Dashboard component types

Key Takeaway

Pick a dashboard widget type by the shape of the report data and the question the viewer needs answered.

A dashboard is a page of visual blocks that show Salesforce report data at a glance. Lightning Experience calls these blocks widgets, and Salesforce Classic calls them components.

How a dashboard is built

A dashboard is built from source reports, filters, and widgets. Each data widget gets its data from exactly one source report. Different widgets can use different source reports, so one dashboard can show several reports side by side.

Platform App Builder Study Guide

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Given a scenario, identify the boundaries of declarative customization and the use cases for programmatic customization

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Identify common scenarios for extending an org using the AgentExchange

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Apply features and capabilities available to restrict and extend object, record, and field access

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Given a set of business requirements, determine the appropriate sharing solution

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Identify the features and capabilities available when creating reports, report types, and dashboards

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Reports versus report types versus dashboards

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Standard versus custom report types

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Custom report type object relationships

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Custom report type field layout

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Custom report type availability status

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Tabular, summary, and matrix report formats

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Joined report blocks and common fields

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Report filters and filter logic

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Cross filters on related objects

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Bucket columns in the report builder

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Row-level formula columns

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Summary formula columns on grouped reports

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Conditional formatting on grouped reports

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Report charts versus dashboard widgets

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Dashboard component types

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Tabular reports as dashboard sources

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Dashboard running user and dynamic dashboards

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Dashboard filters for interactive views

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Report and dashboard folder sharing

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Report and dashboard subscriptions

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Historical trending reports

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Dashboard component types

Key Takeaway

Pick a dashboard widget type by the shape of the report data and the question the viewer needs answered.

A dashboard is a page of visual blocks that show Salesforce report data at a glance. Lightning Experience calls these blocks widgets, and Salesforce Classic calls them components.