Salesforce Spring ’19 Release Notes on Dashboard

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:-

12-column dashboards give you even more control over data layout, but you can still make 9-column dashboards if you want. 12-columns or 9, dashboards created this release have rows that are half as tall as dashboards created previously. Previously created dashboards retain their original row height.

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 (Properties). From the Dashboard Grid Size section of the properties window, choose 12 columns or 9 columns.

12 Column Dashboard Overlaying a 9 Column Dashboard

If a Lightning table’s source report has a summary formula column, you can add it to the Lightning table.

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 Formula icon.

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.

Dashboard with a Lightning table featuring a formula column

Compact components usher in a new era of data-dense dashboards. Any component can be a compact component, but metrics make the most sense. Dashboard editors can now add one row by one column (1×1) components to dashboards. Previously, the smallest possible component was 1 row by 2 columns.

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.

12 Column Dashboard Overlaying a 9 Column Dashboard

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 (Expand).

In addition to this release’s major features, we made some small-but-notable improvements to dashboards.

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.
Two Groups in a Lightning Table
Clone a Dashboard with Save As
To match reports, the Clone option dashboards is now labeled Save As. The functionality remains the same.

The Dashboard "Save As" Button
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.

The "Add Another Date" Button on a Dashboard Filter
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.

Reordering Filter Values
“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.”
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