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|a 658.81200000000001
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| 100 |
1 |
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|a Yu, Johan
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| 245 |
1 |
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|a Salesforce Lightning Reporting and Dashboards :
|b Learn How to Build Advanced Reports and Dashboards in Salesforce Lightning Experience
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| 250 |
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|a 1st ed
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| 264 |
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1 |
|a Birmingham :
|b Packt Publishing, Limited,
|c 2017
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| 264 |
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|c ©2017
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| 300 |
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|a 1 online resource (391 pages)
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|a text
|b txt
|2 rdacontent
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|b c
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|a online resource
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|2 rdacarrier
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|a Cover -- Copyright -- Credits -- Foreword -- About the Author -- About the Reviewers -- www.PacktPub.com -- Customer Feedback -- Table of Contents -- Preface -- Chapter 1: Fundamentals of Salesforce Reports and Dashboards -- An overview and the benefits of Salesforce -- Salesforce Lightning Experience -- Let's get the right term -- What was before the Lightning Experience? -- Let's turn the Lightning Experience on -- Switch to Lightning Experience -- The Salesforce object model -- Standard objects -- Custom objects -- Object relationships -- Field types -- Navigating to the Setup menu -- Navigating to reports and dashboards -- Reports / Dashboards tab and menu -- Adding to favorites -- Summary -- Chapter 2: Concepts and Permissions in Reports and Dashboards -- Data for reports and dashboards -- Generating reports and dashboards -- The report and dashboard folder -- A private folder -- Unfiled public folder -- Public folder -- Standard reports and report folders -- Creating report and dashboard folders -- Hands-on exercise to create a report folder -- Report and dashboard folders sharing -- Hands-on exercise for sharing report folders -- Report permissions -- Run reports -- Create and customize reports -- Export reports -- Subscribe to reports -- Dashboard permissions -- Run reports permission -- Creating and customizing dashboards permission -- Manage dynamic dashboards permission -- The View My Team's Dashboards permission -- Schedule dashboards -- Summary -- Chapter 3: Implementing Security in Reports and Dashboards -- Securing private reports and dashboards -- Using Unfiled Public Reports -- Using public reports and dashboards -- Sharing and securing public reports and dashboards -- Report folder permissions -- The Create Report Folders permission -- The View Reports in Public Folders permission -- The Edit My Reports permission
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|a Enabling collaboration in a report -- Tracking report feed -- Dashboard collaboration and feed tracking -- Following dashboards -- Posting a dashboard component snapshot -- Filtering reports via URL parameters -- Hands-on exercise for implementing a report filter via URL parameters -- Setting and using field history tracking -- History tracking on standard objects -- History tracking on custom objects -- History objects -- Reading the history tracking value -- The history related list -- History reports -- Limitations of using field history tracking -- Reporting on historical data with Reporting Snapshots -- Configuring a Reporting Snapshot -- Hands-on exercise for creating a Reporting Snapshot -- Creating a Summary report -- Creating a custom object -- Creating custom fields -- Creating Reporting Snapshots -- Mapping fields from Source Report to target object -- Scheduling a Reporting Snapshot -- Summary and schedule -- History and monitoring a Reporting Snapshot -- Reporting on historical data -- Summary -- Chapter 12: Dashboards and Reports in the Salesforce1 Mobile App -- Introduction to the Salesforce1 mobile app -- Working with dashboards in the Salesforce1 app -- Refreshing a dashboard -- The dynamic dashboard -- The dashboard filters -- Sharing a dashboard snapshot to Chatter feed -- Changing the component chart types -- Chart details and reports -- Working with reports in the Salesforce1 app -- Report menu items -- Drilling down from dashboards -- Drilling down to records -- Accessing offline -- Limitations of the Salesforce1 app -- Summary -- Index
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8 |
