Salesforce Lightning Reporting and Dashboards

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