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Topics#TrailheadDomanda di Scott Gassman
Scott Gassman ha fatto una domanda in #Trailhead
17 giu 2016, 11:28

Reports & Dashboards - Superbadge : Contacts without Hobbies

Hi All, 

Maybe I am missing something but I am going around in cirlces with the Contacts without Hobbies report. I have: 

1. Created a custom report type to get Contacts without hobbies 

2. Created an Account Value bucket field

3. Create a % Open Opps Formula 

4. Added First Name, Last Name, Total Opp Value, Open Opp Value, Phone, Email, %Open Opps to the report 

5. Summarised by Account Value then Account 

And im still getting an error: 

Challenge Not yet complete... here's what's wrong: The 'Contacts Without Hobbies' report is not configured correctly.

I have added screenshots of all the pieces - hoping someone else has hit this issue 

Reports & Dashboards - Superbadge : Contacts without Hobbies

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73 risposte
  1. Scott Gassman
    21 giu 2016, 08:50
    Thanks Ajay and Vance! 

    So I got there in the end - here are my  tips  

    1. Don't use a custom report type, use Account & Contacts 

    2. I didn't need to limit the data set to the records imported 

    3. % of Open Opps can simply be Open  Ops / Total Ops 

    4. Don't worry about "Error's" in the % of Open Opps field it will still pass if some rows display "Error" 

    5. Summary report by Account Value then Account Name 

    6. You should have also created two roll up fields on Account to summarise the Opp data as per the instructions 

    My version that worked 

    Thanks Ajay and Vance! So I got there in the end - here are my tips 1. Don't use a custom report type, use Account & Contacts 2. I didn't need to limit the data set to the records imported 3.

     
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