Reports and Dashboards

How many reports block can be added to a Joined reports

5

Maximum reports a user can subscribe

5

Dynamic dashboards allows

1. show data by logged-in user and it's access permission and therefore dynamic. 2. Limit of 5 dynamic dashboard for Enterprise edition and 19 dashboard for unlimited edition.

Number or currency fields can be summarized by :

1. Sum 2. Average 3. Minimum 4. Max

Buckets group fields can be grouped for

For grouping or filtering

What is the first thing you have to select when creating a report? Report type

Report type

The maximum number of dashboard components

A maximum of 20 dashboard components can be included in a single dashboard.

Conditional Highlighting

Conditional Highlighting in Reports in Salesforce Conditional Highlighting in Reports in Salesforce is used to highlight field values on summary or matrix reports based on ranges and colors you specify. To enable conditional highlighting, your report must contain at least one summary field or custom summary formula. 1. Create a Summary or Matrix Report and select Conditional Highlighting under Show. Limitations/Considerations: A. Only 3 conditions maximum per report. B. Conditional Highlighting only applies to summary rows. C. Available for numerical analysis only. D. First condition is <; second condition <; third condition >= E. Conditional Highlighting is available only in Matrix and Summary Reports

Custom Report Types limitations

Custom report types are subject to some limits to ensure high performance and usability. 1.You can add up to 1000 fields to each custom report type. A counter at the top of the Page Layout step shows the current number of fields included. If you have too many fields, you can't save the layout. 2. You can't add the following fields to custom report types: a.Product schedule fields b.History fields c.Person account fields d.The Age field on cases and opportunities 3. A custom report type can contain up to 60 object references. For example, if you select the maximum limit of four

Show filter options in reports

My Opportunities: Searches ONLY the opportunities you OWN. My Team-selling opportunities: Searches ONLY the opportunities where you are on the SALES TEAM. My Team-selling and my own Opportunities: Searches BOTH the opportunities you OWN and the opportunities where you are on the SALES TEAM. My Team's Opportunities: Searches ONLY the opportunities OWNED by you and the users who report to you in the role hierarchy. My Team's Team-selling and their Opportunities: Searches the opportunities OWNED by you and the users that report to you in the role hierarchy, as well as opportunities where you or the users who report to you in the role hierarchy are on the SALES TEAM.

Dashbord snapshot component

Users can post a static image of a component to the dashboard feed, a user feed or a group feed, this feature is called

Maximum number of object levels of object and child object in custom report types

the definition of a report type that includes up to 4 levels of parent-to-child relationship, regardless of whether each relationship is lookup or master-detail type.

Visual forms of Dashboard CGTVM

1. Chart 2. Gauge chart 3. Table 4. Visual force 5. Matrix

Dashboard capabilities

1. Dashboards are Visual representations of key business information and show information from multiple reports. 2. Dashboard can have up to 20 components 3. Matrix and Summary reports can be used as source reports for dashboards 3. Running User determines the level of access to the Dashboard Data 4. Dashboard refresh can be Scheduled We can email a Dashboard 5. !!!You can't use standard reports when creating Dashboards.!!! You can workaround it save it as different name and add it to dashboard as source report.!!!

What are the seven (7) chart types for a dashboard? HVPDFLS The VP even deff people to see Funnel and Line charts and only then they can go to their rooms and rest Horizontally and eat Pie that is Scattered all over their hotel room

1. Horizontal bar 2. Vertical Column 3. pie (food) 4. donut (food) 5. funnel (food) 6. line 7. scatter

Buckets field can be defined by PNTCP Buckets of NUMBER 2 PEN Balls with Big TEXT PICKED UP in the US in $ CURRENCY with price of 30%

1. Percent, 2. Number, 3. text fields, 4 Currency 5. Picklist

What needs to be aware when scheduling refresh

1. Received scheduled data determined by running user so some user will see data they don't usually see. 2. Can be scheduled daily,weekly monthly. 3. Recipients of the reports must be Salesforce users 4. The. running user determines whose data is visible on the report. 5. The running user must have access to the folder in which the report is saved. 6. All email recipients must have access to the same folder. 7. The report is emailed within 30 minutes of the Preferred Start Time.

What records will you have access to when running reports?

1. Records you own 2. Records you have read/write access 3. Records being shared with you 4. Records owned by user below you in the role hierarchy

What are the reports format

1. Tabular 2. Summary 3. Matrix 4. Joined

Snapshot reporting supports

1. Tabular type source reports. 2. Summary type source reports.

Custom Summary field can:

1. be defined by percent, number and currency Summary field. 2. Save the time to create a new formula field if used only for the report. 3. Up to 5 formulas fields are allowed per report. 4.