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|a Hands-on exercise for extending Custom Report types -- Hands-on exercise for using a Custom Report type -- Limitations and benefits of Custom Report types -- Tips on Custom Report types -- Summary -- Chapter 6: Advanced Report Configuration -- Categorizing data in reports -- Bucket fields -- Hands-on exercise for adding a bucket field to a report -- Creating a bucket field depending on the source field type -- The picklist field -- The Currency, Number, and Percent fields -- The Text and Lookup fields -- Editing a bucket field -- The Custom Summary Formula -- The Custom Summary Formula in Summary and Matrix reports -- Hands-on exercise for adding a simple summary formula -- Hands-on exercise for working with a summary formula -- Using the IF() function -- Using the MAX() function -- Function formulas -- The PARENTGROUPVAL() function -- Using the PARENTGROUPVAL() function in Summary report -- Using the PARENTGROUPVAL() function in the Matrix report -- The PREVGROUPVAL() function -- Using the PREVGROUPVAL() function in Summary report -- Using the PREVGROUPVAL() function in Matrix report -- Summary -- Chapter 7: Adding Charts in Reports and Pages -- Adding a chart to a report -- Types of charts in reports -- The Horizontal Bar chart -- The Vertical Bar chart -- The Stacked Horizontal Bar chart -- The Stacked Vertical Bar chart -- The Line chart -- The Donut chart -- The Funnel chart -- The Scatter chart -- Hands-on exercise for adding a chart to a report -- Embedding a report chart in an object page -- Hands-on exercise for adding a chart to a page layout -- Summary -- Chapter 8: Working with Reports -- Opening a report -- The Reports tab -- The Reports menu -- The Folders menu -- The favorites icon -- Hands-on exercise for adding an item to favorites -- The search textbox -- Navigating to a report -- Summarizing fields -- Filters
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8 |
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|a The Collaborate field -- Report settings -- The action button -- Subscribing reports -- Hands-on exercise for subscribing to a report in Lightning Experience -- Summary -- Chapter 9: Building Dashboards in Lightning Experience -- Introducing dashboards in Salesforce -- Built-on components -- Dashboard accessibility -- Running user -- Dynamic dashboards -- The new experience -- Opening a dashboard -- The Dashboards tab -- The DASHBOARDS menu -- The FOLDERS menu -- The favorites icon -- The search textbox -- Navigating to a dashboard -- Dragging and dropping in the Dashboard Builder -- Refreshing dashboards -- Scheduling a dashboard refresh -- Creating your first dashboard -- Hands-on exercise for creating a dashboard -- Hands-on exercise for editing and maintaining a dashboard -- The dashboard components -- Defining the dashboard components -- Tables -- Funnel charts -- Gauge charts -- Stacked Bar charts -- Scatter charts -- Cumulative Line charts -- Combination charts -- Reports as a data source -- Summary -- Chapter 10: Learning Advanced Dashboard Configuration -- Implementing the dashboard filters -- Getting to know the dashboard filters -- Hands-on exercise for adding a filter to a dashboard -- Viewing a dashboard -- Using a dynamic dashboard -- A normal dashboard -- What is a dynamic dashboard? -- Limitations of the dynamic dashboard -- Hands-on exercise for creating a dynamic dashboard -- Dashboards and reports drill down -- Preserving filters -- Getting more from AppExchange -- Hands-on exercise for installing a dashboard from AppExchange -- Sales Year to Date dashboard -- Creating reports as a data source -- Creating a sales YTD dashboard -- Adding dashboard filters -- Adding a dynamic dashboard -- Summary -- Chapter 11: Advanced Tips and Tricks for Reports and Dashboards -- Reports and dashboards collaboration with Chatter
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|a The Manage Reports in Public Folders permission -- The Manage All Private Reports and Dashboards permission -- Dashboard folder permissions -- The Create Dashboard Folders permission -- The Edit My Dashboards permission -- The View Dashboards in Public Folders permission -- The Manage Dashboards in Public Folders permission -- Applying permission -- Hands-on exercise for adding permission in a Profile -- Hands-on exercise utilizing permission with Permission Sets -- Summary -- Chapter 4: Creating and Managing Reports -- Selecting the report format -- Types of report format -- The Tabular report format -- Hands-on exercise for creating a Tabular report -- The Summary report format -- Hands-on exercise for creating a Summary report -- The Matrix report format -- Hands-on exercise for creating a Matrix report -- Hands-on exercise for adding a Summary field to Matrix reports -- The Joined report format -- Hands-on exercise for creating a Joined report -- Working with report filters -- Field filter -- The Filter Logic -- Hands-on exercise for using the Filter Logic -- The Cross Filter -- Hands-on exercise for using the Cross Filter -- Hands-on exercise for creating more scenarios using the Cross Filter (1) -- Hands-on exercise for creating more scenarios using the Cross Filter (2) -- Creating the Summary field -- The Row Limit filter -- Hands-on exercise for adding Row Limit and the Dashboard Settings button -- Filtering by Role Hierarchy -- Filtering by Relative Date -- Filtering by clicking on a chart -- The Lock Filter -- Summary -- Chapter 5: Understanding Report Types -- Report Type introduction -- Report type categories -- Hands-on exercise for hiding a report type -- Standard Report Type -- The Lookup relationship -- The Master-Detail Relationship -- The Custom Report type -- Hands-on exercise for creating a Custom Report type
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|a Description based on publisher supplied metadata and other sources
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| 650 |
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|a Salesforce (Online service)
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| 776 |
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8 |
|i Print version:
|a Yu, Johan
|t Salesforce Lightning Reporting and Dashboards
|d Birmingham : Packt Publishing, Limited,c2017
|
| 999 |
1 |
0 |
|i 1e373422-b8dc-4460-9599-57b18a844211
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|m salesforce_lightning_reporting_and_dashboardslearn_how_to_build_advanc_____2017____1__packta________________________________________yu__johan__________________________e
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