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Create a Summary Report
How to Create a Summary Report in Salesforce
A summary report groups and calculates Salesforce data.
- Click the arrow to the right of the column you want to group by.
Salesforce groups the records in the report.
- Repeat Steps 1-3 to group by additional fields, if desired.
The summary report is created from the fields you selected.
Group by Date
If you're grouping by a date field, you can also specify a date interval to group by.
- Click the Date field arrow.
The fields are grouped by the date interval you selected.
Summarize a Field
Once a report is grouped, you can calculate any numeric information it contains.
- Check the calculations you want.
The report now displays the calculation you specified.
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How to Build a Salesforce Summary Report
Salesforce reports are one of the most impactful features of the CRM platform. They allow your team to organize, analyze, and visualize sales data to make key decisions about your operations and org.
Salesforce offers four different types of reports, each with their own benefits, from tabular reports, to summary reports, to matrix reports, to joined reports .
The most popular Salesforce reports are summary reports .
Summary reports help slice and dice data in a myriad of ways for both custom and standard objects. They allow for groupings, display results as sums or as parts, and any user with the appropriate permissions can build them.
Summary Reports provide incisive results for a diverse array of Salesforce users. They’re in the toolkit for anyone, from a Salesforce Admin building complex company reports, to a Sales Manager who wants to identify high performing reps.
Read on to learn how to build a summary report in Salesforce, based on step-by-step walkthroughs and best-practices.
Benefits of Salesforce Summary Reports
Summary reports are widely leveraged by Salesforce users, due to their power and versatility. Here are some of the benefits of summary reports:
- Analyze data grouped in rows
- Consume three levels of data in one view
- Combine charts, summary fields, and bucket fields
- Add easy-to-understand visuals in dashboards
- Access subtotals to get more granular results
How can you use summary reports in your org? Next, we’ll review a few common examples in Salesforce.
10 Examples of Summary Reports in Salesforce
You can create a summary report for just about anything in Salesforce. Some of the common use cases include, but are not limited to:
- Top Performing Sales Reps by Region
- Most Valuable Accounts per Opportunity Amount
- Opportunity Pipeline this Quarter
- Customer Support Rep Response Time
- Customer Satisfaction by Support Rep
- Neglected Leads to Focus On this Week
- Hot Leads that Need Attention
- Contracts Up for Renewal Ranked by Amount
- Tasks Due Today by Team Members
- Custom Object Records of Your Choice
If the data can be segmented, it can usually be inserted into a summary report in Salesforce.
And as long as reporting is enabled for custom objects, they will mesh seamlessly with summary reports.
Now let’s learn how to build a summary report in Salesforce.
How to Build a Summary Report in Salesforce
Building a summary report in Salesforce is actually quite easy. In our example, let’s view Closed Won Opportunities sorted by Type.
This will give us a better look at our revenue sources so we can focus on those in the coming quarters. Here’s how to build the report.
- Navigate to the Reports tab and select New Report .
- Select the object for the basis of your report. For this example, we want to view Opportunities. Select Continue once your object (or objects) have been selected.
- Select the Filters tab, and begin to make adjustments. For our report, we changed Close Date to All Time and added a filter for Stage since we only want to see Closed Won.
- Next, select the Outline tab. Clean up the Columns by selecting the “X” beside fields you do not wish to see in this report, and search for and add any fields you would like to see.
- White still on the Outline tab, add a field to the Group Rows section. This is what helps segment the report. For our report, we added the Type field.
- Next, change the name of your report by selecting the pencil and select Save & Run to see the results. Once a folder is selected, your report will appear.
- Congrats! You now have a Summary Report in Salesforce! Use this time to make adjustments. Let’s remove the Stage field from the report since a filter focuses only on one stage.
But don’t stop there! You can make enhancements to your summary report that make it even more informative.
Enhancements for Salesforce Summary Reports
You can enhance your summary report to view your data in different ways, depending on what you need to accomplish. Here are some different ways to toggle your reports and improve your insights.