Report Custom Summary fields definition and flow

1. custom summary formulas can be created for summary and matrix reports to calculate additional totals based on the numeric fields available in the report. 1. In report builder, click Add Formula in the Fields pane. 2. Enter a name for your formula as it will appear on the report. The label must be unique. Optionally, enter a description. 3. From the Format drop-down list, select the appropriate data type (1. format: 2.Percentage, 3 Currency or Number for your formula based on the output of your calculation. 4. From the Decimal Places drop-down, select the number of decimal places to 5. Set the Where will this formula be displayed? the Grand Total, select All summary levels. Build your formula: 6. Select one of the fields listed in the Summary Fields drop-down list. This field's value is used in your formula. 7. Select the kind of summary type to use in your formula. This option is not available for Record Count a. Largest Value b. Smallest value C. Average 8. Click Operators to add operators to your formula. 9. Select the function category (All, Logical, Math, or Summary), choose the function you want to use in your formula, and 10 click Insert. Repeat these steps as necessary. 11. Click Check Syntax to see if your formula contains errors. Errors are highlighted by the cursor. 12. Click OK. Your formula isn't saved until you save the report.

Dashboard refresh

1.Can be refreshed manually or can be automatically refreshed daily, weekly or monthly. 2.Can be sent to one or a group of users

When changing one report format to another what happens? !!study more look at the system

Changing the Report Format Changing the format affects filters and groupings, as follows: When you change... What Happens? Tabular to Summary or Matrix The Rows to Display filter is removed. Summary, Matrix, or Joined to Tabular All groupings, charts, and custom summary formulas are removed from the report. Grouping fields are not converted to columns in the tabular report. If the joined report contained multiple blocks, the columns from only the first block are included in the tabular report. Summary to Matrix The first summary grouping becomes the first row grouping. The second becomes the first column grouping. The third becomes the second row grouping. If you're using the report wizard, the third summary grouping is removed. Matrix to Summary The first row grouping becomes the first summary grouping. The second row grouping becomes the third summary grouping. The first column grouping becomes the second summary grouping. The second column grouping is removed. If you're using the report wizard, both the second row grouping and second column grouping are removed. Tabular, Summary, or Matrix to Joined The existing report becomes the first block in the joined report, and the report type becomes the principle report type for the joined report. Joined report blocks are formatted as summary reports, so if you switch from a summary to a joined report, your groupings stay the same. If you switch from a matrix to a joined report, groupings are converted the same way as when you switch from a matrix to a summary report. The following items aren't supported in joined reports, and aren't converted: Bucket fields Cross filters The Rows to Display filter

A Sales VP wishes to view Dashboard data by region within his territory - what feature will allow this?

Dashboard Filters

When to use custom reports and when ti use Joint reports?

Reporting on a Parent Object and More than One Child Object Knowledge Article Number 000212483 Description Custom Report Types allow admins to create a report type for a primary object and a child object. Custom report types can also include a "grandchild" and a "greatgrandchild" object but not "sibling" objects. To report on multiple child objects with the same parent, create a joined report with one report type for each parent-child relationship. Each report type should be a separate block. To make results more meaningful, select a common field (from the parent object) to group across blocks. Resolution For example: Steps to create a report on Products and Quotes, which are both child objects of Opportunities: 1. Navigate to the Reports tab and click "New Report." 2. Select the Report Type "Opportunities with Products" and click "Create." 3. Change the format from "Tabular Format" to "Joined Format." 4. Click the button "Add Report Type." 5. In the window that pops up, select the Report Type "Opportunities with Quotes and Quote Line Items" and click "OK." 6. From the pane on the left, select the field "Opportunity Name" and drag it into the blue area that says "Drop a field here to group across report blocks." See also: Create a Custom Report Type Add Child Objects to Your Custom Report Type Combine Different Types of Information in a Joined Report Joined Report Examples

Show dashboard by running user

Will display data in dashboard by the running user to determine access to all users. Not as dynamic.

When to use which Dashboard componenet

ashboard Component Types Dashboard components can be charts, tables, gauges, metrics, or other components that you can create with VisualForce. Component Type Image Description Chart Pie chart Use a chart when you want to show data graphically. You can choose from a variety of chart types. Gauge gauge_image Use a gauge when you have a single value that you want to show within a range of custom values. For example, to create a dashboard that measures where your current closed opportunity amounts fall within a range of values, set the Minimum Value, Breakpoint #1 Value, Breakpoint #2 Value, and Maximum Value for the gauge. The ranges that you set can indicate poor, acceptable, and good performance. Set appropriate colors for each of these ranges to visually indicate progress. To create a gauge with only two ranges, leave Breakpoint #2 Value blank. Select Show Percentage or Show Total to display those values on the gauge. Values exceeding the maximum are shown as greater than 100%. Metric Metric chart Use a metric when you have one key value to display. For example, if you have a report showing the total amount for all opportunities in the Closed, Commit, and Base Case stages in the current month, you can name that value and use it as a revenue target for the month displayed on the dashboard. Table Data table Use a table to show a set of report data in column form. For example, to see the top 20 opportunities by amount, set Maximum Values Displayed to 20, click Customize Table and select opportunity name, amount, and other columns to display, choose the sort order, and set conditional highlighting. Available columns include all chart groupings and report summary fields, as well as the second-level grouping defined in the report. Visualforce Page N/A Use a Visualforce page when you want to create a custom component or show information not available in another component type. For example, a Visualforce page can display data from an external system or show Salesforce data in a custom way. Visualforce pages must meet certain requirements to be displayed in dashboards; otherwise, they don't appear in the Visualforce Page drop-down list. See Creating Visualforce Dashboard Components. Custom S-Control N/A Custom s-controls can contain any type of content that you can display in a browser,