Data and Analytics Management III-IV-V Flashcards
A “____” determines which records and fields are available in a report.
report type
“_____“can be used to report on historical data.
`Reporting snapshots
Combine up to “__” blocks in one report with joined reports
5
Fields cannot be hidden and will always be available to users when using this report type
standard report type
Fields can be hidden to prevent the field from being used when using this report type
Custom report type
Users can create “____” types if none of the standard or pre-made custom report types meet the report requirements.
custom report
“___” reports is just a list of records displaying their fields
Tabular
Data in a “___“report contain grouped records and subtotals.
summary
Data in a “____” report involve records that are grouped or summarized by rows and columns.
matrix
“___” reports are used for analyzing Salesforce data across multiple report types or getting multiple simultaneous views of an object.
Joined
“__” fields can be used for grouping, filtering, and categorizing report values based on defined criteria.
Bucket
“____” fields can be used to find the sum, average, highest, or lowest value of a numeric column in a report.
Summary
Four (4) types of summary can be used for a custom summary formula: They are
SUM, AVG, MAX and MIN.
Custom summary formulas can be created for these 3 grouping type reports At least one grouping is required.
summary, matrix and joined reports.
“___” Filters can be used to display records based on whether or not they have child records of a particular type.
Cross
“___” can be added to combine filters in a report with AND, OR, and NOT conditions as well as parentheses for condition priority
Filter logic
When report filtering on a picklist field, “____” can be selected to limit results to records that are blank or contain ‘null’ values.
‘No Selection’
Several “____” are available for displaying report data in the form of bars, columns, lines, shapes, or other elements.
chart types
chart types can be created on these three report types
summary, matrix and joined reports.
Charts provide a “___” of the information in the report.
visual display
“____“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
Line
“____“Chart displays report data in the form of a donut that consists of wedges where each wedge represents a grouping.
Donut
A “____” chart can be used when there are multiple groupings in an ordered set to show proportions among the set.
Funnel
A reporting snapshot can be configured to run on what 3 time intervals
daily, weekly, or monthly.
T/F
Users can subscribe to report to directly receive report updates through email.
True
The “____” permission is required in order to specify a running user other than himself/herself.
View All Data
T/F
Reports will only show records the user has access to.
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.
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.
True
“_____“determines access to folders in which reports are stored as user access to the folder is required.
Folder sharing
Public folders can be shared to these three places
public groups, roles, users
If the sharing model is “___” or “____“for an object, all users will see the same records in the report.
Public Read/Write, Public Read Only
If the sharing model is “____” for an object, the user will only see the records they have access to.
Private
“____” are visual representations of data from reports which are very useful in analyzing data,
Dashboards
Data can be visually displayed on a dashboard using “____” such as chart, gauge, metric, or table.
dashboard components
Dashboards can be manually refreshed, or it can automatically refresh “___” “____” or “_____” depending on the schedule set.
daily, weekly, or monthly
A “___” is a visual representation of information displayed through components which retrieve data from source reports, and provides filters to narrow the results.
dashboard
A dashboard component is the visualrepresentation of sourcereport data and can be in the form of one of these 4 components
a chart, gauge, metric, or table.
Dashboards components can be resized to as small as”___” (1x1) components.
one row by one column