Turn Off Detail Rows
In some cases, you’ll just want to see raw numbers, without the details of record names or all the fields in one long report. There’s a simple solution for this — you simply need to turn off the Detail Rows.
You can see in this report that Detail Rows have been enabled, indicated by the white checkmark and blue background.
To turn that off, simply select the check. You can now see a more condensed version of your report.
This is not a permanent change and can be done quickly and easily to see a breakdown of your report without having to scroll.
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Add a Chart to Your Summary Report
A colorful visualization can supplement your summary report, and it does not take long to add. Plus, if you plan on using your summary report in a dashboard, a chart is essential.
- Select Add Chart from within your report.
- A chart will automatically appear, but you can make changes by selecting the wheel from within the chart.
- Select your Display As (1) to indicate the type of visual you want, then scroll down (2) within the Chart Properties box to make additional changes.
- Under Chart Attributes, enter a name for Chart Title. Continue to scroll through Chart Properties.
- Adjust X-Axis and Y-Axis if needed. Select the field under each Axis to see other options. In this example, we changed the X-Axis from “Sum of Amount” to “Record Count”. You can also choose to change colors, indicate measurement lines, or show values on the chart graphic.
- Once you’re done making adjustments, select the drop down beside Edit on the report and select Save .
Now you have a chart that’s a hefty addition to your report and dashboard. This makes the data easier to digest and less overwhelming for those that find rows of results difficult to comprehend.
How to Access Salesforce Summary Reports
The last thing you want to do is create a report and never use it again. There are numerous ways to access your reports once you’ve built them.
- Subscribe to your reports to have them emailed to your inbox.
- Find your report on the Reports tab on your home page.
- Access a dashboard that has all of your reports lined up for easy visibility.
- Nest a report on your Home screen.
There are also tips to keep in mind when it comes to making the most of your Salesforce Summary Reports.
3 Tips for Making the Most of Salesforce Summary Reports
In our work with hundreds of sales teams, we’ve learned a thing or two about summary reports and how to best use them. Here are three ways to make your Salesforce summary reports more efficient:
- Don’t be afraid to play around with your report and save a version or two. You may discover you like it displayed differently depending on your audience.
- Keep your chart simple! Use the appropriate display for the type of information you have in your report.
- Use one report for multiple dashboard widgets. You can display the same data in multiple graphs, and reduce clutter by not having the same report saved numerous times.
Now that you know how to create a Salesforce Summary Report, you can keep an eye on important data and trends within your org!
Import Salesforce Summary Reports into Google Sheets for Expanded Analysis
Although Salesforce summary reports offer key insights, importing them into Google Sheets enables you to engage in expanded analysis and visualizations.
With Coefficient, you can connect to Salesforce in a single click and import Salesforce data from existing reports, objects & fields, and custom SOQL queries.
Here’s how to import a summary report into Google Sheets with Coefficient:
Click Extensions from the Google Sheets menu. Select Add-ons and choose Get add-ons. This will bring you to the Google Workspace Marketplace.
Search for “Coefficient”. Click the Coefficient app.
Approve the prompts to install.
Once installation is finished, return to Extensions on the Google Sheets menu. You will see Coefficient available as an add-on.
Launch the app. Coefficient will run on the sidebar of your Google Sheet.
Step 2: Select Import From… on the Coefficient sidebar
Choose Salesforce as your data source.
Enter your Salesforce credentials and press authorize. You will enter the “Import Salesforce” tab.
Here, you can choose to import data from a Salesforce report, Object & Fields, custom SOQL queries, or saved library imports.
Choose “From Existing Report” to import your summary report.
Choose your summary report and then click “Import”.
Your summary report will populate in your spreadsheet.
Navigate to the Coefficient sidebar to modify your source report in your spreadsheet.
Choose the columns you want to include. Also, turn on “include grouping and totals” to import the raw data behind the summary.
If you modify any of the data, you can export the data updates back to Salesforce CRM directly from Google Sheets.
Next, set up automatic data refreshes.
