How to customize a Salesforce Dashboard Table
A table is one of the components that you can add to a Dashboard. It is not that much used, as Dashboards are intended to be “Graphical”. I had a requirement to add a table that displays 3 columns to a dashboard. First, I thought that should be easy, just do the report, then add a table to dashboard with the created report as a source. I was wrong, as it is not that straight forward. Let me explain how I did it:
The table in the dashboard should display the top 10 Closed (Booked) opportunities with these columns: Account Name, Opportunity Name and Amount.
First, I created a standard report with the appropriate filter(s), that had the 3 columns I wanted listed in the dashboard:
Now, Let us try to add this report as a source to a table in a dashboard. Go to the Dashboard, add the Table component, and the Source report. Note the error we get! We need to add groupings in the report in order to be a valid source report to this Dashboard table component.
Now, let us try to add the Grouping and Summary to the report:
- Account Name Group
- Opportunity Name Group
- Summarize by the Amount field (Sum)
We will get the 2 Groupings and the 1 Summary in the source report:
Back in the Dashboard: