In Salesforce, we can create a lightning table dashboard component using a tabular report and a grouped report.
In this Salesforce tutorial, we will learn about creating a Lightning Table dashboard component in Salesforce. We will learn what a lightning table dashboard component is, its uses, and what to consider while creating one.
Additionally, we will see how to create a lightning table dashboard component in Salesforce Lightning and Salesforce Classic.
Lightning Table Dashboard Component in Salesforce
What is the lightning dashboard component in Salesforce?
In the lightning table dashboard component, we can create a dashboard with tabular and grouped reports. We can also show fields with grouping on the homepage, so users can easily see the data of records.
The following are the uses of a Lightning Table dashboard:
- The Lightning Table dashboard components use the objects, fields and the filter which we have applied in the source report.
- In the Lightning Table dashboard components, we can create groups; hence, we can easily understand the variation of data.
- This component provides a user-friendly way to view and compare the data.
- The Lightning Table dashboard components are easy-to-understand ways to represent data.
Important:
The only Lightning Table Dashboard Component can be created using the tabular report and summary or matrix report. We cannot create other dashboard components using the tabular report.
We must need to sort the records by any field and set the row count while creating the tabular report, and we also need to set up the dashboard settings.
How to Create a Lightning Table Dashboard Component in Salesforce Lightning
We can create a lightning table dashboard component in Salesforce Lightning using the following steps.
1. We need a tabular report to create a Lightning Table dashboard component. I have created a report on the Opportunity Stage Report.
2. First, log in to the Salesforce org. -> Click on the Gear icon. -> Under the gear icon, you will see the Setup option. Click on it. -> Then you can see the Home tab -> On the Home Page, you can see a dotted icon called App Launcher. Click on it.
Search for Dashboards. You will see the Dashboards option under the Items. Click on the Dashboards option.
3. To create the new component here, we have a New Dashboard button on the right side of the screen; click on it.
4. As we click on the new dashboard button, we need to enter the dashboard Name; here, I have entered the Table Dashboard on Opportunity Stages. The Description is optional; we can enter a short intro about our dashboard.
We can select the folder where we want to store our dashboard by clicking the Select Folder button. Here, I have selected the Private Dashboards folder. Then click on the Create button.
5. Then, we need to add a report. For that, click on the + Widget option, and within that, click on the Chart or Table option.
6. Then, you will see the reports, and you can select the report on which you want to create a lightning table dashboard component. I will use the Opportunity Stages Report and click the Select button.
7. Here, you can see that the report you have selected is displayed in the Report field. Then, we can see that when we selected the tabular report, the other dashboard component was not enabled.
We have the option to Use chart settings from the report. If we check that checkbox, then if we have a chart on that report, that will fetch it in the dashboard chart.
8. Here, you can see we have a Groups option. Using this option, we can create a group of records using fields as per our requirements. Then, we have the Column option. Using the column option, we can decide which field we want to display on the dashboard.
We can add up to five fields column on the dashboard component. Then click on the Add button.
9. The dashboard will display the lightning table dashboard component according to the values as we click the add button. If you want to see a report, then you can see below the component we have the View Report option.
Clicking on that will redirect you to the report based on which we created this component. Then, to save the dashboard, click on the Save button.
This is how we can create a lightning table dashboard component in Salesforce Lightning.
How to Create a Lightning Table Dashboard Component in Salesforce Classic
Important:
In Salesforce Classic, when we want to create a table dashboard using a tabular report, we must set the Row Limit in the report, and we have set the Dashboard Setting.
Using the following steps, we can create a lightning table dashboard component in Salesforce Classic.
1. We need a Tabular report to create the dashboard component. So here we have an Account.
2. In Salesforce Classic, click on the Setup option. The Dashboard tab will appear on the Navigation bar. Click on it.
3. To create a new dashboard, here you can see we have a New Dashboard button. Click on it.
4. Then, you will see the Components tab, where we can see many charts. Here, we have to select the Table chart dashboard component; to display the Table chart on the canvas, drag and drop that component to the canvas.
5. Then, we need to select Data Sources; for that, click on the Data Resources tab, then find the report on which you want to create a chart. Here, I have selected the Lead Source Report Report. Again, drag and drop this report on the Table Chart dashboard component.
6. After that, click the Save button and fill in the following details.
- Title: Here, you need to enter by which name you want to save this dashboard.
- Dashboard Unique Name: This API field will automatically populate as you enter the title.
- Save to: As you click the dropdown arrow, you will see folders; you can select in which folder you want to save Dashboard. Then click on the Save and Run Dashboard button.
7. Dashboards do not update automatically after updating or creating the records. Here, we have a Refresh button to display the updated dashboard.
This is how we can create a Table dashboard component in Salesforce Classic.
Conclusion
I hope you have an idea about creating a Lightning Table dashboard component in Salesforce. We have seen what a lightning table dashboard component is, its uses, and what to consider while creating one.
Additionally, we have seen how to create a lightning table dashboard component in Salesforce Lightning and Salesforce Classic.
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