Overview
The following overview videos were designed to briefly step users through a single Dashboard process.
User Account Requirements
The user account you use to log into Resolver must have Administrator permission to use the Dashboard and Data Set Builders.
The Configuration Panel
Building a Chart
Please see the Adding a Chart to a Dashboard article for more information on how to build a chart.
Bar Charts
Please see the Adding a Chart to a Dashboard article for more information on how to add a bar chart to a Dashboard.
Pie Charts
Please see the Adding a Chart to a Dashboard article for more information on how to add a pie chart to a Dashboard.
Line Charts
Please see the Adding a Chart to a Dashboard article for more information on how to add a line chart to a Dashboard.
Creating Multi-Series Bar Charts
Please see the Adding a Multi-Series Chart to a Dashboard article for more information on creating a multi-series bar chart.
Creating Multi-Series Line Charts
Please see the Adding a Multi-Series Chart to a Dashboard article for more information on creating a multi-series line chart.
Creating Combo Charts
Please see the Adding a Combo Chart to a Dashboard article for more information on creating a combo chart.
Creating Heatmaps
Please see the Adding a Heatmap to a Dashboard article for more information on creating a heatmap.
Creating Funnel Charts
Please see the Adding a Chart to a Dashboard article for more information on how to add a funnel chart.
Choropleth Maps
Please see the Adding a Map Chart to a Dashboard article for more information on creating a choropleth map.
Creating Bubble Maps
Please see the Adding a Map Chart to a Dashboard article for more information on creating a bubble map.
Creating Tables
Please see the Adding a Table/Group Table to a Dashboard article for more information on creating a table.
Conditional Formatting
Please see the Formatting a Chart Small Multiples and Conditional Formatting article for more information on Conditional Formatting
Creating Bucketed Columns
Styling and Configuring Dashboards
Tooltips
Please see the Adding Tooltips to a Chart article for more information on adding tooltips to a chart.
Dashboard Filters
Adding a Label Filter
Please see the Adding a Chart Filter article for more information on adding a label filter.
Adding a Numeric Filter
Please see the Adding a Chart Filter for more information on adding a numeric filter to a chart.
Adding a Date-Based Filter
Please see the Adding a Chart Filter for more information on adding a date-based filter to a chart.
Date Comparison
Please see the Adding a Comparison to a Chart article for more information on creating a date comparison.
Embedded Dashboards
Please see the Embedding a Dashboard in an Activity for more information on how to embed a Dashboard.
Dashboard Limitations
The following are the current limitations within the Dashboards feature.
No more than 50 datasets, maintained on a per org basis with a default value of 50.
No more than 100 fields, 100 formulas or 100 properties per dataset.
Dataset names must be less than 64 characters.
Dataset names cannot be changed after creation.
Datasets cannot contain more than 5 million rows of data; each object and relationship or reference within each object type, relationship or reference on your data path represents one row.
Dataset creation will timeout if it takes more than 60 seconds to calculate.
No more than 50 dashboards, maintained on a per org basis with a default value of 3. Each app a customer purchases counts toward an allocation of 2-3 Dashboards. Customers can also purchase addition Dashboards in packs of 5.
Each Dashboard can only be embedded once within the same Activity.