Tip #283: Create a limited customizer role

In most deployments, users who need to manage customizations in an environment are granted the System Administrator or System Customizer role. This gives them the ability to create or edit entities, relationships, fields, views, charts, dashboards, the whole enchilada. But what if you want a nibble of the enchilada? Not all customizations carry the same […]

Tip #196: Why can’t I funnel or pie?

I received an excellent question this morning: “Dear Tip, why can’t I do a funnel or pie chart? These buttons are grayed out!” The reason the buttons for funnel and pie are grayed out is because the chart definition includes multiple categories. Pie and funnel charts only support single groupings (series and category). When doing […]