Report and Dashboards Salesforce Associates

“Reports and Dashboards” Review for Associates (4/4)

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Reports and Dashboards is the last section of the Salesforce Associate exam. Today, we are going to review the main concepts to help you do reviews before the Associate certification.

This section of the exam is divided into two subsections:

  1. Describe reports on Salesforce.
  2. Describe dashboards on Salesforce.

This section covers 15% of the exam, which means you’ll expect to receive around 6 questions about this subject.

This article has been written in question-answer format. I’ll recommend you include these concepts on flashcards and review them constantly.

Reports and Dashboards Part 1: Describe reports on Salesforce

What does a report is? 

Is a group of data that meets a set of criteria. 

Why use a report?

To get the exact data you need.

How does the access to reports work? 

We can control the access to the contents of the folder based on roles, permissions and more.

Who can access reports and dashboards?

Reports and dashboards are stored in folders.

4 types of folders sharing?

  • Public
  • Private
  • Shared with an specific users
  • Shared with the entire organization.

With whom a report or dashboard folder can be shared?

  • Users
  • Groups
  • Roles
  • Territories

How many reports or dashboard folders can be shared with users, groups, roles or territories?

  • 25 from the UI.
  • 500 from REST API.

2 Report Limits?

  • Maximum of 20 rows for summary reports and matrix reports.
  • 50 rows for tabular reports.

How many custom summary formula fields can include a report? 

Up to 5.

3 Types of report folders?

  • Public.
  • Hidden.
  • Shared.

What is a report type? 

  • Like a template that makes reporting easier.
  • Determines which fields and records are available for use when creating a report..

2 ways to create a report with related objects?

Use this 2 record types:

  • Primary object with related object.
  • Primary object with or without related object.

How many related objects can we have in the “with” or “with or without” distinction? 

Up to 4 related objects.

5 types of filter reports?

  • Standard Filter: By default by most objects.
  • Field Filter: Set the field, operator and value.
  • Filter Logic: Add a boolean condition to control how field filters are evaluated.
  • Cross Filter: Filter a report by the child object using WITH or WITHOUT conditions.
  • Row Limit: Select the maximum number of rows to display for tabular reports.

3 types of report formats?

  • Tabular
  • Summary
  • Matrix

3 features of Tabular Reports? 

  • Use it to make a list. 
  • Is the simplest. 
  • Similar to spreadsheets.

3 features of Summary Reports?

  • To group and summarize. 
  • Similar to tabular but can group rows of data, view subtotals and create charts.
  • Simulate the GROUP BY.

3 features of Matrix Reports?

  • To group and summarize by row and column.
  • Are the most time-consuming to set up.
  • Provide the most detailed view of our data.

Which report formats are supported in dashboards?

  • All of them

Which report formats support report charts and formulas?

  • Summary and Matrix.

Which report formats support cross-object formulas?

  • None of these.

Reports and Dashboards Part 2: Describe dashboards on Salesforce

What a Dashboard is?

A tool to display report information in graphical layouts as charts. 

Why use a Dashboard?

We can customize how data is grouped, summarized, and displayed for each component.

About the date of the data that is shown in a dashboard?

Each dashboard includes a timestamp of the last data refresh.

How does the access to dashboards work?

The data of each dashboard depends on the running user.

What is a Running User?

The user whose security settings determine which data to display in a dashboard.

What is a Dynamic Dashboard?

Are dashboards where the running user is always the logged-in user.

Why to use Dynamic Dashboards?

To choose who people view dashboard data without creating separate dashboards per user.

Which permissions can set an option to preview the dashboard?

Users with the “View my Team’s Dashboards” or “View All Data” permission can preview the dashboard under them in the role hierarchy.

How to set up a Dynamic Dashboard?

  • Go to the Properties menu and select “View Dashboard As”.
  • There are three options: Me, Another Person, The dashboard viewer. 
  • Optional: Let the viewers choose whom they view the dashboard as.

What is a Report Chart?

Is a Chart that can be placed at the top of my report. 

When to use a Report Chart?

When you don’t want to use a dashboard, but need a chart. You can use a Report Chart.

More Information

If you want to learn about the Salesforce Associate Certification, you can go to this post:

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