Data and Analytics Management III-IV-V Flashcards

1
Q

A “____” determines which records and fields are available in a report.

A

report type

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2
Q

“_____“can be used to report on historical data.

A

`Reporting snapshots

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3
Q

Combine up to “__” blocks in one report with joined reports

A

5

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4
Q

Fields cannot be hidden and will always be available to users when using this report type

A

standard report type

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5
Q

Fields can be hidden to prevent the field from being used when using this report type

A

Custom report type

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6
Q

Users can create “____” types if none of the standard or pre-made custom report types meet the report requirements.

A

custom report

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7
Q

“___” reports is just a list of records displaying their fields

A

Tabular

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8
Q

Data in a “___“report contain grouped records and subtotals.

A

summary

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9
Q

Data in a “____” report involve records that are grouped or summarized by rows and columns.

A

matrix

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10
Q

“___” reports are used for analyzing Salesforce data across multiple report types or getting multiple simultaneous views of an object.

A

Joined

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11
Q

“__” fields can be used for grouping, filtering, and categorizing report values based on defined criteria.

A

Bucket

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12
Q

“____” fields can be used to find the sum, average, highest, or lowest value of a numeric column in a report.

A

Summary

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13
Q

Four (4) types of summary can be used for a custom summary formula: They are

A

SUM, AVG, MAX and MIN.

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14
Q

Custom summary formulas can be created for these 3 grouping type reports At least one grouping is required.

A

summary, matrix and joined reports.

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15
Q

“___” Filters can be used to display records based on whether or not they have child records of a particular type.

A

Cross

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16
Q

“___” can be added to combine filters in a report with AND, OR, and NOT conditions as well as parentheses for condition priority

A

Filter logic

17
Q

When report filtering on a picklist field, “____” can be selected to limit results to records that are blank or contain ‘null’ values.

A

‘No Selection’

18
Q

Several “____” are available for displaying report data in the form of bars, columns, lines, shapes, or other elements.

A

chart types

19
Q

chart types can be created on these three report types

A

summary, matrix and joined reports.

20
Q

Charts provide a “___” of the information in the report.

A

visual display

21
Q

“____“charts show changes in value over time, e.g., monthly leads by month. can move up diagonally if the hoizontal and vertical value is steadily rising

A

Line

22
Q

“____“Chart displays report data in the form of a donut that consists of wedges where each wedge represents a grouping.

A

Donut

23
Q

A “____” chart can be used when there are multiple groupings in an ordered set to show proportions among the set.

A

Funnel

24
Q

A reporting snapshot can be configured to run on what 3 time intervals

A

daily, weekly, or monthly.

25
Q

T/F

Users can subscribe to report to directly receive report updates through email.

A

True

26
Q

The “____” permission is required in order to specify a running user other than himself/herself.

A

View All Data

27
Q

T/F

Reports will only show records the user has access to.

A

True, This means that if two different users with different record access run a report, the report will show different data depending on what records they have access to.

28
Q

T/F
Page layouts have no impact on record visibility in reports. A field can be viewed even if it is not visible on a page layout.

A

True

29
Q

“_____“determines access to folders in which reports are stored as user access to the folder is required.

A

Folder sharing

30
Q

Public folders can be shared to these three places

A

public groups, roles, users

31
Q

If the sharing model is “___” or “____“for an object, all users will see the same records in the report.

A

Public Read/Write, Public Read Only

32
Q

If the sharing model is “____” for an object, the user will only see the records they have access to.

A

Private

33
Q

“____” are visual representations of data from reports which are very useful in analyzing data,

A

Dashboards

34
Q

Data can be visually displayed on a dashboard using “____” such as chart, gauge, metric, or table.

A

dashboard components

35
Q

Dashboards can be manually refreshed, or it can automatically refresh “___” “____” or “_____” depending on the schedule set.

A

daily, weekly, or monthly

36
Q

A “___” is a visual representation of information displayed through components which retrieve data from source reports, and provides filters to narrow the results.

A

dashboard

37
Q

A dashboard component is the visualrepresentation of sourcereport data and can be in the form of one of these 4 components

A

a chart, gauge, metric, or table.

38
Q

Dashboards components can be resized to as small as”___” (1x1) components.

A

one row by one column