We are now moving from Data Management to Analytics Management - the second half of the Data and Analytics Management knowledge area.
We will be addressing the following objectives from the Exam Guide:
Describe the options available when creating or customizing a report or report type.
Describe the impact of the sharing model on reports.
Describe the options available when creating and modifying dashboards (e.g., dashboard components, data sources, chart types, Subscribing, running user).
In this lesson, I create a Tabular report of all accounts owned by me that have been created in the past week.
Resource:
Choose a Report Format - https://help.salesforce.com/articleView?id=reports_changing_format.htm&type=0
In this lesson, I create a Summary report by changing our previously created Tabular report and grouping by row.
Resource:
Choose a Report Format - https://help.salesforce.com/articleView?id=reports_changing_format.htm&type=0
In this lesson, we add a chart to our Summary report.
Resource:
Add a Chart to a Report - https://help.salesforce.com/articleView?id=sf.reports_builder_charts.htm&type=5
