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How can I make an editable grid for a Sales Dashboard list?

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Posted on by Microsoft Employee

Hi everyone,

Is it possible to set the same editable grid for Sales Dashboard as it on the editable grid of the Leads list?

Dashboard 

pastedimage1575457408181v1.png

Leads list

pastedimage1575457450892v2.png

Thank you!

  • RE: How can I make an editable grid for a Sales Dashboard list?

    As of now I Believe Even though we are adding the view on dashboard is Editable it wont render in the Format of Editable Grid.

    So what I can answer is there Is no out of box way to do it until an unless you decide to add a I frame and write some HTML codes to interact with the data  but it seems to much of investment .

    Regards,

    Pradeep Gowda

  • RE: How can I make an editable grid for a Sales Dashboard list?

    As of now I Believe Even though we are adding the view on dashboard is Editable it wont render in the Format of Editable Grid.

    So what I can answer is there Is no out of box way to do it until an unless you decide to add a I frame and write some HTML codes to interact with the data  but it seems to much of investment .

    Regards,

    Pradeep Gowda

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How can I make an editable grid for a Sales Dashboard list?

    I did the same thing, but it doesn't work :(

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How can I make an editable grid for a Sales Dashboard list?

    I did the same thing, but it doesn't work :(

  • erhan.keskin Profile Picture
    erhan.keskin 2,251 on at
    RE: How can I make an editable grid for a Sales Dashboard list?

    Hi,

    I am not sure if there is any restriction for the Sales Dashboard. However, after enabling the editable grid on the entity, you need to update the list on the dashboard as well.

    Please check and try this;

    • Select the list on the Dashboard
    • Click on Edit Component
    • Click on Controls
    • Click + to add Editable Grid
    • Select the ones you want among Web, Phone, Table
    • Ok, Save and Publish

    pastedimage1575466326228v1.png

    Regards,

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