Book Image

Salesforce Reporting and Dashboards

By : Johan Yu
Book Image

Salesforce Reporting and Dashboards

By: Johan Yu

Overview of this book

Table of Contents (18 chapters)
Salesforce Reporting and Dashboards
Credits
Foreword
About the Author
Acknowledgments
About the Reviewers
www.PacktPub.com
Preface
Index

Index

A

  • accessibility
    • configuring / Configure data visibility and accessibility
  • Apex-managed sharing / Apex-managed sharing
  • AppExchange
    • about / Getting more from AppExchange
    • URL / Getting more from AppExchange
  • AppExchange product
    • URL / Performing data backup in Salesforce
  • auto-sharing rules
    • configuring / Sharing rules

B

  • bucket field
    • about / The bucket field
    • values / The bucket field
    • field types / The bucket field
    • adding, to reports / Adding a bucket field to reports
    • treating, as normal field / Adding a bucket field to reports
    • source field type based, creating / Creating a bucket field based on the source field type
    • editing / Editing a bucket field
  • bucket field, based on source field type
    • creating / Creating a bucket field based on the source field type
    • picklist fields / Picklist fields
    • currency / The currency, number, and percent fields
    • number / The currency, number, and percent fields
    • percent fields / The currency, number, and percent fields
    • text and lookup fields / The text and lookup fields

C

  • chart
    • adding, to report / Adding a chart to a report
  • chart type, report
    • about / The chart type for a report
    • horizontal bar chart / Horizontal bar chart
    • vertical bar chart / Vertical bar chart
    • line charts / Line chart
    • pie chart / Pie chart
    • donut chart / Donut chart
    • funnel chart / Funnel chart
  • Chatter
    • used, for integrating dashboard / Integrating dashboards with Chatter
    • feed tracking / Feed tracking, Implementing Chatter Feed Tracking
    • dashboard snapshot, posting / Posting a dashboard snapshot
  • Chatter feed
    • enabling / Enabling Chatter feed tracking
    • used, for sharing dashboard snapshot / Share a dashboard snapshot with the Chatter feed
  • Chatter feed tracking
    • implementing / Implementing Chatter Feed Tracking
    • feed object / Feed objects
  • Create and Customize Dashboards permission / Create and Customize Dashboards
  • Create and Customize Reports permission / Create and Customize Reports
  • Create Dashboard Folders permission / Create Dashboard Folders
  • Create Report Folders permission / Create Report Folders
  • cross filter
    • about / Cross Filter
    • using / Hands-on – using Cross Filter
    • using, scenarios / Hands-on – more scenarios using Cross Filter
  • custom object
    • about / Custom objects
  • custom objects
    • history tracking / History tracking on custom objects
  • custom report type
    • about / Custom report types
    • creating / Hands-on – create a custom report type
  • custom report types
    • managing / Managing custom report types
    • report type view, creating / Creating a report type view
    • customizing / Customizing a report type
    • fields, removing / Removing fields from the report type
    • default field visibility, managing / Managing default field visibility
    • lookup field, adding / Adding a lookup field to a report type
    • hiding / Hiding a report type
    • usage, analyzing / Analyzing the usage of report types
  • custom summary formula fields
    • working with / Working with custom summary formula fields
    • simple summary formula, adding / Adding a simple summary formula
    • summary formula field, using / Using the summary formula field
    • relative functions formula / Relative functions formula
    • conditional highlighting, adding / Adding conditional highlighting

