashboards in Salesforce Classic or CRM Analytics, review these articles:

            Tip
            Tip You can clone a dashboard to quickly create a dashboard with the same properties and widgets as the one you're viewing. Click Save As (or Clone), modify the dashboard settings, and save.
            1. If necessary, create the source reports containing the data you want to display.
              Important
              Important Be sure to store these reports in folders that intended dashboard viewers can access.
            2. On the Analytics tab, select Create | Lightning | Dashboard, or on the Dashboards tab, click New Dashboard.
            3. Name the dashboard.
              Optionally, provide a short description. Then, place the dashboard in a folder. Private Dashboards is the default folder.
            4. To add a widget to the dashboard, click + Widget.
              1. Choose a source report for the widget, then click Select.
                Note
                Note In the Select Report window, report folders show only the reports they contain. Subfolders are not shown.To find reports in subfolders, use the search option in the All Folders list view, or return to the All Folders view, where all folders and subfolders appear in a single flat list.
              2. Customize how the widget displays data, then click Add.
              3. Arrange and resize the widget as necessary.
              4. To edit an existing widget, click the pencil icon. To remove a widget, click the remove component icon.
            5. To add a filter to the dashboard, click + Filter.
              1. From the Field dropdown, select a field to filter on. The dropdown shows fields that can be used to filter all the dashboard’s widgets. If there are equivalent fields for your selection, hover over the info icon to see them.
              2. Give the filter a display name to identify it. If the filter has many equivalent fields, consider using a name that works for all widgets.
              3. Assign values to the filter by clicking Add Filter Value.
            6. To specify who people view the dashboard as, click the gear icon to open the Properties menu.
              1. Under Name, optionally rename the dashboard.
              2. Under Description, optionally describe the dashboard.
              3. Under Folder, optionally move the dashboard into another folder. Click Select Folder, navigate to the new folder, and then click Select Folder.
              4. Under View Dashboard As, choose who people view the dashboard (and all source reports) as. People could see more or less data than they normally see elsewhere in Salesforce. Be careful not to reveal sensitive information to too broad an audience.
              5. Click Save.
            7. To customize dashboard theme or color palette, open the Properties menu by clicking the gear icon.
              Customize colors in your dashboard by choosing a light or dark theme and one of 14 color palettes. Themes and color palettes help you organize and curate data in your dashboard. For example, highlight a set of summary metrics by giving them a dark theme and setting them against a light-themed dashboard.
              1. From Dashboard Theme, choose Light or Dark to set the theme for the entire dashboard. To set a single widget’s theme, edit the widget by clicking the pencil icon.
              2. From Dashboard Palette, choose one of 14 color palettes. Wildflowers is the default color palette. If you need an accessible color palette, choose Mineral.
              3. Click Save.
            8. To switch between a 12-column and 9-column layout, open the Properties menu by clicking the gear icon.
              1. Under Dashboard Grid Size, choose 12 columns or 9 columns.
              2. Click Save.
            9. Click Save, then click Done.

            Your dashboard is done. Review and admire your handiwork!

             
            Loading
            Salesforce Help | Article