Analytics, Reports and Dashboards (10%) Flashcards
How can you ensure that a dashboard is not accessed by someone not authorized?
Store the dashboard in a folder that is accessible only by the authorized users.
What are the different formats of reports?
Tabular, summary, matrix and joined.
What impact does the sharing model have when running reports?
Security and sharing model settings are applied when running a report so users will only see data they have access to.
In a private sharing model, which records will be returned to a user in a report not owned by that user?
Records owned by that user and users below them in the role hierarchy.
What customization options are available in reports?
Add grouping, define filters, define filter logic, define and name ranges in ‘bucket’ fields, summarize number and currency fields, conditional highlighting of summarized values, custom summary formulas.
What data will a dashboard display?
A dashboard will display data a user has access to if defined as ‘dynamic’, or run as ‘running user’ to display data that the user has access to.
When are dashboards refreshed?
Manually or scheduled to refresh daily, weekly or monthly.
Why would a custom report type be created?
To specify the types of related records included(with or without) and add additional fields, e.g., fields related to a lookup.
How many levels can a custom report type have?
4 Levels - A primary object and 3 related objects
Are Standard Report Types defined as ‘with’ or ‘without’ related records?
‘With’ related records.
In what form can dashboard components be?
Chart, gauge, metric, legacy table, lightning table, or visualforce page.
Where is data dashboards extracted from?
Reports.
Which data can you highlight in a report when using conditional highlighting?
Grand totals, summarized totals, grouped by field names.
Which two chart types can display summary values from two levels of grouping in a report?
Stacked bar chart and grouped lined chart.
When would you need to create a custom report type?
When you want to show a relationship other than ‘with’ between related objects.
Which features are available when applying a filter to a date field in the lightning report builder?
Custom date ranges can accept manually entered values and be open-ended.
In lightning experience, what are the different ways of adding columns to a report?
Using the ‘add column…’ picklist or dragging columns from the ‘fields’ pane on the left onto the report.
What must be true to add a chart to a report in lightning experience?
The report must have at least one group.
What must be true to use a joined report as the data source for a dashboard component
The joined report should have a report chart.
What are some of the options available for a joined report run page in lightning experience?
Adding a chart, editing filters, sorting columns and groups, and adding the report to a dashboard.
What can be used to quickly find reports from the reports tab in lightning experience?
Quick search.
