Term
What are the three types of reports? Which type is good for summarizing data on both axes (like a pivot table in Excel)?
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Definition
Tabular, Summary, Matrix. Matrix is good for summarizing data on both axes.
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Term
What are the two report folders to which
all users have access by default?
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Definition
My Personal Custom Reports, Unfiled Public Reports |
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Term
What type of report would you choose to compare the number of positions, by type, this month to the previous 6 months? |
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Definition
Matrix – it’s good for comparing related totals |
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Term
True or False: it’s possible to create OR filters with Salesforce reports. |
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Definition
True – click the Advanced Options Link
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Term
True or False: saving a custom report will save a snapshot of that data at that moment in time. |
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Definition
False – saving a custom report only saves the parameters of the report. The data on the report is always real-time |
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Term
What does the Running User of a Dashboard determine?
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Definition
The data on the dashboard (could also think of it as the perspective from which all users see the data on the dashboard).
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Term
Is it possible to email a dashboard to someone who is not a Salesforce user? |
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Definition
No, it is only possible to email a dashboard to a person who is a salesforce user. |
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Term
Of what are dashboards comprised? What is the maximum number of these allowed on a dashboard?
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Definition
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Term
What are the 5 types of dashboard components?
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Definition
Chart, Table, Metric, Gauge, S-Control |
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Term
What component type is good for showing the top 5 records?
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Definition
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Term
What component type is good for showing progress towards a goal?
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Definition
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Term
What does the running user determine?
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Definition
The perspective from which users see the data on the dashboard |
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Term
What determines whether a user can see a specific dashboard?
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Definition
The security settings on the folder in which the dashboard is stored |
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Term
What is the difference between creating custom report types using the “with” relationship type and using the “without or without” relationship type?
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Definition
“With” reports will include A records only if there is a related B record.
“With or without” reports will only show all A records whether or not there is a related B record. |
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Term
What does the primary object of a custom report type influence?
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Definition
The primary object determines the scope and also for which object all rows will be returned on a “with or without” report |
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Term
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Definition
| Report types define the objects that are included on a report. There are standard report types (created when an object for which reporting is allowed is created) and custom report types, which are created by developers. |
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Term
Which users can create custom report types?
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Definition
| System Administrators and users with the “Manage Custom Report Types” permission can create custom report types |
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Term
What are the three key features that custom report types provide?
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Definition
| The ability to modify the report wizard user interface, the ability to traverse objects in a report, and the ability to do with and without reporting. |
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Term
What is the difference between “with” reports and “with or without” reports?
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Definition
“With” reports require that there must be a related “B” record for an “A” record to appear on the report. “Without” reports show all “A” records regardless of whether there is a related “B” record. |
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Term
What are the two ways to include fields from other objects on a custom report type?
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Definition
Include the object on the report or include fields related via lookup. |
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Term
What is the “power of one”? How can it be useful in reports?
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Definition
| The “power of one” uses counting fields to allow users to count and perform calculations on unique records in a report. |
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Term
What is the difference between a custom summary formula and a formula field? |
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Definition
A custom summary formula is a formula on a report that performs a calculation against a summary set of data. A formula field is a field on a record that performs a calculation on fields from that record only. |
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Term
How can a formula field make a report or dashboard easier to analyze? |
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Definition
A formula field can be used to “bucket” or group together similar values to make a report or dashboard easier to read.
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Term
How do analytic snapshots facilitate analyzing trends?
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Definition
| Analytic snapshots provide a way to automatically store data at regular intervals so that they can report on/analyze it later |
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Term
What are the steps to create an analytic snapshot? |
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Definition
Steps:
Create a source report
Create a custom object
Set up the analytic snapshot (select source report, target object, map fields, schedule)
Report on historical records
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Term
What type of report must the source report be?
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Definition
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