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What is the use of reports and dashboards in Salesforce?
Salesforce reports and dashboards are the analytical side of the CRM. They are used to convert business requirement into Visual representations like Graphs, Pie Charts, Tables, Scatter Chart, Gauges, Metrics, Funnel chart and so on.
How do I create a dashboard in Visualforce page?
To create a dashboard that uses this Visualforce page:
- View the dashboard and click Edit.
- Click Add Component from the top of any column.
- Choose a Visualforce Page as the component type.
- Optionally, enter a header to display at the top of the dashboard component.
Can Dashboards be created using standard reports as source reports?
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Can you pull reports from Salesforce?
Click New Report in Salesforce and select Administrative Reports > Users. 2.2. If needed, drag and drop any additional columns into the report to include the following fields.
When to use Visualforce to create custom dashboards?
Use a Visualforce page when you want to create a custom component or show information not available in another component type. Finally, when selecting a report for use in a dashboard component, all report formats may be used, however, Tabular reports must be limited by row to be used in a dashboard. Let’s walk through creating a dashboard.
What do you need to know about dashboard in Salesforce?
Salesforce dashboards allow you to present multiple reports side-by-side using dashboard components on a single dashboard page layout. Dashboard components come in a variety of chart types, and you can customize how data is grouped, summarized, and displayed for each component.
How to add vfdash to a Visualforce page?
Click Add Component from the top of any column. Choose a Visualforce Page as the component type. Optionally, enter a header to display at the top of the dashboard component. Optionally, enter a footer to display at the bottom of the dashboard component. From the Visualforce Page drop-down list, select VFDash.
How to add a component to a Visualforce page?
Click Add Component from the top of any column. Choose a Visualforce Page as the component type. Optionally, enter a header to display at the top of the dashboard component. Optionally, enter a footer to display at the bottom of the dashboard component. From the Visualforce Page drop-down list, select VFDash. Click Save.