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Salesforce Lightning Reporting and Dashboards

Book Description

Learn how to build advanced reports and dashboards in Salesforce Lightning experience

About This Book
  • Visualize and create advanced reports and dashboards using Lightning Experience
  • Improve overall business efficiency with advanced and effective reports and dashboards
  • Understand and create custom reports and dashboards
Who This Book Is For

This book is targeted at Salesforce.com administrators, business analysts, and managers who use Salesforce.com for their daily job and want to learn in depth about Salesforce Reporting and Dashboard in Lightning Experience. Readers should have a basic knowledge of Salesforce, such as: Accounts, Contacts, Leads, Opportunities and custom objects.

What You Will Learn
  • Navigate in Salesforce.com within the Lightning Experience user interface
  • Secure and share your reports and dashboards with other users
  • Create, manage, and maintain reports using Report Builder
  • Learn how the report type can affect the report generated
  • Explore the report and dashboard folder and the sharing model
  • Create reports with multiple formats and custom report types
  • Explore various dashboard features in Lightning Experience
  • Use Salesforce1, including accessing reports and dashboards
In Detail

Built on the Salesforce App Cloud, the new Lightning Experience combines the new Lightning Design System, Lightning App Builder, and Lightning Components to enable anyone to quickly and easily create modern enterprise apps.

The book will start with a gentle introduction to the basics of Salesforce reports and dashboards. It will also explain how to access reports in depth. Then you will learn how to create and manage reports, to use Schedule Report, and create advanced report configurations. The next section talks about dashboards and will enable you to understand and compare various types of dashboard component and how you can benefit the most from each of them. Then we move on to advanced topics and explain tips and tricks related to reports and dashboards, including reporting snapshots, report parameters, and collaboration.

Finally, we will discuss how to access dashboards and reports from the Salesforce1 mobile app.

Style and approach

This comprehensive guide covers the advanced features of the all new Salesforce Lightning concepts and communicates them through a practical approach to explore the underlying concepts of how, when, and why to use them.

Downloading the example code for this book. You can download the example code files for all Packt books you have purchased from your account at http://www.PacktPub.com. If you purchased this book elsewhere, you can visit http://www.PacktPub.com/support and register to have the code file.

