Dashboards in Salesforce are like a dashboard in your car, showing you important information at a glance. Dashboards can show data from charts, gauges, tables, metrics, or Visualforce pages. Naturally, you can customize dashboards to show exactly what you want.

In this tutorial, you create a new dashboard that's powered by the report you created in the previous tutorial.

Prerequisites

You must complete all previous tutorials in this series, starting with Quick Tutorial 1: Build a Cloud App in 5 Minutes.

Step 1: Create a New Dashboard

To create a new dashboard for the Warehouse app that's powered by the Merchandise in Stock report you created in the previous tutorial, click Reports | New Dashboard, Guided Tour and then Video Tutorial to become familiar with editor and dashboards in general.

When you're done with the tours, click the editor's Components tab, then drag the Vertical Bar Chart component and drop it in the first column of the new dashboard.


QS11 bar chart.png


Now click the editor's Data Sources tab, then drag your report and drop it on top of the new Vertical Bar Chart component that's in the dashboard.


Qs11 drag data sources.png

Step 2: Add a Pie Chart Component

That was so easy, why not play around with adding a different type of dashboard component, just for fun? Repeat the steps above, but this time use a Pie Chart component in the second column. Then click Remove this column (the X icon) in the header of the third column to remove the unused third column from the layout. When you are finished, the dashboard preview should look similar to the following screen.


Qs11 pie chart.png


Click Save, name the dashboard Merchandise Overview, and click Save.


Step 3: Try Out the App

Close the editor, and in the pop-up dialog, choose Save and Close. The dashboard then runs automatically when you leave the editor. Your new dashboard should look similar to the following screen.


Qs11 done.png


To access the dashboard at any time, use the Reports or Dashboard tab in the Warehouse app.

Step 4: Add the Dashboard to Your Home Page

Dashboards are a perfect fit for your Home page. To add your new dashboard to your home page, first you need to enable dashboards for your home page layout.

  1. Return to Setup (<your name> | Setup).
  2. In App Setup, click Customize | Home | Home Page Layouts.
  3. Click Edit for the default home page layout.
  4. Enable Dashboard Snapshot, then click Next.
  5. Move Dashboard Snapshot to the top of the Wide (Right) Column list, then click Save.

Now, customize your home page as follows.

  1. In Personal Setup, click My Personal Information | Change My Display.
  2. In Customize My Pages, select Home, then click Customize My Pages.
  3. For Dashboard Snapshot, select the Merchandise Overview dashboard, then click Save.

To see your results, click the Home tab. It should look similar to the following screen once you hide Chatter.


Qs11 tell me more.png


Without any coding, you've created and integrated a dashboard into your app.

Next Steps

For more information about what you can do with reports and dashboards, see the Analytics Workbook.