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#Reports & Dashboards103 personnes en discutent

Abby M a posé une question dans #Salesforce Developer

Is anyone else having this issue? When I go to add a product to the quote (after already adding one previously), I cannot go back in and add another. The pricebook comes back up, I click "save" and nothing happens. The ONLY way I can add another product is if I hit "view all" and add from the product button there. It's never done this to me before. Seems like a glitch?   

Quote - Add Product Issue/Bug

  #Salesforce CPQ & Billing

 

#Salesforce Developer  #Salesforce Admin  #Salesforce  #Data Management  #Reports & Dashboards  #Products

1 réponse
  1. Aujourd’hui, à 21:48

    Hi Abby, since it works from "View All" but not from the related list, the issue is most likely the related list action rather than your data. From your screenshot, the Choose Price Book window is reappearing, which is a good clue. Things to check: 

    1) Open the Quote and confirm the Price Book field is still populated. If the picker keeps showing, the related list may not be reading it. 

    2) Check for validation rules or required fields on Quote or Quote Line Item that could be failing without showing an error. 

    3) Try an incognito window or another browser, and clear your cache to rule out a cached Lightning component. 

    4) If the Quote page uses a Dynamic Related List, re-add the Add Products action or switch back to the standard related list. 

    It's also worth searching the Salesforce Known Issues site for "Quote Add Products" in case this came with a recent release. Hope this helps!

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Hi,

I am creating a batch to delete unused reports in my organization. My user has the "Manage All Private Reports and Dashboards" permission. I can't delete any private report using the API.

I get the message ",Failed to delete report with ID: HEREREPORTID, HTTP status code: 404, response body: [{"errorCode":"NOT_FOUND","message":"The data you're trying to access is unavailable.", "specificErrorCode":104}]".

 

I can find reports by SOQL(USING SCOPE ALLPRIVATE) without any problems, I can't delete them or see them in the folder. Is there any way to get rid of these reports? I also tried to remove them with destructive changes but it doesn't work either.

 

I would be grateful for help!

4 réponses
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My nonprofit has Enhanced Notes enabled in NPSP, but we haven't been using it yet. We are exploring using it to capture briefs from our fundraisers after conversations with major donors and prospects.  

 

Is anyone using the Enhanced Notes feature, and what has your experience been like? Do you have a different solution for capturing major donor and major donor prospect notes in Salesforce?  

 

We recognize there is no native reporting solution for Notes, and we are looking at the Enhanced Notes Reports App. Has this been effective for any nonprofit fundraisers? 

 

Thanks for your input! 

 

#NPSP  #Notes & Attachments  #Appexchage Apps  #Reports & Dashboards

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Hannah Guttman a posé une question dans #Campaign Influence

Hi everyone,  

 

I'm trying to pull direct and influenced donations in a campaign hierarchy. I built the report for

all time, but i also need to narrow the report down to a specific timeframe (Q1, Q2, etc). The report type i made for all time is called "Campaigns with Influenced Donations (Customizable Campaign Influence)". I need to copy the report i made to include payment page fields but i don't see this available and I don't know if i have the ability to make this myself. 

 

 

#Campaign Influence  #NPSP  #NPSP Admins  #Campaign Influence Models  #Reports & Dashboards  #Reporting  #Reports  #Custom Fields

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Hi everyone,

I’m working on a Tableau dashboard where users select a Mission ID using a filter dropdown.

Some Mission IDs are milestone-based, while others are not.

I have a field [Milestone Rank], and the condition for a milestone-based Mission ID is:

COUNTD([Milestone Rank]) > 0

I have a separate dashboard section containing several milestone-related charts. What I want is:

  •  If the selected Mission ID is milestone-based → show the milestone section. 
  •  If the selected Mission ID is not milestone-based → completely hide the milestone section. 
  •  When the section is hidden, I also want the empty space to collapse, rather than leaving a blank area. 
  •  The Mission ID list comes from the database, so new Mission IDs can be added over time. 
  •  Ideally, I want to keep the Mission ID as a filter dropdown, rather than requiring the user to manually change another Show/Hide parameter. 

