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)

Function formulas

There are two functions in Salesforce available only in the summary formula and considered the most powerful report formula. They are categorized under the Summary functions: PARENTGROUPVAL and PREVGROUPVAL.

The PARENTGROUPVAL() function

The PARENTGROUPVAL() function returns the value of a specified grouping; the grouping level is higher than the formula display level.

The formula syntax is different depending on the report format:

  • In the Summary and Joined reports: PARENTGROUPVAL(summary_field, grouping_level)
  • In the Matrix report: PARENTGROUPVAL(summary_field, parent_row_grouping, parent_column_grouping)

Using...