D

  • dashboard
    • permissions / Dashboard permissions
    • folders and permissions / Dashboard folders and permissions
    • viewing / Viewing dashboards
    • Dashboards tab / The Dashboards tab
    • Home tab / The Home tab
    • selecting, for home page / Selecting a dashboard for the home page
    • components / Dashboard components
    • creating / Creating your first dashboard, Hands-on – creating a dashboard
    • maintaining / Hands-on – editing and maintaining dashboards
    • editing / Hands-on – editing and maintaining dashboards
    • Reports tab / Hands-on – editing and maintaining dashboards
    • Dashboard tab / Hands-on – editing and maintaining dashboards
    • integrating, with Chatter / Integrating dashboards with Chatter
    • filters, adding to / Hands-on – adding a filter to a dashboard
    • report drill-down / Dashboard and report drill-down
    • other URL / Other URL
  • dashboard, Salesforce1 mobile app
    • working with / Working with a dashboard in the Salesforce1 app
    • dynamic dashboards / Dynamic dashboards
    • filters / Dashboard filters
  • dashboard components
    • charts / Components
    • data sources / Data sources
    • defining / Defining a dashboard component
    • Component Data / Component Data
    • Formatting tab / Formatting
  • dashboard filters
    • implementing / Implementing dashboard filters
    • about / Definition and concept
    • applying / Definition and concept
    • creating / Definition and concept
    • adding / Hands-on – adding a filter to a dashboard
  • dashboard folder
    • creating / Hands-on – creating a dashboard folder
  • dashboard permissions
    • Run Reports permission / Run Reports
    • Create and Customize Dashboards permission / Create and Customize Dashboards
    • Manage Dynamic Dashboards permission / Manage Dynamic Dashboards
    • View My Team's Dashboards / View My Team's Dashboards
  • dashboard snapshot
    • posting / Posting a dashboard snapshot
    • sharing, with Chatter feed / Share a dashboard snapshot with the Chatter feed
  • Dashboards tab / The Dashboards tab
  • data
    • backing up / Back up your data
    • Salesforce data, backing up / Back up Salesforce data
    • backing up, in Salesforce / Performing data backup in Salesforce
    • importing, to Salesforce / Importing data to Salesforce
    • categorizing, in reports / Categorizing data in reports
  • data, importing in Salesforce
    • Data Import Wizard / Data Import Wizard
    • Data Loader, using / Using Data Loader
    • partner tools / Partner tools
  • data categorization, reports
    • about / Categorizing data in reports
    • bucket field / The bucket field
  • Data Import Wizard / Data Import Wizard
  • Data Loader
    • using / Using Data Loader
  • Dataloader.io tool / Partner tools
  • data visibility
    • configuring / Configure data visibility and accessibility
  • Developer Edition
    • about / Sandbox or Developer Edition?
    • URL / Sandbox or Developer Edition?
  • donut chart / Donut chart
  • drill down, report
    • about / Dashboard and report drill-down, Report drill-down
    • checkboxes, selecting / Selecting the checkboxes
    • field, selecting / Selecting a field
    • checkboxes and fields, combining / Combining checkboxes and fields
  • dynamic dashboard
    • using / Using a dynamic dashboard
    • normal dashboard / Normal dashboard
    • about / What is a dynamic dashboard?, Dynamic dashboards
    • limitations / Limitations
    • creating / Hands-on – creating a dynamic dashboard

E

  • Edit My Reports permission / Edit My Reports, Edit My Dashboards
  • embedded report chart
    • adding / Adding an embedded report chart
    • adding, to page layout / Hands-on - adding report charts to the page layout
  • Export Reports permission / Export Reports

F

  • features
    • selecting / Selecting features
  • field filter
    • about / Field Filter
  • field history tracking
    • setting up / Setting up and using field History Tracking
    • using / Setting up and using field History Tracking
    • on standard objects / History tracking on standard objects
    • on custom objects / History tracking on custom objects
    • on history objects / History objects
    • value, reading / Reading the history tracking value
    • limitations / Limitations of using field History Tracking
  • field history tracking value
    • reading / Reading the history tracking value
    • history-related lists / History-related lists
    • history reports / History reports
  • Filtered Source Report option / Filtered Source Report
  • filter logic
    • about / Filter Logic
    • using / Hands-on – using Filter Logic
  • filters
    • adding, to dashboard / Hands-on – adding a filter to a dashboard
  • folder permission
    • about / Folder permissions
    • Manage Public Reports permission / Manage Public Reports
    • Create Report Folders permission / Create Report Folders
    • Edit My Reports permission / Edit My Reports
    • View Reports in Public Folders permission / View Reports in Public Folders
    • Manage Reports in Public Folders permission / Manage Reports in Public Folders
  • folders and permissions, dashboard
    • about / Dashboard folders and permissions
    • Create Dashboard Folders permission / Create Dashboard Folders
    • Edit My Reports permission / Edit My Dashboards
    • View Dashboards in Public Folders permission / View Dashboards in Public Folders
    • Manage Dashboards in Public Folders permission / Manage Dashboards in Public Folders
  • funnel chart / Funnel chart