I tried using Dynamic Zone Visibility, but Tableau does not show my Boolean calculated field as an available value for “Control visibility using value.”

I also tried a Boolean parameter for Show/Hide, but then the user has to manually change the parameter every time they select a different Mission ID, which isn't practical.

Is there a way to make Dynamic Zone Visibility respond automatically to the selected Mission ID while keeping the Mission ID as a filter?

If not, what would be the recommended Tableau approach for achieving:

Mission ID filter → detect whether milestone exists → automatically show/hide a dashboard zone → collapse the space when hidden?

Thanks! 

 

#Tableau Desktop & Web Authoring  #Reports & Dashboards  #Tableau Cloud  #Automation  #Analytics

4 réponses
  1. 22 oct., 09:10

    Chris's set idea is the right way, I built it on Superstore to make sure it really drives the zone (screenshots below). A few details that made it work:  

     

    Create a set on Mission ID (right-click the field > Create > Set) and use it in place of the Mission ID filter, so every sheet that was filtered by Mission ID now has the set on Filters showing IN. Then right-click the set > Show Set, and on the card's menu choose Single Value (dropdown). For your users it looks almost the same as the dropdown they have now, the only difference is there's no (All) option in single value mode.  

     

    Keep the set dropdown outside the container you hide. If it sits inside it, it disappears with the section and nobody can switch back.  

     

    The visibility field must be one value for the whole workbook, so the whole comparison goes inside the braces:  

     

    { FIXED : COUNTD(IF [Mission ID Set] THEN [Milestone Rank] END) > 0 }   

     

    Written as { ... } > 0 it won't show up in the list, that's the bit Chris mentioned. And because it's a FIXED, normal filters don't affect it. If another filter on the dashboard should count too (date, region...), right click it and Add to Context.  

     

    Put the milestone sheets in one tiled container, select the container, go to the Layout tab, tick Control visibility using value and pick the field. When it's False the container goes away and the tiled items around it take the space, so no blank area.  

     

    In my test the field is "does the selected state have any order with a 50% or bigger discount": Texas shows the section, California hides it. Same structure as yours, just swap in Mission ID and Milestone Rank.  

     

     

    Chris's set idea is the right way, I built it on Superstore to make sure it really drives the zone (screenshots below).

     

     

    dzv-set-california.png

     

     

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Narender Thangavelu a posé une question dans #Tableau Public

Hello everyone 

 

I am developing a data visualization project using Tableau with a hotel dataset that contains booking records for city and resort type of hotels, and related data such as guest details, pricing, and cancellations, to name a few. 

 

I have drafted 4 visualizations which will eventually be consolidated into a single dashboard. 

 

Please visit the visualization link here. 

 

The visualizations were developed to answer these research questions (in the same order):  

 

Q1. How do cancellation rates differ by market segment and deposit type for City Hotel and Resort Hotel? 

 

Q2: How do booking volume and average length of stay change throughout the year, and does the pattern differ by distribution channel and customer type? 

 

Q3: What geographic patterns can be identified in cancellation rates across guests’ countries of origin, and what booking characteristics are associated with these patterns? 

 

Q4: What booking profiles can be identified based on lead time and waiting-list duration, and how do they differ by room assignment, customer type, repeat-guest status, and number of special requests?  

 

For each research question (visualization), may I request your feedback on (one or more of) based on these questions?: 

 

A. Is the chart type appropriate? If not, could you please recommend a more appropriate one along with what measures to use? 

 

B. Do any of the colors/color scheme need to be changed? 

 

C. Do you recommend mark labels? If so, for all, or for high/low only? 

 

D. Hovering over the visualization shows more details but does it look like cognitive overload? Would you recommend splitting the visualization into two or more instead? 

 

E. Do you have (any) other feedback or best practice using data visualization principles to improve this? 

 

Thank you very much in advance! 

 

#Tableau Public  #Tableau Desktop & Web Authoring  #Best Practices  #Reports & Dashboards

 

#Trailhead Challenges  #Trailhead

2 réponses
  1. 22 oct., 05:23

    Hi Narender, had a look at all four. Mostly small things, and the chart types are generally fine.  