Coefficient automatically refreshes data to keep your Salesforce data up-to-date in your Google spreadsheet. You can configure your data to auto-refresh hourly, weekly, or monthly.
Coefficient also enables you to refresh data instantly by clicking the Refresh button at the top of your imported dataset.
Summary Reports: Versatile Reporting in Salesforce CRM
Summary reports are the most popular report type in Salesforce, and for good reason. They enable you to analyze data grouped in rows, add easy-to-understand visuals in dashboards, and combine charts, summary fields, and bucket fields.
And if you want to make your Salesforce data analysis even more flexible, import your Salesforce reports into Google Sheets and leverage the built-in power of spreadsheets to generate new insights.
Get started with Coefficient for free to pull your Salesforce data into Sheets and conduct advanced visualization and reporting in your preferred spreadsheet platform.
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Learning Objectives
Accessibility, use report formats, tabular reports, summary reports, matrix reports.
- Challenge +500 points
Format Reports
- Describe report formats: tabular, summary, and matrix.
- Create a matrix report.
This unit requires some additional instructions for screen reader users. To access a detailed screen reader version of this unit, click the link below:
Open Trailhead screen reader instructions .
There are three report formats available: Tabular, Summary, and Matrix. Tabular is the default format.
* Row limit required. Learn more here .
** Bucket fields and formulas are not covered in this module.
Let’s walk through building a sample report for each report format.
Tabular reports are the simplest and fastest way to look at your data. Similar to a spreadsheet, they consist simply of an ordered set of fields in columns, with each matching record listed in a row. They're often best used for tasks like generating a mailing list. When Lincoln asked Maria for a report of all open opportunities, Maria knew that a tabular report would fit the bill.
Let’s help Maria build the tabular report.
Depending on which org you’re using to practice these steps, you may or may not see data in your report at runtime.
- On Reports, click New Report , choose the ‘Opportunities’ report type, and click Start Report .
- For the Show Me standard filter, select All opportunities and click Done .
- For the Opportunity Status standard filter, select Open and click Apply .
- For the date standard filter, select Created Date and All Time for the range and click Apply . For your Trailhead playground, we're suggesting All Time for the range, but for the fastest results in your production environment, always set the smallest date range you can. If your report has to sift through a great many dates, it can take longer to show the information you’ve asked for.
- The following columns should already be included in your report: Opportunity Name, Type, Lead Source, Amount, Close Date, Next Step, Stage, Probability (%), Fiscal Period, Age, Created Date, Opportunity Owner, Owner Role, Account Name.
- Click Save .
- Name your report Open Opportunities This Year .
- Enter a description and save the report in the Public Reports folder.
- Click Run . The report should look something like this:
Summary reports are similar to tabular reports, but also allow you to group rows of data, view subtotals, and create charts. Summary reports give us many more options for organizing the data, and are great for use in dashboards. Yes!
Summary reports are the workhorses of reporting—most people find that most of their reports tend to be of this format.
Roberto Alvarez, COO of Ursa Major Solar, wants to review all open customer support cases, grouped by priority. Maria can help Roberto by building a summary report.
- From the Reports tab, click New Report , choose the ‘Cases’ report type from the Customer Support Reports folder, and click Start Report .
- For Show Me, select All Cases and click Apply .
- For Date Field, select Opened Date and All Time for the range. Then click Apply .
- Search for and select Open .
- From the dropdown list, select True and click Apply .
- Verify that these columns appear in your report: Case Owner, Subject, Date/Time Opened, Age, Open, Closed, and Account Name. If necessary, add them.
- To make this report a summary report, you need to group rows. To group rows, first click Outline .
- To see just the totals for each priority level, turn off Detail Rows at the bottom of the preview page.
- Save the report as Open Cases for All Time , and accept the auto-generated unique name.
- Enter a description, choose the Public Reports folder, and click Save .
Click Detail Rows to toggle between showing and hiding columns in your summary report.
Matrix reports allow you to group records both by row and by column. These reports are the most time-consuming to set up, but they also provide the most detailed view of our data.
