{"id":3034,"date":"2019-05-07T10:43:16","date_gmt":"2019-05-07T08:43:16","guid":{"rendered":"https:\/\/www.ybierling.com\/v2\/?p=3034"},"modified":"2019-04-09T10:44:12","modified_gmt":"2019-04-09T08:44:12","slug":"how-to-create-a-dashboard-in-salesforce-lightning-and-add-components","status":"publish","type":"post","link":"https:\/\/www.ybierling.com\/v2\/en\/how-to-create-a-dashboard-in-salesforce-lightning-and-add-components\/","title":{"rendered":"How to create a dashboard in SalesForce Lightning and add components?"},"content":{"rendered":"<h2 id=\"how-to-create-a-dashboard-in-salesforce\">How to create a dashboard in SalesForce<\/h2>\n<p>Creating a dashboard in SalesForce will allow you to access quickly and efficiently the most important information for your activity.<\/p>\n<div id=\"ybierling_com-link-h-large-2\" class=\"ezo_link_unit_m\"><\/div>\n<p>To create one, simply go to dashboards in the navigation apps &gt; new dashboard, and add the components that are necessary for your quick visualization.<span id=\"ezoic-pub-ad-placeholder-176\" class=\"ezoic-adpicker-ad\"><\/span><\/p>\n<h2 id=\"create-a-new-dashboard\"><span id=\"ezoic-pub-ad-placeholder-158\" class=\"ezoic-adpicker-ad\"><\/span>Create a new dashboard<span id=\"ezoic-pub-ad-placeholder-174\" class=\"ezoic-adpicker-ad\"><\/span><\/h2>\n<p>To create a new dashboard, start by access the dashboards app from the navigation panel on the main screen.<\/p>\n<div>\n<figure class=\"wp-caption aligncenter\"><img fetchpriority=\"high\" decoding=\"async\" class=\"b-lazy b-loaded\" src=\"https:\/\/img.wcido.com\/medium\/salesforce\/how-to-create-a-dashboard-in-salesforce\/how-to-create-a-dashboard-in-salesforce1.png\" alt=\"How to create a dashboard in SalesForce Lightning and add components? : Dashboards app on the navigation panel\" width=\"400\" height=\"194\" \/><figcaption class=\"wp-caption-text\">How to create a dashboard in SalesForce Lightning and add components? : Dashboards app on the navigation panel<\/figcaption><\/figure>\n<\/div>\n<p>From there, the recent dashboards will be displayed, if any of them are available. Otherwise, you can create a new dashboard by clicking on the new dashboard button.<\/p>\n<div>\n<figure class=\"wp-caption aligncenter\"><img decoding=\"async\" class=\"b-lazy b-loaded\" src=\"https:\/\/img.wcido.com\/medium\/salesforce\/how-to-create-a-dashboard-in-salesforce\/how-to-create-a-dashboard-in-salesforce2.png\" alt=\"How to create a dashboard in SalesForce Lightning and add components? : New dashboard button\" width=\"400\" height=\"186\" \/><figcaption class=\"wp-caption-text\">How to create a dashboard in SalesForce Lightning and add components? : New dashboard button<\/figcaption><\/figure>\n<\/div>\n<div id=\"google_ads_iframe_\/1254144\/ybierling_com-medrectangle-4_0__container__\"><iframe id=\"google_ads_iframe_\/1254144\/ybierling_com-medrectangle-4_0\" title=\"3rd party ad content\" src=\"https:\/\/tpc.googlesyndication.com\/safeframe\/1-0-32\/html\/container.html\" name=\"\" width=\"250\" height=\"250\" frameborder=\"0\" marginwidth=\"0\" marginheight=\"0\" scrolling=\"no\" data-is-safeframe=\"true\" data-google-container-id=\"3\" data-load-complete=\"true\" data-mce-fragment=\"1\"><\/iframe><\/div>\n<h2 id=\"dashboard-creation-procedure\"><span id=\"div-gpt-ad-ybierling_com-medrectangle-4-0\" class=\"ezoic-ad ezfound\" data-google-query-id=\"CMWkwtnLwuECFXwLrQYd1E0KXw\"><\/span>Dashboard creation procedure<span id=\"ezoic-pub-ad-placeholder-160\" class=\"ezoic-adpicker-ad\"><\/span><\/h2>\n<p>The first step to create a new dashboard is to enter a name for the dashboard, which is mandatory.