(Data and analytics management 14%) Import and export with data management tools

Question 1

What the first step of importing data using the data import wizard

Answer 1

Cleaning the file. you want to make sure that what going into your org is organized and clean!

Question 2

Dataloader.io

Answer 2

allows you to bulk import or export data

Question 3

what the difference between a report, dashboard, and report type

Answer 3

Dashboards: are made up of components, each component is coming from one underlying report to see data all in one place.

Report: A list of records that meet the criteria you define in the report type. It allows you to graphically understand your data and shows more detail of a given component of the dashboard.

Report Type: Like a template that makes reporting easier, it determines which fields and records are available for use when creating a report.

Question 4

what is the report builder

Answer 4

drag and drop data base that allows you to build reports

Question 5

explain the value of using filters, cross filters, and filter logic

Answer 5

Cross Filters: Filter a report by the child object using the WITH or WITHOUT conditions

Filter Logic: Allows for Boolean conditions to control how field filters are evaluated

Question 6

What does the object relationship determine in a report type?

Answer 6

which records the report type includes

Question 7

What are the records returned for a primary object with a related object?

Answer 7

Records returned are only those where the primary object has at least one related object record.

ex. opp with products, the only records that would be returned are opps that have at least one related product record

Question 8

What are the records returned for a primary object with or without related object

Answer 8

Records returned are those where the primary object may or may not have a related object record

ex. opp with or without products, then opp would be displayed whether or not they have a related product record.

Question 9

what does the field layout determine?

Answer 9

which fields a report type includes

Question 10

can you edit standard report types?

Answer 10

no, but you can create a custom one by entering report types in setup and selecting report types

Question 11

what the report format tabular

Answer 11

default format, simplest and fastest way to look at data. similar to a spread sheet. They consist simply of an ordered set of fields in columns, with each marching record listed in a row.

best for: tasks like generating a mailing list

Question 12

what is the report format summary

Answer 12

Similar to tabular reports, but also allow you to group rows of data, view subtotals, create charts

allows for many more options for organizing the data, and are great for use in dash boards. most reports are in this format

Question 13

what is the report format matrix

Answer 13

allows you to group records both by row and column. These reports are the most time consuming to setup up, but provide the most detailed view of our data.

Why would you want it: at-a-glance overview of data. Especially like totals of revenue or quantity of products sold

Question 14

dash board builder

Answer 14

an intuitive interface for building dashboards from source reports you’ve created in salesforce

Question 15

how do you create a dashboard

Answer 15

setup>new dashboards

Question 16

what are dynamic dashboards

Answer 16

allows only users who have access to certain data see certain parts of the report

Question 17

What is a common strategy when building a report or dashboard

Answer 17

to copy an existing report and modify it to meet your needs. These reports can be found on AppExchange

Question 18

what’s the first step of modifying an existing report?

Answer 18

make a copy so you don’t write over a report that you or someone else might wan to keep!

Question 19

in what what ways do you and your team benefit from reports and dashboards?

Answer 19

Visibility into data: reports and dashboards give you easy access to key data insights, which help managers make better decisions.

Time savings: Reports give a quick way to answer both simple or complex questions

Flexibility: With reports and dashboards you can pull data from all your standard and custom objects and fields.

Question 20

what are bucket fields?

Answer 20

a way to organize your groupings by categories in matric reports