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Reporting for Developers


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The report and dashboard builders are now generally available, so you can build reporting into your apps faster than ever before. Join us for a look at the myriad reports you can build with the new tools, and find out how your users will be using them. You can even get started creating the analytics your apps need, see how can fine-tune them, and hear about a few of the reports and dashboard features planned for future releases.

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Reporting for Developers

  1. 1. Reporting for Developers<br />Developers<br />Thomas<br />
  2. 2. Safe Harbor<br />Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services.<br />The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of intellectual property and other litigation, risks associated with possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of, inc. is included in our annual report on Form 10-K for the most recent fiscal year ended January 31, 2010. This documents and others are available on the SEC Filings section of the Investor Information section of our Web site. <br />Any unreleased services or features referenced in this or other press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available., inc. assumes no obligation and does not intend to update these forward-looking statements.<br />
  3. 3. Agenda<br />What you can and can’t do, and how to do it if you have to<br />Reporting vision in Salesforce<br />What do you want to model – and how to report<br />New Reporting tools in Salesforce<br />how should you develop, what to expect users will see<br />What’s on AppExchange<br />We can’t do what you want. What now?<br />
  4. 4. Who are you?<br />ISV/Package developers<br />You mostly like reporting<br />It gives you real reporting without worrying about Crystal<br />End users seem to get it and be able to modify reports<br />It fits with the rest of the schema automatically<br />Internal IT developers<br />Salesforce reporting isn’t as good as <your reporting tool><br />Your end users seem to get it, but they don’t have to make complex reports<br />But it’s inside the product, and mostly works well<br />
  5. 5. Salesforcereporting vision<br />Democratic<br />Drag & drop simplicity<br />Real-time<br />Analytics<br />Real-time<br />Up to the second always<br />Collaborative<br />Your analytics “tweets”<br />
  6. 6. The details<br /><br />
  7. 7. What’s “out of the box” in Salesforce analytics?<br />A reporting tool to make single-table reports<br />Single-SQL, no sub-queries<br />A dashboard tool to build the “big picture”<br />Take a set of reports, and show some data from them<br />A report type builder<br />Take a set of joined objects and expose them for reporting<br />A snapshot tool<br />Run a report on a schedule and save the result into a custom object, along with the execution date.<br />Metadata API<br />Export/import/version/edit in eclipse - definitions for all these<br />
  8. 8. Report types – the 3 kinds<br />Standard report types<br />E.g. Opportunities with Products<br />“with” means inner join, apart from Opportunities with Products <br />Auto-generated Report Types<br />Make a new object, make it reportable, we make a report type<br />You make a master-detail relationship, we make a report type<br />E.g. make a new object “Sample” and make it a child of Account<br />You will see “Accounts with Samples” in the Accounts report type category<br />Also auto-generates for join objects<br />Master-detail relationship works up to 4 levels down<br />
  9. 9. And the 3rd – Custom Report Types<br />You choose the objects related any way<br />You name it<br />You put it in a report type category<br />Stop auto-generated report types by removing the “Allow Reporting” checkbox on the object<br />You can still use it in CRT<br />
  10. 10. Why you would use CRTs<br />They don’t disappear if you change the relationship<br />If you change a relationship from master-detail to lookup, the auto-generated report type will disappear<br />You can include other lookup fields your users want<br />Like owner name/id or other lookup data<br />You want to control the scopes<br />You want to outer-join details<br />Up to 20 objects in total<br />Distance of 4 for any lookups<br />You can place it in any category<br />
  11. 11. Schema patterns and reports<br />Object 1 has 0 or more Object 2 (m-d)<br />Auto-generated report type covers inner join andlists of Objects 1 (master-detail)<br />Won’t list Object 1 records whether or not they haveObject 2 (need CRT)<br />Same, but Object 2 has a lookup to Object 3<br />Auto-generated report type covers inner join, and outer join to object 3, and lists of object 1 or object 3<br />Won’t list Object 1 records whether or not they have Object 2 (need CRT)<br />
  12. 12. And many-many relationships?<br /><ul><li>Auto-generates 2 report types
  13. 13. Object 1 with object 2 and O3
  14. 14. Object 3 with object 2 and O1
  15. 15. If you don’t want both, un-check allow reporting checkbox
