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I have a dashboard that was producing inconsistent answers - breakdowns of the same set of records, but with different total numbers (which is obviously not possible). On investigating, I found an issue in the two date filters (filtering the same records on different date fields). We're in the UK, so we use international date formats, but one filter had mysteriously changed to US formats. Thus, 01/09/2025 - 01/10/2025 (1 September to 1 October) became (when I opened the filter editor) 09/01/2025-10/01/2025 (9 to 10 January). 

 

Our whole system is set (obviously) to use international formats, and I set the filters up using the built-in date selectors. I'm not familiar enough with US formats to have entered them manually even if I tried. So they must have been entered correctly. How could values in one filter on a dashboard change format and the other not? 

 

#Dashboards

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Teams within my organization have encountered a limitation regarding the filter options for dynamic dashboards, as it is currently capped at 50, which falls short of the required filter metrics. Unfortunately, there is currently no alternative solution to bypass this limit.

 

Therefore, we would greatly appreciate it if this limitation could be increased, enabling teams to consolidate their dashboards and streamline their operations.

#Reports & Dashboards #Dashboards #Filter Option #Reporting

1 comment
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お世話になっております。

とある問題での疑問点です。

Salesforceのレポートとダッシュボードに関して、次の記述のうち正しいものはどれですか?

A. ダッシュボードはリアルタイムデータを表示できないため、最新の情報を反映するには手動で更新する必要があります。

B. カスタムレポートタイプを作成するには、特定のプロファイル権限が必要です。

C. ダイナミックダッシュボードを使用すると、すべてのユーザーが自分のデータのみを表示できるように設定できます。

D. レポートは、データのエクスポートをサポートしていない。

ダッシュボードは手動で更新というのを聞いていたので、私はAだと思ったのですが、答えはBとのことでした。何故なのか理由をお教えください。

#Dashboards
2 answers
  1. Takaaki Motohashi (PERSOL CROSS TECHNOLOGY CO., LTD.) Forum Ambassador
    Aug 19, 2024, 1:14 AM
    はい。私もダッシュボードで情報の確認をするためには更新ボタンを押す必要があるので、認識は合っていると思います
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Hello! I'm excited to be speaking at Dreamforce! I wanted to have a place to share any and all shared resources and documentation somewhere where folks can get to it after the session has concluded. This post will ultimately have all of the resources that I reference in my Dreamforce presentation - "Build Better Dashboards," on September 12, 2023 at 3:30 pm PT.

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5 comments
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Hello Fellow Trailblazers,

 

When deleting some dashboards, I came across this error message:

 

Cannont complete this operation. This dashboard is referenced elsewhere in Salesforce. Remove the usage and try again. Referenced by the dashboardName property of the desktopDashboards:embeddedDashboard component in this Lightning page: Getting Started Home.

 

I found a 2020 issue/discussion post when I googled the error message, but that was not very helpful in getting around this error and deleting my dashboard.

 

Anyone have any ideas/steps to resolving this error message?

 

#Dashboards

#Salesforce Admin

#Error Message

#Help

#Salesforce Developer

#Salesforce

1 comment
  1. May 8, 2024, 6:35 AM

    Hi Eric,

    Most probably, this dashboard is being used somewhere on the lighting page (in your case, the HOME page).

     

    You can check there, and if it exits, edit the page from the giar icon, then remove the dashboard from the page.

     

    Try to delete after doing this process. I hope this helps you.

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When i logged in as a portal user, i am unable to view the reports and getting the below error.

PS : On profile level Run Reports Access is enabled, Enabled the external sharing to the respected objects as well and All the report types are in deployed state.

#Salesforce #Communities Licenses #Experience Site #Experience Cloud #Dashboards #Reports & DashboardsWhen i logged in as a portal user, i am unable to view the reports and getting the below error.

1 comment
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Hello Everybody, Do somebody has an idea on this? 

I want my manager to be able to choose who they 'View As' on the dashboard in his one-on-one meetings with the Account Executives. Still, I also need my manager to be able to click on the rapport from the dashboard to see the details of that specific Account Executive. This is not possible as the dashboard' View As' needs the reports to be set to 'My records'. Then, when my manager clicks on the report, it appears as zero information as he does not own any account. Does somebody know the workaround for this? Or does anyone have an idea for me to achieve this? 

Thank you for you help. 

 

#Dashboards

3 answers
  1. Apr 24, 2024, 3:47 AM

    You can try Dashboard filters also in this case. If any Dashboard filters are applied, same follows on reports also when you click on view report from Dashboard.

     

    See if that helps. 

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youtu.be

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