So why would you want to use a matrix report? If you’re looking for an at-a-glance overview of data, especially for something like totals of revenue or quantity of products sold, then the matrix report format is for you.
Let’s build a matrix report. Sita, the CEO, is planning for the coming year and wants to know revenue trends, month over month.
Let’s start by helping Maria create the basic report. In this step, we’ll create a matrix report showing sales by type for each month.
- On the Reports tab, click New Report , choose the ‘Opportunities’ report type, and click Start Report .
- For the Show Me standard filter, select All Opportunities and click Done .
- For the Opportunity Status standard filter, select Closed Won and click Apply .
- For the Date Field standard filter, select Close Date . For Range, select All Time . Click Apply . For the fastest results, always set the smallest date range you can. If your report has to sift through a great many dates, it can take longer to show the information you’ve asked for.
- To summarize the report by Sum of Amount, click the Amount column. Then, click Summarize and select Sum .
- Under GROUP ROWS, from the Add group... picklist, select Close Month .
- Under GROUP COLUMNS, from the Add group... picklist, select Type .
- You may want to hide the report details when viewing a matrix report. Matrix reports are usually easiest to consume with details hidden. To hide the report details, turn off Detail Rows .
- Save your report as Opportunities by Sum of Amount and accept the auto-generated unique name.
- Click Run Report .
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- Analytics for Insurance
- Lead Trending Analytics Template
- Import Usage Data to Analytics for Subscriber Lifecycle Management App
- Managing Your Templates
- Analytics for Mortgage Template
- Net Zero Analytics
- The CRM Analytics for Manufacturing Template
- Predict Client Churn Risk for Wealth Management Analytics
- Einstein Discovery for Sales
- Fundraising Analytics Template
- Analytics Design Toolkit
- Patient Risk Stratification Template
- Fundraising Performance Analytics Template
- Wealth Starter Analytics Template
- Import Payment Data to Analytics for Subscriber Lifecycle Management...
- Predict Likelihood to Add Assets for Wealth Management Analytics
- The Analytics for Healthcare Template
- Template Considerations and Limitations
- Deploy Revenue Management for Financial Services Cloud
- Use Revenue Management for Financial Services Component Library
- Create and Share Analytics for Subscriber Lifecycle Management App
- Create a Template
- CRM Analytics for Complaint Management
- Analytics for Consumer Goods
- Complaints Intelligence Dashboard
- How to Answer CRM Analytics Template Custom Wizard Questions
- Complaint Management Dashboard
- Get Your Org Ready to Create the Adoption Analytics App
- Analytics for Communications-Business
- Quote Insights Embedded Dashboard
- Home Embedded Dashboard
- Approval Analytics Template
- Appointment Analytics Template
- Requirements for Analytics for Communications - Order Tracking Data
- Assign Analytics for Communications - Consumer User Permissions
- Use Analytics for Communications - Order Tracking Dashboards
- Create and Share an App from the Analytics for Communications -...
- Analytics for Communications - Order Tracking
- Change Analytics Template
- Deploy Analytics for Communications - Consumer
- Set Field-Level Security to Enable Creation of the Analytics for...
- Assign Analytics for Communications - Consumer Administrator...
- Analytics for Communications - Consumer Dashboards
- Cluster Analysis Account Segmentation Template
- Analytics for Communications - Consumer
- Schedule the Dataflow for the Adoption Analytics App
- What Happens When You Enable Time Zone Support
- Customer Insights
- Get Scheduled Updates with Email Subscriptions
- Analytics for Energy and Utilities
- Use the Adoption Analytics App
- Campaign Analytics Template
- Use Analytics for Subscriber Lifecycle Management Dashboards
- Custom Time Zone Considerations
- Prerequisites for Tableau Views in CRM Analytics (Beta)
- Data Requirements to Create the Analytics for Communications -...
- Import Payment and Usage Data to Analytics for Communications -...
- Considerations When Converting Query Types
- Account Insights
- Embed Analytics for Communications - Consumer Dashboards in...
