Salesforce Lightning Reporting and Dashboards

Description

Cover......Page 1 Copyright......Page 3 Credits......Page 4 Foreword......Page 5 About the Author......Page 7 About the Reviewers......Page 8 www.PacktPub.com......Page 10 Customer Feedback......Page 11 Table of Contents......Page 12 Preface......Page 19 Chapter 1: Fundamentals of Salesforce Reports and Dashboards......Page 24 An overview and the benefits of Salesforce......Page 25 Salesforce Lightning Experience......Page 26 What was before the Lightning Experience?......Page 27 Let's turn the Lightning Experience on......Page 28 Switch to Lightning Experience......Page 31 The Salesforce object model......Page 33 Standard objects......Page 34 Custom objects......Page 35 Object relationships......Page 36 Field types......Page 38 Navigating to the Setup menu......Page 39 Navigating to reports and dashboards......Page 41 Reports / Dashboards tab and menu......Page 42 Adding to favorites......Page 43 Summary......Page 46 Chapter 2: Concepts and Permissions in Reports and Dashboards......Page 47 Generating reports and dashboards......Page 48 A private folder......Page 49 Public folder......Page 51 Standard reports and report folders......Page 54 Hands-on exercise to create a report folder......Page 55 Report and dashboard folders sharing......Page 57 Hands-on exercise for sharing report folders......Page 59 Run reports......Page 60 Create and customize reports......Page 61 Export reports......Page 62 Subscribe to reports......Page 63 Run reports permission......Page 64 Manage dynamic dashboards permission......Page 65 The View My Team's Dashboards permission......Page 66 Schedule dashboards......Page 67 Summary......Page 68 Chapter 3: Implementing Security in Reports and Dashboards......Page 69 Securing private reports and dashboards......Page 70 Using Unfiled Public Reports......Page 71 Using public reports and dashboards......Page 72 Sharing and securing public reports and dashboards......Page 74 Report folder permissions......Page 75 The View Reports in Public Folders permission......Page 76 The Manage Reports in Public Folders permission......Page 77 The Create Dashboard Folders permission......Page 78 The Edit My Dashboards permission......Page 79 Applying permission......Page 80 Hands-on exercise for adding permission in a Profile......Page 81 Hands-on exercise utilizing permission with Permission Sets......Page 82 Summary......Page 85 Chapter 4: Creating and Managing Reports......Page 86 The Tabular report format......Page 87 Hands-on exercise for creating a Tabular report......Page 89 The Summary report format......Page 92 Hands-on exercise for creating a Summary report......Page 94 The Matrix report format......Page 99 Hands-on exercise for creating a Matrix report......Page 101 Hands-on exercise for adding a Summary field to Matrix reports......Page 104 The Joined report format......Page 108 Hands-on exercise for creating a Joined report......Page 109 Working with report filters......Page 114 The Filter Logic......Page 115 Hands-on exercise for using the Filter Logic......Page 117 Hands-on exercise for using the Cross Filter......Page 120 Hands-on exercise for creating more scenarios using the Cross Filter (1)......Page 122 Hands-on exercise for creating more scenarios using the Cross Filter (2)......Page 123 Creating the Summary field......Page 126 The Row Limit filter......Page 127 Hands-on exercise for adding Row Limit and the Dashboard Settings button......Page 128 Filtering by Role Hierarchy......Page 129 Filtering by Relative Date......Page 131 Filtering by clicking on a chart......Page 133 The Lock Filter......Page 135 Summary......Page 136 Chapter 5: Understanding Report Types......Page 137 Report Type introduction......Page 138 Report type categories......Page 140 Hands-on exercise for hiding a report type......Page 141 Standard Report Type......Page 143 The Lookup relationship......Page 145 The Master-Detail Relationship......Page 146 The Custom Report type......Page 147 Hands-on exercise for creating a Custom Report type......Page 150 Hands-on exercise for extending Custom Report types......Page 152 Hands-on exercise for using a Custom Report type......Page 155 Limitations and benefits of Custom Report types......Page 157 Tips on Custom Report types......Page 158 Summary......Page 159 Chapter 6: Advanced Report Configuration......Page 160 Bucket fields......Page 161 Hands-on exercise for adding a bucket field to a report......Page 163 The picklist field......Page 166 The Currency, Number, and Percent fields......Page 167 The Text and Lookup fields......Page 168 The Custom Summary Formula......Page 169 The Custom Summary Formula in Summary and Matrix reports......Page 170 Hands-on exercise for adding a simple summary formula......Page 172 Hands-on exercise for working with a summary formula......Page 179 Using the IF() function......Page 