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Salesforce Lightning Reporting and Dashboards
book

Salesforce Lightning Reporting and Dashboards

by Johan Yu
August 2017
Beginner to intermediate
402 pages
8h 32m
English
Packt Publishing
Content preview from Salesforce Lightning Reporting and Dashboards

Categorizing data in reports

In Chapter 4, Creating and Managing Reports, we used the Summary format to group reports into multiple levels with available fields. The report generated will be shown in groups, with the number of groups depending on the values returned for the field used for grouping. This means that if there is no value returned in the report, that value will not be shown in the grouping at all. For example, if you group by month, you may see that some months are missing if there are no records for those months.

How about if we need to categorize multiple values of a field into one category? Creating a formula field with a CASE() function may be a solution, but think about how often that formula field will be used, or will ...

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Publisher Resources

ISBN: 9781788297387