Create Report Charts4:36
Apply buckets5:07
Summary Level Formulas4:48
Row Level Formulas5:59
Assignment - Row Level Formula
Report types5:49
Creating Report Types5:30
Report Subscription4:00
Report Export1:57
Conditional formatting4:04
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
Filter Logic3:27
Cross Filter Logic2:27
Cross Filter

Vereisten

Basic Understanding of Salesforce Objects

Beschrijving

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!!

Voor wie is deze cursus bedoeld:

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

Wat je leert

Verwante onderwerpen verkennen

Cursusinhoud

Introduction2 colleges • 6 min

Salesforce Lightning Report Builder8 colleges • 46 min

Report Formatting & Formulas15 colleges • 1u 4m

Salesforce Lightning Dashboard Builder2 colleges • 21 min

List Views2 colleges • 5 min

Reporting Snapshot1 college • 5 min

Bonus1 college • 1 min

Vereisten

Beschrijving

Voor wie is deze cursus bedoeld: