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Posted by on Jan 25, 2017 in Blog Series, Featured Blogs, Learn Salesforce Reports with Examples | 0 comments

Learn Salesforce Reports with Examples–Bucketing in Salesforce Reports

Learn Salesforce Reports with Examples–Bucketing in Salesforce Reports

Learn Salesforce Reports with Examples – Bucketing in Salesforce Reports is the third part of the series “Learn Salesforce Reports with Examples” where I will be sharing some key features for the Salesforce Reports which is an inspiration from a similar series on formulas – “Learn Salesforce Formulas with Examples” and the numerous related queries on Answers Community. Learn Salesforce Reports with Examples – Bucketing in Salesforce Reports will surely prove to be helpful to the Salesforce Report users in learning & implementing bucketing in Salesforce Reports. Bucketing: “Bucketing lets you quickly categorize report records without creating a formula or a custom field, Bucket fields can be used like any other field to sort, filter, and group your report. When you create a bucket field, you define multiple categories (buckets) used to group report values.” It can group only the below data types fields: 1. Picklist 2. Number 3. Text I will take an example of a common use case where: First Bucketing on Basis of Amount (Numeric Bucketing Example): The Administrator...

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Posted by on Jun 29, 2016 in Blog Series, Featured Blogs, Learn Salesforce Reports with Examples, Tutorials | 8 comments

Learn Salesforce Reports with Examples – Using Cross Filters

Learn Salesforce Reports with Examples – Using Cross Filters

Learn Salesforce Reports with Examples Using Cross Filters  is the second part of the series “Learn Salesforce Reports with Examples” where I will be sharing some key features for the Salesforce Reports which is an inspiration from a similar series on formulas – “Learn Salesforce Formulas with Examples ” and the numerous related queries on Answers Community .This post is also inspired by “Data Cleansing and Analysis with Cross-Filters” session by Geoffrey Flynn (Salesforce MVP) Let us first understand what Cross Filters are? Cross filters work like ordinary filters, but they have some special characteristics of their own.They can filter results by related objects.You can use cross filters to include or exclude records in your report results based on related objects and their fields.If you haven’t,Please check here how to create a Cross Filter.You can also watch this video to get some more insight about it. How Cross Filters are used in Reports? You can use cross filters to filter a report by an object’s child objects using: WITH conditions: For...

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Posted by on Mar 25, 2016 in Blog Series, Featured Blogs, Learn Salesforce Reports with Examples, Tutorials | 0 comments

Learn Salesforce Reports with Examples – Matrix Reports with Custom Summary Formula

Learn Salesforce Reports with Examples – Matrix Reports with Custom Summary Formula

Learn Salesforce Reports with Examples – Matrix Reports with Custom Summary Formula is the part of the series “Learn Salesforce Reports with Examples” where I will be sharing some key features for the Salesforce Reports which is an inspiration from a similar series on formulas – “Learn Salesforce Formulas with Examples ” and the numerous related queries on Answers Community . Hereby, I bring you the first post in the series – Learn Salesforce Reports with Examples – Matrix Reports with Custom Summary Formula If you are hearing the word “Custom Summary Formula ” or “Matrix Reports” for the first time,I would suggest you to check the official documentation for Custom Summary Formula and How to create Matrix Report first and then come back again.Also would suggest you to go through Reporting Workbook as well.Now Let’s deep dive into how to use custom summary formula with an example: Scenario An Administrator wants to create an Opportunity matrix report which should be such that it calculates the % of Opportunity Amount that is closed...

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