Book Image

Salesforce Lightning Reporting and Dashboards

By : Johan Yu
Book Image

Salesforce Lightning Reporting and Dashboards

By: Johan Yu

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.
Table of Contents (13 chapters)

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 that formula field be used for one report only? Is the category standard for the entire organization or only for a report? Furthermore, only...