H

  • historical trending
    • configuring / Hands-on – configuring historical trending
    • activating, on opportunity / Activating historical trending on Opportunity
    • Historical Trending Report, creating / Creating a historical trending report
    • related objects / Objects related to historical trending
    • limitations / Limitations of historical trending
  • historical trending reports
    • implementing / Implementing historical trending reports
    • on standard objects / Historical trending on standard and custom objects
    • on custom objects / Historical trending on standard and custom objects
  • history objects
    • history tracking / History objects
  • home page
    • dashboard, selecting / Selecting a dashboard for the home page
  • Home tab / The Home tab
  • horizontal bar chart / Horizontal bar chart

I

  • IF function / IF function
  • Informatica Cloud Data Loader / Partner tools

J

  • Jitterbit Data Loader / Partner tools
  • joined report format
    • about / Joined report format
    • creating / Hands-on – creating a joined report
  • junction object / Object relationships

L

  • line chart / Line chart
  • lookup relationships
    • comparing, with master-detail relationship / Object relationships

M

  • Manage Dashboards in Public Folders permission / Manage Dashboards in Public Folders
  • Manage Dynamic Dashboards permission / Manage Dynamic Dashboards
  • Manage Reports in Public Folders permission / Manage Public Reports, Manage Reports in Public Folders
  • manual sharing
    • about / Manual sharing
  • master-detail relationship
    • comparing, with lookup relationships / Object relationships
  • matrix report / PARENTGROUPVAL()
  • matrix report format
    • about / The matrix report format
    • creating / Hands-on – creating a matrix report
  • MAX function / MAX function

N

  • normal dashboard / Normal dashboard

O

  • object permission
    • about / Object permission
  • object relationships
    • master-detail relationship / Object relationships
    • lookup relationship / Object relationships
  • Organization-Wide Default (OWD) sharing setting
    • about / Configure data visibility and accessibility
    • configuring / Configure data visibility and accessibility
    • users, level of access / The Organization-Wide Default (OWD) sharing setting

P

  • page type selection
    • about / Dashboard and report drill-down
    • Source Report option / Source Report
    • Filtered Source Report option / Filtered Source Report
    • Record Detail Page option / Record Detail Page
  • PARENTGROUPVAL() function
    • about / PARENTGROUPVAL()
    • using / PARENTGROUPVAL()
    • parameters, populating / PARENTGROUPVAL()
  • permission, Salesforce
    • system permission / Configure data visibility and accessibility
    • object permission / Configure data visibility and accessibility
  • pie chart / Pie chart
  • PREVGROUPVAL() function
    • using / PREVGROUPVAL()
    • parameters, populating / PREVGROUPVAL()

