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Angie Yzaguirre
Place a tabular historical report on a dashboard
Hello - I have developed a historical opportunity report to show changes with opportunities from one date to today's date. The report is great and shows exactly the information I need in the tabular format. The issue I'm having is that I cannot place it on a dashboard unless it is in the only other format option for historical reports, the Matrix format. I do not want to use this format as it takes away all of the pertinent info I want to show.
I contacted Salesforce Support and was told that this is not possible unless perhaps through Visual Force. Is there a workaround??
Thanks!!
I contacted Salesforce Support and was told that this is not possible unless perhaps through Visual Force. Is there a workaround??
Thanks!!
To add the report to Dashboard your source report should be either Matrix or Summary. If you don't want a matrix report structure, try summarry report.
If you want to go for Visualforce component:
Here is the sample code:
http://www.salesforce.com/docs/developer/pages/Content/pages_quick_start_basic_dashboard_components.htm
http://www.salesforce.com/docs/developer/pages/Content/pages_quick_start_advanced_dashboard_components.htm
Thanks,
Pratik
Thank you for your comment. The historical report is only allowing me to use a Matrix or Tabular format for the report. The Tabular format shows the data the way I want, but the Matrix loses much of the needed historical change data.
I can see how to build a visualforce page component, but I am so new to this kind of code, I don't understand how to get the report placed within the code.
Can you help in that area of writing the code to place the report on the dashboard??
You will have to build the report using visualforce and apex.
Your interface will be in Visualforce and the data which you want to frtch will be through SOQL query in apex class.
If you go through below link, there you will find the sample code for both VF page and apex class.
http://www.salesforce.com/docs/developer/pages/Content/pages_quick_start_advanced_dashboard_components.htm
Thanks,
Pratik