Blog Categories

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 example, filter a report to show just accounts with cases.
  • WITHOUT conditions.:For example, filter a report to show just contacts without activities.
  • Using both WITH and WITHOUT conditions:For example, filter a report to show accounts that have cases but don’t have activities.

Let us work with Examples:

Example 1: Using WITH Conditions

User needs to report on all accounts, that do have emails on contacts.
For example – An account may have any number of contacts,The user needs a report of accounts where all of its contacts has an email field NOT blank

Solution:

Create a report with selecting account report only:

select accounts

 

and then follow Steps in below screen:

WITH Reports

Example 2: Using WITHOUT Conditions

User needs to report on all accounts, that do not have a single contact with email.
For example – An account may have any number of contacts,The user needs a report of accounts where neither of the contacts has an email

Solution: 

Create a report with selecting account report only:

select accounts

and then follow Steps in below screen:

WITHOUT

 

Important Points while you work on Cross Filter :

  • Filter Logic does not work with cross filters.Here is an Idea you can vote for.
  • You won’t be able to cross-filter (i.e. Opportunities without Activities) a given report type block when using the new Joined report type. Here is another Idea you can vote for.
  • Checkout these awesome tips for working with Cross Filter as well.

8 Comments

  1. Nice post Vinay. I like your posts in series format.This is very helpful for all levels of users by regaining their experience and knowledge.

  2. Liked it Bro!!! It’s damn descriptive.

  3. Awesome!!

    Keep the work bro

  4. Hi Vinay,
    Great post which will really help new users. One thing which will help on this cross filter is if you can explain more on where this cross filters will work. Like objects with only master detailed relationship or objects with no relationship etc so that user will know where to use it and where not to use it.. Keep up the good work!!

    • Thanks Buyan 🙂
      And ofcourse I will update blog with object relationship as well

Post a Reply

Your email address will not be published. Required fields are marked *