<\/p>\n<p>In case you have many dashboard, it might be useful to enter a description as well, in order to retrieve it faster in the future.<\/p>\n<p>It is also possible to store the dashboard in a defined folder, in order to have all your dashboards properly stored by dashboard type or usage for example.<\/p>\n<div id=\"google_ads_iframe_\/1254144\/ybierling_com-medrectangle-3_0__container__\"><iframe id=\"google_ads_iframe_\/1254144\/ybierling_com-medrectangle-3_0\" title=\"3rd party ad content\" src=\"https:\/\/tpc.googlesyndication.com\/safeframe\/1-0-32\/html\/container.html\" name=\"\" width=\"728\" height=\"90\" frameborder=\"0\" marginwidth=\"0\" marginheight=\"0\" scrolling=\"no\" data-is-safeframe=\"true\" data-google-container-id=\"4\" data-load-complete=\"true\" data-mce-fragment=\"1\"><\/iframe><\/div>\n<div>\n<figure class=\"wp-caption aligncenter\"><img decoding=\"async\" class=\"b-lazy b-loaded\" src=\"https:\/\/img.wcido.com\/medium\/salesforce\/how-to-create-a-dashboard-in-salesforce\/how-to-create-a-dashboard-in-salesforce3.png\" alt=\"How to create a dashboard in SalesForce Lightning and add components? : New dashboard creation screen\" width=\"400\" height=\"187\" \/><figcaption class=\"wp-caption-text\">How to create a dashboard in SalesForce Lightning and add components? : New dashboard creation screen<\/figcaption><\/figure>\n<\/div>\n<div id=\"google_ads_iframe_\/1254144\/ybierling_com-box-4_0__container__\"><iframe id=\"google_ads_iframe_\/1254144\/ybierling_com-box-4_0\" title=\"3rd party ad content\" src=\"https:\/\/tpc.googlesyndication.com\/safeframe\/1-0-32\/html\/container.html\" name=\"\" width=\"250\" height=\"250\" frameborder=\"0\" marginwidth=\"0\" marginheight=\"0\" scrolling=\"no\" data-is-safeframe=\"true\" data-google-container-id=\"5\" data-load-complete=\"true\" data-mce-fragment=\"1\"><\/iframe><\/div>\n<h2 id=\"adding-components-to-a-dashboard\"><span id=\"div-gpt-ad-ybierling_com-box-4-0\" class=\"ezoic-ad ezfound\" data-google-query-id=\"CO_l19nLwuECFXEBrQYds8sFJQ\"><\/span>Adding components to a dashboard<\/h2>\n<p>Once the dashboard has been created, it will come empty, without any component added. A certain amount of squares will be available, and components can be added and scaled to fill up these tiles.<\/p>\n<p><span id=\"ezoic-pub-ad-placeholder-172\" class=\"ezoic-adpicker-ad\"><\/span>Press the plus component button to create a new component.<\/p>\n<div>\n<figure class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\"b-lazy b-loaded\" src=\"https:\/\/img.wcido.com\/medium\/salesforce\/how-to-create-a-dashboard-in-salesforce\/how-to-create-a-dashboard-in-salesforce4.png\" alt=\"How to create a dashboard in SalesForce Lightning and add components? : Add new component button\" width=\"400\" height=\"186\" \/><figcaption class=\"wp-caption-text\">How to create a dashboard in SalesForce Lightning and add components? : Add new component button<\/figcaption><\/figure>\n<\/div>\n<p>A component can be a report or a folder, and the next screen will allow to look for an existing report or folder.<\/p>\n<p><span id=\"ezoic-pub-ad-placeholder-171\" class=\"ezoic-adpicker-ad\"><\/span>Search for the report or folder you would like to use in the current dashboard, and select it.