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Set the dashboard Running User as "current user" (dynamic)
I'd love to be able to create one dashboard that could suffice for all reps in a region or globally - i.e., instead of giving them a view from their one common executive's perspective, the one dashboard would instead update based on their particular records they were allowed to see.
For example, VP of Sales dashboard might currently show a bar chart that shows 650 leads broken out into 6 statuses. I'd like to set the Running User to "current user" instead of "VP of Sales" - so my proposed dashboard would show a particular rep in that region their 29 leads and the 3 applicable statuses those leads are in, instead of the overall perspective that might not be so relevant to them.
(Note that the current "static" Running User option should stay available too, as it's good for times when competition is desired.)
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paulnakada 10/07/06 |
Ideally, there would be a way to override the running user for each component on a dashboard. that way you can mix and match some components that aggregate data for the entire division as well as show data for the current user. |
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chris925 10/07/06 |
Paul, glad to "meet" you - great feedback. I wouldn't want to make dashboards take longer to generate - but if it didn't, I love it. |
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tt 10/08/06 |
Would it be ok if data was never cached and users had to wait for each dashboard component that ran as them to execute? or does it still need the result caching system of today that shows people the last results when they first view the dashboard? |
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AmandaFoord 10/10/06 |
By having a "Current User" option it would save our users having to Clone a dashboard in order to set themselves as a running user, which means if the dashboard is changed in anyway, the user would have the latest without having to re-clone |
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chris925 10/10/06 |
tt, I would need to see an example of your proposed change, but I think my answer is no, the caching is better... |
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mike4SE 10/12/06 |
Hi Chris - [The SFDC guys said we should post comments here when we can help, so here it is! ] Just wanted to let you know that Visual Mining (a SFDC partner on the AppExchange) provides this kind of functionality today. Our Sales Executive dashboarding allows you to set up a single dashboard template and then aggregate data using the current user's field security rules. We have a different security mode that allows users to see everything. If you want to learn more, you can either check out the test drive in the AppExchange or contact me and we can go from there. Best, Mike MacDonald Visual Mining Inc. mikem at visualmining.com |
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raul.ortega 10/12/06 |
we have now literally hundreds of reports and about 50 dashboards due to this lack of functionality for a user to see in the common dashboard only his information. this of course means tons of administrative work with reports. I'll check out the visual mining solution. |
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fitzpsl 10/16/06 |
In addition to the "current user", please also include the current user's respective currency in the functionality. This will eliminate the need to create duplicate reports in multiple currencies. |
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PerGeert 10/16/06 |
- With the time it currently takes to refresh a simple dashboard I'll vote for keeping the caching. - The proposal probably could help us creating dashboards for other users. We have had a tough time teaching Sales reps. to make dashboards for themselves - an excercise they are not that interested in. |
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NoSandFleasPlease 10/30/06 |
tt--In our case, no, we don't need caching. Our users would rather see a real-time dashboard of their specific pipelines than a four-day old dashboard of their entire region's pipeline. After all, when you look at your speedometer, does it tell you how fast you and everyone in your neighborhood were going yesterday, or how fast you're going right now? In fact, I'd love to see this throughout the reporting app, so that an admin could set up a single "Incomplete Tasks I have Assigned' report, and the 'I' changes based on a CurrentUser property. |
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jfxk 12/14/06 |
I've been asking for the CURRENT USER Dashboard for years! Almost immediately after my first request the Dashboard display went from "dynamic" (every time you refresehed your browser window) to the current "crippled" version where you now have to click on the refresh button. This is such a basic feature I can not believe it has taken so long to be implemented. |
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AndyWeight 01/19/07 |
Merged Idea
originally posted 11/29/06
"My" as a concept in Dashboards
We currently produce huge numbers of dashboards for our users by cloning and changing the running user.
I'd love to be able to produce 1 dashboard with "My" as the running user, as in "My Leads" etc and have anyone who looks at it see their OWN information. this would make creating and especially updating dashboards a breeze - any thoughts? |
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dornj@airproducts.com 01/19/07 |
Merged Comment
originally posted 11/30/06
Andy - Great Idea, and I'm all for it. Looks like there is a similar request already out there. Let's get everyone promoting the same request. See "Set the dashboard Running User as "current user" (dynamic)". http://ideas.salesforce.com/article/show/22713
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chris925 02/06/07 |
NoSandFleasPlease: "when you look at your speedometer, does it tell you how fast you and everyone in your neighborhood were going yesterday, or how fast you're going right now?" I would argue that for the potential performance disadvantage to switching to real-time, the answer is "Your speedometer tells you the speed you're going in time for you to make the adjustments you need to." In business world, analytics typically don't need to be real-time so much as somewhere in the vicinity (analytics vs transactional argument, etc.) |
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jhbenter 02/22/07 |
fully agree - we already wait for this for more than a year. It's too much administrative work to create/update these personal dashboards that we never change them, even though we would like to. |
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MichAdmin 03/08/07 |
YES! This would alleviate MUCH time that is spent updating the reports behind the dashboards as people in a large company come and go. |
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Rup 03/16/07 |
Main parameter for dashboard. I suggested this ideas a couple of years ago, which extends yours : implement dashboards of reports which could accept a parameter (automatic or user-selectable) such as region, country, range of products, username, etc. If user-selectable, the parameter could be limited to values authorised for the current user. With this feature, one could a) decrease drastically the number of dashboards/reports managed in a company b) help standardize on common business practices between subsidiaries, regions, countries etc. |
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Matt20v 03/20/07 |
All i can say is PLEASE PLEASE PLEASE. This would be a great feature to have. To be honest was shocked to see that it wasnt there.. |
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Cwestbrook 03/22/07 |
I agree our company has 30-50 dashboards and 100's of reports to make everything work the way it should be, when all that would have to be changed would be the user name in the dashboard properties. |
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Franchise35 04/12/07 |
Totally agree! Replicating dashboards is a complete pain because of the "Running User" item that constantly needs to change. If 200 sales people want the same dashboard it should only need to be created once. |
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Diwakar 05/24/07 |
Merged Idea
originally posted 05/23/07
Providing Group User Access to Dashboards (PE)
In the professional edition, creating the same or similar dashboards for a group of users or departments is not possible. You will need to clone a dashboard and assign a specific running user. How about creating another field or user with a "Running User" / "Running Group" / "Running Role".
