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Charts & Dashboard

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Posted on by 1,942

Hi All,

I am trying to create custom dashboards using my custom views and custom charts. No matter how many time i delete and recreate the filter does not get saved while creating a chart.

Did anyone experienced this issue before?

Is there a solution for this

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  • Vighnesh Profile Picture
    Vighnesh 1,942 on at
    RE: Charts & Dashboard

    Thanks Wei.

    So far I don't know that view is just for preview mode.

  • Verified answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: Charts & Dashboard

    Hi,

    while creating the chart, the view you selected is only preview only. You have to select the view in Dashboard .

    5226.6.png

    Open up the dashboard, and double click the chart.

    5226.6.png

  • Vighnesh Profile Picture
    Vighnesh 1,942 on at
    RE: Charts & Dashboard

    Hi Wei,

    My custom view= All Pdot cases (filter= Account or Parent account = Pdot)

    My custom chart:

    View= All Pdot cases

    Legend: case = count all

    Horizontal: case type

    Here while creating chart though i set the view to All Pdot cases the system is not saving the view that was set

  • Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: Charts & Dashboard

    Hi,

    i think i misunderstood your question, you means the filter itself is from the view?

  • Vighnesh Profile Picture
    Vighnesh 1,942 on at
    RE: Charts & Dashboard

    In the XML under which line i can see the view filter?

  • Suggested answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: Charts & Dashboard

    Hi,

    can you export the chart and add the filter into xml and import and publish. try this method to see if this issue still exist?

  • Vighnesh Profile Picture
    Vighnesh 1,942 on at
    RE: Charts & Dashboard

    Yes. I used chrome, IE and edge

  • Suggested answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: Charts & Dashboard

    Hi,

    have you tried with different browsers?

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