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)

Summary

In this chapter, we explored the bucket fields and Custom Summary Formulas in detail. With the bucket field, we can categorize data for report purpose, and nothing needs to be done on the field in the object. This will eliminate the admin right to create a custom field, and if that field only serves for one or two reports. However, bucket fields are not used to replace formula fields; you can't have a formula calculation in the bucket field; you can have it to group values into a bucket.

Bucket fields only work for certain field types, and different field types will have different ways configured for the bucket value; you can use the range for currency, number, and percentage but not for others.

The Custom Summary Formula is not the same as a custom formula field. You can't retrieve a value from another object using a Custom Summary Formula, and a Custom Summary...