Activity Forums Salesforce® Discussions Explain the various dashboard components in Salesforce?

  • madhulika shah

    Member
    August 14, 2018 at 12:21 pm

    Hi Prachi,

    Various Dashboard Components are:

    1. Chart: Use a chart when you want to show data graphically.

    2. Gauge: Use a gauge when you have a single value that you want to show within a range of custom values.

    3. Metric: Use a metric when you have one key value to display.

    • Enter metric labels directly on components by clicking the empty text field next to the grand total.
    • Metric components placed directly above and below each other in a dashboard column are displayed together as a single component.

    4. Table: Use a table to show a set of report data in column form.

    5. Visualforce Page: Use a Visualforce page when you want to create a custom component or show information not available in another component type.

    6. Custom S-Control: Custom S-Controls can contain any type of content that you can display or run in a browser, for example, a Java applet, an ActiveX control, an Excel file, or a custom HTML Web form

  • Avnish Yadav

    Member
    August 14, 2018 at 12:25 pm

    Various Dashboard Components are:-

    1. Chart - Use a chart when you want to show data graphically. You can choose from a variety of chart types.
    2. Gauge - Use a gauge when you have a single value that you want to show within a range of custom values. For example, to create a dashboard that measures where your current closed opportunity amounts fall within a range of values, set the Minimum Value, Breakpoint #1 Value, Breakpoint #2 Value, and Maximum Value for the gauge. The ranges that you set can indicate poor, acceptable, and good performance. Set appropriate colors for each of these ranges to visually indicate progress. To create a gauge with only two ranges, leave Breakpoint #2 Value blank.Select Show Percentage or Show Total to display those values on the gauge. Values exceeding the maximum are shown as greater than 100%.
    3. Metric - Use a metric when you have one key value to display. For example, if you have a report showing the total amount for all opportunities in the Closed, Commit, and Base Case stages in the current month, you can name that value and use it as a revenue target for the month displayed on the dashboard.
    4. Table - Use a table to show a set of report data in column form. For example, to see the top 20 opportunities by amount, set Maximum Values Displayed to 20, click Customize Table and select opportunity name, amount, and other columns to display, choose the sort order, and set conditional highlighting. Available columns include all chart groupings and report summary fields, as well as the second-level grouping defined in the report.

    Thanks.

  • Anjali

    Member
    September 21, 2018 at 2:00 pm

    Hi Prachi,

    Various dashboard components in Salesforce are-

    chart-Use a chart when you want to show data graphically. You can choose from a variety of chart types.

    gauge-Use a gauge when you have a single value that you want to show within a range of custom values

    metric-Use a metric when you have one key value to display.

    Table-Use a table to show a set of report data in column form.

    Visualforce page-Use a Visualforce page when you want to create a custom component or show information not available in another component type.

  • Parul

    Member
    September 28, 2018 at 5:41 pm

    A user can access dashboards from the Dashboards tab, depending on the dashboard folder permissions and user permissions. One dashboard can contain up to 20 components. Each component can be present in the form of a chart, table, or matrix. On top of that, you can also select the Visualforce page component type.

    We will not discuss the Visualforce page as a component in detail in this book; this is just additional information. When standard components that are provided out of the box do not fit your requirements, use Visualforce page is an option.

  • Parul

    Member
    September 28, 2018 at 5:42 pm

    The two main steps to build a dashboard are as follows:
    Select the component.
    Select the data source.
    There are seven types of charts supported by Salesforce dashboards:

    Horizontal bar chart

    Vertical bar chart

    Line chart

    Pie chart

    Donut chart

    Funnel chart

    Scatter chart

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