Associate Cert - Reports & Dashboards Flashcards
Lightning dashboards can have up to ___ filters. From the Spring ‘23 release, orgs with Unlimited Edition can have up to ___ filters.
Lightning dashboards can have up to 3 filters. From the Spring ‘23 release, orgs with Unlimited Edition can have up to 5 filters.
_______ is a function that enables you to identify how many distinct values there are in a column.
Unique Count is a function that enables you to identify how many distinct values there are in a column.
_______ is the ability to change the value of a field, without needing to navigate to a record, it allows a user to update a record from somewhere other than the record page, such as a list view or report
Inline editing
Inline editing is the ability to change the value of a field, without needing to navigate to a record, it allows a user to update a record from somewhere other than the record page, such as a list view or report
Inline editing for reports means you can update multiple fields and records at once, without needing to _______ or _______.
leave the report page or rerun your report.
Inline editing for reports means you can update multiple fields and records at once, without needing to leave the report page or rerun your report.
_______ can be used to highlight different summarized values or data ranges.
Conditional formatting
Conditional formatting can be used to highlight different summarized values or data ranges.
_______ are used to categorize data but do not highlight them like conditional formatting.
Bucket fields
Bucket fields are used to categorize data but do not highlight them like conditional formatting.
Subtotals and Grand Total can be enabled to show values but do not _______.
highlight them
Subtotals and Grand Total can be enabled to show values but do not highlight them.
What feature can be used to highlight different summarized values in a report?
Conditional Formatting
We should use _______ when standard reporting cannot meet our requirements.
custom report types
We should use custom report types when standard reporting cannot meet our requirements.
Requirements that include the need to restrict, reorganize or rename fields are indicators that you will need a _______.
custom report type
Requirements that include the need to restrict, reorganize or rename fields are indicators that you will need a custom report type.
How can you restrict certain users’ ability to view a dashboard?
Restrict the access to the folder where the dashboard is located.
What two things happen when you select the setting “View Dashboard As Another Person”?
The “View Dashboard As” setting is fixed to a specific user. AND
All dashboard viewers will see dashboard data based on the access level of the “View Dashboard As” user.
How can you ensure you are looking at the latest dashboard data? Name two ways.
Check the dashboard timestamp OR Refresh the dashboard
The VP of Sales would like to receive a dashboard daily. Her team should also receive the dashboard. A role hierarchy has been created so that the role of the VP of Sales is above her subordinate’s role. How can this be achieved?
Create a dashboard subscription and share with the VP of Sales role and subordinates.
You have created a report that shows all Opportunities. You would like to see Opportunities by Account. What should you do?
Add a grouping
What is a bucket column in Salesforce reporting?
Used in reports to categorize and group report values.
You can easily categorize report records without creating a formula or a custom field by _______.
You can easily categorize report records without creating a formula or a custom field by using bucket columns.
When you create a bucket column, you determine categories (buckets) used to group report values. For example, you might categorize opportunity likelihood of winning based on ‘Probability %’ as ‘Low’, ‘Medium’ or ‘High’. You can sort, filter, and group by bucket columns.
You would like to see a report of opportunities with or without products. How can this be achieved?
Create a custom report … Standard reports are capable of displaying ‘with’ relationships. For example, there is a standard report ‘Opportunities with Products’. However, standard reports do not do ‘with/without’ relationships and therefore a custom report type is required.
A _______ in Salesforce combines reports that have different report types, within a single view, appearing like one single report so that you can get a more holistic data view.
Joined Report
A Joined Report in Salesforce combines reports that have different report types, within a single view, appearing like one single report so that you can get a more holistic data view.
You would like to identify Accounts with open Opportunities and open cases, displaying the details side by side. How could this be achieved in a report?
Joined Report
When you subscribe to a dashboard, the schedule frequency can be set to …
Daily, Weekly or Monthly.
Using _______, an Administrator can create a single dashboard instead of multiple dashboards, as each user will only see data they have access to based on their security and sharing settings.
dynamic dashboards
Using dynamic dashboards, an Administrator can create a single dashboard instead of multiple dashboards, as each user will only see data they have access to based on their security and sharing settings.
Dynamic dashboards can be configured by editing the dashboard properties and selecting _______.
View Dashboard As ‘The dashboard viewer’
Dynamic dashboards can be configured by editing the dashboard properties and selecting View Dashboard As ‘The dashboard viewer’.
What dashboard property can be configured to ensure a user will only see data they have access to based on their security and sharing settings?
View Dashboard as “The dashboard viewer”
_______ are similar to a spreadsheet and can be used to create lists of records or a list with a single grand total. They should be used where no grouping is required.
Tabular reports
Tabular reports are similar to a spreadsheet and can be used to create lists of records or a list with a single grand total. They should be used where no grouping is required.
The Marketing Manager has asked you to generate a list of contacts for a mailing list. What type of report would be the most appropriate to use?
Tabular
_______ allow users to group rows of data, view subtotals, and create charts. You can use this type for a report to show subtotals based on the value of a particular field.
Summary reports
Summary reports allow users to group rows of data, view subtotals, and create charts. You can use this type for a report to show subtotals based on the value of a particular field.
Name three indicators that you will need a custom report type…
You have the need to
Restrict,
Reorganize or
Rename
Fields.