Else we can do a selection like what we have for the reports |
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agluewvrs 09/05/07 |
This is one of those aspects of SFDC that you think works this way... but then come to find out.. it doesn't. A "Current User" option is badly needed (natively, not from the appexchange). |
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scarter 10/11/07 |
This is the #1 need for my organization. You should definately be able to dynamically change what data is presented to the user. This holds especially for true Account dashboards, where there is an owner. If a user logs in, they should only see dashboards based on their ownership, and not someone elses. |
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chf 10/24/07 |
Currently I am trieng to set up some dashboards for our users to show their individual performance. Now, after I realized, that a "current user" function is missing we will not use dashboards for this topics - I am not going to create and maintain 600 individual dashboards. Without this functions - dashboards are useless for larger organuzation. |
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Marian 12/05/07 |
I definitely support the idea of having 'Running User' or 'Running Role' or 'Running Group' - you could then set dashboards at a Group or Role level so you didn't need to update multiple dashboards (Running User) when someone leaves the organisation |
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SalesOps Jan 3 |
I'm the lead at my company for SFDC reporting (around 4500 users, about as many Reports, and probably 300 dashboards), and we could probably eliminate about 1000 reports and 100 dashboards if we had this functionality. |
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spoonbender Jan 9 |
If I could have one single report drive a specific component on ALL dashboards, that would be clutch! Then, if it needs to be changed, I make one change to the report and it is reflected in ALL 50 of our sales reps. |
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neptune Jan 17 |
These would save the creation of several hundred reports for various dashboards due to having a global operation. Currently we're planning on hiring an intern to perform these redundant tasks |
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olkeith Jan 22 |
Spoonbender, Your comment is currently possible. If the dashboard is for a Sales Rep's sales, all you would do is create a report that is based on "my opportunities", and use this report for each cloned dashboard. If you make a change to this report, it will be reflected across all dashboards. The whole issue here is that we need to create a dashboard for an individual rep, when we should be able to create one dynamic dashboard used in the same respect as reports... This is a great idea and really needs to be implemented. This would be a HUGE headache saver! |
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vito_barrina Feb 2 |
I've not read through all the comments, It would be great if the running user could also be a group., where as each person in that group would be included E.g., for a sales competition leader board we have some accounts owned by a manager of sales, if the manager of sales is the running user then his "HOUSE Accounts" are included, we don't want those included in the leader board (We've worked around this by re-configuring roles and adding in between manager and sales, whom does not own any accounts) |
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Audrey Feb 12 |
I agree with everyone's comments. I'm starting to work on cloning a dashboard for our reps. I understand that I have to clone the Exec reports so the reps just see their information. I thought after doing that I could create 1 dashboard for the reps based on the Exec dashboard, but I guess I need to clone the dashboard for each rep. Not a great use of time. Hopefully a new release will add this feature. |
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ExcomSysSupp Feb 27 |
Another feature relating to this is to stipulate on Dashboards, a "Location" field.. For example, our department international manager wants to see local dashboards for each Location (Perhaps read from State field in account?) If we could include this in the setup of a dash would help out heaps! Currently have to clone every report on the dash, add in the Branch location (which is a custom field afaik) and then add it individually to the States dashboard. Does anyone else experience this issue, or have a workaround?? Cheers Dave |
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WrogWrog Feb 28 |
To have the option of refreshing as "my dashboard" would be fantastic. Unfortunately this is another example of an idea which is obviously popular (over 5000 points as I write) which has prompted great discussion, but because It was posted 18 MONTHS ago, and has gathered votes slowly, it is being IGNORED by salesforce development in favour of more recent ones. The last comment from Salesforce was in AUGUST 2006. I'm getting cynical about the value of IdeaExchange as more than a talking shop. If Salesforce have no intention of addressing something, they should say so, and remove the clutter of dead-end ideas so that we can focus on stuff they would consider working on. |
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seand Mar 4 |
SAME HERE...enough said c'mon SFDC |
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tt Mar 4 |
It isn't being ignored, it's just very difficult. Either we make the dashboard store data for all users at refresh time (which would mean storing more rows for a dashboard result), so that we can show people instantly their view of the data, or we make the dashboard queries run instantly. Both generating and storing the view for all users, or running the dashboard instantly are difficult. If you have any other suggestions, please feel free. |
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frankdefesche Mar 10 |
