Examkin

Question

Difficulty: HardDashboard Design, Components, and Dynamic Filters

A Salesforce Administrator at a renewable energy firm is troubleshooting a Sales Operations Lightning Dashboard designed for regional executives. The dashboard features an interactive filter for "Sales Territory" and a stacked bar chart intended to show opportunity volume by stage across regions. During testing, the administrator notices that the stacked bar chart component displays an error and fails to render, while selecting a territory value in the dashboard filter has no effect on two metric components. Which two underlying configuration issues explain these component and filter failures? (Select 2)

  1. The source report powering the stacked bar chart is formatted as a tabular report without any row or column groupings.Answer
  2. The custom field used for the Sales Territory filter is missing from the report types of the two source reports powering the metric components.Answer
  3. C
    The administrator exceeded the system limit of five dashboard filters per Lightning dashboard when adding the Sales Territory filter.
  4. D
    The end users viewing the dashboard lack the Modify All Data administrative permission needed to apply interactive dashboard filters.

Answer

The failures are caused by the source report for the stacked bar chart being a tabular report lacking required groupings, and the Sales Territory filter field being missing from the report types of the source reports powering the unaffected metric components.
The failure of the stacked bar chart is caused by its underlying source report being formatted as a tabular report without groupings; stacked bar charts require a summary or matrix report with at least two groupings. The failure of the dashboard filter to update specific metric components occurs because the field used in the filter is not present in the underlying report types for those reports, preventing the administrator from establishing valid field mapping.

Step-by-Step Solution

1
Analyze why the stacked bar chart component fails to render.
Identify that visual chart components require source reports with groupings (Summary or Matrix formats). Stacked charts specifically require two groupings (X-axis and stacked segment). Tabular reports cannot power charts.
Salesforce dashboard charts derive their axes and groupings directly from report summary rows.
2
Analyze why the Sales Territory dashboard filter fails to update specific metric components.
Determine that dashboard filters must map to a valid field available within each component's source report type.
If a source report type does not contain the filtered field or an equivalent compatible field, the filter cannot be mapped or applied to that specific component.
3
Evaluate the incorrect options regarding limits and user permissions.
Confirm that Lightning dashboards support up to 3 dashboard filters (not 5) and that filtering does not require Modify All Data permissions.
Understanding system governor limits and object-level security prevents misdiagnosing configuration issues.

Key Concept

Dashboard Component Grouping Requirements and Dashboard Filter Field Mapping
Rate this question

Topics

Dashboard Design, Components, and Dynamic Filters

More questions from this topic