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Salesforce

CRT-101 · Question #200

Users have noticed that when they click on a report in a dashboard to view the report details, the values in the report are different from the values displayed on the dashboard. What are the two…

The correct answer is B. The dashboard needs to be refreshed. D. The running dashboard user and viewer have different permissions. Dashboard values differ from report values when the dashboard snapshot is stale from not being refreshed, or when the dashboard running user has different data access than the current viewer.

Data and Analytics Management

Question

Users have noticed that when they click on a report in a dashboard to view the report details, the values in the report are different from the values displayed on the dashboard. What are the two reasons this is likely to occur? Choose 2 answers

Options

  • AThe report needs to be refreshed.
  • BThe dashboard needs to be refreshed.
  • CThe current user does not have access to the report folder.
  • DThe running dashboard user and viewer have different permissions.

How the community answered

(61 responses)
  • A
    13% (8)
  • B
    82% (50)
  • C
    5% (3)

Why each option

Dashboard values differ from report values when the dashboard snapshot is stale from not being refreshed, or when the dashboard running user has different data access than the current viewer.

AThe report needs to be refreshed.

Reports query live data each time they are opened, so the report itself does not need to be refreshed - the discrepancy originates from the dashboard snapshot being outdated, not from a stale report.

BThe dashboard needs to be refreshed.Correct

Dashboards store a static snapshot of data captured at the last refresh time and do not update automatically in real time, so the dashboard components can display values that no longer match the live data returned when the underlying report is opened directly.

CThe current user does not have access to the report folder.

If the current user lacked access to the report folder, they would receive a permissions error and be unable to open the report at all, rather than seeing different numerical values.

DThe running dashboard user and viewer have different permissions.Correct

A dashboard runs as a designated running user whose record-level visibility and field-level security determine the data shown to all viewers - if the current viewer has different permissions than the running user, drilling into the report reflects the viewer's own access and returns different values.

Concept tested: Dashboard running user and refresh impact on data accuracy

Source: https://help.salesforce.com/s/articleView?id=sf.dashboards_running_user.htm&type=5

Topics

#Dashboards#Reports#Running User#Data Discrepancy

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