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Evan Ponter (Ponter Solutions の Founder & Principal Consultant) が「Dreamforce for Admins」で投稿
2024年3月6日 18:47

Approach Reporting Like Never Before: Hands-On Deep Dive

 

Thanks for attending my session at TrailblazerDX 2024. Here are some follow-up resources. Feel free to comment on this post to ask questions, connect with each other, and keep the conversation going. Happy reporting!

 

  1. Slide Deck
  2. Blogs and Online Sessions
    1. Reportforce.blog - home of the Ultimate Guide to Report Types series (start reading from the bottom)
    2. The Hidden Functionality of Custom Report Types - from Admin Hero Brent Downey
    3. Dashboard Dōjō - hosted by David Carnes
  3. Trailhead
    1. Reports & Dashboards: Quick Look module 
    2. Reports & Dashboards for Lightning Experience module
    3. Filter Report Data project
    4. Evaluate Report Data with Formulas project
    5. Create Reports and Dashboards for Sales and Marketing Managers project
    6. Embed Dashboards and Report Charts on Lightning Pages project
    7. Lightning Experience Reports & Dashboards Specialist superbadge
  4. Documentation
    1. Create a Custom Report Type
    2. Design the Field Layout for Reports Created from Your Custom Report Type
    3. Hide/Show Report Types in Lightning
    4. Filter Across Objects with Cross Filters
    5. Limits on Report Types

#TrailblazerDX #Reports & Dashboards #Reports #Reporting #Report 

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Adnan Ramulic (Kogan.com の CX Analyst) が「#Reports & Dashboards」で投稿
2024年2月29日 21:29

How to find the difference in values on a single field in reports?

 

I have been struggling to get to make a formula that will count the difference in a single field.

For example, I want to count the difference of inbound tickets between this week and last week in a single report.

I was able to easily enough get two weeks of data with filters but found it problematic trying to get the difference between the two.

 

I used a stock formula from SF and decided to attribute a -1 value to this week and a +1 value to last week.

The count worked as a sum and did exactly what I hoped for which I was not able to achieve through Summary Formula.

 

I hope this helps someone in the future as I struggled to find anything like this.

 

IF (    CEILING(        (DATEVALUE(CREATED_DATEONLY) - DATE(YEAR(DATEVALUE(CREATED_DATEONLY)), 1, 1) + 1) / 7    ) = CEILING(        (DATEVALUE(NOW()) - DATE(YEAR(DATEVALUE(NOW())), 1, 1) + 1) / 7    ),    -1,    +1)

 

#Reports & Dashboards  #Report  #Reports  #Reporting

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Beth Marshall (Salesforce の Business Development Representative)
2024年2月21日 15:57

Financial professionals, don't miss this opportunity to learn from experts at Deloitte and Workiva about accelerating your GTAS reporting. Join Carahsoft's webinar to gain insights into automating your financial processes and earn CPE credit on March 21: https://lnkd.in/ezFNpNzE

 

#Report

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Lea Gould (U.S. Bank - Merchant Payment Services の VP, CRM Enablement & Seismic) が「Formulas - Help, Tips and Tricks」で質問
2024年2月14日 22:48
Is there a formula that can be written in a report for Lead Age to exclude weekends?

Our users are building reports and some need weekends excluded from Lead Age.  How can the users create a report formula that will count the Lead Age = 10 days and excludes weekends?

 

In the Object Manager, the formula for the Lead Age field = IF(IsConverted,ConvertedDate - DATEVALUE(CreatedDate), TODAY() - DATEVALUE(CreatedDate))

 

#Formulas #report formula

12 件の回答
  1. Milos Rajkovic (Mitto)
    2024年2月14日 23:35

    Then you can use only this part of formula:

    (5 * ( FLOOR( ( TODAY() - DATE( 1900, 1, 8) ) / 7 ) ) + MIN( 5, MOD(

    TODAY() - DATE( 1900, 1, 8), 7 ) ) )

    -

    (5 * ( FLOOR( ( CreatedDate - DATE( 1900, 1, 8) ) / 7 ) ) + MIN( 5, MOD(

    CreatedDate - DATE( 1900, 1, 8), 7 ) ) )

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Shakira Mossink (XD Connects の Commercial Application Specialist) が「* Sales Enablement (fka myTrailhead) *」で質問
2023年1月24日 15:42
Report needed: Active users without trailhead users data

Hi all,

We have myTrailhead (Enablement). New users will have to create a Trailhead account in order to get our onboarding trailmix assigned. There is a flow upon trailhead users data creation to assign the proper onboarding trailmix. However if the user does not create the Trailhead account, the process stops.

 

I am looking for a #Report that shows me which users do not have a "trailhead users data" record yet. I created a report type "users with or without trailhead users data" but somehow it does not pull any trailhead users data.

 

Any ideas other than exporting both object records and do a manual vlookup? :)

 

#Enablement Training #Trailhead #Reports & Dashboards

6 件の回答
  1. Dar Veverka (Salesforce)
    2023年1月25日 13:12

    You'll need another data point to do this. Create a checkbox on User to indicate they have logged into myTH. Create a flow that triggers on Trailhead User Data record creation, grabs the connected User account and updates the checkbox. You can then report on Users without that checkbox. You will need to do an initial update of those checkboxes for existing users but going forward you'll have this updated and reportable. 

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David Carnes (OpFocus, Inc. の CEO) が「Reports & Dashboards」で投稿
2023年1月5日 15:51

In next week's Dashboard Dōjō we'll have special guest @Evan Ponter share his passion and insights on #Reports & Dashboards. Join us Weds Jan 11 at 12pm EST!

In next week's Dashboard Dōjō we'll have special guest share his passion and insights on .@* Salesforce Administrators *

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