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Visitor
Edward77
Posts: 3

Dashboard in an Object

    Is it possible to include a dashboard with an object.  In other words, what I am trying to do is show the revenue for an account in the Account object so that when I open an Account I can look at the revenue for say 2008. 

I thought I saw something in Successforce.com that allow you to do that but I cannot find it.
Trusted Contributor
Gemini@Work
Posts: 213

Re: Dashboard in an Object

Do you want a field that just gives the revenue total for the current FY, or do you really want to include a graphical component from an existing dashboard that shows this data (in a bar/line graph format)?  Personally, I'd think users would prefer seeing it as a value -- but you may be working with a specific user request to display a dashboard graphical component.
 
Either way, the method for doing this is by using the Formula data type.  This document titled, "Useful Formula Fields" describes how you can use formulas effectively.
JP Seabury
My Blog: http://forcemonkey.blogspot.com
Twitter: http://twitter.com/jpseabury
Visitor
Edward77
Posts: 3

Re: Dashboard in an Object

thx.  but what I thought i saw somewhere is SF.com was the ability to put a dashboard moduale (i.e, bar chart showing trended revenue) in another object and not build formulas.  Maybe a better example is that I have a object called Account Plans and I want to show the revenue generated by that specific account with the Account Plans.  Right now, the guys manually enter the data.

Again, I thought I saw an example somewhere is SF.com but I may have been. mistaken
Trusted Contributor
Gemini@Work
Posts: 213

Re: Dashboard in an Object

And you have a Dashboard today that shows the information with a graphical component as well?
JP Seabury
My Blog: http://forcemonkey.blogspot.com
Twitter: http://twitter.com/jpseabury
Visitor
Edward77
Posts: 3

Re: Dashboard in an Object

Yes, I just cannot embed it into my Acct Plan object.
Regular Contributor
AlexY
Posts: 19

Re: Dashboard in an Object

I'm trying to do the same thing but by way of an inline s-control:

https://emea.salesforce.com/servlet/servlet.ChartServer?id=00O200000020xBm?pv0=001200000008nji&rsid=...

Whilst this shows me the chart on the account page, where I want to display it, the chart is empty (i.e shows axes, title, etc, but not content).

I'm a novice when it comes to these things so am yet to figure out how to make this work.

Any help would be much appreciated

Alex

 

 

 

 

EmptyChart.JPG
Regular Visitor
geoff davenport
Posts: 1

Re: Dashboard in an Object

I'm in the exact same boat.  I've been working with more basic stuff in salesforce for about a year.  Now, all I want to do is use an s-control to display a dashboard inside the detail section of a contact page layout.  Something tells me this must be pretty straightforward and that tons of people are already doing this, but I'm stuck. 

I did manage to copy and paste some HTML that placed a cropped version of 3 dashboards side-by-side (I viewed the source code of my home screen.  Clicking on the dashboards pulled up the underlying table and everything.  But the cropping is bad, and I want to easily be able to isolate a single dashboard. 

Help from the millions of you more experienced than I would be greatly appreciated.