A Learning Hub for Salesforce
Reports, Dashboards & Analytics
A report request comes in asking for a calculation showing the average number of records created in a week. The time frame for this report could be set to a few different values – like last year, last quarter, or over the course of the previous two years. Ideally, the calculation would be dynamic and count the number of weeks that are present in the report results so that these time frame adjustments can be made on the fly. Using a formula field on the object and a summary formula field within a report, you can dynamically count the number of date groups shown in the report results at run time. Let’s dive into the specifics on both pieces of this solution so you can implement it in your org for your use case.
Filter Knowledge Reports by Category This feature has been long sought for Knowledge users. It allows you to filter reports based on Category. The UI positions the filter in a… Read more
If you’ve ever tried to create reports on the activities that your users are meticulously entering, you may have run into some perplexing behavior. We have a handful of strategies you can utilize in order to bring some normalcy to the activity object in reports. You’ll even be able to create an “Activities (Deluxe)” report type by the end of this article.
Follow This Blog
Get new content delivered directly to your inbox.