Data and Analytics Management Flashcards
Data can be imported and exported in what type of file?
Delimited text format (.csv)
Tool that lets you import up to 50,000 records at a time
Data Import Wizard (Setup)
Client application that can import up to 5 million records at time
Data Loader (Setup) - you must install separately
Allows you to export data manually or automatically once every 7 days (weekly report) or 29 days (monthly report)
Data Export Service (Setup)
What specifies the matching criteria to identify duplicate records?
Duplicate Rule (Setup)
Where do you create custom reports?
Setup - Report Types
Where can the Report Builder be found?
Reports Tab/App Launcher
Determines which fields and records are available for use when creating a report
Report Type (Setup)
Determines which records the report type includes
Primary object relationship
You can have up to ___ related objects
4
Use a ___ to quickly categorize report records without creating a formula or custom field
Bucket column
Filter reports by show me, date field and date range
Standard Filters
____ uses operators to determine when and how filters are applied to a report
Filter Logic
Which filter do you use to filter a report by child objects using With or Without conditions
Cross Filter
Select maximum rows, sort by and sort order of a report
Row Limit
List report format
Tabular
What report format do you use to group and summarize?
Summary
Group and summarize, by row and column report format
Matrix
Allow you to place a single chart right at the top of your report
Report Charts
Visual display of key metrics and trends for records within the org
Dashboard (stored in public, hidden or shared folder)
This type of Dashboard runs as the logged-in user, seeing the data according to their own access level
Dynamic Dashboard
What tool do you use to build dashboards from reports?
Dashboard Builder
What dashboard component do you use when you want to show data graphically?
Chart
Use a ____ when you have a single value that you want to show within a range of custom values
Gauge (Dashboard Component)
Use a ___ when you have one key value to display
Metric (Dashboard Component)
What dashboard component do you use to show a set of report data in column form?
Table
What can you add to a report to calculate additional totals based on the numerical values?
Summary Formulas
True or False: Export report details in .csv or .xls formats from the report tab
True
Tool that allows you to bulk import, export, insert, update, delete, upsert records for both standard and custom objects
Data Loader
Filter logic doesn’t apply to ___ filters
Cross filters