Spring 17 Reports & Dashboards Updates in Lightning Experience

In this post, I’m highlighting all the new features introduced into Reports & Dashboards specially for Lightning Experience with Spring 17 release. There are quite a few updates to Lightning though few are old and existing in Classic Salesforce.

To set up Einstein & its Features, learn here (screenshots added).

Read the highlights from All of the Spring 17 updates here.

For Lightning App Builder specific updates in Spring 17, check here.

  1. Subscribe to Reports: Receive Emails. Limit of Up to 5 Reports.1
  2. Filter Reports via URL Parameters: Use &fv0=Accepted at the end of URL to filter records which are in Accepted status in a report where the first filter (fv0) is the status.  fv stands for filter value. 0(zero) indicates that it is the first filter in the report.  You can use &fv1, &fv2 for further filters in the reports.  Standard, cross, and row limit filters don’t count when listing filters.2
  3. View Dashboards as Other Users: View dashboard as Me | A Specific User | Logged In User3
  4. Share Dashboard charts in Chatter: Select Enable Dashboard Component Snapshots from the Reports and Dashboards Settings page in Setup to allow users to post charts to group feeds, or to their own Chatter feed.4
  5. Expand Dashboard Components to view them big (almost full screen). 5
  6. You can now Follow Dashboards and Move them between Folders as well in Lightning Experience.
  7. Funnel and Scatter Charts are now available.7
  8. Dashboard Component Charts and Tables Display Up to 200 Groupings: Charts and tables in dashboard components display twice as many groupings as they did before. Previously, 100 groupings per component displayed. Now, see up to 200 groupings.
  9. Sort Data in Dashboard Component Charts and Tables: Sort data by label or value ascending or descending.
  10. Edit, Clone, and Delete Dynamic Dashboards: In Lightning Experience, you can now edit, clone, and delete dynamic dashboards that were created in Salesforce Classic.
  11. Lightning Experience Dashboard Filters Persist: Previously, if you set a dashboard filter and then closed the dashboard, the next time you opened the dashboard it would open
    unfiltered. Now, when you set a dashboard filter and then close the dashboard, the next time you open the dashboard it opens filtered.
  12. Edit Dashboard Descriptions from the Properties Menu: To edit a dashboard’s description, edit the dashboard and then open the properties menu by clicking it.6
  13. View Combo Charts That Include Line Charts:  Now, Lightning Experience displays combo charts that include line charts just like they appear in Salesforce Classic. To add a combo chart to a dashboard, or to edit one, switch to Salesforce Classic.
  14. Get more Info from Gauge Charts: You can now read gauge charts more easily thanks to a redesign which adds values to markers on your gauge charts. Hover over a gauge segment to get more info about it unlike before.8

5 Replies to “Spring 17 Reports & Dashboards Updates in Lightning Experience”

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