Join us as we review the latest features in Reports and Dashboards and create “one report to rule them all”. We will also dive into some tips and tricks for building dashboards in Lightning.

1. Master the New Lightning
Report Builder
July 2018

2. Liz Skaates
Sr. Product Manager
Salesforce
@LizSkaates
Today’s Speakers
Marc Baizman
Admin Evangelist
Salesforce
@mbaizman

3. This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if
any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the
forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any
projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding
strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or
technology developments and customer contracts or use of our services.
The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for
our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of
growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed
and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to
expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited
history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors
that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our
quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on
the SEC Filings section of the Investor Information section of our Web site.
Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may
not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are
currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
Forward-Looking Statement
Statement under the Private Securities Litigation Reform Act of 1995

4. Connect with Us!
@SalesforceAdmns
#AwesomeAdmin
Salesforce Admins
Salesforce Admins
Salesforce Admins
admin.salesforce.com

5. Watch the Recording
The video will be posted to YouTube &
the webinar recap page:
bit.ly/LightningReportBuilder
This webinar is being recorded!

6. Join the Admin Webinar Group for Q&A!
Don’t wait until the end to ask your
question!
• We have team members on hand to answer
questions in the webinar group.
Stick around for live Q&A at the end!
• Speakers will tackle more questions at the
end, time-allowing
bit.ly/AdminWebinarGroup

7. Today’s Agenda
● Understand the new Lightning Report Builder
● Build Reports and Dashboards
● Live Demo
● Resources
● Q&A

8. Understand the New
Lightning Report Builder

9. Navigate the Lightning Report Builder
Build reports quickly and
easily:
• Flexible changes to report
formats with row and
column groups
• Organize with folders and
sub-folders
• Run without saving
• Add Dashboard
components directly from
the Report
Fields Panel
Columns
Report
Preview
Filter Panel

10. Build Reports and Dashboards

11. Scenario: SwagCo Has Questions About Its Sales
SwagCo produces custom plush toys and use Salesforce to manage sales. Marc and
Liz are working together to gain insights on sales.
Liz
SF Admin
Marc
VP Sales
Marc needs to answer these key questions:
1. What are all the deals we closed this year?
2. How much did we close this year?
3. Who are my top sales people this year?
4. What percentage of our total business did
each person close?
5. How much did each person close each
quarter this year?

12. The Report-Building Plan
Zero In On Relevant Data
Report Type, Display Columns, Filters
Format / Organize into Groups for Calculations
Group Rows, Group Columns
Calculate Metrics Per Group
Count, Sum, Avg, Min, Max, Custom Summary Formulas
Add Chart(s) for Visualization
Add as Table, Gauge, Donut, Bar, Stacked Bar to Dashboard
1
2
3
4

13. What Data Is Relevant For The Report?
Opportunities
REPORT TYPE
• Opportunity Owner
• Opportunity Name
• Amount
• Close Date
DISPLAY COLUMNS
FILTERS
• Owned by Marc’s team
• Closed Date = Current Fiscal Year
• Status = Closed Won
1

14. Which Format Supports The Needed Calculations?
BUSINESS QUESTIONS
1. What are all the deals we closed this year?
2. How much did we close this year?
REPORT FORMAT
List of opportunity records
DISPLAY CONSIDERATIONS
• Sorting by a field is the only option for
organizing records
• Detail info on each record
• Calculate totals
• No charts
• Add top records as table in dashboard
2

15. Which Format Supports The Needed Calculations?
BUSINESS QUESTIONS
3. Who are my top sales people this year?
4. What % of our total business did each person
close?
REPORT FORMAT
Opportunity records grouped by owner, sorted in
descending order by each owner’s amount totals
DISPLAY CONSIDERATIONS
• Organize records into groups and/or subgroups
• Calculate subtotals and aggregates per group
• Add chart
• Add to dashboard
2

16. Which Format Supports The Needed Calculations?
BUSINESS QUESTION
5. How much did each person close each
quarter this year?
ANSWER FORMAT
Opportunity records grouped by owner, with
totals broken down by fiscal quarter
DISPLAY CONSIDERATIONS
• Organize records into groups and/or
subgroups
• Calculate subtotals and aggregates per
group
• Add chart
• Add to dashboard
2

17. Calculate Answers On Groups Of Records
BUSINESS QUESTION CALCULATION FORMULA / FUNCTION
What are all the deals we closed
this year?
# records COUNT
How much did we close this year? Add Amount for all deals AMOUNT:SUM
Who are my top sales people this
year?
Add Amount for deals by
owner
AMOUNT:SUM
What % of our total business did
each person close?
Add Amount for deals by
owner, and divide by Total
Amount for all deals
AMOUNT:SUM /
PARENTGROUPVAL(AMOUNT:SUM,
ROW_GRAND_SUMMARY,
COLUMN_GRAND_SUMMARY)
How much did each person close
each quarter this year?
Add Amount for deals by
owner by quarter
AMOUNT:SUM
3

18. Aggregates and Custom Summary Formulas
COUNT
AMOUNT:SUM (Grand Total)
AMOUNT:SUM (per owner)/ AMOUNT:SUM (Team total) = % OF TEAM TOTAL
AMOUNT:SUM / PARENTGROUPVAL(AMOUNT:SUM, ROW_GRAND_SUMMARY, COLUMN_GRAND_SUMMARY)
3
AMOUNT:SUM (Row Grand Summary)
AMOUNT:SUM (Column Grand Summary)

19. BUSINESS QUESTION CHART
What are all the deals we closed this year? Table
How much did we close this year? Gauge
Who are my top sales people this year? Bar
What % of our total business did each person close? Donut
How much did each person close each quarter this year? Stacked Bar
How Are the Answers Best Visualized?4

20. One Report For Multiple Charts In Dashboard4

21. Live Demo

22. Summary
Tools
• Lightning Report Builder
• Dashboard Builder
Best Practices
• One Report To Rule Them All
Concepts
• Grouping Rows
• Grouping Columns
• Aggregates
• Custom Summary Formulas

23. Coming Soon!
Winter ‘19
Folders & AdministrationReports Dashboards
Enhanced Report Run Page
(Beta)
Edit Joined Reports in Lightning
Report Builder (Beta)
Report Drill Down
Currency Selector
Report Subscriptions - Send to
roles, groups (Pilot)
Custom axis domain
Configurable decimal places
Dashboard Subscriptions -
Send to roles, groups (Pilot)
Quick Search on Report/
Dashboard List Views

24. Resources
Lightning Reports and
Dashboards Module
Sales Reports for Lightning
Experience
Reports and Dashboards
Specialist Superbadge
Trailhead Badges & Superbadges Help and Training
Get the Most Out of
Summary Formulas
bit.ly/SummaryFormulas
Salesforce Analytics
Overview Help Article
bit.ly/SalesforceAnalytics
Overview
Build and share your
dashboard
#OneReportToRuleEmAll

25. Q&A
bit.ly/AdminWebinarGroup
Slides
bit.ly/LightningReportBuilder
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