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error in trail? Visualize Your Data with the Lightning Dashboard Builder
trying to finish the admin beginner trail, but in the module 'Lightning Experience Reports & Dashboards' and then 4.) 'Visualize Your Data with the Lightning Dashboard Builder'
I've done everything that is asked but it doesn't want to clear and I get the error:
"Challenge Not yet complete... here's what's wrong:
Could not find a component in the 'Big Deals' dashboard with the title 'Opportunity Stages'."
This is a pretty straightforward exercise, so yes I'm in my personal dev org, and yes I have a Big Deals dashboard with the right 'Opportunity Stages' component (right name, donut chart, everything just how it should be,
any ideas on how to clear this trail?
greets
Jurn
I've done everything that is asked but it doesn't want to clear and I get the error:
"Challenge Not yet complete... here's what's wrong:
Could not find a component in the 'Big Deals' dashboard with the title 'Opportunity Stages'."
This is a pretty straightforward exercise, so yes I'm in my personal dev org, and yes I have a Big Deals dashboard with the right 'Opportunity Stages' component (right name, donut chart, everything just how it should be,
any ideas on how to clear this trail?
greets
Jurn
Any other solutions?
But then worked for me !
1. Use lightning
2. Try switching between accounts and doing the same
3. Follow the details of the report (title etc)
4. Refresh the dasboard on lightning.
This should work !
Happy trailing ! :D
Make sure you're in Lightning Experience.
1. Click the Reports tab
2. Choose Opportunities as the report type
3. Update the Range to All Time
4. Click Tabular and select Summary
5. Drag and drop the Stage field into the grouping area
6. Make sure the fields Opportunity Name and Opportunity Owner are columns in the report
7. Save the report in any folder as the name Opportunity Stages
8. Click the Dashboards tab
9. Click New
10. Create a dashboard with the name Big Deals
11. Save the dashboard in any folder
12. Add a component and select report Opportunity Stages
13. Change the component type to Donut Chart
14. Verify the title of the component is Opportunity Stages
15. Save and refresh the dashboard at least once
Check the Reports and Dashboards tabs and make sure you don't have duplicate reports or dashboards with these names. If you do, you need to rename the ones you don't want Trailhead to check. Make sure you have just 1 report named Opporutnity Stages and 1 dashboard named Big Deals.
Challenge Not yet complete... here's what's wrong:
Could not find a component in the 'Big Deals' dashboard with the title 'Opportunity Stages'.
I am working in Lightning and deleted all repots and dashboards that had the same names as the one required by the challenge.
I already tried with the solutions suggested by two another thread (https://developer.salesforce.com/forums?id=9060G000000BgsRQAS) but I am still getting the same error.
Can someone help?
Thanks,
Maria
Create an opportunities report and add it to a dashboard
Lincoln Ulrich, the top salesperson at Ursa Major Solar, wants a dashboard that shows all the company’s deals, so he can quickly see how many opportunities his team has at each stage of the pipeline. Create the underlying opportunities report, then create a dashboard and add a component that displays the report as a donut chart.
Create a report named Opportunity Stages with the report type Opportunities and a report format of Summary
Set the range to All Time, include the fields Opportunity Name and Opportunity Owner, and group by Stage
Save the report in any folder
Create a dashboard with the name Big Deals
Save the dashboard in any folder
Add a component and select report Opportunity Stages
Ensure that the title of the component is Opportunity Stages
Display as Donut Chart
Save and refresh the dashboard at least once
Challenge Not yet complete... here's what's wrong:
Could not find a component in the 'Big Deals' dashboard with the title 'Opportunity Stages'.
Make sure you're in Lightning Experience.
1. Click the Reports tab
2. Choose Opportunities as the report type
3. Update the Range to All Time
4. Click Tabular and select Summary
5. Drag and drop the Stage field into the grouping area
6. Make sure the fields Opportunity Name and Opportunity Owner are columns in the report
7. Save the report in any folder as the name Opportunity Stages
8. Click the Dashboards tab
9. Click New
10. Create a dashboard with the name Big Deals
11. Save the dashboard in any folder
12. Add a component and select report Opportunity Stages
13. Change the component type to Donut Chart
14. Verify the title of the component is Opportunity Stages
15. Save and refresh the dashboard at least once
1) Used a different Trailhead Playground
2) When creating the report, I did not remove any fields. Previously I had made the report smaller to only have the required columns
3) Ensured it was in a summary format with the grouping by stage
4) Created the dashboard as instructed and refreshed.
Hope this may help someone else get their issue resolved.
I too faced the same error. But I followed the steps mentioned by @chris Duarte in Lightning Experience. Then the challenge got completed.
I hope this will help someone.
Happy Trailing !!
Thanks,
Rajesh
try doing everything in salesforce lightning experience.
step No 1: first of all you need to change your trailhead PlayGround
Step No 2: Select "Switch to Lightning Experience"
Step No 3 : in new trailhead PlayGround you need to craete report and dashbord again...
follow these step:
1. Click the Reports tab
2. Choose Opportunities as the report type
3. Update the Range to All Time
4. Click Tabular and select Summary
5. Drag and drop the Stage field into the grouping area
6. Make sure the fields Opportunity Name and Opportunity Owner are columns in the report
7. Save the report in any folder as the name Opportunity Stages
8. Click the Dashboards tab
9. Click New
10. Create a dashboard with the name Big Deals
11. Save the dashboard in any folder
12. Add a component and select report Opportunity Stages
13. Change the component type to Donut Chart
14. Verify the title of the component is Opportunity Stages
15. Save and refresh the dashboard at least once
after refresh Your dashboard you can complete YOUR CHALLENGE with 500 points
Solution :
Most of you are using Classic view to create dashboards which are causing this error. Please delete the dashboards and try creating the same in lightning. It'll look like this. Please vote if found helpfull.
Follow the same steps and create the dashboard in Lightning. you will be able to tackle the unit. ohanaaaa.........:)
This works only when doing on the lightning interface and not on salesforce classic
Note: Do not switch to Classic and then do everything on Lighting. This should work.
I have been at this for hours, literally.
1. Click the Reports tab
2. Choose Opportunities as the report type
3. Update the Range to All Time
4. Click Tabular and select Summary
5. Drag and drop the Stage field into the grouping area
6. Make sure the fields Opportunity Name and Opportunity Owner are columns in the report
7. Save the report in any folder as the name Opportunity Stages
8. Click the Dashboards tab
9. Click New
10. Create a dashboard with the name Big Deals
11. Save the dashboard in any folder
12. Add a component and select report Opportunity Stages
13. Change the component type to Donut Chart
14. Verify the title of the component is Opportunity Stages
15. Save and refresh the dashboard at least once
I've only been at this two weeks. If anyone can give offer screen shots, for 4-8, that would be really helpful. I would prefer not to give up the module which is the last badge on my Admin Beginner trail, but I could have done two modules in the time I've spent on this.
Why Trailhead has so much bugs? The issue is from 2017, yet the same error occurring in 2021.
We can't find a dashboard named 'Big Deals'.
User 2 playgrounds, followed everything step by step and still no luch with "Create an opportunities report and add it to a dashboard":