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leah brooks 11
Create a custom graph in location
I have been tasked with setting up two customer graphs in every one of our location in salesforce. One, that will instantly show how many cases are open, and what status they are in. THis one I did fairly easily with a report that I added to the page layout.
The other ask though is for a graph that will display the overall 'health' of the location. Basically what they need with this is a simple indicator that will go from red/yellow/green along with a percentage marker that shows how will the location is running. Behind the scenes, this indicator will be based off of three seperate factors: How many times the location has been marked as 'down', what the average open to close time is on cases, and how many cases. All of these factors for now are going to be pulled from the current week.
I'm not sure how to do this. I don't think it would be possible to do it with just a simple report, but I'm not sure what other tools that salesforce has that could do something like this. Does anyone have any ideas? Anything would be greatly appreciated!
Thank you!
The other ask though is for a graph that will display the overall 'health' of the location. Basically what they need with this is a simple indicator that will go from red/yellow/green along with a percentage marker that shows how will the location is running. Behind the scenes, this indicator will be based off of three seperate factors: How many times the location has been marked as 'down', what the average open to close time is on cases, and how many cases. All of these factors for now are going to be pulled from the current week.
I'm not sure how to do this. I don't think it would be possible to do it with just a simple report, but I'm not sure what other tools that salesforce has that could do something like this. Does anyone have any ideas? Anything would be greatly appreciated!
Thank you!
All Answers
What I need is a gauge in the location, alongside another report with a chart that I have already made. I need this second report to be based off of a formula that pulls three different metrics from the current week. From what I know of charts and reports, I am unable to find a way to do this.
Also, your dashboard can contain multiple reports and charts originating from different reports (combination of charts, gauge, tabular reports etc.)
But you can build a repoty on your object and utilise that report to generate different types of dashboards.
Now however, what I'd like to do is embed a health status indicator in the location. Unfortunately there is not a chart on the default reports that is in the format which I need:
I was able to make a dashboard, but since I need it to be an at-a-glance-chart that is embedded in the actual location, the dashboard does not do me any good.
My question then is, does anyone know how to embed a chart like the above into an object like we can embed all the other charts that come with the reports feature?
Thank you.
You need to embed your salesforce dashboard to a VF page as an <iframe>, and add this VF page to the location object record page layout.
Not sure if you have the coding expertise, but you can refer the below youtube link :
https://www.youtube.com/watch?v=IBQcywsJ0OE
Do mark my answer as best answer, if it helped solve your problem.
and this is the api name of my custom location page: "SVMXC__Site__c"
For your charts how are you passing in the location?
I believe that all this is doing however is posting the 'picture' of the chart. After doing some of my own research on the web, I stumbled across this page (https://developer.salesforce.com/docs/atlas.en-us.pages.meta/pages/pages_charting.htm) from what I read here I believe that my best bet to have an accurate chart on every page would be actually writing the code to create a spedometer style chart. I am struggling to figure out what kind of code I need to write to do this however.
Can I just have the "SVMXC__Site__c" as the controller and then write in a simple formula to determine the charts output?