Salesforce Lightning Report Builder & Dashboards

Name: Salesforce Lightning Report Builder & Dashboards
Rating: 4.5 (1236 reviews)

Learn salesforce report and dashboards with Complete Guide to report building, report types & dashboard Masterclass

Created byYashad Tayal

Last updated 11/2022

English

English [Auto],

What you'll learn

Salesforce Lightning Report Builder
Salesforce report types
Create a tabular/summary/matrix/joined report using salesforce report builder.
Building reports from Basic to Advance in salesforce report builder
Complex Salesforce reports by using groupings and formulas.
Drilling down the data in Salesforce reports
Salesforce Dashboards
List views
Using filters, cross filters, and filter logic in salesforce reports

Course content

7 sections • 31 lectures • 2h 26m total length

Introduction2:51
Salesforce Lightning Report Builder speeds up creating reports with an intuitive interface, effortless edits, and quick switching between summary, matrix, and tabular types, plus exporting, filters, and dashboard integration.
Create your own Salesforce Account3:01
Sign up for your own Salesforce org, then log in to explore the setup page, app launcher, and out-of-the-box apps like sales, services, and marketing in the Lightning Experience.

Creating Reports with report builder9:14
Create Salesforce Lightning reports and dashboards to answer business questions about leads and campaigns using drag-and-drop report builder, lead source filters, and saved private reports.
Modifying reports8:45
Learn to build and customize opportunity reports in Salesforce Lightning, including filtering by current fiscal year and open status, arranging columns, and saving reports in the FY 20 reports folder.
Tabular Reports2:38
Create Tabular Report
Summary Reports4:29
Group your Salesforce data into summary reports by stage or other fields, add subtotals, and create charts for dashboards and forecasting.
Matrix Reports4:20
Explore matrix reports in Salesforce by grouping opportunities by account name and closure date, summarize amounts by fiscal quarter, and optimize by switching to column groupings for dashboards.
Create Report - Closed Won by Month
Joined Reports7:48
Inline Editing2:59
Enable inline editing in Salesforce reports to edit fields directly in the report interface, using the pencil button, then save to see updates reflected instantly.
Run Effective Meetings with Report builder5:44
Run effective sales meetings with Salesforce report builder by sharing live opportunities, adding notes, updating stages, and using filters to track open, new, and won/lost opportunities by product and owner.

Create Report Charts4:36
Apply buckets5:07
Apply buckets in Salesforce Lightning report builder to categorize opportunity data by amount and stage, enabling quick funnel quality insights by grouping open versus closed opportunities.
Summary Level Formulas4:48
Row Level Formulas5:59
Assignment - Row Level Formula
Report types5:49
Select a report type to define the records and fields in a Salesforce report. Customize custom report types to add fields like manager and tailor the data.
Creating Report Types5:30
Create a custom report type with accounts as the primary object, linking opportunities and activities so you can view accounts with or without related records in one view.
Report Subscription4:00
Report Export1:57
Export a Salesforce report to Excel, choosing between a formatted report or details only. The formatted option preserves the on-screen layout, while details only yields a tabular file for calculations.
Conditional formatting4:04
Apply conditional formatting in Salesforce report builder to color-code amount and probability fields in summary and matrix reports, using red for ≤500, amber for 500–5000, and green for >5000.
Conditional Formatting on Matrix Report2:47
Create Contract Renewal% Report
Compare Groups with PREVGROUPVAL()4:42
PREVGROUPVAL() lets you compare a specified grouping against a previous grouping in the report builder, making it a powerful tool for calculating how values change over time. PREVGROUPVAL() is most useful for evaluating report data that you’ve grouped by a date field, such as Closed Date or Created Date.
If there’s no previous group in the report, PREVGROUPVAL() returns null. For example, say that your report has 12 groups, January through December. For February, PREVGROUPVAL() returns January. For January, because January is the first group, there is no group before it, so PREVGROUPVAL() returns null.
The formula for PREVGROUPVAL() is written as PREVGROUPVAL(summary_field, grouping_level [, increment]). Let’s look at how it breaks down.
summary_field is the name of the grouped row or column (like AMOUNT:SUM).
grouping_level is the summary level (like CLOSE_DATE).
[, increment] is the number of rows or columns that constitute each grouping.
The maximum value for the [, increment] field is 12, and if an [, increment] isn’t specified, then the summary function automatically applies 1 by default.
Growth% using PREVGROUPVAL()5:20
Drill Down3:47
learn to use drill down in Salesforce report builder to view granular data from matrix and summary reports, expanding from country totals to accounts and opportunities.
Filter Logic3:27
Cross Filter Logic2:27
Master cross filter logic in the Salesforce lightning report builder to include or exclude opportunities based on related records like collections, payments, or activities, without coding.
Cross Filter

Requirements

Basic Understanding of Salesforce Objects

Description

WANT TO LEARN HOW TO BUILD REPORTS & DASHBOARDS IN SALESFORCE LIGHTNING?

Salesforce Lightning Report Builder & Dashboards course is for students who are interested to learn the new Lightning report builder and dashboard builder provided by salesforce and also those who want to acquire the Salesforce Admin certificate.

The course will take you through various customization's possible when building reports with salesforce lightning report builder and will teach you how to create reports from basic to more complex reports. The course also covers the fetching and displaying complex data reports using some common business scenarios in lightning so that students can have a hands-on experience of some real business use cases.

After completing this course, you'll be able to:

Use the drag-and-drop interface of salesforce report builder.
Using filters, cross filters, and filter logic in salesforce reports.
Create a tabular/summary/matrix/joined salesforce report.
Created visually interactive salesforce dashboards and salesforce reports.
Create complex salesforce reports by using groupings and formulas.

The course is made very concisely keeping in mind that all the relevant information regarding salesforce lightning report builder and dashboards is covered. The Salesforce Lightning Report Builder & Dashboards course will help new admins as well the existing admins who are transitioning from classic to lightning to navigate and create interactive dashboards and reports on the platform as per the business needs. Each and every topic is covered in very engaging and interesting manner. This course is not a power-point presentation but its a complete hands -on course so you can learn by doing.

This course has over 2 hours of video content. At the end of course you will have knowledge and hands on experience on lightning platform and the new salesforce report builder which is needed to take up the Salesforce admin certifications.

This course will continue to grow as time passes and all the upgrades will be available for FREE for every enrolled student.

For any questions do not hesitate to ask.

Happy Learning!!

Who this course is for:

Salesforce professionals wanting to learn Lightning report builder and Dashboards
Anyone who wishes to be a master in saleaforce reports and dashboards

Salesforce Lightning Report Builder & Dashboards

What you'll learn

Explore related topics

Course content

Introduction2 lectures • 6min

Salesforce Lightning Report Builder8 lectures • 46min

Report Formatting & Formulas15 lectures • 1hr 4min

Salesforce Lightning Dashboard Builder2 lectures • 21min

List Views2 lectures • 5min

Reporting Snapshot1 lecture • 5min

Bonus1 lecture • 1min

Requirements

Description

Who this course is for: