Data and Analytics Management Flashcards

1
Q

Data can be imported and exported in what type of file?

A

Delimited text format (.csv)

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2
Q

Tool that lets you import up to 50,000 records at a time

A

Data Import Wizard (Setup)

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3
Q

Client application that can import up to 5 million records at time

A

Data Loader (Setup) - you must install separately

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4
Q

Allows you to export data manually or automatically once every 7 days (weekly report) or 29 days (monthly report)

A

Data Export Service (Setup)

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5
Q

What specifies the matching criteria to identify duplicate records?

A

Duplicate Rule (Setup)

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6
Q

Where do you create custom reports?

A

Setup - Report Types

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7
Q

Where can the Report Builder be found?

A

Reports Tab/App Launcher

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8
Q

Determines which fields and records are available for use when creating a report

A

Report Type (Setup)

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9
Q

Determines which records the report type includes

A

Primary object relationship

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10
Q

You can have up to ___ related objects

A

4

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11
Q

Use a ___ to quickly categorize report records without creating a formula or custom field

A

Bucket column

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12
Q

Filter reports by show me, date field and date range

A

Standard Filters

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13
Q

____ uses operators to determine when and how filters are applied to a report

A

Filter Logic

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14
Q

Which filter do you use to filter a report by child objects using With or Without conditions

A

Cross Filter

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15
Q

Select maximum rows, sort by and sort order of a report

A

Row Limit

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16
Q

List report format

A

Tabular

17
Q

What report format do you use to group and summarize?

A

Summary

18
Q

Group and summarize, by row and column report format

A

Matrix

19
Q

Allow you to place a single chart right at the top of your report

A

Report Charts

20
Q

Visual display of key metrics and trends for records within the org

A

Dashboard (stored in public, hidden or shared folder)

21
Q

This type of Dashboard runs as the logged-in user, seeing the data according to their own access level

A

Dynamic Dashboard

22
Q

What tool do you use to build dashboards from reports?

A

Dashboard Builder

23
Q

What dashboard component do you use when you want to show data graphically?

A

Chart

24
Q

Use a ____ when you have a single value that you want to show within a range of custom values

A

Gauge (Dashboard Component)

25
Q

Use a ___ when you have one key value to display

A

Metric (Dashboard Component)

26
Q

What dashboard component do you use to show a set of report data in column form?

A

Table

27
Q

What can you add to a report to calculate additional totals based on the numerical values?

A

Summary Formulas

28
Q

True or False: Export report details in .csv or .xls formats from the report tab

A

True

29
Q

Tool that allows you to bulk import, export, insert, update, delete, upsert records for both standard and custom objects

A

Data Loader

30
Q

Filter logic doesn’t apply to ___ filters

A

Cross filters