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Mike Wheeler has taught over 135,000 students how to use the Salesforce platform and pass a multitude of Salesforce Certification Exams.
Course Introduction - Analytics - Reports and Dashboards
Thank you for enrolling in this fourth and final course in my new Salesforce Certified Administrator course series, recorded in Lightning Experience. This course covers the following Knowledge Areas of the exam:
You can actually install reports from the AppExchange. There's many Analytics apps that you can deploy in your org, which serve as a great starting point and template for you to expand upon for your own reports and dashboards.
There are four report formats available in Salesforce - Tabular, Summary, Matrix, and Joined. To say that you need to know what those four report formats are on the Admin Exam would be an understatement.
In this lesson, I run through those four formats and what the characteristics of each are.
The most basic report you can create is a tabular report. It appears much like a basic Excel table. In this lesson, we create a tabular report - the first of the four report formats that we will be creating in this section of the course. Also, have I mentioned that you really need to have those f...
The joined report format lets you view different types of information in a single report. A joined report can contain data from multiple standard or custom report types. You can turn any existing report into a joined report using the report builder.
Before adding a summary formula to your report, be sure to group report data.
Summary formulas in joined reports are just like summary formulas in standard reports, except they can apply to multiple blocks or just one. When you add a summary formula to a block, you specify whether it should appl...
When you want to know sum, average, highest, or lowest value of a numeric column (like Amount, Age, or Probability), summarize the column. Summaries calculate subtotals for every group in a report, as well as a grand total for all report data.
Summarize Your Report Data - https://help....
A report type defines the set of records and fields available to a report based on the relationships between a primary object and its related objects. Reports display only records that meet the criteria defined in the report type.
Create a Custom Report Type - https://help.salesforce.c...
In this lesson, we work through the process of creating dashboards. Dashboards utilize an underlying source report and a dashboard component to visual represent that data from the source report. You can add multiple dashboard components to a dashboard. The dashboard components vary as far as avai...