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AB > Reporting > Flashcards

Reporting Flashcards

1
Q

How many levels of groupings on a Summary Report type?

A

3

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2
Q

How many levels of summarization in a Matrix Report type?

A

2 levels for rows and columns

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3
Q

How many blocks can be shown in a Joined Report type?

A

5 blocks (1 standard or custom report type)
2k records per block
upto 10k records total

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4
Q

What features are not supported in a Joined report?

A

1) Bucket fields
2) Cross filters
3) Rows to Display filters
4) Conditional Highlighting
5) Reporting snapshots
6) Report subscriptions

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5
Q

What are the limits on report filtering?

A

3 cross filters per report and 5 sub filters for each cross filter

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6
Q

Custom Summary Formulas do what?

A

saves effort of having to create a formula field if the value is only required in a report

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7
Q

Customer summary formula limits

A

1) Can be defined on number, percent, and currency
2) four types of summary (avg, max, min, sum)
3) limited to 3900 chars
4) Up to 5 formulas can be defined per report
5) at least one grouping is required (cant do it on tabular

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8
Q

Row level formula limits?

A

Only one row level formula per report
up to 3 unique fields can be referenced
dashboard supports
created for a report which requires info not available in standalone field

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9
Q

Standard Report Types?

A

using a with relationship between objects selected

reveal all fields

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10
Q

Custom Report Type?

A

up to four objects/levels (primary and 3 related)
can hide custom fields
can use with or without between objects

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11
Q

What controls fields that are available for the report in a custom report type?

A

Field Layout screen

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12
Q

When a dashboard is refreshed, is it refreshed for everyone or just the user who refreshed it?

A

Everyone

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13
Q

Dashboards can be automatically emailed to users on a refresh?

A

True

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14
Q

What is a Dynamic Dashboard?

A

configured to only show data that a given user has access to

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15
Q

how many dynamic dashboards can you have?

A

5 enterprise

10 unlimited

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16
Q

What does a running user option do for dashboard?

A

displays data that the running user has access to for all users

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17
Q

Where are dashboards stored?

A

controlled by folder

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18
Q

what are options to view dashboard?

A

view as person who created, another person, or themselves (this can be controlled though)

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19
Q

Bar Chart is used for?

A

shows values as horiz. or vertical lengths.

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20
Q

Stacked bar chart is used for?

A

shows proportions between values in each grouping and each groupings total.

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21
Q

Line chart is used for?

A

use for displaying changes over time

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22
Q

Donut chart is used for?

A

multiple groupings, show proportion of a single value for each grouping against the total

23
Q

Funnel Chart is used for?

A

used to show the proportions among multiple groupings in an ordered set

24
Q

Scatter chart is used for?

A

one or two groups of report data plus measures

25
Q

Guage chart is used for?

A

displays a single value towards a goal

26
Q

Metric is used for?

A

one key value (such as a total of something)

27
Q

Lightning table?

A

up to 200 records and 10 columns from any field made available in report type

28
Q

What happens when dashboard is not refreshed in 7 days?

A

Prompt user to refresh

29
Q

Folders can be shared with?

A

1) users
2) public groups
3) roles
4) role and subordinates

30
Q

What are three levels of access to folder?

A

View –> view
Edit –> edit/delete report
Manage –> edit delete folder

31
Q

What controls what records are seen in a report?

A

Sharing Settings

if public, everyone will see same records in report

32
Q

what user permission needed to create reports in private folders?
in public folders?

A

Create and Customize Reports (private)

Report Builder (public)

33
Q

How can it be ensured that a dashboard is not accessed by a someone not authorized?

A

Store dashboard in appropriate folder they should have access

34
Q

What are the different levels of access available for sharing a report or dashboard folder?

A

Viewer
Editor
Manager

35
Q

What are the different types of reports?

A

Tabular, Summary, Matrix, Joined

36
Q

Which report format can be used to display a Sales Rep Performance Scorecard?

A

Joined report

37
Q

Which dashboard component(s) can be used to display a grand total?

A

Gauge and Metric

38
Q

Which report format does not support bucket fields and cross filters

A

Joined report

39
Q

Which report formats support custom summary formulas?

A

Summary, Matrix, Joined

40
Q

What impact does the sharing model have when running reports?

A

Security and sharing model settings are applied when a user runs a report so they will only have access data they are supposed to

41
Q

What customization options are available in reports?

A 
Define filters
Define/Name ranges in bucket fields
Summarize number/currency fields
conditional highlighting of summarized values
custom summary formulas
42
Q

What data will a dashboard display?

A

data a user has access to if defined as ‘dynamic’
or
run as ‘running user’

43
Q

What are the different dashboard components?

A 
chart
guage 
metric
table
visualforce
44
Q

When are dashboard refreshed?

A

manually
or scheduled:
daily, weekly, monthly

45
Q

Why would a custom report type be created?

A

to specify types of related records included (with/without) and add additional fields (fields related to a lookup)

46
Q

What relationships are possible when creating custom report types?

A

with and without

47
Q

How many levels can a custom report have?

A

4

48
Q

Are standard reports types defined by with or without?

A

with

49
Q

After adding a group to a report in LE, what can be shown or hidden from the bottom of the preview pane?

A

detail rows
grand total
subtotals
(by togging switches down there)

50
Q

what are some capabilities available on a joined report run page in LE?

A

Adding a chart
editing filters
adding report to a dashboard
sorting columns/groups

51
Q

In LE, what is required for using a joined report as a data source for a dashboard component?

A

A chart must be added to the joined report

52
Q

What is the max number of components a dashboard can have?

A

20

53
Q

What report types can be converted to a joined report?

A

Tabular, Summary, Matrix (all of them)

54
Q

What two permissions are needed to create custom reports that all users can view?

A

Manage Public Reports

Create and Customize Reports

AB (9 decks)

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