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AuthorAaron Crear

Aaron is Founder & Principal at Hat-Trick Consulting. He works with companies around the world to help them achieve their Salesforce goals through administration, development and training services. A former sales director, Mr. Crear has extensive functional and technical expertise translating business requirements to technical solutions. Aaron currently holds six Salesforce certifications including Salesforce Certified Sales Cloud Consultant, Service Cloud Consultant, Community Cloud Consultant, Platform App Builder, Advanced Administrator and Administrator. He is also the leader of the Lowell, MA Admins Community Group and is a co-organizer of Northeast Dreamin’. Mr. Crear is a frequent speaker, having presented at Dreamforce, Big Sky Dreamin’, Czech Dreamin’, dreamOle’, French Touch Dreamin’, Midwest Dreamin’, Phillyforce, Snowforce, Southeast Dreamin’, True North Dreamin, YearLeadin’and Salesforce World Tours.

Collaboration and Sharing with Reports and Dashboards

Reports and dashboards are an integral part of every Salesforce org and are key components to uncover business insights as well as to drive actionable decisions. The consumption of the data is an important piece of their usage. To make these analyses even more useful we can add layers of sharing and collaboration. This allows us to capture different perspectives, challenge the validity or derivation of the data and make it more accessible. Next we will look at several ways to do this.

5 Ways to Use Colors in Reports & Dashboards

Reports are a mechanism for gathering and correlating data. However, people are visual learners. Adding a chart to a report or creating a dashboard allows people to easily understand the business insights that the report is providing. To take this visualization to the next level you can utilize color to help further communicate the report results and make them easier to consume. During this presentation you will learn how to set default picklist value chart colors, use conditional formatting to color code report table cells, create visual image formulas, customize dashboard themes and palettes and get creative with Analytics dashboard color schemes.