181 Using the MAX() function......Page 183 Using the PARENTGROUPVAL() function in Summary report......Page 184 Using the PARENTGROUPVAL() function in the Matrix report......Page 191 The PREVGROUPVAL() function......Page 195 Using the PREVGROUPVAL() function in Summary report......Page 196 Using the PREVGROUPVAL() function in Matrix report......Page 201 Summary......Page 202 Chapter 7: Adding Charts in Reports and Pages......Page 204 Types of charts in reports......Page 205 The Horizontal Bar chart......Page 206 The Stacked Horizontal Bar chart......Page 207 The Stacked Vertical Bar chart......Page 209 The Line chart......Page 210 The Donut chart......Page 212 The Scatter chart......Page 213 Hands-on exercise for adding a chart to a report......Page 214 Embedding a report chart in an object page......Page 221 Hands-on exercise for adding a chart to a page layout......Page 223 Summary......Page 227 Opening a report......Page 228 The Reports menu......Page 229 The Folders menu......Page 231 The favorites icon......Page 232 Hands-on exercise for adding an item to favorites......Page 233 The search textbox......Page 236 Navigating to a report......Page 238 Summarizing fields......Page 239 Filters......Page 240 Report settings......Page 242 The action button......Page 243 Subscribing reports......Page 244 Hands-on exercise for subscribing to a report in Lightning Experience......Page 246 Summary......Page 248 Chapter 9: Building Dashboards in Lightning Experience......Page 249 Dashboard accessibility......Page 250 Dynamic dashboards......Page 251 The new experience......Page 252 Opening a dashboard......Page 253 The Dashboards tab......Page 254 The DASHBOARDS menu......Page 256 The FOLDERS menu......Page 258 The favorites icon......Page 259 The search textbox......Page 260 Navigating to a dashboard......Page 262 Dragging and dropping in the Dashboard Builder......Page 263 Refreshing dashboards......Page 264 Scheduling a dashboard refresh......Page 266 Hands-on exercise for creating a dashboard......Page 271 Hands-on exercise for editing and maintaining a dashboard......Page 276 Defining the dashboard components......Page 281 Tables......Page 283 Funnel charts......Page 284 Gauge charts......Page 285 Stacked Bar charts......Page 286 Scatter charts......Page 287 Combination charts......Page 288 Reports as a data source......Page 289 Summary......Page 291 Chapter 10: Learning Advanced Dashboard Configuration......Page 292 Getting to know the dashboard filters......Page 293 Hands-on exercise for adding a filter to a dashboard......Page 294 Viewing a dashboard......Page 302 A normal dashboard......Page 304 What is a dynamic dashboard?......Page 306 Hands-on exercise for creating a dynamic dashboard......Page 307 Preserving filters......Page 311 Getting more from AppExchange......Page 313 Hands-on exercise for installing a dashboard from AppExchange......Page 314 Creating reports as a data source......Page 318 Creating a sales YTD dashboard......Page 320 Adding dashboard filters......Page 323 Adding a dynamic dashboard......Page 324 Summary......Page 325 Chapter 11: Advanced Tips and Tricks for Reports and Dashboards......Page 326 Enabling collaboration in a report......Page 327 Tracking report feed......Page 330 Dashboard collaboration and feed tracking......Page 331 Following dashboards......Page 336 Posting a dashboard component snapshot......Page 338 Hands-on exercise for implementing a report filter via URL parameters......Page 342 Setting and using field history tracking......Page 346 History tracking on standard objects......Page 347 History tracking on custom objects......Page 348 Reading the history tracking value......Page 349 The history related list......Page 350 History reports......Page 352 Reporting on historical data with Reporting Snapshots......Page 354 Configuring a Reporting Snapshot......Page 355 Hands-on exercise for creating a Reporting Snapshot......Page 357 Creating a custom object......Page 358 Creating custom fields......Page 359 Creating Reporting Snapshots......Page 360 Scheduling a Reporting Snapshot......Page 361 Summary and schedule......Page 363 History and monitoring a Reporting Snapshot......Page 365 Reporting on historical data......Page 366 Summary......Page 367 Chapter 12: Dashboards and Reports in the Salesforce1 Mobile App......Page 368 Introduction to the Salesforce1 mobile app......Page 369 Working with dashboards in the Salesforce1 app......Page 370 Refreshing a dashboard......Page 373 The dynamic dashboard......Page 374 The dashboard filters......Page 375 Sharing a dashboard snapshot to Chatter feed......Page 376 Changing the component chart types......Page 378 Chart details and reports......Page 379 Report menu items......Page 381 Drilling down from dashboards......Page 382 Limitations of the Salesforce1 app......Page 384 Summary......Page 385 Index......Page 386