Chapter 10. Learning Advanced Dashboard Configuration

In Chapter 9, Building Dashboards in Lightning Experience, we introduced dashboards, starting with opening a dashboard, navigating to the Dashboards tab, navigating to a dashboard, and looking at the items in the Dashboard Builder. You learned the basic structure of a dashboard and saw how it is related to the report, and how a dashboard is defined and stored on the Salesforce platform. We continued with the dashboard components, which are the heart and soul of dashboards in Salesforce. Finally, we created a dashboard from scratch and then enhanced it with dashboard filters and scheduled the dashboard for auto-refresh.

In this chapter, you will continue to learn and create an advanced dashboard using out-of-the-box functions offered by Salesforce. We will start with the dashboard filter and cover how to implement it and other use cases for the dashboard filter. We will continue with the concept of dynamic dashboards, and we will look into...