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)

The Custom Summary Formula

Do not confuse a custom summary formula in the report with a formula field for an object. They are totally different things and not related at all, although they both have a formula.

The custom summary formula is only available in the Summary, Matrix, and Joined reports. Use a custom summary formula to calculate additional totals based on the numeric fields available in the report or the record count. The same holds true with the bucket field discussed earlier in this chapter. A custom summary formula created in a report will not affect any other places and is not related to other reports.

When you need to get a value from a Lookup or Master-Detail Relationship object, the formula field is the answer; you cannot use the custom summary formula in the report for this purpose. So whenever you need to get a field value from the parent lookup object for any...