Lightning Experience Features - Explore Reports and Dashboards
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Questions and Answers

What is the main feature of the redesigned Reports and Dashboards home pages in Lightning Experience?

  • They are more interactive and easier to navigate. (correct)
  • They are only accessible through mobile devices.
  • They require advanced programming skills to edit.
  • They no longer allow user customization.

    • How can users create new reports or dashboards from the Reports and Dashboards home pages?

  • By selecting New Report or New Dashboard. (correct)
  • Through the settings menu.
  • By clicking on the New File button.
  • By using the keyboard shortcut Ctrl + N.

    • What feature helps users quickly locate a report they were recently viewing?

  • Filtered lists. (correct)
  • The Search tab.
  • Custom bookmarks.
  • The Analytics dashboard.

    • What can be done by clicking the gear icon on the Reports and Dashboards home page?

    <p>Select fields to display.</p> Signup and view all the answers

    What does the more actions menu provide access to?

    <p>Editing, subscribing, or favoriting options.</p> Signup and view all the answers

    How can users modify the order of sorted columns on the Reports and Dashboards home page?

    <p>By clicking on a column heading.</p> Signup and view all the answers

    What tool in Lightning Experience enhances the creation of dashboards?

    <p>The dashboard editor.</p> Signup and view all the answers

    What does the option to create a folder on the home page allow users to do?

    <p>Group related reports or dashboards for easier access.</p> Signup and view all the answers

    What is a unique feature of Lightning Experience dashboards in terms of column layout?

    <p>They can feature up to nine columns.</p> Signup and view all the answers

    What action can be performed from the chart properties menu in Lightning Experience?

    <p>Customizing dashboard widget colors.</p> Signup and view all the answers

    How can you adjust the size of a dashboard widget in Lightning Experience?

    <p>By dragging the corners and sides of the widget.</p> Signup and view all the answers

    What feature is unique to the Lightning table dashboard widget?

    <p>It offers enhanced data presentation capabilities.</p> Signup and view all the answers

    What is a benefit of viewing dashboards as other people in Lightning Experience?

    <p>It provides insights into user-specific configurations.</p> Signup and view all the answers

    What functionality allows users to view key metrics without scrolling through a report?

    <p>Floating report headers.</p> Signup and view all the answers

    What is the purpose of locking filters on a report run page?

    <p>To prevent unwanted changes to crucial data.</p> Signup and view all the answers

    Which option is NOT a feature of the interactive dashboard widgets?

    <p>Offering real-time collaboration features.</p> Signup and view all the answers

    In Lightning Experience, which of the following actions cannot be performed from the report's header tools?

    <p>Changing filter criteria.</p> Signup and view all the answers

    What happens when you expand a dashboard widget in Lightning Experience?

    <p>The widget displays additional data and details.</p> Signup and view all the answers

    Study Notes

    Reports and Dashboards in Lightning Experience

    • Reports and Dashboards home pages are redesigned in Lightning Experience for easier access and creation
    • Users can build new reports and dashboards, create folders, and customize the tab layout
    • Reports and dashboards can be sorted by name, folder, creator, or last modified date
    • Columns can be resized by hovering over the border area and dragging the border
    • Text in a column can be clipped or wrapped from the column actions menu
    • The more actions menu provides quick access to edit, subscribe, or favorite reports and dashboards

    Create Beautiful Dashboards

    • Lightning Experience introduces a new dashboard editor with a feature-rich editor
    • The dashboard editor allows adding widgets and filters, undoing or redoing edits, editing chart properties, and performing administrative tasks
    • Chart colors and dashboard theme (background color) can be customized from the chart properties menu
    • Dashboard widgets can be arranged by dragging them anywhere on the grid
    • Lightning Experience dashboards can have up to nine columns and unlimited rows
    • Dashboard widgets can span multiple columns and rows and can be resized by dragging corners and sides
    • The Lightning table is a new dashboard widget available only in Lightning Experience

    Present and Share Information

    • Interactive dashboard widgets provide more information and link to data-supplying reports
    • View dashboards as other users with the option to choose whom to view the dashboard as
    • Refresh, edit, and collaborate on dashboards from the toolbar
    • View source reports by clicking on a widget's source report
    • Hover over charts to see more details and click on a chart segment or datapoint to open a filtered source report
    • Expand dashboard widgets to see a larger version

    Interactive Charts and Filters

    • The report run page in Lightning Experience has new features to answer tough questions
    • The report run page header provides tools to edit, save, clone, and delete reports
    • Key metrics are displayed at the top of every report
    • Report headers float on both the X and Y axes for easy navigation
    • Groupings on the report format are easier to read
    • Report filters can be added, removed, and edited right from the report's page
    • Filters can be locked to share a report with specific data
    • Charts can be customized from the chart options menu

    Compatibility Between Lightning Experience and Salesforce Classic

    • Reports and dashboards created in Salesforce Classic are compatible with Lightning Experience
    • Reports and dashboards created in Lightning Experience may have limited functionality in Salesforce Classic

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    Description

    Learn about the redesigned reports and dashboards in Lightning Experience, making them more interactive, easier to navigate, and easier to edit.

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