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Salesforce Lightning Reporting and Dashboards by Johan Yu

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Hands-on exercise for creating a dashboard

Let's create a dashboard with a component showing the number of accounts per sales representative in a horizontal bar chart, but before that, we need to create a report for the dashboard component data source. Assume you have all permissions required to create a report and a dashboard.

Creating a dashboard in Lightning is pretty cool; you just need to point and click to build the dashboard. Start with selecting a valid report for the dashboard:

  1. Navigate to the Reports tab to create a new report.
  2. A report is a basic requirement for a dashboard as it uses it as the data source for the dashboard component, so let's create the report:
    1. Click on the New Report button.
    2. Select the Accounts report type ...

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