Provide users with individualized views of data by creating a dynamic
dashboard.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and
Developer Editions
|
| User Permissions Needed |
| To create, edit, and delete dynamic dashboards: |
Manage Dynamic Dashboards |
- To store the dynamic dashboard and corresponding source reports, create a dashboard folder
and a report folder from the Dashboards, Reports, or Analytics tabs. Share these folders with
the intended audience.
- On the Analytics or Dashboards tab, create a dashboard or edit an existing one.
- Open the properties menu by clicking
.
- Under View Dashboard As, select The dashboard viewer.
- To let users change the dashboard’s running user, select Let dashboard viewers
choose whom they view the dashboard as.
- Click Save.
- Save your dashboard.