For platform users, this is a huge problem since they can't clone dashboards. Please try and get this in soon. |
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myfootsmells Apr 1 |
i need this exact thing. it's ridiculous that salesforce didn't think of this when building their app. i'm surprised it won't be implemented in spring 08. |
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AMartin Apr 2 |
Hi Tom, Since dashboards are currently configured with a fixed running user it makes sense that when opened, they show that person's/team's data when the dashboard was last run. But should that be the case for a dashboard based on "running user"? The issue with a "running user" dashboard seems to be how or when to show Aiden Martin his data when Tom Tobin was the last person to run the dashboard. But why does the dashboard have to show anything when first opened? Maybe when a user first opens a "running user" dashboard, they'll only see a page that says "Click this link to see your data" and only then will the dashboard refresh and display the relevant data. In these days of instant gratification, it may not be ideal for a user to wait a few seconds to see their data, but right now they don't have individual dashboards because I don't have time to maintain a couple of hundred separate dashboards. Thanks. Aiden |
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spoonbender Apr 14 |
On Jan 22 "olkeith" responded to my inquiry and I just wanted to say that I think I mis-worded my request. I'm on board with the idea of "running user" since I have 40 sales reps and they all use the "same" dashboard configuration. But the requirement of setting the running user means there has to be 40 dashboards. Why not have one single dash called "sales" and it runs based on whomever is logged in? Seems simple to me, I don't understand why this has not happened yet! I'm sure there's 40,000 admins out there like me asking the same thing! |
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mikecai Jun 25 |
Our Executive Management team has also requested this feature. Right now we are just looking at creating a lot of dashboards for each user, but a dynamic running user as current user would be much preferred. |
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mg_cool Jun 29 |
Changed status to Large Enterprise Idea. |
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Cererbro Jun 29 |
If we extend this idea to allow parameters/filters to reports to be passed from dashboard etc (as per this idea http://ideas.salesforce.com/article/show/74655/Allow_Dashboard_Components_to_...) then this could be used for users or for source values etc. Salesforce would need to cache the report for each value passed as a parameter, rather than not caching at all. This is a standard caching approach so should not be a problem. |
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tt Jul 21 |
Amartin - what would happen then if you arrived there and there was no running user? Dashboards can take many minutes to complete - so there are two options: 1) we show everything as if there was no data 2) spinning icon for 10 minutes as we refresh the dashboard and show you your values, that we throw away after One problem with the "live refresh" is that we'd have to redo what we have today - so that will take longer than getting something that builds on what we have today. An approach close to the one suggested by Cererbro is possible - where we cache data for all values of a parameter, then filter to slow one slice or all. This isn't really possible for user as a choice though - since all users don't have disparate sets of data. Because we have the role hierarchy, we'd have to have each person's view of the stored - storing the data many times. |
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drewalexander Nov 12 |
Here are some additional ideas you may want to vote on to help make Reports & Dashboards more scalable and manageable: 1. Allow Dashboard Components to pass filters to reports http://ideas.salesforce.com/article/show/74655?page=last#lastPost 2. Dashboards: Change Running User in Real Time http://ideas.salesforce.com/article/show/95414/Dashboards_Change_Running_User... 3. Change Dashboard Running User to Dashboard Running Role http://ideas.salesforce.com/article/show/73325/Change_Running_User_to_Running... 4. Drag and Drop for Dashboard Editing http://ideas.salesforce.com/article/show/26021/Drag_and_Drop_for_Dashboard_Ed... 5. Alphabetize the Custom Reports List in Dashboards http://ideas.salesforce.com/article/show/10091041/Alphabetize_the_Custom_Repo... 6. Criteria built into dashboards https://ideas.salesforce.com/article/show/23544 I think it would also be helpful to have the ability to pass the "Running User" from the Dashboard to each of the Reports represented by the components, perhaps as an additional filter on that report. This might be a basic filter similar to the ones for "My..." or "My Team's..." |
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breeze Nov 28 |
I agree with the rest of the comments that this is a BIG DEAL for users of this program. I understand there are always trade off's when making changes, however this feature would have a very big impact on user satisfaction. From my limited experience of this application my suggestions are. 1. Allow current user instead of running user. 2. Allow filters from reports to screen data on the Dashboard. 3. I am OK with clicking on the refresh button to update the dashboard and would like the ability to refresh all dashboards automatically once per day, say at night. |
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scsweeney Yesterday |
I agree that this functionality is long overdue. I understand the difficulty in making it happen. In every department we have - services delivery, call center, sales, and recruiting - there is a need for the user to know "what have I done", "how am I doing", and "what do I need to focus on". These reporting and dashboard enhancements are a big part of that. |
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