Table of Contents

  1. Preface
    1. What this book covers
    2. What you need for this book
    3. Who this book is for
    4. Conventions
    5. Reader feedback
    6. Customer support
      1. Downloading the color images of this book
      2. Errata
      3. Piracy
      4. Questions
  2. Fundamentals of Salesforce Reports and Dashboards
    1. An overview and the benefits of Salesforce
    2. Salesforce Lightning Experience
      1. Let's get the right term
      2. What was before the Lightning Experience?
      3. Let's turn the Lightning Experience on
      4. Switch to Lightning Experience
    3. The Salesforce object model
      1. Standard objects
      2. Custom objects
      3. Object relationships
      4. Field types
    4. Navigating to the Setup menu
    5. Navigating to reports and dashboards
      1. Reports / Dashboards tab and menu
      2. Adding to favorites
    6. Summary
  3. Concepts and Permissions in Reports and Dashboards
    1. Data for reports and dashboards
    2. Generating reports and dashboards
    3. The report and dashboard folder
      1. A private folder
      2. Unfiled public folder
      3. Public folder
      4. Standard reports and report folders
      5. Creating report and dashboard folders
        1. Hands-on exercise to create a report folder
      6. Report and dashboard folders sharing
        1. Hands-on exercise for sharing report folders
    4. Report permissions
      1. Run reports
      2. Create and customize reports
      3. Export reports
      4. Subscribe to reports
    5. Dashboard permissions
      1. Run reports permission
      2. Creating and customizing dashboards permission
      3. Manage dynamic dashboards permission
      4. The View My Team's Dashboards permission
      5. Schedule dashboards
    6. Summary
  4. Implementing Security in Reports and Dashboards
    1. Securing private reports and dashboards
    2. Using Unfiled Public Reports
    3. Using public reports and dashboards
      1. Sharing and securing public reports and dashboards
    4. Report folder permissions
      1. The Create Report Folders permission
      2. The View Reports in Public Folders permission
      3. The Edit My Reports permission
      4. The Manage Reports in Public Folders permission
      5. The Manage All Private Reports and Dashboards permission
    5. Dashboard folder permissions
      1. The Create Dashboard Folders permission
      2. The Edit My Dashboards permission
      3. The View Dashboards in Public Folders permission
      4. The Manage Dashboards in Public Folders permission
    6. Applying permission
      1. Hands-on exercise for adding permission in a Profile
      2. Hands-on exercise utilizing permission with Permission Sets
    7. Summary
  5. Creating and Managing Reports
    1. Selecting the report format
      1. Types of report format
      2. The Tabular report format
        1. Hands-on exercise for creating a Tabular report
      3. The Summary report format
        1. Hands-on exercise for creating a Summary report
      4. The Matrix report format
        1. Hands-on exercise for creating a Matrix report
        2. Hands-on exercise for adding a Summary field to Matrix reports
      5. The Joined report format
        1. Hands-on exercise for creating a Joined report
    2. Working with report filters
      1. Field filter
      2. The Filter Logic
        1. Hands-on exercise for using the Filter Logic
      3. The Cross Filter
        1. Hands-on exercise for using the Cross Filter
        2. Hands-on exercise for creating more scenarios using the Cross Filter (1)
        3. Hands-on exercise for creating more scenarios using the Cross Filter (2)
        4. Creating the Summary field
      4. The Row Limit filter
        1. Hands-on exercise for adding Row Limit and the Dashboard Settings button
      5. Filtering by Role Hierarchy
      6. Filtering by Relative Date
      7. Filtering by clicking on a chart
      8. The Lock Filter
    3. Summary
  6. Understanding Report Types
    1. Report Type introduction
    2. Report type categories
      1. Hands-on exercise for hiding a report type
      2. Standard Report Type
        1. The Lookup relationship
        2. The Master-Detail Relationship
      3. The Custom Report type
        1. Hands-on exercise for creating a Custom Report type
        2. Hands-on exercise for extending Custom Report types
        3. Hands-on exercise for using a Custom Report type
        4. Limitations and benefits of Custom Report types
        5. Tips on Custom Report types
    3. Summary
  7. Advanced Report Configuration
    1. Categorizing data in reports
      1. Bucket fields
      2. Hands-on exercise for adding a bucket field to a report
      3. Creating a bucket field depending on the source field type
        1. The picklist field
        2. The Currency, Number, and Percent fields
        3. The Text and Lookup fields
      4. Editing a bucket field
    2. The Custom Summary Formula
      1. The Custom Summary Formula in Summary and Matrix reports
      2. Hands-on exercise for adding a simple summary formula
      3. Hands-on exercise for working with a summary formula
      4. Using the IF() function
      5. Using the MAX() function
