Charts & Dashboard

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Posted on by Vighnesh

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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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Alex Fun Wei Jie 33,628 on at

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Hi,

have you tried with different browsers?

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Vighnesh 1,942 on at

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Yes. I used chrome, IE and edge

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Alex Fun Wei Jie 33,628 on at

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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?

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Vighnesh 1,942 on at

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

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Alex Fun Wei Jie 33,628 on at

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Hi,

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

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Vighnesh 1,942 on at

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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

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Alex Fun Wei Jie 33,628 on at

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Hi,

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

Open up the dashboard, and double click the chart.

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Vighnesh 1,942 on at

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Thanks Wei.

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

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