R

  • Record Detail Page option / Record Detail Page
  • record ownership / Record ownership
  • relative functions formula
    • about / Relative functions formula
    • PARENTGROUPVAL() function / PARENTGROUPVAL()
    • PREVGROUPVAL() function / PREVGROUPVAL()
  • report
    • permissions / Report permissions
    • creating / Creating your first report, Hands-on – creating a report, Creating reports
    • exporting / Exporting a report
    • user interface setup / Additional report user interface setup
    • chart, adding / Adding a chart to a report, Hands-on – adding a chart to a report
    • chart type / The chart type for a report
    • subscribing to / Subscribing to a report, Report subscription, Hands-on – subscribing to a report
    • subscribing, conditions / Report subscription
    • subscribe, monitoring / Monitoring a report subscription
    • Subscribe button, clicking / Subscribing
    • testing / Testing and saving
    • saving / Testing and saving
    • Chatter feed / Chatter feed
    • e-mail notification, sending / E-mail notification
    • subscribing, limitations / Limitations
    • data, categorizing / Categorizing data in reports
    • bucket field, adding / Adding a bucket field to reports
    • scheduling / Scheduling a report, Hands-on - Scheduling a report
    • scheduling, frequency / Scheduling a report
    • e-mail recipients, setting / E-mail recipients
    • scheduled reports, checking / Seeing which reports are scheduled
    • scheduled reports, managing / Managing a scheduled report
    • scheduling, limitations / Limitations
  • Report Builder
    • about / Report Builder
    • components / Report Builder
  • Report Builder permission / Report Builder
  • report filters
    • working with / Working with report filters
    • options / Working with report filters
    • field filter / Field Filter
    • filter logic / Filter Logic
    • cross filter / Cross Filter
    • row limit / Row Limit
  • report folder, Salesforce
    • about / Salesforce report folders
    • Report and dashboard folder sharing / Report and dashboard folder sharing
    • creating / Hands-on – creating a report folder
    • sharing / Hands-on – sharing a report folder
  • report format
    • selecting / Selecting the report format, Choosing a report format
    • tabular / Tabular report format
    • summary / The summary report format
    • matrix / The matrix report format
    • joined reports / Joined report format
  • report permissions
    • about / Report permissions
    • Run Reports / Run Reports
    • Create and Customize Reports / Create and Customize Reports
    • Export Reports permission / Export Reports
    • Schedule Reports permission / Schedule Reports
    • Report Builder permission / Report Builder
  • reports, Salesforce1 mobile app
    • working with / Working with reports in the Salesforce1 app
    • Report menu item / The Reports menu item
    • drilling down, from dashboard / Drill down from the dashboard
    • Chatter group / Chatter feed or group
    • Chatter feed / Chatter feed or group
  • report subscribe
    • monitoring / Monitoring a report subscription
  • report type
    • about / Report types
    • category / Report type category
    • standard report types / Standard report types
    • custom report type / Custom report types
    • custom report type, creating / Hands-on – create a custom report type
  • report type category
    • about / Report type category
  • report user interface setup
    • about / Additional report user interface setup
    • Enable Floating Report Headers option / Enable Floating Report Headers
    • Export Reports Without Footers option / Export Reports Without Footers
  • role hierarchy
    • configuring / Role hierarchy
  • row limit
    • about / Row Limit
    • adding / Hands-on – adding row limit and dashboard settings
    • dashboard settings, adding / Hands-on – adding row limit and dashboard settings
  • Run Reports permission / Run Reports, Run Reports