    3. Function formulas
      1. The PARENTGROUPVAL() function
        1. Using the PARENTGROUPVAL() function in Summary report
        2. Using the PARENTGROUPVAL() function in the Matrix report
      2. The PREVGROUPVAL() function
        1. Using the PREVGROUPVAL() function in Summary report
        2. Using the PREVGROUPVAL() function in Matrix report
    4. Summary
  8. Adding Charts in Reports and Pages
    1. Adding a chart to a report
      1. Types of charts in reports
        1. The Horizontal Bar chart
        2. The Vertical Bar chart
        3. The Stacked Horizontal Bar chart
        4. The Stacked Vertical Bar chart
        5. The Line chart
        6. The Donut chart
        7. The Funnel chart
        8. The Scatter chart
      2. Hands-on exercise for adding a chart to a report
    2. Embedding a report chart in an object page
      1. Hands-on exercise for adding a chart to a page layout
    3. Summary
  9. Working with Reports
    1. Opening a report
      1. The Reports tab
        1. The Reports menu
        2. The Folders menu
      2. The favorites icon
        1. Hands-on exercise for adding an item to favorites
      3. The search textbox
    2. Navigating to a report
      1. Summarizing fields
      2. Filters
      3. The Collaborate field
      4. Report settings
      5. The action button
    3. Subscribing reports
      1. Hands-on exercise for subscribing to a report in Lightning Experience
    4. Summary
  10. Building Dashboards in Lightning Experience
    1. Introducing dashboards in Salesforce
      1. Built-on components
      2. Dashboard accessibility
      3. Running user
      4. Dynamic dashboards
      5. The new experience
    2. Opening a dashboard
      1. The Dashboards tab
        1. The DASHBOARDS menu
        2. The FOLDERS menu
      2. The favorites icon
      3. The search textbox
    3. Navigating to a dashboard
      1. Dragging and dropping in the Dashboard Builder
    4. Refreshing dashboards
      1. Scheduling a dashboard refresh
    5. Creating your first dashboard
      1. Hands-on exercise for creating a dashboard
      2. Hands-on exercise for editing and maintaining a dashboard
    6. The dashboard components
      1. Defining the dashboard components
        1. Tables
        2. Funnel charts
        3. Gauge charts
        4. Stacked Bar charts
        5. Scatter charts
        6. Cumulative Line charts
        7. Combination charts
      2. Reports as a data source
    7. Summary
  11. Learning Advanced Dashboard Configuration
    1. Implementing the dashboard filters
      1. Getting to know the dashboard filters
      2. Hands-on exercise for adding a filter to a dashboard
    2. Viewing a dashboard
    3. Using a dynamic dashboard
      1. A normal dashboard
      2. What is a dynamic dashboard?
      3. Limitations of the dynamic dashboard
      4. Hands-on exercise for creating a dynamic dashboard
    4. Dashboards and reports drill down
      1. Preserving filters
    5. Getting more from AppExchange
      1. Hands-on exercise for installing a dashboard from AppExchange
    6. Sales Year to Date dashboard
      1. Creating reports as a data source
      2. Creating a sales YTD dashboard
      3. Adding dashboard filters
      4. Adding a dynamic dashboard
    7. Summary
  12. Advanced Tips and Tricks for Reports and Dashboards
    1. Reports and dashboards collaboration with Chatter
      1. Enabling collaboration in a report
      2. Tracking report feed
      3. Dashboard collaboration and feed tracking
      4. Following dashboards
      5. Posting a dashboard component snapshot
    2. Filtering reports via URL parameters
      1. Hands-on exercise for implementing a report filter via URL parameters
    3. Setting and using field history tracking
      1. History tracking on standard objects
      2. History tracking on custom objects
      3. History objects
      4. Reading the history tracking value
        1. The history related list
        2. History reports
      5. Limitations of using field history tracking
    4. Reporting on historical data with Reporting Snapshots
      1. Configuring a Reporting Snapshot
      2. Hands-on exercise for creating a Reporting Snapshot
        1. Creating a Summary report
        2. Creating a custom object
        3. Creating custom fields
        4. Creating Reporting Snapshots
        5. Mapping fields from Source Report to target object
        6. Scheduling a Reporting Snapshot
        7. Summary and schedule
      3. History and monitoring a Reporting Snapshot
      4. Reporting on historical data
    5. Summary
  13. Dashboards and Reports in the Salesforce1 Mobile App
    1. Introduction to the Salesforce1 mobile app
    2. Working with dashboards in the Salesforce1 app
      1. Refreshing a dashboard
      2. The dynamic dashboard
      3. The dashboard filters
      4. Sharing a dashboard snapshot to Chatter feed
      5. Changing the component chart types
      6. Chart details and reports
    3. Working with reports in the Salesforce1 app
      1. Report menu items
      2. Drilling down from dashboards
      3. Drilling down to records
    4. Accessing offline
    5. Limitations of the Salesforce1 app
    6. Summary