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Analytics, Reports and Dashboards
Terms in this set (54)
What are the two report types?
Primary and custom
What is a tabular report?
Tabular reports are the simplest and fastest way to look at
data. Similar to a spreadsheet, they consist simply of an
ordered set of fields in columns, with each matching record
listed in a row. Tabular reports are best for creating lists of
records or a list with a single grand total. They can't be
used to create groups of data or charts, and can't be used
in dashboards unless rows are limited.
Examples include contact mailing lists and activity reports.
What is a summary report?
Data in a summary report contains grouped records and subtotals. Charts can be created in summary reports.
Summary reports can be used as the source for dashboard components. Up to three (3) levels of grouping can be defined in a summary report
What is a matrix report?
Matrix reports involve records that are groups/summarized by rows and columns. Two (2) levels of summarization are available for rows and columns. Useful for comparing related totals and analyzing a large amount of data. Matrix reports can be used as the source for a dashboard component. Charts can be created using matrix reports.
What is a joined reports?
Used for analyzing Salesforce data across multiple report types or getting multiple simultaneous views of an object. Can be used to add a chart, edit filters, add report to a dashboard, and sort columns and groups. Consist of up to five (5) blocks, each block shows data from (1) standard or custom report type. Each block of data returns up to 2000 records. A joined report can return up to 10000 records. The filters panel displays filters by block. Each filter can be applied independently to each block.
Joined reports do NOT support the following (6 things):
Bucket fields, Cross filters, Rows to Display filters, Conditional highlighting, reporting snapshots, report subscriptions
Bucket fields can be defined on (5) fields:
Number, Percent, Currency, Picklist, Text
There can be up to ___ bucket fields and ___ buckets for each field in a report.
Bucket fields cannot/can be created in joined reports
Number/Currency fields can be summarized by ___, ___, ___, or ____.
SUM, AVERAGE, MIN, MAX
What is a row level formula?
They are created for reports which require specific information that is not available in a standalone field
___ row-level formula can be created per report
Up to ___ unique fields can be referenced in a row-level formula.
What is supported by row level formulas? (6) things
Summary fields, picklist fields, conditional formatting, report charts, formatted report export, report subscriptions
Following field types are supported by field-to-field filters: (3 things)
Numeric, Date, Datetime
A __-__-__ filter can be used where only rows that match a criteria which compares values of two fields are returned.
There can be up to ___ cross filters and up to ___ sub-filters for each cross filter
The Report Builder allows the use of 3 types of filters:
Standard filters, cross filters, and historical field filters.
Depending on the report type, a report has between __ and ___ standard filters which are applied by default
In Field History reports, it is possible to filter by '___ ___' and ' ___ ___' fields to track specific field-level changes.
Old Value/New Value
Charts can be created on (3) reports:
Summary, matrix, joined
Folders can be shared with (4 things):
users, public groups, roles, or role and subordinates
Three levels of access provided to a user, group or role:
View, edit, manage
Users have a ___ ___ folder, which cannot be shared, where reports saved in this folder cannot be accessed by other users.
A dashboard component is the visual representation of source report data and can be in the form of a ___, ___, ___, or ___.
chart, gauge, metric or table
___ and ___ components use data from each group level of their source reports
A dashboard displays data according to the ___ ___ of the view or a specified user
There are two types of dashboards based on the View Dashboard As setting that is configured:
Fixed Dashboard, Dynamic Dashboard
What is a fixed dashboard?
The View Dashboard As setting is fixed to a specific user, and all viewers will see dashboard data based on the access level of this user
What is a dynamic dashboard?
Data displayed on the dashboard adapts or changes according to the access level of the logged-in user who is currently viewing
There is a limit of ___ dynamic dashboards for Enterprise edition and up to ___ for Unlimited edition.
What are the most important User Permissions for Dashboards? (3 perms)
Subscribe to Dashboards, Create and Customize Dashboards, Manage Dashboards in Public Folder
Custom report type can include up to four (4) levels, the primary object and three (3) related objects
How can you ensure that a Dashboard is not accessed by someone not authorized?
Store the dashboard in a folder that is only accessed by authorized users
What are the different formats of reports?
Tabular, summary, matrix and joined
What impact does the sharing model have when running reports?
Security and sharing model settings are applied when running a report so users will only see data they have access to
In a private sharing model, which records will be returned to a user in a report not owned by that user?
Records owned by the user and users below them in the role hierarchy
What customization options are available in reports?
Add grouping, define filters, define filter logic, define and name range in 'Bucket' fields, summarize currency and number fields, conditional highlighting of summarized values, custom summary formulas
What data will a dashboard display?
A dashboard will display data a user has access to if defined as 'Dynamic' or run as a 'running user' to display data that user has access to.
When are dashboards refreshed?
Manually or scheduled to refresh daily, weekly or monthly.
Why would a custom report type be created?
To specify the types of related records included (with or without) and add additional fields e.g. fields related to a lookup
How many levels can a custom report type have?
4 Levels - A primary object and 3 related objects
Are Standard Report Types defined as 'with' or 'without' related records?
'with' related records
In what form can Dashboard Components be?
Chart, gauge, metric, legacy table, Lightning table, or Visualforce Page
Where is data in Dashboards extracted from?
Which data can you highlight in a report when using conditional highlighting?
Grand totals and summarized totals
Which two chart types can display summary values from two levels of grouping in a report?
Stacked bar chart and grouped line chart
When would you need to create a custom report type?
When you want to show a relationship other than 'with' between related objects
Which features are available when applying a filter to a date field in the Lightning Report Builder?
Custom date ranges can accept manually entered values and be open-ended
In Lightning Experience, what are the different ways of adding columns to a report?
Using the 'Add column... ' picklist or dragging columns from the 'Field' pane on the left onto the report
What must be true to add a chart to a report in Lightning Experience?
The report must have at least one group
What must be true to use a joined report as the data source for a dashboard component?
The joined report should have a report chart
What are some of the options available for a joined report run page in Lightning Experience?
Adding a chart, editing filters, sorting columns and groups, and adding the report to a dashboard
What can be used to quickly find reports from the Reports tab in Lightning Experience?
Sets found in the same folder
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