There are two ways of creating dashboards:
- you can create a dashboard by cloning an existing one, using the ‘Save As’ button and modifying the dashboard settings
- you can build a completely new dashboard from scratch
To create a completely new dashboard, you will need a set of source reports that you can use to visualise your data in the dashboard components. Each dashboard component has one source report.
If necessary, create the source reports so that they contain the data you want to visualise.
TIP: Make sure the source reports are stored in a folder that the dashboard viewers have access to.
CREATE A NEW DASHBOARD
Once you have the set of source reports, go to the Dashboard tab.
- Click ‘New Dashboard’
- Name the Dashboard with some description
- Select a folder where the dashboard should be saved, by default it will be saved in your Private folder
ADD A DASHBOARD COMPONENT
To add a component to your dashboard click ‘+ Component’.
- Select the source report for the component and click ‘Select’
- Adjust the way the component displays data, you can select from a chart, gauge, metric or data table
- While adjusting the component settings, you will be able to preview it
- When it’s ready, click ‘Add’ and arrange or resize it
- If you want to edit an existing component, click the pencil icon
- If you want to delete an existing component, click the cross icon
- You can add up to 25 component in a dashboard
EDIT THE DASHBOARD PROPERTIES
To customise the dashboard, open the Properties by clicking the gear icon in the top right corner of the page.
SPECIFY THE DASHBOARD VIEWER
Select who people view the dashboard as. Depending on this setting people could see more or less data.
- Me - People see the dashboard as you
- Another person - people view the dashboard as the selected person, by default it would be you
- The Dashboard viewer - people see the data as themselves so accordingly to their permissions on Salesforce.
This last type of the Dashboard Viewer settings means that your dashboard is dynamic. Those cannot be saved in Private folders and depending on your Salesforce edition there is a limitation in the number of dynamic dashboards you can have in your organisation.
Developer Edition - max. 3 dynamic dashboards
Enterprise Edition - max. 5 dynamic dashboards
Unlimited and Performance Edition - max. 10 dynamic dashboards
CUSTOMISE GRID SIZE, THEME AND COLOUR PALETTE
- you can select between a 12-column and 9- column grid size
- you can switch the dashboard theme for the entire dashboard from Light to Dark
- there are 14 colour palettes that you can choose from
Click ‘Save’ to keep your changes. Your dashboard is now ready!