The Spring’19 release comes with so many exciting features in dashboard area. They are quick wins for you and business users. Let’s go through them:-
Where: This change applies to Lightning Experience in Professional, Enterprise, Performance, Unlimited, and Developer editions.
Why: More columns and shorter rows means more components and more layout options in the same space.
How: To switch between 12 and 9 columns, create or edit a dashboard. Open the dashboard properties by clicking the properties icon (). From the Dashboard Grid Size section of the properties window, choose 12 columns or 9 columns.
Where: This change applies to Lightning Experience in Professional, Enterprise, Performance, Unlimited, and Developer editions.
Why: Summary formula columns let you logically and mathematically evaluate report data.
Say your company’s sales are taxed at a progressive rate (15% on sales below $1,000,000, and 20% above $1,000,000). You can calculate after-tax returns with a summary formula column named Amount After Tax.
IF(AMOUNT:SUM < 1000000, AMOUNT:SUM * (1 - 0.15), AMOUNT:SUM * (1 - 0.20))
How: To add a formula column, edit the Lightning table. If necessary, group data in the Lightning table by clicking Add group and selecting a field to group by. Finally, choose a formula column (identifiable by the formula icon before their name .
For example, this Sales Overview dashboard uses a Lightning table on the left to list details about individual opportunity records. The right-hand Lightning table, grouped by stage, provides a handy reference of key metrics, like average probability and sum of amount. The right-most column is a formula column, Amount After Tax.
Where: This change applies to Lightning Experience in Professional, Enterprise, Performance, Unlimited, and Developer editions.
Why: Compact components let you group even more related metrics together.
This dashboard features a row of 1×1 metric components showing important details opportunity pipeline (1). The dashboard also features 1×2 and 2×2 metric components detailing the opportunity pipeline (2). The 1×1 metric components don’t show a title or a source report link.
How: To compact a component, first edit a dashboard. Then select the component you want to compact, grab the corner, and shrink it.
To see a compact component’s title and source report link and a larger view of the component, expand it by clicking the expand icon ().
Where: These changes apply to Lightning Experience in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.
Why: A lot of little enhancements is a big deal.
- Add Two Groups to Lightning Tables
- Lightning tables now support two groups. Previously, you could have only one. For example, this dashboard shows opportunities grouped by stage and type.
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- Clone a Dashboard with Save As
- To match reports, the Clone option dashboards is now labeled Save As. The functionality remains the same.
- Add Another Date
- We renamed the filter option Add More Date to Add Another Date. The previous label snuck past our grammar checkers. The functionality remains the same.
- Reorder Dashboard Filter Values with Drag-and-Drop
- You can drag dashboard filter values in the order you want them. Previously, you had to delete the filter values and then add them again in the desired order.
- “Whole Number” Relabeled “Full Number”
- We’ve changed the Display Units option to display a complete number from “Whole Number” to “Full Number.” Now that you can set decimal precision, “whole number” could be confused for “round to the nearest integer,” which is not what the option does. (To round decimals to the nearest integer, set Decimal Places to “0.”