Reports & Dashboards for Lightning Experience - Visualize Your Data with the Lightning Dashboard Builder
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Reports & Dashboards for Lightning Experience - Visualize Your Data with the Lightning Dashboard Builder

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@Carenem

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Questions and Answers

What is the primary advantage of using dynamic dashboards?

  • To allow users to view data they don't have access to
  • To create separate dashboards for each user
  • To restrict access to data based on user role and hierarchy (correct)
  • To increase the number of dashboards required in an organization

    • How many dashboards would Maria typically need to create without dynamic dashboards?

  • 2
  • 45 (correct)
  • 6
  • 10

    • What can managers with the 'View My Team's Dashboards' permission do?

  • Edit the dashboard to show data for the entire team
  • Delete the dashboard
  • Preview the dashboard from the point of view of users under them in the role hierarchy (correct)
  • Preview the dashboard from the point of view of users above them in the role hierarchy

    • What do sales reps see in the dynamic dashboard?

    <p>Only their own data</p> Signup and view all the answers

    How many folders would Maria need to create without dynamic dashboards?

    <p>Multiple folders to manage access rights</p> Signup and view all the answers

    What happens when people open a dynamic dashboard?

    <p>They see data as the person that you specified</p> Signup and view all the answers

    What is the benefit of dynamic dashboards in terms of permissions?

    <p>It restricts access to data based on user role and hierarchy</p> Signup and view all the answers

    Study Notes

    ### Study Notes: Visualizing Data in Salesforce

    #### Learning Objectives:

    - Understand the importance of data visualization in Salesforce.

    - Learn how to create and customize visual representations of data.

    ### Overview

    Data Visualization: Helps in making data more accessible and understandable by representing it in graphical formats like charts, graphs, and dashboards.

    ### Key Steps to Visualize Data:

    1. Choose the Right Chart Type:

    • Bar Charts: Compare values across categories.

    • Line Charts: Show trends over time.

    • Pie Charts: Display parts of a whole.

    • Donut Charts: Similar to pie charts but with a central cutout.

    • Gauge Charts: Measure progress towards a goal.

    2. Customize Charts:

    • Add titles, labels, and legends for clarity.

    • Use colors to differentiate data points and highlight key information.

    3. Create Dashboards:

    • Combine multiple charts and components to create a comprehensive view of key metrics.

    • Organize components for easy interpretation.

    4. Use Filters:

    • Apply filters to dashboard components to focus on specific data subsets.

    ### Summary

    Visualizing data in Salesforce through charts and dashboards enhances data comprehension and decision-making. For detailed instructions and hands-on practice, refer to the [Salesforce Trailhead module](https://trailhead.salesforce.com/content/learn/modules/lex_implementation_reports_dashboards/lex_implementation_reports_dashboards_visualizing_data?trailmix_creator_id=strailhead&trailmix_slug=prepare-for-your-ux-designer-credential).

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    Description

    Learn how dynamic dashboards provide personalized data access to users based on their security and sharing settings, eliminating the need for multiple dashboards.

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