Question

A sales manager clicks on a bar within a dashboard chart component and expects to see the underlying list of Opportunity records that make up that bar. Instead, nothing happens. The manager asks the administrator how users can view the detailed records behind a dashboard component. What should the administrator explain about dashboards in Lightning Experience?

Accepted Answer

Dashboard components display aggregated data only; to see the underlying records, users must open the source report the component is built on.

Answer

Users must be granted the 'View All Data' permission before any dashboard component becomes clickable.

Answer

The administrator must convert the dashboard to a dynamic dashboard so that records become viewable on click.

Answer

Dashboard components can never link to detailed records; the manager must build a separate report from scratch.