Emily, thank you, thank you, thank you so much! I was hitting my head against a wall last night, wondering what I did wrong with the dashboard I was trying to create. Before I went to sleep, I watched this video you created about creating dashboards. This morning, I followed your video step-by-step in seeing where I goofed up, and found out what my problem was (the grouping -I had none!). Thank you so much for creating this video!
This is an amazing video. Cannot thank you enough. I have been having a very tough time at work and this help me. I will share this across my entire organization to make sure you get the right visibility. This is a must
You should be able to share directly from the link at the top. However, you'll need to make sure that they have the right permissions for the data, and the folder the dashboard is placed in.
Would it be possible to combine a reports for agreements and case in one dashboard and will show accurate results when filter for date period and owner are added? Thanks!
I'm not 100% sure on this. You would likely need to play around with some report types to see if there's a reportable relationship between those two objects
Emily, thank you, thank you, thank you so much! I was hitting my head against a wall last night, wondering what I did wrong with the dashboard I was trying to create. Before I went to sleep, I watched this video you created about creating dashboards. This morning, I followed your video step-by-step in seeing where I goofed up, and found out what my problem was (the grouping -I had none!). Thank you so much for creating this video!
You're welcome! Glad I could help! I have definitely been there before trying to figure out what to tweak to make it work.
This is an amazing video. Cannot thank you enough. I have been having a very tough time at work and this help me. I will share this across my entire organization to make sure you get the right visibility. This is a must
Thank you! Hope it helps your colleagues
Hi Emily. I just subscribed to your channel because I love how easy you made it look to use /create in Saleforce.
Thank you! Glad it's helped!
A daily dose of Salesforce Emily... #salesforceemily #salesforce #dashboards #reports #enjoylife
Uploading everyday in December!
Great video Emily, how do you share the dashboard with other users?
You should be able to share directly from the link at the top. However, you'll need to make sure that they have the right permissions for the data, and the folder the dashboard is placed in.
Would it be possible to combine a reports for agreements and case in one dashboard and will show accurate results when filter for date period and owner are added? Thanks!
I'm not 100% sure on this. You would likely need to play around with some report types to see if there's a reportable relationship between those two objects
Is there a way to have real-time reports automatically update the visual dashboard or do reports have to generated to keep it current?
Yes, hit the refresh button on the dashboard
How can I add target value for each person ?
You would likely need to create a dynamic dashboard for this. Or create individual reports for each person then add those into the dashboard.
Can I add joined report in dashboard??
Yes, you might need to play around with some settings to get the visualization right.
Can you add lists to dashboards?
Yes, it would be the table component
Thanks 🙏🏻
You’re welcome!