Quick Answer: What Is A Static Dashboard?

What is static dashboard in Salesforce?

Static dashboards are the basic dashboard types that will be visible to any user who has made a report out of his data.

An example of this is what a Sales manager/ Marketing manager would be able to see on his Salesforce org.

In other words, a normal dashboard shows data only from a single user’s perspective..

Can we schedule a dynamic dashboard in Salesforce?

You can’t schedule refreshes for dynamic dashboards. They must be refreshed manually.

What are the different types of dashboards in Salesforce?

There are four types of dashboard components in Salesforce.Table.Chart.Gauge.Metric.

What are the three primary activities in the business intelligence process?

The three primary activities in the BI process are:Data acquisition: the process of obtaining, cleaning, organizing, relating, and cataloging source data.BI Analysis: the process of creating business intelligence. … Publish results: the process of delivering business intelligence to the knowledge workers who need it.

How do I create a dynamic report in Salesforce?

Use the following steps to create the hyperlink object:Enter Setup.Find the Object used to launch the dynamic report. … Scroll down to the Custom Fields & Relationships section.Click the New button.Select the Formula data type.Click Next.Enter Open in the Field Label. … Enter a meaningful value in the Field Name.More items…•

How do I change the view in Salesforce dashboard?

Choose a Running User in Salesforce ClassicEdit a dashboard.Click the. … Choose a running user setting. … Optionally, select Let authorized users change running user to enable those with permission to change the running user on the dashboard view page. … Click OK.In the View dashboard as field, enter a running user.Save your dashboard.

What are the components of dashboard?

One dashboard can contain up to 20 components. Each component can be present in the form of a chart, table, or matrix….ComponentsHorizontal bar chart.Vertical bar chart.Line chart.Pie chart.Donut chart.Funnel chart.Scatter chart.

How many components can a Salesforce dashboard support?

20 componentsEach dashboard can have up to 20 components.

How do I create a dynamic dashboard in Salesforce lightning?

Creating Dashboards in Salesforce Lightning. To create or edit a Salesforce Dynamic Dashboard, navigate to the Dashboards tab, click New Dashboard to create or click on an existing dashboard to edit.

How many types of reports are there in Salesforce?

There are two types of report types: standard report types and custom report types. Standard report types give you access to most Salesforce data. For example, the Opportunities report type gives you access to Opportunity records and fields in your report.

What is a dynamic dashboard?

Definition of Dynamic Dashboards A Dynamic Dashboard enables multiple users to access a dashboard that was previously accessed only by a single static user. This means that the dynamic dashboard can be used by a specific user alongside a logged-in user, and display data specific to both users accordingly.

What is the difference between a static report and a dynamic report?

Describe the difference between static and dynamic reports. Static reports are prepared once from the underlying data, and they do not change. A dynamic report is at the time of creation; the reporting system reads the most current data and generates the report using that fresh data.

What does dynamic reporting mean?

Dynamic reports. Each time a dynamic report is run, it gathers the most recent data in the Data Warehouse. Only the report definition, which remains the same over time, is stored.

What are the limitations of a dynamic dashboard What is a dynamic dashboard?

You can’t save a dynamic dashboard to a personal folder. … The dynamic dashboard must be stored in a folder with shared access. You cannot schedule a dynamic dashboard; dashboards have to be refreshed manually.

What is dynamic dashboard in Excel?

The dynamic dashboard allows the user to select a report from the range of reports within the model and decide where to position it on the page. The user can select “hide” to hide a report that they do not want to see or select “view” to preview it prior to choosing its position.

What is static or live data?

Static reports look at data that is relevant to a specific point in time. … Static data shares a moment in the past. For this reason, time-based reports such as daily reports are usually static.

What does a static report mean?

Static reporting is a report that includes static information about a resource like inventory, or a set of resources generated periodically. Reports often focus on aggregates like the average utilisation of a resource over a period of time.

What are the components of a successful dashboard?

7 Critical Elements of Dashboard DesignSingle Version of the Truth. Information is a source of learning. … Customization and Interaction. Remember, one size doesn’t fit all. … Minimize Noise. Some analysts make the mistake of cramming as much data as possible into a dashboard. … Offer Drilldowns. … Use Imagery. … Real Time.

Which are valid dashboard components?

Dashboard components can be charts, tables, gauges, metrics, or other components that you can create with VisualForce. You can show data in reports and dashboards in the form of bars, columns, lines, shapes, or other elements.

What is an interactive report?

Interactive reports enable end users to create highly customized reports. Users can alter the report layout by hiding or exposing specific columns and applying filters, highlighting, and sorting. They can also define breaks, aggregations, charts, group data, and add their own computations.

What does real time reporting mean?

The Definition of Real-Time Reporting Real-time reporting is a business intelligence practice that consists of gathering up-to-the-minute data and relaying it to users as it happens. Information is presented in its most current form for managers to easily make quick decisions when under heavy time constraints.