Create a Report and Dashboard | Trailhead Screen Reader Instructions
Learning Objectives
In this project, you’ll:
- Create a report and a dashboard to show how embedding works.
- Embed the dashboard in a Lightning Home page.
- Embed the report on the Account Details page.
Introduction
The Sales VP at Ursa Major Solar wants his team to stay on top of the daily sales pipeline and keep tabs on all of Ursa’s major industry segments.
To help keep the pipeline at the forefront, he asks Maria, the company’s Salesforce admin, to customize both the Home page that sales reps see when they sign in to Salesforce and the Account Details pages.
Create a Report
When you’re ready to preview data, manually refresh the report preview. Or, see sample records returned after each edit by turning automatic previews on.
To set things up, Maria creates a report that includes a chart and also creates a dashboard. Later she embeds the dashboard in the Home page and the report chart in the Accounts Detail page.
- From the App Launcher, find and select the Sales app.
- Click the Reports tab, then click the New Report button.
- From the Select a Report Type menu, search for and select Opportunities. Press ENTER on opportunities if choosing it from the dropdown, or simply type it into the search field.
- Tab through the results until you reach the Opportunities link and press ENTER to select the standard opportunities report template. If this page is not announcing properly, JAWS users may need to turn virtual cursor off, and NVDA users should exit focus mode.
- Click the Start Report button.
- With the report builder open, press ENTER on the Filters tab to open the Filters pane.
- Click the button for Edit Filter Close Date. In the dialog, press ENTER on Range and set it to All Time, then click Apply. This action makes all the available data visible. You can always reset the filter so it’s more restrictive or add other filters at a later time.
- Press ENTER on the Outline tab to open the outline pane. Groups are required to generate charts from a report, so we’ll add a couple of row groups.
- In the Group Rows edit field under Add Group, Search for and select Industry. Then search for and add Stage.
- The order in which the groups are listed affects the way that information is displayed in charts. Make sure that Industry is listed first. If not, drag to rearrange it.
- With your screen reader in forms mode or focus mode, tab once past the Group Rows edit field. You will find a list item with the column name. It may also announce “remove column” along with the name.
- Tab again to find a Remove Column button.
- Tab for a third time to land on the list item for the second column name. This should be Industry.
- Press SPACEBAR to grab it, then press up arrow to move up the list. Press SPACEBAR again to drop it into the first position above Stage.
Now that you have added groups to the report, the Add Chart button is activated above the report.
- Click the Add Chart button to add a chart to the report.
- Click the Save & Run button.
- Name the report Opportunity Stages.
- Click the Select Folder button and then click New Folder.
- Enter My Opps Folder as the folder name, and then tab into the Folder Unique Name field to accept the default unique name.
- Click Save to save the folder settings.
- The new folder should now be the current selection. Click the Select Folder button.
- Click Save to save the report in My Opps Folder.
Maria now has a report that shows the pipeline stages for the company’s industry markets. The report chart can be embedded directly in another page and can serve as a data source for the dashboard she’s about to set up.
Create a Dashboard
Maria can now create a dashboard to reveal data that she wants to highlight on the Home page.
- Click the Dashboards tab, then click the New Dashboard button.
- Name the dashboard Opps Pipeline.
- Enter Pipeline Summary for the description.
- Click Select Folder.
- To embed a dashboard in another page, the dashboard must be stored in a shared folder.
- Click the Created by me link and then click the New Folder button.
- Enter Opps Dashboards as the folder name.
- Click in the Folder Unique Name field to accept the default unique name.
- Click Save to save the folder settings.
- The new folder should now be the current selection. Click the Select Folder button.
- Click the Create button to save the dashboard and open the dashboard designer.
- Click the Add Widget button and select Chart or Table from the menu. JAWS users may need to turn virtual cursor off to access the menu. NVDA users should find the menu below the button.
- Select the Opportunity Stages report that was created earlier and click the Select button.
- Verify that the radio button for display as horizontal bar chart is selected. Leave the other settings in default mode. The options for the Y axis are based on the groupings that were set up in the Opportunity Stages report.
- Click the Add button to add the widget.
- Add one more widget. Choose the same report, but this time select the donut chart.
- Change the title field to Opportunity Industries. Click Add.
- Drag the donut chart so it is to the right of the bar chart.
- With JAWS virtual cursor off or NVDA in focus mode, click the Move Opportunity Industry button.
- The arrow keys now move the component around a grid with X,Y coordinates.
- Press right arrow until the Y coordinate announces as 0. This will move the component to the right of the first component and up to the top of the dashboard designer.
- Exit focus mode with NVDA or toggle the JAWS virtual cursor on to stop moving the component.
- Click Save to save the dashboard and then the Done button to leave the dashboard editor and display the completed dashboard.
Maria now has a report and a dashboard and is ready to create the custom pages with the embedded visualizations.
Resources
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