Hey #AwesomeAdmins! Every Tuesday this month, we will talk about the awesome TDX sessions we saw last month. We realize you may not have a whole day to set aside for learning, but we bet you can find 30 minutes this week (and next week, and maybe the week after that!). ?
The Admin Channel at #TDX20 features an awesome session on building reports faster using Lightning Report Builder, with Lightning Report and Dashboard product managers Ankita Dutta and Anusha Surepeddi.
This session covers three ways you can build reports faster:
1. Use actions on the run page
Ankita shares some tips so you can quickly add and remove fields and filters like: disable preview, look up fields in outline rather than drag and drop, sort ascending and descending, sort by Aggregate, Add Unique Count, and allow to quickly filter via URL parameters.
2. Create row vs. summary formulas
Calculate at each record of grouping level. Features highlighted in this demo include: summarize a field, Summary Level Formula, Row Level Formula (+some restrictions on Row Level Formula).
3. Auto add fields to report types
Automatically add new fields to associated custom report types. Demo shows how new fields are automatically added to custom report types, saving you time when building custom reports.
If some of this felt advanced, we recommend reading up on custom report types and getting the 101 on Lightning Report Builder. And, we have even more resources for you! Check out the Admin Analytics page for relevant blog posts, videos, podcasts, groups, and other resources.
Hey #AwesomeAdmins! Every Tuesday this month, we will talk about the awesome TDX sessions we saw last month. We realize you may not have a whole day to set aside for learning, but we bet you can find 30 minutes this week (and next week, and maybe the week after that!). ? Admin Episode: How […]
? Did you know that you can easily visualize your Salesforce data in Tableau? In this video you will learn: How to bring your Salesforce data into Tableau How to select the data set you need How to visualize your data Resources Blog: Become a Business Analysis Detective Listen to the podcast How I Fell […]
Reports and dashboards are one of the go-to tools admins can use to make data actionable. I’ve heard countless stories from admins about how they built a dashboard, showed leadership, and got a “This is amazing!” response. Admins have shown me reports and dashboards to track all sorts of key performance indicators (KPIs) that have […]