     

    Viz 1. Bars are right for comparing rates. Some of the 100% bars (Undefined under No Deposit, and several of the Refundable ones) are probably very few bookings, but they look as important as Online TA. Add the booking count to the tooltip or label (n=12 style), or filter out segments under a minimum. Also City Hotel and Resort Hotel are sorted differently, so it's hard to compare the same segment across the two. Use one fixed order.  

     

    Viz 2. Careful with seasonality here. This dataset covers arrivals from July 2015 to August 2017, so July and August appear three times and every other month only twice. Adding up all years makes the summer peak bigger than it really is. Use one full year (2016) or show average bookings per month per year. The orange bars are labelled "Count of Is Canceled" in the legend, which reads like cancellations, so rename that to Bookings. And for the channel / customer type part of your question, filters only show one at a time. Small multiples, one small chart per channel, would answer "does the pattern differ" much better.  

     

    Viz 3. The title is the same as viz 1, I think it should say country. A diverging palette suggests there is a meaningful middle, so either centre it on the overall cancellation rate (then orange/blue means below/above average) or use a sequential palette. Countries with only a handful of bookings get the strongest colours, same issue as viz 1, so a minimum bookings filter helps. Portugal is by far the biggest origin in this data and probably deserves its own callout. I'd also remove the Latitude/Longitude (generated) and parking space filters, readers won't use them.  

     

    Viz 4. I couldn't tell what each bubble is without hovering, so label them or use shape for the other dimension. Average days on the waiting list is close to zero for most of the bubbles, because most bookings never wait at all. "% of bookings that waited" would show much more. Bubble size for 0.28 to 1.15 special requests is hard to read, and this one is trying to answer four things at once, so I would split it in two.  

     

    Labels: only the highs/lows or the marks you talk about in the text. Tooltips don't look overloaded to me. 

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Good afternoon. 

I need your help, please. 

 

We maintain a standard color scheme for our dashboards. For filters, we use dark blue as the background color of the filter text box (the box that displays the selected value) and white for the font. 

Out of nowhere, our already published workbooks changed the background color of the filter text boxes to white, while the font remains light. I've run several tests: I downloaded the workbooks, confirmed the colors, and republished them, but the background color is still not being kept. 

I also tested in Web Edit: there, the text box background color displays correctly, but when I view the published result online, the text box turns white again. The problem persists. 

Environment: Tableau Cloud (

https://us-east-1.online.tableau.com/

). The issue appears only on the web. 

I've confirmed that my application is up to date. 

There are more than 100 workbooks with multiple sheets, and several users are complaining and opening support tickets because it's hard to read the information in the filters and parameters. 

Desktop/Web Editor:

Filter and parameter text box background colors (Cores de fundo caixa de texto de filtros e parâmetros )Online:Publicado.jpg

 

PT-BR:

Boa tarde. 

Por favor, preciso da ajuda de vocês. 

 

Mantemos um padrão para as cores dos dashboards. No caso dos filtros, usamos Azul Escuro no fundo da caixa de texto e Branco para as fontes. 

Do nada, os projetos já publicados mudaram a cor de fundo da caixa de texto dos filtros para branco, mas mantêm a fonte clara. Fiz vários testes, baixei as pastas de trabalho, confirmei as cores, publiquei novamente, mas não mantém a cor de fundo. 

Testei também no Web Editor: a cor de fundo da caixa de texto aparece correta, mas ao visualizar o resultado online a caixa volta a ficar branca. O problema permanece. 

Ambiente: Tableau Cloud (

https://us-east-1.online.tableau.com/

). O problema aparece somente na web. 

Confirmei que meu aplicativo está atualizado. 

São mais de 100 projetos com diversas abas, e vários usuários estão reclamando e abrindo chamados devido à dificuldade de enxergar as informações dos filtros e parâmetros. 

 

#Tableau Desktop & Web Authoring  #Reports & Dashboards

1 réponse
  1. 22 oct., 04:59

    Republishing won't fix this one, so I'd stop spending time on it. If Web Edit shows the dark blue box and only the published view shows it white, the formatting is saved correctly in the workbook. So what changed is most likely the Cloud viewer, not your workbooks. The timing matches Tableau Cloud moving to 2026.3 this month, and there is another post here this month about things behaving differently after that upgrade. You can see your site's version under the help (?) menu, About Tableau Cloud.  

     

    What I'd do: 

    - First open one of the views in a private/incognito window. If it is still white there, it is not a browser cache thing. 

    - Check

    issues.salesforce.com

    for filter or parameter formatting in 2026.3. If it's already logged you can follow it there. 

    - Open a support case and attach a tiny workbook that shows it: Superstore, one dropdown filter with a dark blue background and white text, published to your site. A small repro gets looked at much faster than a production workbook. Mention that it affects more than 100 workbooks.  

     

    As a stopgap on the dashboards people use most, you could set the filter text box background to white and the font dark, so it reads fine whether or not the bug is there. Not your standard, but it stops the tickets, and you can switch back once it's fixed. 

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Hi together, 

I'm currently building a matrix which should be dynamically colored based on a parameter. E.g. I can select Sales, Quantity a calculated rating ... . I solved this using a parameter for selection of the color and a calculated variable, which references the measure based on the parameter. 

This works fine. But having the Start/ Center / End to Automatic often leads to a misleading or non-sense coloring, since some values are far higher than others. Using Parameters to set the values works, but then I have to enter them either manually oder to use parameter action e.g. to set it to median and quartiles, select all the shown points in the chart. If I change the color parameter or a filter I have to do the same again. 

 

Is there any way to avoid this? Using Variables instead of parameters would be great. Then the dashboard builder could define a suitable logic. 

 

Attached an example with adjusted Super Store figures. On the automatic sheet you see, that the coloring is not meaningful. on the Parameter sheet, it's more meaningful, but needs to be updated either by selecting all dots or using Strg + A or manually adjusting the parameters. 

 

Any suggestions are welcome :) 

 

Best regards 

Florian 

 

 

#Reports & Dashboards

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The requirement is to calculate % conversion of hot and sizzling leads and contacts

to opportunity. The widget should be a percentage that calculates number of "Hot/Sizzling Opportunities" divided by total "All Sizzling/Hot Leads + All Sizzling + Hot Contacts" as a percentage. 

 

Here, I have created a report with Leads, contacts and opportunity contact roles but unable to create a joined report as no common field available in above three reports. Also, there is no tracking of contact conversion in an opportunity. 

 

How to achieve this, any ideas would be appreciated. 

 

#Reports & Dashboards  #Salesforce Developer  #Salesforce Admin  #Agentforce  #Trailhead

2 réponses
  1. 16 oct., 07:22

    Hi @Anushree Thakre Since Leads, Contacts, and Opportunities are different objects, calculating this percentage directly in standard reports can be difficult.

    I would suggest a few options:

    1. Leads: Count all Hot and Sizzling Leads.
    2. Contacts: Count all Hot and Sizzling Contacts.
    3. Opportunities: Use Opportunity Contact Roles to identify related Opportunities.
    4. Flow: Consider using a custom field and Flow to track Contact-to-Opportunity conversion.
    5. Dashboard: Use CRM Analytics or a custom summary object to calculate and display the percentage.

    Formula:

    (Hot/Sizzling Opportunities ÷ Total Hot/Sizzling Leads and Contacts) × 100

    One important point: Make sure you're not counting the same Opportunity multiple times when multiple Contacts are linked to it.

    Hope this helps!

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Multiple users are not able to access report with a particular report type thats saved in Public Folder. Report type used was "Report and Dashboard Components" users are getting error as shown in the screenshot.  

The report type is deployed correctly. 

Users are able to access other reports saved in Public folder.  

 

 

 

 

Acess to reports saved in Public folder

 

 

 

#Salesforce  #Sales Cloud  #Reports & Dashboards

2 réponses
  1. 14 oct., 02:38
    Reports and dashboard components report type is on setup objects, not standard objects, so regular users cannot access them. You need view setup permissions which you probably do not want to give to end users. I make users submit a request and give them an export of the report whenever they need to run this report to see which dashboard is using which report
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