Mass Upload Filter Values for Dashboard in Salesfroce

Rina is a Salesforce Data Annotator and Marketing Automation specialist. Based out of Singapore, she loves to share everything Salesforce with the community and her team.

From working as a consultant to being an end-user, reports accept often been the main topic for all levels of management in the businesses I have worked in. One of the main factors why companies apply Salesforce is the ability to go the most agreement of how teams are performing, using the least number of clicks.

Salesforce Lightning has opened doors for analysts, administrators and users to tell a meliorate story with information. If you are new to Salesforce, or your organization has recently made the switch to Lightning, here are 5 tips you can use to get more out of Lightning Reports and Dashboards.

1. Interactive Filters

Do you have dissimilar teams segregated by state, region, or manufacture? Lightning Reports enable users to select filters that thing to them. Whether it is viewing reports by a time menstruum, sales teams or other fields to enable teams to understand performance and trends.

For example, you are building a Global Dashboard which all levels of managers in different roles tin access. A Director that is managing teams from different countries can simply make apply of dashboard filters to switch views between state teams to visually compare how they are doing. What is great, in addition, is that information sharing in the role hierarchy is respected; for case, a State Manager with role hierarchy access bound to data for the land they are responsible for will only be viewing just data related to his/her team.

To starting time building filters in Dashboards:

• Click on + Filter and search for the field that you wish to filter past.
• Input the Display Name you wish to set for your filter, using Filter Values to filter values past.
• Input the Display Text if y'all need to show a text different from the value in Salesforce

2. Stacked Summaries

With the enhanced Lightning Written report Builder, Stacked Summaries are enabled past default. Users can easily summarise a substantial amount of data for quicker review and comparison.

For example, if you need to show the number of opportunities that are Closed Won, as well equally the sub-full of Closed Won opportunities by each country, that's possible with Stacked Summaries activated at the bottom of your study folio. Yous can view record count by each state, each opportunity owner or other sub-total counts that the report is grouped by.

three. Build Reports Using Columns and Rows

Users tin now select which rows and columns to brandish, with the selection to swap rows and columns to view what works best.

Accept for instance y'all are building a written report with opportunity owner as your rows, and opportunity revenue as your columns. While building the written report, you realized the list of opportunity owners will be more suitable to display as columns to enable printing with the rest of your files into an annual written report. You lot can simply hitting the "Swap Rows and Columns" to save time, instead of dragging fields one at a fourth dimension to make this change!

4. Filter On-the-fly with Dynamic Reports

Users do not need to edit the entire written report if they demand to view it with a different filter practical. With the Lightning Report Filter office, users can easily adjust filters afterwards the report is run as they wish, while keeping the saved report filters intact.

Permit'due south say you have provided access to a report across the meridian direction of your organization. Different stakeholders within the management squad wish to toggle different views of the study themselves, to meet their interests. Rather than saving multiple versions of the same report, you can just create a filter and get out the filter value blank. This style, users than creating a Dynamic Report which viewers tin enter filters and run reports quickly – it prevents other users from edits to the primary structure of the report. A win-win for everyone!

v. Light vs. Dark Mode for Lightning Dashboards

To differentiate components in a Lightning Dashboard, users can switch between light or dark mode per component, or fifty-fifty a different colour palette so that report viewers volition be drawn to the almost important data.

For example, y'all take been edifice multiple dashboards for the sales team by time menses, region, industry. In lodge to show a more than eye-catching view for dashboard showing actual acquirement vs target acquirement, you tin select properties at the top right page of the dashboard, scroll to the bottom to choose a different dashboard theme or palette.

Summary

This postal service has covered 5 tips y'all tin can use to go more than out of Lightning Reports and Dashboards. Yous will be well on your way to becoming a more Salesforce-savvy user, and getting the data you need in the almost effective way and tell a better story with data.

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Source: https://www.salesforceben.com/5-lightning-report-and-dashboard-tips-for-salesforce-super-users/

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