最新章節

• Summary
• Limitations of the Salesforce1 app
• Accessing offline
• Drilling down to records
• Drilling down from dashboards
• Report menu items

• Summary 更新時間：2021-07-15 17:14:20
• Limitations of the Salesforce1 app
• Accessing offline
• Drilling down to records
• Drilling down from dashboards
• Report menu items
• Working with reports in the Salesforce1 app
• Chart details and reports
• Changing the component chart types
• Sharing a dashboard snapshot to Chatter feed
• The dashboard filters
• The dynamic dashboard
• Refreshing a dashboard
• Working with dashboards in the Salesforce1 app
• Introduction to the Salesforce1 mobile app
• Dashboards and Reports in the Salesforce1 Mobile App
• Summary
• Reporting on historical data
• History and monitoring a Reporting Snapshot
• Summary and schedule
• Scheduling a Reporting Snapshot
• Mapping fields from Source Report to target object
• Creating Reporting Snapshots
• Creating custom fields
• Creating a custom object
• Creating a Summary report
• Hands-on exercise for creating a Reporting Snapshot
• Configuring a Reporting Snapshot
• Reporting on historical data with Reporting Snapshots
• Limitations of using field history tracking
• History reports
• The history related list
• Reading the history tracking value
• History objects
• History tracking on custom objects
• History tracking on standard objects
• Setting and using field history tracking
• Hands-on exercise for implementing a report filter via URL parameters
• Filtering reports via URL parameters
• Posting a dashboard component snapshot
• Following dashboards
• Dashboard collaboration and feed tracking
• Tracking report feed
• Enabling collaboration in a report
• Reports and dashboards collaboration with Chatter
• Advanced Tips and Tricks for Reports and Dashboards
• Summary
• Adding a dynamic dashboard
• Adding dashboard filters
• Creating a sales YTD dashboard
• Creating reports as a data source
• Sales Year to Date dashboard
• Hands-on exercise for installing a dashboard from AppExchange
• Getting more from AppExchange
• Preserving filters
• Dashboards and reports drill down
• Hands-on exercise for creating a dynamic dashboard
• Limitations of the dynamic dashboard
• What is a dynamic dashboard?
• A normal dashboard
• Using a dynamic dashboard
• Viewing a dashboard
• Hands-on exercise for adding a filter to a dashboard
• Getting to know the dashboard filters
• Implementing the dashboard filters
• Learning Advanced Dashboard Configuration
• Summary
• Reports as a data source
• Combination charts
• Cumulative Line charts
• Scatter charts
• Stacked Bar charts
• Gauge charts
• Funnel charts
• Tables
• Defining the dashboard components
• The dashboard components
• Hands-on exercise for editing and maintaining a dashboard
• Hands-on exercise for creating a dashboard
• Creating your first dashboard
• Scheduling a dashboard refresh
• Refreshing dashboards
• Dragging and dropping in the Dashboard Builder
• Navigating to a dashboard
• The search textbox
• The favorites icon
• The FOLDERS menu
• The DASHBOARDS menu
• The Dashboards tab
• Opening a dashboard
• The new experience
• Dynamic dashboards
• Running user
• Dashboard accessibility
• Built-on components
• Introducing dashboards in Salesforce
• Building Dashboards in Lightning Experience
• Summary
• Hands-on exercise for subscribing to a report in Lightning Experience
• Subscribing reports
• The action button
• Report settings
• The Collaborate field
• Filters
• Summarizing fields
• Navigating to a report
• The search textbox
• Hands-on exercise for adding an item to favorites
• The favorites icon
• The Folders menu
• The Reports menu
• The Reports tab
• Opening a report
• Working with Reports
• Summary
• Hands-on exercise for adding a chart to a page layout
• Embedding a report chart in an object page
• Hands-on exercise for adding a chart to a report
• The Scatter chart
• The Funnel chart
• The Donut chart
• The Line chart
• The Stacked Vertical Bar chart
• The Stacked Horizontal Bar chart
• The Vertical Bar chart
• The Horizontal Bar chart
• Types of charts in reports
• Adding a chart to a report
• Adding Charts in Reports and Pages
• Summary
• Using the PREVGROUPVAL() function in Matrix report
• Using the PREVGROUPVAL() function in Summary report
• The PREVGROUPVAL() function
• Using the PARENTGROUPVAL() function in the Matrix report
• Using the PARENTGROUPVAL() function in Summary report
• The PARENTGROUPVAL() function