<\/p>\n<div>\n<figure class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\"b-lazy b-loaded\" src=\"https:\/\/img.wcido.com\/medium\/salesforce\/how-to-create-a-dashboard-in-salesforce\/how-to-create-a-dashboard-in-salesforce5.png\" alt=\"How to create a dashboard in SalesForce Lightning and add components? : Select report to add in the dashboard as component\" width=\"400\" height=\"187\" \/><figcaption class=\"wp-caption-text\">How to create a dashboard in SalesForce Lightning and add components? : Select report to add in the dashboard as component<\/figcaption><\/figure>\n<\/div>\n<p><span id=\"ezoic-pub-ad-placeholder-180\" class=\"ezoic-adpicker-ad\"><\/span>Once the report has been selected, it is necessary to select how that report will be displayed as a component in the dashboard: should it be raw data in a table, should it be a chart like a pie or a bar chart, which fields should be used in that component, and many other options.<\/p>\n<p>Select how the report should be displayed, and scroll down the left hand side part to see more options.<\/p>\n<div>\n<figure class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\"b-lazy b-loaded\" src=\"https:\/\/img.wcido.com\/medium\/salesforce\/how-to-create-a-dashboard-in-salesforce\/how-to-create-a-dashboard-in-salesforce6.png\" alt=\"How to create a dashboard in SalesForce Lightning and add components? : Add component report chart settings\" width=\"400\" height=\"187\" \/><figcaption class=\"wp-caption-text\">How to create a dashboard in SalesForce Lightning and add components? : Add component report chart settings<\/figcaption><\/figure>\n<\/div>\n<p>Going down in the list of options for that component, it is possible to select the columns to display in the report, which is especially useful when switching to a chart, in which most likely some columns will not bring any added value.<\/p>\n<div>\n<figure class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\"b-lazy b-loaded\" src=\"https:\/\/img.wcido.com\/medium\/salesforce\/how-to-create-a-dashboard-in-salesforce\/how-to-create-a-dashboard-in-salesforce7.png\" alt=\"How to create a dashboard in SalesForce Lightning and add components? : Selecting columns to display in component\" width=\"400\" height=\"171\" \/><figcaption class=\"wp-caption-text\">How to create a dashboard in SalesForce Lightning and add components? : Selecting columns to display in component<\/figcaption><\/figure>\n<\/div>\n<p>Going further down in the option list, more options are available, like selecting the column on which data should be sorted, what display units should be used in the dashboard created, should totals be shown, and more.<\/p>\n<div>\n<figure class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\"b-lazy b-loaded\" src=\"https:\/\/img.wcido.com\/medium\/salesforce\/how-to-create-a-dashboard-in-salesforce\/how-to-create-a-dashboard-in-salesforce8.png\" alt=\"How to create a dashboard in SalesForce Lightning and add components? : Component creation sort column and displayed unites options\" width=\"400\" height=\"187\" \/><figcaption class=\"wp-caption-text\">How to create a dashboard in SalesForce Lightning and add components? : Component creation sort column and displayed unites options<\/figcaption><\/figure>\n<\/div>\n<h2 id=\"component-chart-preview\"><span id=\"ezoic-pub-ad-placeholder-162\" class=\"ezoic-adpicker-ad\"><\/span>Component chart preview<\/h2>\n<p>Once the right options have been selected, the component should be displayed as a preview in that same window, and can be modified until clicking on the add button to add the component to the dashboard.<\/p>\n<div>\n<figure class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\"b-lazy b-loaded\" src=\"https:\/\/img.wcido.com\/medium\/salesforce\/how-to-create-a-dashboard-in-salesforce\/how-to-create-a-dashboard-in-salesforce9.png\" alt=\"How to create a dashboard in SalesForce Lightning and add components? : Component preview displayed in the component creation form\" width=\"400\" height=\"186\" \/><figcaption class=\"wp-caption-text\">How to create a dashboard in SalesForce Lightning and add components? : Component preview displayed in the component creation form<\/figcaption><\/figure>\n<\/div>\n<p>Don&#8217;t hesitate to play with the different chart types available until finding the one that will allow you best to take decisions or other action from that dashboard&#8217;s informations. The preview area will be updated as soon as you click on another chart type.