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Table Of Contents

Salesforce Lightning Reporting and Dashboards

By : Johan Yu

2.7 (3)

Buy this Book

Salesforce Lightning Reporting and Dashboards

2.7 (3)

By: Johan Yu

Buy this Book

Overview of this book

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.

Preface

What this book covers

What you need for this book

Who this book is for

Conventions

Reader feedback

Customer support

Free Chapter

Fundamentals of Salesforce Reports and Dashboards

An overview and the benefits of Salesforce

Salesforce Lightning Experience

The Salesforce object model

Navigating to the Setup menu

Navigating to reports and dashboards

Summary

Concepts and Permissions in Reports and Dashboards

Data for reports and dashboards

Generating reports and dashboards

The report and dashboard folder

Report permissions

Dashboard permissions

Summary

Implementing Security in Reports and Dashboards

Securing private reports and dashboards

Using Unfiled Public Reports

Using public reports and dashboards

Report folder permissions

Dashboard folder permissions

Applying permission

Summary

Creating and Managing Reports

Selecting the report format

Working with report filters

Summary

Understanding Report Types

Report Type introduction

Report type categories

Summary

Advanced Report Configuration

Categorizing data in reports

The Custom Summary Formula

Function formulas

Summary

Adding Charts in Reports and Pages

Adding a chart to a report

Embedding a report chart in an object page

Summary

Working with Reports

Opening a report

Navigating to a report

Subscribing reports

Summary

Building Dashboards in Lightning Experience

Introducing dashboards in Salesforce

Opening a dashboard

Navigating to a dashboard

Refreshing dashboards

Creating your first dashboard

The dashboard components

Summary

Learning Advanced Dashboard Configuration

Implementing the dashboard filters

Viewing a dashboard

Using a dynamic dashboard

Dashboards and reports drill down

Getting more from AppExchange

Sales Year to Date dashboard

Summary

Advanced Tips and Tricks for Reports and Dashboards

Reports and dashboards collaboration with Chatter

Filtering reports via URL parameters

Setting and using field history tracking

Reporting on historical data with Reporting Snapshots

Summary

Dashboards and Reports in the Salesforce1 Mobile App

Introduction to the Salesforce1 mobile app

Working with dashboards in the Salesforce1 app

Working with reports in the Salesforce1 app

Accessing offline

Limitations of the Salesforce1 app

Summary

Dashboards and Reports in the Salesforce1 Mobile App

This chapter will discuss how to access your reports and dashboards using the default Salesforce mobile app called Salesforce1. Salesforce1 is an app to experience Salesforce from any mobile and tablet device, and brings all your Chatter, CRM, custom apps, and business processes together in a unified, modern experience for any Salesforce user. With the power of the Salesforce1 platform, you can now customize and build any app, and instantly deploy that functionality through the Salesforce1 app. And the best part for customers is that this app is available for free--you just need to enter your Salesforce username and password.

We will not go through the Salesforce1 app in detail: installation, permissions, configuration, notification, action, approval, event, and navigation. But we will discuss, in depth, topics such as accessing...