---
schema_version: "1"
id: 95019aed505b5ac6cadd7150fae0b00ba12a132f0204145986d5dde07baf4a69
title: Create a Dynamic Dashboard in Salesforce Classic
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/dashboards_dynamic_setting_up.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.dashboards_dynamic_setting_up.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: de280f5998b438043c5c7ad3fb227feee8021e867c4a4e04f3cb0a60332b0df9
description: To provide individualized views of data, create a dynamic dashboard.
products:
  - Cross Cloud
release: "264"
---
# Create a Dynamic Dashboard in Salesforce Classic

To provide individualized views of data, create a dynamic dashboard.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Salesforce Classic</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="vertical-align:top;" id="d33447e75">User Permissions
              Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d33447e75 ">To create, edit, and delete dynamic dashboards:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d33447e75 ">Manage Dynamic Dashboards</td>

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1. To store the dynamic dashboard and corresponding source reports, create a dashboard folder and a report folder from the Dashboards and Reports tabs. Share these folders with the intended audience.
2. On the Dashboards tab, create a dashboard or edit an existing one.
3. Next to View Dashboard as, click ![View dashboard button icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/rd/report_builder_group_menu_arrow.png) and select **Run as logged-in user**.
4. To let users change the dashboard’s running user, select **Let authorized users change running user** on the dashboard view page.
5. Click **OK**.
6. For View dashboard as, enter a running user.
7. Save your dashboard.
8. Set the appropriate Show option on the report run page.
    
    For example, if you select **My Team’s Opportunities**, each viewer can see all opportunities for their team.

To avoid restricting the dashboard's view of the data, don’t include specific record owners in an advanced filter, such as Opportunity Owner equals Frank Smith. When saving an opportunity report, don’t click **Save Hierarchy Level**.

#### See Also

- [Add a Dashboard Filter](https://help.salesforce.com/s/articleView?id=analytics.dashboard_filters_editing.htm&release=264.0.0&type=5 "To create a dashboard filter, select a field that contains the information that you want to filter, then specify the values that you want your filter to match.")
- [Dynamic Dashboards](https://help.salesforce.com/s/articleView?id=analytics.dashboards_dynamic_overview.htm&release=264.0.0&type=5 "To provide individualized views of data without configuring separate dashboards and folders, create a dynamic dashboard. A dynamic dashboard shows each user only the data that they have access to.")
- [Configure Dashboard Data Visibility in Salesforce Classic](https://help.salesforce.com/s/articleView?id=analytics.dashboards_select_running_user.htm&release=264.0.0&type=5 "To specify which data to display in a dashboard, select a running user.")