Salesforce Wellington Trailblazer community meeting - virtual Zoom session featuring David Carnes and reports and dashboards mastery

1. Moving Toward Mastery
Report & Dashboard Features You Should Know
Wellington Salesforce User Group
June 10, 2020
@davidpcarnes3
David Carnes, Founder & CEO, OpFocus, Inc.

2. Let’s Address Mary’s Reporting Challenges
Permissions & Settings
Matrix Report
Conditional Formatting
Grouping Dates
Summary Formulas
Joined Reports
Historical Trending Reports
Lightning Tables
Dashboard Filters
Embedded Analytics
Ideas to Keep Learning
Mary - new Business Operations Director

3. First Things First – Mary Notices that Features aren’t Activated
Settings
• Some features need to be setup
• Custom Report Types
• Historical Trending Reports
• Many new features first available as beta
Permissions
• Only 4 out of 31 Report & Dashboard Permissions set by Default
• Many are specific to Lightning, such as Subscribe to Dashboards
• Blog: Enable Users on Lightning Reports and Dashboards
• http://bit.ly/report_permissions
Settings & Permissions
@davidpcarnes3

4. @davidpcarnes3
CMO Asks for Pipeline Analysis on Industries
• Matrix Reports
• Group by Rows and Columns
• Supports 1-2 Groupings Each
• Conditional Formatting
• Group(s) Required
• Summary Cols Required
• Format up to 3 Summaries
• Set Colors based on Numbers
• Not Only Red-Yellow-Green
Matrix Report w/Conditional Formatting

5. CRO wonders how was April 2020 vs April 2019? 2018? 2017?
Grouping Won Opps by Month YoY
@davidpcarnes3

6. CRO wonders how was April 2020 vs April 2019? 2018? 2017?
Grouping Won Opps by Month YoY
@davidpcarnes3
Group by Close Date (Twice! Sort Matters!)
• Calendar Month in Year (Ascending)
• Calendar Year (Ascending)

7. CRO wonders how was April 2020 vs April 2019? 2018? 2017?
Grouping Won Opps by Month YoY
@davidpcarnes3
Classic Dashboard
Lightning Dashboard
Lightning Report

8. @davidpcarnes3
CEO asks who is our best sales person?
• Summarize at Grouping or Grand Total
• Sum, Min, Max, Avg
• Up to 5 per Report
• Cannot reference each other
Summary Formulas

9. @davidpcarnes3
Sales team asks ‘Which Clients Deals Should We Focus Efforts On?’
Powerful Reporting Across Objects
• Combine up to 5 Blocks
• Each Block is a Report Type
• Group Across Blocks
• Add cross-block summary formulas and
charts
• Add charts to Dashboards
• Export data to Excel
• Great for scorecards!
Joined Reports

10. CRO asks where $500k go from last week’s pipeline Report?!?!
Historical Trending
@davidpcarnes3
Enable in Setup LONG BEFORE you want to use it

11. CRO asks where $500k went from last week’s pipeline Report?!?!
Can be enabled on 3 Standard and up to 3 Custom Objects
• Opportunities, Cases, Forecast Items
• Impact on Data Storage
3 Months of History plus current Month Tracked
Five Snapshot Dates w/Up to 4 Historical Filters
Up to 100 Fields per Report
• Number, Currency, Date, Picklist
Historical Trending
@davidpcarnes3

12. Historical Trending Walkthrough
@davidpcarnes3

13. Management wants something like a Report on their Dashboard
Lightning Tables
@davidpcarnes3
· Fed by Grouped or Ungrouped Reports
· Show up to 200 Records & 10 Columns
· Show any field on source Report Type
· Subtotals
· Conditional Highlighting
· Blank unless refreshed in last 7 days!

14. Customer Success Wants Sales by Industry and/or Country
• Allow use of one Dashboard for multiple views
• Support Up to 3 Filters per Dashboard
• Filter on Picklists, Lookup, Checkbox, Text, Number,
Date, and Date/time fields
• Filters can filter Filters
• Last Dashboard Filter Used is “remembered”
Dashboard Filters
@davidpcarnes3

15. CEO Wants Each Rep to See Their $ EVERY Time They Log In
Embed Report Charts into any Page Layout in Lightning
• Home Page, App Page, Record Page
• Best practice is store Report in protected Folder
Embed Dashboards into Home or App Pages
• Buttons work
• Great for “My Dashboard”
• Winter ‘20 offered new Homepage Template
Embedded Analytics
@davidpcarnes3

16. Let’s Review How We Addressed Mary’s Reporting Challenges
Permissions & Settings
Matrix Report
Conditional Formatting
Grouping Dates
Summary Formulas
Joined Reports
Historical Trending Reports
Lightning Tables
Dashboard Filters
Embedded Analytics Mary – candidate for promotion?

17. Ideas to Keep Learning - AppExchange Dashboards
Free Sets of Dashboards for Sales and Service on appexchange.com!
Preconfigured Sales Cloud Dashboards Preconfigured Service Cloud Dashboards

18. Ideas for Mary to Keep Learning
Growing list of Report and Dashboard Badges on Trailhead!

19. Ideas for Mary to Keep Learning
Play!

20. Ideas for Mary to Keep Learning
trailhead.salesforce.com/trailblazerconnect/mentorship

21. David Carnes
Founder & CEO, OpFocus, Inc.
@davidpcarnes3, www.opfocus.com/blog

22. @davidpcarnes3
CEO asks how did April look vs March? What was $ change? %?
PREVGROUPVAL(summary_field, grouping_level [, increment])
• In Summary Formulas at Grouping Level
• Calculate relative to a peer grouping
• No increment = 1 = group prior
• First Value is always Null (no previous)
PREVGROUPVAL() Function

23. PREVGROUPVAL() Function
Common Validation Error
@davidpcarnes3

24. How did April compare to March? What was $ change? % change?
PREVGROUPVAL() Function
@davidpcarnes3