• Function formulas
• Using the MAX() function
• Using the IF() function
• Hands-on exercise for working with a summary formula
• Hands-on exercise for adding a simple summary formula
• The Custom Summary Formula in Summary and Matrix reports
• The Custom Summary Formula
• Editing a bucket field
• The Text and Lookup fields
• The Currency Number and Percent fields
• The picklist field
• Creating a bucket field depending on the source field type
• Hands-on exercise for adding a bucket field to a report
• Bucket fields
• Categorizing data in reports
• Advanced Report Configuration
• Summary
• Tips on Custom Report types
• Limitations and benefits of Custom Report types
• Hands-on exercise for using a Custom Report type
• Hands-on exercise for extending Custom Report types
• Hands-on exercise for creating a Custom Report type
• The Custom Report type
• The Master-Detail Relationship
• The Lookup relationship
• Standard Report Type
• Hands-on exercise for hiding a report type
• Report type categories
• Report Type introduction
• Understanding Report Types
• Summary
• The Lock Filter
• Filtering by clicking on a chart
• Filtering by Relative Date
• Filtering by Role Hierarchy
• Hands-on exercise for adding Row Limit and the Dashboard Settings button
• The Row Limit filter
• Creating the Summary field
• Hands-on exercise for creating more scenarios using the Cross Filter (2)
• Hands-on exercise for creating more scenarios using the Cross Filter (1)
• Hands-on exercise for using the Cross Filter
• The Cross Filter
• Hands-on exercise for using the Filter Logic
• The Filter Logic
• Field filter
• Working with report filters
• Hands-on exercise for creating a Joined report
• The Joined report format
• Hands-on exercise for adding a Summary field to Matrix reports
• Hands-on exercise for creating a Matrix report
• The Matrix report format
• Hands-on exercise for creating a Summary report
• The Summary report format
• Hands-on exercise for creating a Tabular report
• The Tabular report format
• Types of report format
• Selecting the report format
• Creating and Managing Reports
• Summary
• Hands-on exercise utilizing permission with Permission Sets
• Hands-on exercise for adding permission in a Profile
• Applying permission
• The Manage Dashboards in Public Folders permission
• The View Dashboards in Public Folders permission
• The Edit My Dashboards permission
• The Create Dashboard Folders permission
• Dashboard folder permissions
• The Manage All Private Reports and Dashboards permission
• The Manage Reports in Public Folders permission
• The Edit My Reports permission
• The View Reports in Public Folders permission
• The Create Report Folders permission
• Report folder permissions
• Sharing and securing public reports and dashboards
• Using public reports and dashboards
• Using Unfiled Public Reports
• Securing private reports and dashboards
• Implementing Security in Reports and Dashboards
• Summary
• Schedule dashboards
• The View My Team's Dashboards permission
• Manage dynamic dashboards permission
• Creating and customizing dashboards permission
• Run reports permission
• Dashboard permissions
• Subscribe to reports
• Export reports
• Create and customize reports
• Run reports
• Report permissions
• Hands-on exercise for sharing report folders
• Report and dashboard folders sharing
• Hands-on exercise to create a report folder
• Creating report and dashboard folders
• Standard reports and report folders
• Public folder
• Unfiled public folder
• A private folder
• The report and dashboard folder
• Generating reports and dashboards
• Data for reports and dashboards
• Concepts and Permissions in Reports and Dashboards
• Summary
• Adding to favorites
• Reports / Dashboards tab and menu
• Navigating to reports and dashboards
• Navigating to the Setup menu
• Field types
• Object relationships
• Custom objects
• Standard objects
• The Salesforce object model
• Switch to Lightning Experience
• Let's turn the Lightning Experience on
• What was before the Lightning Experience?
• Let's get the right term
• Salesforce Lightning Experience
• An overview and the benefits of Salesforce
• Fundamentals of Salesforce Reports and Dashboards
• Questions
• Piracy
• Errata
• Downloading the color images of this book
• Customer support
• Reader feedback
• Conventions
• Who this book is for
• What you need for this book
• What this book covers
• Preface
• Customer Feedback
• Why subscribe?
