Salesforce reports, dashboards, and analytics
Topics related to Salesforce reports
Accurate Forecasting is critical to all businesses. It allows for strategic planning, cash flow predictability and overall business guidance. One longstanding complaint has been the lack of flexibility to customize Forecasting. With the Summer ’21 release we now have the ability to create and report on Forecasts Types based on custom fields along with an improved experience to manage Forecast Types. Let’s take a look at the new capabilities.
There is no “dynamic” option available in the report builder that allows a report to use the currency specified for the running user. Until this is supported natively, you can follow one of these methods in order to edit the metadata of your report so that it displays the currency of the running user. This makes it possible to manage a single set of reports in multi-currency enabled orgs.
As with every Salesforce release there are new features rolled out across that platform. With Spring ’21 there are a some specific enhancements to Reports and Dashboards. Let’s take a look at what we have available to us.
You can build a single dashboard along with the necessary source reports and allow the running user to choose their time frame with the ease and simplicity of selecting an option from a drop down menu. Up to 50 time frame options can be predefined using this method and you have complete control over the display values for those options. Easily compare the current year-to-date (or fiscal year-to-date) to the same time frame during the previous year. You can even show trends over multiple years.
As admins we are responsible for maintaining the Salesforce Org and keeping it configured in an optimal manner. We are also tasked with dealing with sometimes less than enthusiastically diligent … Continue Reading Reporting on Duplicate Records
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 … Continue Reading Summer ’20 Release Features: Reports and Dashboards
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.
In the final post of this series, we’ll discuss some advanced considerations that I’ve been compiling over the years. These are suggestions you may want to implement right away or tuck away in your toolbox if you haven’t encountered these scenarios.
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.
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.
While it may take some time to clean up existing reports, you can start enjoying the benefits of deluxe report types right away. Only create new reports with deluxe report types (or other styles with a better understanding of how object relationships work).
At the heart of every report is one of the following seven query scenarios. Recognizing the query scenario when you first hear the report request will allow you to identify the best report type configuration for the job.
If you have created a Salesforce report you have probably used a report filter. Whether this has been by time period, such as created date, or by sales rep or … Continue Reading Two Additional Ways to Filter Your Reports
Formulas are a valuable tool within Salesforce to help with calculating values. You have probably created formula fields on your objects, but did you know that you can also use … Continue Reading Getting Started with Report Formulas
Imagine if you had a single custom report type per object that could address a majority of the requests you have to create a report using data from that object. This is similar to the concept of “one process builder per object” or “one trigger per object” – you create one custom report type per object that you want to report on.
