Analytics, Reports and Dashboards Flashcards
• Describe the options available when creating or customizing a report (e.g., report type, report format, fields, summarizing data, filtering data, charting, scheduling, and conditional highlighting). • Describe the impact of the sharing model on reports. • Describe the options available when creating and modifying dashboards (e.g., dashboard components, data sources, chart types, scheduling, and running user). • Describe the capabilities of custom report types.
How can you ensure that a dashboard is not accessed by someone not authorized?
How can you ensure that a dashboard is not accessed by someone not authorized?
What are the different types 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.
What customization options are available in reports?
Define Filters, 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 a ‘running user’ to display data that 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 eg: 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.