• www.PacktPub.com
• About the Reviewers
• About the Author
• Foreword
• Credits
• Salesforce Lightning Reporting and Dashboards
• Copyright
• Title Page
• cover

• cover
• Title Page
• Copyright
• Salesforce Lightning Reporting and Dashboards
• Credits
• Foreword
• About the Author
• About the Reviewers
• www.PacktPub.com
• Why subscribe?
• Customer Feedback
• Preface
• What this book covers
• What you need for this book
• Who this book is for
• Conventions
• Reader feedback
• Customer support
• Downloading the color images of this book
• Errata
• Piracy
• Questions
• Fundamentals of Salesforce Reports and Dashboards
• An overview and the benefits of Salesforce
• Salesforce Lightning Experience
• Let's get the right term
• What was before the Lightning Experience?
• Let's turn the Lightning Experience on
• Switch to Lightning Experience
• The Salesforce object model
• Standard objects
• Custom objects
• Object relationships
• Field types
• Navigating to the Setup menu
• Navigating to reports and dashboards
• Reports / Dashboards tab and menu
• Adding to favorites
• Summary
• Concepts and Permissions in Reports and Dashboards
• Data for reports and dashboards
• Generating reports and dashboards
• The report and dashboard folder
• A private folder
• Unfiled public folder
• Public folder
• Standard reports and report folders
• Creating report and dashboard folders
• Hands-on exercise to create a report folder
• Report and dashboard folders sharing
• Hands-on exercise for sharing report folders
• Report permissions
• Run reports
• Create and customize reports
• Export reports
• Subscribe to reports
• Dashboard permissions
• Run reports permission
• Creating and customizing dashboards permission
• Manage dynamic dashboards permission
• The View My Team's Dashboards permission
• Schedule dashboards
• Summary
• Implementing Security in Reports and Dashboards
• Securing private reports and dashboards
• Using Unfiled Public Reports
• Using public reports and dashboards
• Sharing and securing public reports and dashboards
• Report folder permissions
• The Create Report Folders permission
• The View Reports in Public Folders permission
• The Edit My Reports permission
• The Manage Reports in Public Folders permission
• The Manage All Private Reports and Dashboards permission
• Dashboard folder permissions
• The Create Dashboard Folders permission
• The Edit My Dashboards permission
• The View Dashboards in Public Folders permission
• The Manage Dashboards in Public Folders permission
• Applying permission
• Hands-on exercise for adding permission in a Profile
• Hands-on exercise utilizing permission with Permission Sets
• Summary
• Creating and Managing Reports
• Selecting the report format
• Types of report format
• The Tabular report format
• Hands-on exercise for creating a Tabular report
• The Summary report format
• Hands-on exercise for creating a Summary report
• The Matrix report format
• Hands-on exercise for creating a Matrix report
• Hands-on exercise for adding a Summary field to Matrix reports
• The Joined report format
• Hands-on exercise for creating a Joined report
• Working with report filters
• Field filter
• The Filter Logic
• Hands-on exercise for using the Filter Logic
• The Cross Filter
• Hands-on exercise for using the Cross Filter
• Hands-on exercise for creating more scenarios using the Cross Filter (1)
• Hands-on exercise for creating more scenarios using the Cross Filter (2)
• Creating the Summary field
• The Row Limit filter
• Hands-on exercise for adding Row Limit and the Dashboard Settings button
• Filtering by Role Hierarchy
• Filtering by Relative Date
• Filtering by clicking on a chart
• The Lock Filter
• Summary
• Understanding Report Types
• Report Type introduction
• Report type categories
• Hands-on exercise for hiding a report type
• Standard Report Type
• The Lookup relationship
• The Master-Detail Relationship
• The Custom Report type
• Hands-on exercise for creating a Custom Report type
• Hands-on exercise for extending Custom Report types
• Hands-on exercise for using a Custom Report type
• Limitations and benefits of Custom Report types
• Tips on Custom Report types
• Summary
• Advanced Report Configuration
• Categorizing data in reports
• Bucket fields
• Hands-on exercise for adding a bucket field to a report
• Creating a bucket field depending on the source field type
• The picklist field
• The Currency Number and Percent fields
• The Text and Lookup fields
• Editing a bucket field
• The Custom Summary Formula