  16. 16. If you want outer joins on the first two objects, use CRT</li></li></ul><li>Patterns you can’t report on?<br />Absence of records<br />What object 1 records don’t have object 2<br />But you can use a Roll-up Summary Field<br />Multiple Related Lists at the same time<br />You could build a dashboard and show<br />Object 1 with Object 2<br />Object 1 with Object 3<br />Are they really unrelated?<br />If you can create a lookup from O2 to O3, then you can report on it<br />
  17. 17. What else can’t you report on?<br />Unrelated data<br />Relationships in the schema are the only way to report<br />The BI toolset can’t be used tomake up for mistakes in the schema<br />Usual request “The key is over there, but it’s a text field. I just want to do a join like in SQL”<br />But it’s easy to change the schema!<br />
  18. 18. Tricks to reporting<br />Rollup summary fields (on master-detail)<br />Used to solve exception reports<br />Counts<br />in-line reporting (on the detail page)<br />Need to simulate in apex for lookups<br />Formula fields<br />Especially spanning formulas<br />Calculations (can’t do calculations on each row in report)<br />Also used for unique counts<br />Google “power of one salesforce”<br />
  19. 19. More things you might need to do<br />Using workflow to keep some history<br />Common pattern: I want to see the last value of stage before it was changed, so I can see who’s change stages and from/to<br />Using Apex Triggers to make data fit/match/relate<br />Using lookups to create relationships users can’t define<br />E.g. look at user picklist on object 2, find code from object 3, insert lookup relationship value in object 2<br />Relate things the user doesn’t see (e.g. to report on multiple related lists<br />Create/manage totals for exception reporting<br />E.g. to track how many children of a certain type<br />For when RSFs aren’t enough<br />
  20. 20. Even more things you might have to do<br />Using triggers to create Slowly Changing Dimensions<br />Save a child every time there is a change, and save from/to values<br />Replace “entity history” and make it reportable<br />Report on “show all times something changed”<br />Report on “show all changes from x to y”<br />Use SOQL and VF to build a report you can’t today<br />E.g. to report over Multiple related lists <br />Orders, opportunities, shipments, samples, all with totals per rep<br />Formatting we can’t do<br />“I need company logo top right, font should be 12-pt helvetica, totals in green, alternate row highlighted in light blue”<br />
  21. 21. And more<br />Using bulk apex<br />When you have more data than can be copied using Snapshots<br />When you want to mine data<br />Iterate over all rows, build aggregate correlations<br />
  22. 22. What can users get on the AppExchange<br />Dashboards & Reports is permanentlypopular<br />Pre-built dashboards and reports<br />Solves specific business problems<br />Most things are free<br />Analytics<br />Apps, external reporting tools, integration tools, vertical analytics apps<br />Doing “slightly better reporting than Salesforce” not a good business model<br />
  23. 23. The tools<br /><br />
  24. 24. Democracy at work: New tools – new training, new user experience<br />What do you need to know:<br />Over time, all users will go to the new builders<br />New report builder and dashboard builder<br />Easy to use, but allows more power<br />Foundation for all new features<br />In Spring’11, first “builder-only” features arrive<br />Roadmap<br />
  25. 25. Dashboard and Report Builders<br />On by default for users with standard “System Administrator profile”<br />Profile controlled for others<br />
  26. 26. What should you see?<br />
  27. 27. Roadmap<br /><br />
  28. 28. Roadmap<br />Planned for Spring’11<br />Updates to filter panel in report builder<br />New charts – bubble and scatter<br />Some exception reporting<br />After<br />Reporting across multiple related lists<br />More exception reporting<br />After that<br />A way to install reports as a user<br />Analytics roadmap session!<br />
  29. 29. How to ask questions? Where to look?<br />On Dreamforce org<br />This session’s chatter<br />Developers group<br />Analytics group<br /><br />General development forum<br />IdeaExchange<br />Ask for something, if it’s already possible you’ll be told<br />CRM community<br />
  30. 30. For more questions, head to the session chatter page!<br />
  31. 31. Reporting for Developers<br />
  32. 32. Visit the Developer Training and Support Booth in Zone<br />D I S C O V E R<br />Developer training, certification and support resources <br />that help you achieve<br />S U C C E S S<br />Find us in the Partner Demo Area of <br /> Zone 2nd Floor Moscone West<br />Learn about Developer Certifications<br />Discover Developer Learning Paths<br />
  33. 33. Remember. . .<br /><ul><li>Check Chatter for additional session information
  34. 34. Get your developer Workbooks and Cheat Sheets in the Zone
  35. 35. Visit for more information related to this topic</li></ul>Don’t forget the survey!<br />
  36. 36. How Could Dreamforce Be Better? Tell Us!<br />Log in to the Dreamforce app to submit<br />surveys for the sessions you attended<br />Use the Dreamforce Mobile app to submit surveys<br />OR<br />Every session survey you submit is a chance to win an iPod nano!<br />