20 Dashboarding Interview Questions and Answers

Dashboards are a popular tool for visualizing data and analytics. They help businesses and organizations make better decisions by providing a clear and concise view of key metrics. As a result, dashboards are in high demand, and those with the skills to create them are in high demand as well.

If you’re interviewing for a position that involves creating dashboards, you can expect to be asked questions about your experience and skills. In this article, we’ll review some of the most common dashboard interview questions and how you should answer them.

Dashboarding Interview Questions and Answers

Here are 20 commonly asked Dashboarding interview questions and answers to prepare you for your interview:

1. What is a dashboard?

A dashboard is a graphical user interface (GUI) that provides users with an easy way to view and interact with data. Dashboards typically display data in the form of charts, graphs, and other visualizations, and they often allow users to manipulate the data in various ways.

2. How would you define a good dashboard in the context of business intelligence and data analytics?

A good dashboard in the context of business intelligence and data analytics is one that is able to effectively communicate the most important information to the user in an easily digestible format. The dashboard should be tailored to the specific needs of the user and should be updated in real-time to reflect the most current data.

3. Can you give me some examples of real-world dashboards that are already in use in Salesforce?

There are a few examples of real-world dashboards that are already in use in Salesforce. One example is the “Sales Pipeline” dashboard, which gives users an overview of their sales pipeline and allows them to track their progress. Another example is the “Service Cloud Dashboard”, which gives customer service reps an overview of their open cases and allows them to track their progress.

4. What are the different types of dashboards available in Salesforce?

There are four types of dashboards available in Salesforce:

1. List Dashboards: These are the simplest type of dashboard, and only display a list of records.

2. Summary Dashboards: These dashboards display summaries of data, such as a count of records or a sum of values.

3. Matrix Dashboards: These dashboards display data in a matrix, or grid, format.

4. Chart Dashboards: These dashboards display data in a graphical format, such as a line or bar chart.

5. What is a dynamic dashboard?

A dynamic dashboard is a type of dashboard that allows users to interact with the data and change the way it is displayed. This type of dashboard is often used in business settings where users need to be able to manipulate the data to see different trends or patterns.

6. What’s the difference between interactive and non-interactive dashboards?

The main difference between interactive and non-interactive dashboards is that interactive dashboards allow users to manipulate the data in some way, while non-interactive dashboards do not. Interactive dashboards might allow users to filter the data in different ways, or to drill down into specific data points for more information. Non-interactive dashboards, on the other hand, simply present the data in a static way.

7. What is a live dashboard in the context of enterprise software like Salesforce?

A live dashboard is a feature that allows users to see real-time data from their enterprise software. This is especially useful in Salesforce, as it allows users to see how their sales are progressing in real-time and make changes accordingly.

8. Can you explain what running user permission means in Salesforce?

Running user permission means that the user has permission to access and view the data in Salesforce. This permission can be granted by the administrator or by the user themselves.

9. What do you understand about public vs private sharing rules in Dashboarding with Salesforce?

Public sharing rules allow any user with the appropriate permissions to view the dashboard. Private sharing rules restrict access to only the users specified in the rule.

10. What do you know about runtime filters for dashboards?

Runtime filters are a type of filter that can be applied to a dashboard while it is running, as opposed to being set beforehand. This allows for greater flexibility and customization when using dashboards, as users can tailor the information displayed to their specific needs at any given time.

11. What do you know about row-level security in the context of Salesforce Dashboard Builder?

Row-level security is a feature of Salesforce Dashboard Builder that allows you to control which users can see which data in a dashboard. This is accomplished by creating filters that restrict data based on the user’s profile or other criteria.

12. Does Salesforce have any built-in support for scheduling reports on specific time intervals?

Yes, Salesforce has a number of built-in features that allow you to schedule reports on specific time intervals. You can use the Salesforce Scheduler to schedule reports to run on a daily, weekly, or monthly basis. You can also use the Salesforce Report Builder to create reports that are automatically emailed to you on a schedule that you specify.

13. What do you know about custom report types?

Custom report types allow you to create a report that is tailored to your specific needs. You can specify which objects and fields you want to include in the report, and you can also specify the relationships between those objects. This allows you to create a report that is much more specific and targeted than a standard report.

14. Is it possible to schedule a report by using Apex code? If yes, then how?

Yes, it is possible to schedule a report by using Apex code. You can do this by using the ScheduledReport class.

15. What are the various ways in which charts can be added to a dashboard?

There are a few different ways to add charts to a dashboard. One way is to use an online charting tool, such as Google Charts or Highcharts. Another way is to use a plugin for your dashboard software, such as Tableau or QlikView. Finally, you can also create your own charts using a programming language like R or Python.

16. What does the “Edit” button under Display As mean in the context of creating a new dashboard in Salesforce?

The “Edit” button under Display As on the Salesforce dashboard creation page allows you to select how you would like your dashboard to be displayed. The options are “Show as List,” “Show as Table,” and “Show as Chart.”

17. What is the default refresh interval for a dashboard in Salesforce?

The default refresh interval for a dashboard in Salesforce is 30 minutes.

18. What are the steps involved in converting an existing legacy report into a dashboard component?

The first step is to understand the business need that the dashboard component is meant to address. Once that is understood, the next step is to gather data that will be used to populate the dashboard component. This data can come from a variety of sources, including databases, spreadsheets, and text files. Once the data is gathered, it needs to be cleansed and organized in a way that makes sense for the dashboard component. Finally, the dashboard component needs to be designed and built.

19. When should I choose a Lightning Component or VisualForce page while designing my dashboard?

There is no one-size-fits-all answer to this question, as the best choice for your dashboard will depend on a number of factors specific to your situation. However, in general, Lightning Components are a good choice when you need to create a dashboard that is highly interactive and customizable, while VisualForce pages are a better choice when you need to create a dashboard that is more static and straightforward.

20. How much storage space is allowed per org by Salesforce?

Salesforce allows for a maximum of 1 GB of data storage per org.