• The Custom Summary Formula in Summary and Matrix reports
• Hands-on exercise for adding a simple summary formula
• Hands-on exercise for working with a summary formula
• Using the IF() function
• Using the MAX() function
• Function formulas
• The PARENTGROUPVAL() function
• Using the PARENTGROUPVAL() function in Summary report
• Using the PARENTGROUPVAL() function in the Matrix report
• The PREVGROUPVAL() function
• Using the PREVGROUPVAL() function in Summary report
• Using the PREVGROUPVAL() function in Matrix report
• Summary
• Adding Charts in Reports and Pages
• Adding a chart to a report
• Types of charts in reports
• The Horizontal Bar chart
• The Vertical Bar chart
• The Stacked Horizontal Bar chart
• The Stacked Vertical Bar chart
• The Line chart
• The Donut chart
• The Funnel chart
• The Scatter chart
• Hands-on exercise for adding a chart to a report
• Embedding a report chart in an object page
• Hands-on exercise for adding a chart to a page layout
• Summary
• Working with Reports
• Opening a report
• The Reports tab
• The Reports menu
• The Folders menu
• The favorites icon
• Hands-on exercise for adding an item to favorites
• The search textbox
• Navigating to a report
• Summarizing fields
• Filters
• The Collaborate field
• Report settings
• The action button
• Subscribing reports
• Hands-on exercise for subscribing to a report in Lightning Experience
• Summary
• Building Dashboards in Lightning Experience
• Introducing dashboards in Salesforce
• Built-on components
• Dashboard accessibility
• Running user
• Dynamic dashboards
• The new experience
• Opening a dashboard
• The Dashboards tab
• The DASHBOARDS menu
• The FOLDERS menu
• The favorites icon
• The search textbox
• Navigating to a dashboard
• Dragging and dropping in the Dashboard Builder
• Refreshing dashboards
• Scheduling a dashboard refresh
• Creating your first dashboard
• Hands-on exercise for creating a dashboard
• Hands-on exercise for editing and maintaining a dashboard
• The dashboard components
• Defining the dashboard components
• Tables
• Funnel charts
• Gauge charts
• Stacked Bar charts
• Scatter charts
• Cumulative Line charts
• Combination charts
• Reports as a data source
• Summary
• Learning Advanced Dashboard Configuration
• Implementing the dashboard filters
• Getting to know the dashboard filters
• Hands-on exercise for adding a filter to a dashboard
• Viewing a dashboard
• Using a dynamic dashboard
• A normal dashboard
• What is a dynamic dashboard?
• Limitations of the dynamic dashboard
• Hands-on exercise for creating a dynamic dashboard
• Dashboards and reports drill down
• Preserving filters
• Getting more from AppExchange
• Hands-on exercise for installing a dashboard from AppExchange
• Sales Year to Date dashboard
• Creating reports as a data source
• Creating a sales YTD dashboard
• Adding dashboard filters
• Adding a dynamic dashboard
• Summary
• Advanced Tips and Tricks for Reports and Dashboards
• Reports and dashboards collaboration with Chatter
• Enabling collaboration in a report
• Tracking report feed
• Dashboard collaboration and feed tracking
• Following dashboards
• Posting a dashboard component snapshot
• Filtering reports via URL parameters
• Hands-on exercise for implementing a report filter via URL parameters
• Setting and using field history tracking
• History tracking on standard objects
• History tracking on custom objects
• History objects
• Reading the history tracking value
• The history related list
• History reports
• Limitations of using field history tracking
• Reporting on historical data with Reporting Snapshots
• Configuring a Reporting Snapshot
• Hands-on exercise for creating a Reporting Snapshot
• Creating a Summary report
• Creating a custom object
• Creating custom fields
• Creating Reporting Snapshots
• Mapping fields from Source Report to target object
• Scheduling a Reporting Snapshot
• Summary and schedule
• History and monitoring a Reporting Snapshot
• Reporting on historical data
• Summary
• Dashboards and Reports in the Salesforce1 Mobile App
• Introduction to the Salesforce1 mobile app
• Working with dashboards in the Salesforce1 app
• Refreshing a dashboard
• The dynamic dashboard
• The dashboard filters
• Sharing a dashboard snapshot to Chatter feed
• Changing the component chart types
• Chart details and reports
• Working with reports in the Salesforce1 app
• Report menu items
• Drilling down from dashboards
• Drilling down to records
• Accessing offline
• Limitations of the Salesforce1 app
• Summary 更新時間：2021-07-15 17:14:20