Stefanie Bialas & I provide tips and tricks for your Reporting & Dashboards as well as the differences between Lightning Reports & Classic as well as a description of the "Power Of One". We presented this talk at the Salesforce World Tour London in 2017. Find out more about the day at: www.radnip.com/wt

1. Francis Pindar and Stefanie Bialas
Supercharge Your Salesforce
Reports and Dashboards
Struck by Lightning? Tips and Tricks for Analytics in Lightning
francis@netstronghold.com stefanie.bialas@ntt.eu
@radnip @schdaephyie

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3. Supercharge Your Salesforce Reports and Dashboards
1. Who we are
2. Reports
3. Dashboards
4. Tips and Tricks
5. More…
Agenda
4
5
6
8
16

4. Who we are
Francis
Is like a waterfall, full of never ending
knowledge, steadily flowing to nurture
his surrounding. Salesforce MVP,
Founder of ‘A Force Guru’ and many
other salesforce sources.
Steffi
Lived for some time in user land
before moving to planet adminitonia.
She is now a diplomate, trying to make
peace between the folks from user
land and everyone else.

5. Reports
Lightning vs. Classic – what you need to know
Source: Salesforce Help & Training
Lightning Classic
View Yes Yes
Edit Yes Yes
Create Created in Classic can be viewed and edited in
Lightning
Created in Lightning can be viewed and edited in
Classic
Security Folders will obey sharing rules settings set on
Classic
-
Format Joint Reports not available -
Builder Classic format (atm, this may change) Classic format
Design and
Usability
Easier to edit filters, update charts or hide them.
Matrix format easier to read.
-

6. Start off from the Dashboard
tab rather than the Report tab!
Size of individual dashboard
components can vary.
Place a report on top of a
dashboard component by
using the pencil icon on the
dashboard builder page.
More than three columns can
be added.
Dashboards
Lightning vs. Classic – what you need to know

7. Dashboards
Lightning Classic
Edit -
When edited in Lightning, not edit-
able anymore in Classic
Clone
Save as new version in Lightning
…
… if you wish to keep editing the
dashboard in Classic
Security
Obeys sharing rules set on
Classic
-
Create -
Created in Lightning can be
viewed in Classic but not edited
Design -
More than three columns will
automatically be displayed as
three columns again
Samples scfdc.co/sampledashboards
Lightning vs. Classic – what you need to know
Source: salesforce Help & Training

8. Filters
Reports &
Dashboards
Specify the range of data
by combining date filters
Dashboards: Take care
only for the same object
Don’t forget about NOT as
operator
Five Tricks around Reports and Dashboards
Bucket Fields
Reports
Total max. 5 per report
Total max. 20 “Buckets”
per field
Can’t be used in another
report
Power of One
Superpowers
Best to create for each
object on your org:
Formula field with value 1
Automation
Reports &
Dashboards
Make the Reports and
Dashboards do the hard
Work and notify you
When records change.
Reports
Custom Formulas
Careful this can only be
used on mathematical
values, not text. E.g.
calculate win rates

9. Bucket Fields

21. What is it?
The simplest formula you will ever setup: Formula field, 0 decimals, formula: 1
Why?
Reports with more than one object, e.g. accounts with contacts. Result: record count is counting
the child record, e.g. each contact associated with an account.
Not counting how many accounts, unless you use the Power of One!
Greatest Formula Ever Written
Power of One
More from Steve Molis here: https://success.salesforce.com/answers?id=9063000000048RbAAI

22. Step by Step
Power of One

23. Step by Step
Power of One

24. Step by Step
Power of One
Summarize!
Contacts
Accounts
34 16

25. Filtered Source Reports on Dashboards

27. Filtered Source Reports on Dashboards

29. Source Dashboards

30. Source Dashboards

31. Source Dashboards

32. Source Dashboards

33. Source Dashboards

34. Report Automation – Exception Reports

35. Report Automation – Exception Reports

36. Dashboard Automation

37. Modules on Trailhead
For Reports and Dashboards
Sales Reports for
Lightning
Experience
Lightning
Experience
Reports &
Dashboards
Reports &
Dashboards
1M+ Badges
completed 189+ Badges
available
Visit trailhead.salesforce.com
and get started today

38. Follow us on Twitter Blog Post 3 PM Bring Your users with you on the
@radnip radnip.com/wt trail to Lightning
@schdaephyie 4 PM An Admin’s Guide to Developer Console
Sharing is caring, more knowledge…
London Salesforce Admins
London Salesforce Developers
Pardot London Meetup