S

  • Salesforce
    • data, backing up / Performing data backup in Salesforce
    • data, importing to / Importing data to Salesforce
    • report folder / Salesforce report folders
    • dynamic dashboard / What is a dynamic dashboard?
  • Salesforce.com
    • overview / Overview and benefits of Salesforce.com
    • benefits / Overview and benefits of Salesforce.com
    • upgrading / Standard objects
  • Salesforce.com, products
    • Sales Cloud / Overview and benefits of Salesforce.com
    • Service Cloud / Overview and benefits of Salesforce.com
    • Marketing Cloud / Overview and benefits of Salesforce.com
    • Analytics Cloud / Overview and benefits of Salesforce.com
    • Force.com platform / Overview and benefits of Salesforce.com
  • Salesforce1 mobile app
    • about / Introduction to the Salesforce1 mobile app
    • dashboard, working with / Working with a dashboard in the Salesforce1 app
    • reports, working with / Working with reports in the Salesforce1 app
    • limitations / Limitations of the Salesforce1 app
  • Salesforce data
    • backing up / Back up Salesforce data
  • Salesforce Mobile Dashboards app
    • about / The Salesforce Mobile Dashboards app
  • Salesforce object model
    • about / Salesforce Object Model
    • standard object / Standard objects
    • custom object / Custom objects
    • object relationships / Object relationships
    • field types / Field types
    • Sandbox / Sandbox or Developer Edition?
  • Salesforce Object Query Language (SOQL) / History objects
  • Sandbox
    • about / Sandbox or Developer Edition?, Playing with Sandbox
    • data backups, pitfalls / Playing with Sandbox
    • types / Types of Sandboxes
    • configuring / Configuring Sandbox
  • Sandbox, types
    • Developer Sandbox / Types of Sandboxes
    • Developer Pro Sandbox / Types of Sandboxes
    • Partial Copy Sandbox / Types of Sandboxes
    • Full Sandbox / Types of Sandboxes
  • Schedule Reports permission / Schedule Reports
  • Schema Builder
    • about / Schema Builder
    • actions / Schema Builder in action
    • navigating to / Hands-on – navigating Schema Builder
    • working on / Hands-on – working in Schema Builder
  • Setup menu
    • navigating / Navigating the Setup menu
  • simple summary formula
    • adding / Adding a simple summary formula
  • snapshot reporting
    • implementing / Implementing Reporting Snapshots
    • configuring / Configuring Reporting Snapshots
    • creating / Creating the reporting snapshot, Hands-on – creating a reporting snapshot, Step 4 - creating the reporting snapshot
    • summary report, creating / Step 1 - creating the source report
    • custom objects, creating / Step 2 - creating custom objects
    • custom fields, creating / Step 3 - creating custom fields
    • fields, mapping from source report to target object / Step 5 - mapping fields from the source report to the target object
    • scheduling / Step 6 - scheduling reporting snapshots
    • summarizing / Summary of creating a reporting snapshot
    • History and Monitoring / History and monitoring reporting snapshots
    • historical data report, creating / Reports on historical data
    • limitations / Limitations of reporting snapshots
  • snapshot reporting configuration
    • about / Configuring Reporting Snapshots
    • source report, creating / Creating the source report
    • target object, creating / Creating the target object
    • fields, creating in target object / Creating fields in the target object
    • fields, mapping from source report to target object / Mapping fields from the source report to the target object
    • schedule, setting / Setting the schedule
  • Software as a Service (SaaS) / Overview and benefits of Salesforce.com
  • Source Report option / Source Report
  • standard objects
    • about / Standard objects
    • account / Standard objects
    • contact / Standard objects
    • opportunity / Standard objects
    • lead / Standard objects
    • case / Standard objects
    • campaign / Standard objects
    • history tracking / History tracking on standard objects
  • standard report folder / Standard reports and folders
  • standard report type
    • about / Standard report types
    • types / Standard report types
    • lookup relationship / Standard report types
    • master-detail relationship / Standard report types
  • summary formula field
    • using / Using the summary formula field
    • operators, using / Using operators in the summary formula field
    • functions, using / Using functions in the summary formula field
    • IF function, using / IF function
    • MAX function, using / MAX function
  • summary report format
    • about / The summary report format
    • abilities / The summary report format
    • creating / Hands-on – creating a summary report
  • system permission
    • about / System permission

T

  • tabular report format
    • about / Tabular report format
    • limitations / Tabular report format
    • creating / Hands-on – creating a tabular report
  • tools, Salesforce partner
    • Dataloader.io / Partner tools
    • Informatica Cloud Data Loader / Partner tools
    • Jitterbit Data Loader / Partner tools
  • Total Open Opportunities / Adding a simple summary formula

V

  • vertical bar chart / Vertical bar chart
  • View Dashboards in Public Folders permission / View Dashboards in Public Folders
  • View My Team's Dashboards permission / View My Team's Dashboards
  • View Reports in Public Folders permission / View Reports in Public Folders