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Showing posts with the label Reports and Dashboard

Salesforce - Dashboard

Few key features of Dashboard Reports provide all the data shown in a dashboard. Dashboards can show data from more than one report. When refreshing a dashboard, all the data-providing reports must run. If the reports take a long time to run, then the dashboard does too. Dashboards are shared via folders. Whoever has permission to the folder your dashboard is saved in also has access to your dashboard. Ensure that you save your dashboard in an appropriate folder. Filter a Dashboard Each dashboard can have up to 3 filters. Contact Salesforce to increase the filter options limit in Salesforce Classic. A maximum of 50 filter options is possible. You can’t add filters to dashboards that contain Visualforce or s-control components. It’s not possible to filter on bucket fields. However, it is possible to use a report filtered on a bucket field on the dashboard page. Filters aren’t applied when you schedule or email a dashboard. You can’t filter data on a joined report in das...

Salesforce - Microsoft Power BI

This document outlines basic steps to install and configure Power BI with Salesforce. Usage / Highlights Retrieve User Data from Salesforce Retrieve Reports from Salesforce Read Only Access to Salesforce Connection to Salesforce is made on behalf of User. In other words, Login Session belongs to the User. Power BI utilises Salesforce OAuth security framework to connect to Salesforce Previous version of Power BI used to be Power Query, but not supported for TLS 1.1 or higher, thus could not connect to Salesforce after TLS 1.1 Security upgrade. Find details on Power Query Installation  here . Installation - Power BI Publisher for Excel Download Link  Download Power BI publisher for Excel Download for Office 64 Bit ( or 32 Bit) as needed. Close Microsoft Office Application Double click the installer file named "PowerBIpublisher_[64bit][en-us].msi" Installation - Power BI Desktop  Follow the guide as provide on this site -  ht...