Data & Analytics Management - Dashboards

Question 1

What are the key components of dashboards?

Answer 1

• Dashboard components
• Source reports
• Running user

Question 2

What are dashboard components and what is the max. number per dashboard?

Answer 2

Dashboard components are individual charts/tables. You can have up to 20 per dashboard

Question 3

Where does the data for dashboard components come from?

Answer 3

Dashboard components use reports as the data source, not raw data.

Question 4

What determines whose data is shown in the dashboard?

Answer 4

The running user determines whose data is shown

Question 5

What are two dashboard types?

Answer 5

• Static dashboard
• Dynamic dashboard

Question 6

What is a static dashboard?

Answer 6

Runs as one specific user

Question 7

What is a dynamic dashboard?

Answer 7

Runs as logged-in user

Question 8

Name 4 dashboard component types

Answer 8

• Chart
• Gauge
• Metric
• Table

Question 9

Can a dashboard component is based on multiple source reports?

Answer 9

No, each component is based on ONE source report.

Question 10

What are static dashboards?

Answer 10

• Runs as one specific user (Running user)
• All viewers see the same data
• Based on Running User’s record access
• Unlimited static dashboards per org

Question 11

What are dynamic dashboards?

Answer 11

• Runs as logged-in user
• Each viewer sees their own data
• Respects user’s sharing rules and permissions
• Limited to 5 per org

Question 12

Per org, how many static dashboards and how many dynamic dashboards can you have?

Answer 12

• Static: no limit
• Dynamic: 5 per org

Question 13

What are dashboard filters?

Answer 13

They allow viewers to filter dashboard data interactively

Question 14

What are the 2 types of dashboard filter?

Answer 14

• Date filters (filter by date ranges)
• Field filters (filter by specific field values)

Question 15

How many filters can you have per dashboard?

Answer 15

max. is 3

Question 16

What do dashboard filters apply to?

Answer 16

Dashboard filters apply to all components on the dashboard

Question 17

What are the 2 types of dashboard refresh?

Answer 17

• Manual refresh
• Scheduled refresh

Question 18

What are the dashboard refresh limits for manual and scheduled?

Answer 18

• Manual: no limit
• Scheduled: depends on org edition

Question 19

Do dashboards show real-time data?

Answer 19

No, dashboards show data from the last refresh