<\/p>\n<div>\n<figure class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\"b-lazy b-loaded\" src=\"https:\/\/img.wcido.com\/medium\/salesforce\/how-to-create-a-dashboard-in-salesforce\/how-to-create-a-dashboard-in-salesforce10.png\" alt=\"How to create a dashboard in SalesForce Lightning and add components? : Component preview with a progression chart\" width=\"400\" height=\"188\" \/><figcaption class=\"wp-caption-text\">How to create a dashboard in SalesForce Lightning and add components? : Component preview with a progression chart<\/figcaption><\/figure>\n<\/div>\n<p><span id=\"ezoic-pub-ad-placeholder-192\" class=\"ezoic-adpicker-ad\"><\/span>Once several components have been added to the dashboard, it will look more useful, and should serve its purpose, to quickly display real time information based on the reports that have been selected.<\/p>\n<div>\n<figure class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\"b-lazy b-loaded\" src=\"https:\/\/img.wcido.com\/medium\/salesforce\/how-to-create-a-dashboard-in-salesforce\/how-to-create-a-dashboard-in-salesforce11.png\" alt=\"How to create a dashboard in SalesForce Lightning and add components? : Dashboard with several charts and a table\" width=\"400\" height=\"187\" \/><figcaption class=\"wp-caption-text\">How to create a dashboard in SalesForce Lightning and add components? : Dashboard with several charts and a table<\/figcaption><\/figure>\n<\/div>\n<div id=\"ybierling_com-link-h-large-1\" class=\"ezo_link_unit_m\"><\/div>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>How to create a dashboard in SalesForce Creating a dashboard in SalesForce will allow you to access quickly and efficiently<\/p>\n","protected":false},"author":1,"featured_media":3035,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[11451],"tags":[11547,11549,11457,11483,11453,11485,11481,11553,11551],"class_list":["post-3034","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-salesforce","tag-add-component","tag-create-dashboard","tag-sales-force","tag-sales-force-lightning","tag-salesforce","tag-salesforce-lightning","tag-salesforcelightning","tag-select-chart-type","tag-setup-component"],"_links":{"self":[{"href":"https:\/\/www.ybierling.com\/v2\/wp-json\/wp\/v2\/posts\/3034","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.ybierling.com\/v2\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.ybierling.com\/v2\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.ybierling.com\/v2\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.ybierling.com\/v2\/wp-json\/wp\/v2\/comments?post=3034"}],"version-history":[{"count":1,"href":"https:\/\/www.ybierling.com\/v2\/wp-json\/wp\/v2\/posts\/3034\/revisions"}],"predecessor-version":[{"id":3036,"href":"https:\/\/www.ybierling.com\/v2\/wp-json\/wp\/v2\/posts\/3034\/revisions\/3036"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.ybierling.com\/v2\/wp-json\/wp\/v2\/media\/3035"}],"wp:attachment":[{"href":"https:\/\/www.ybierling.com\/v2\/wp-json\/wp\/v2\/media?parent=3034"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.ybierling.com\/v2\/wp-json\/wp\/v2\/categories?post=3034"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.ybierling.com\/v2\/wp-json\/wp\/v2\/tags?post=3034"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}