- Learn About CRM Analytics Permission Set Licenses and User Permissions
- Secure Image Sharing and Downloading
- Deploy Analytics for Subscriber Lifecycle Management
- Enable Custom Time Zones
- Deal Insights
- Analytics for Corporate and Investment Banking
- Create and Upgrade the Adoption Analytics App
- Grant Permission to the Analytics Integration User
- B2B Commerce Analytics Template
- The Home Embedded Dashboard
- The Account Insights Embedded Dashboard
- Analytics for Subscriber Lifecycle Management
- Requirements for Analytics for Subscriber Lifecycle Management Data
- Explore Data with Tables
- Adoption Analytics Template
- The Einstein Accuracy Analytics Template
- Disable Input Caching for Recipes
- Enable the CRM Analytics REST API
- Set Up the Analytics Platform with Licenses Purchased Before October...
- Identify CRM Analytics Platform User Types
- Enable CRM Analytics Watchlist
- Migrating From CRM Analytics Licenses Purchased Before 10/20/2015 to...
- Enable Custom Fiscal Year Support
- Enable Previews for All Assets
- Open Salesforce Records from CRM Analytics dashboards in New Browser...
- Enable CRM Analytics App Push Notifications
- Enable Direct Data in CRM Analytics
- Enable Data Manager (Legacy)
- Enable CRM Analytics and Create Permission Sets
- Enable Downloading Data from CRM Analytics
- Enable Conversational Exploration
- Control Which Analytics Tab Users Access the Analytics Studio
- Enable Unified Analytics
- Connected App for Wave Web
- Enable Dashboard Views
- Connected App for CRM Analytics on Mobile
- Set Up an Allowlist of Trusted Sites for Embedded CRM Analytics...
- Salesforce Data Access in CRM Analytics
- Determine Row-Level Security for the Dataset
- Enable Search Insights (Ask Data for Salesforce)
- Enable Annotations on Dashboard Widgets
- Control Access to Salesforce Objects and Fields
- Test Row-Level Security for the Dataset
- Design the Dataflow to Load the Data
- Enable CRM Analytics for Experience Cloud Sites
- Assign CRM Analytics Permission Sets to Users
- Modify the Dataflow Based on Row-Level Security
- Row-Level Security Example based on Opportunity Teams
- Determine Which Data to Include in the Dataset
- Subscribe to Multiple Shared Collections
- Tableau Views in CRM Analytics (Beta)
- Create the Dataset
- Determine Row-Level Security for Dataset
- Add the Predicate to the Metadata File
- CRM Analytics Security Implementation Guide
- Row-Level Security Example based on Role Hierarchy and Record...
- Row-Level Security Example based on Record Ownership
- Sharing Inheritance Limits and Considerations
- Security Metadata Drift
- Enable Sharing Inheritance
- Determine If Sharing Inheritance Will Work for You
- Set Sharing Inheritance for a Dataflow
- Special Characters
- Set Sharing Inheritance for a Data Prep Recipe
- Add Row-Level Security by Inheriting Sharing Rules
- Set Up Dataset Security to Control Access to Rows
- Values in a Predicate Expression
- Predicate Expression Syntax for Datasets
- Sample Predicate Expressions for Datasets
- Embed Analytics in Salesforce
- Escape Sequences
- Add Row-Level Security with a Security Predicate
- Logical Operators
- Customize Data, Queries, and Dashboards
- Dataset Columns in a Predicate Expression
- Character Set Support
- Comparison Operators
- Query Your Data to Know Your Business
- Monitor Your Business Regularly with CRM Analytics Dashboards
- CRM Analytics Mobile Features
- Learn Your Way Around CRM Analytics for iOS
- Set and Send Smart Notifications
- Understanding Data Exploration and Best Practices
- Migrate CRM Analytics Assets with Change Sets
- Track and Manage Notifications
- CRM Analytics Settings
- CRM Analytics Requirements
- Set Notifications
- Answer Ad Hoc Questions with CRM Analytics Lenses
- Handle Numeric Values
- Publish Tableau Content to CRM Analytics (Beta)
- Requirements for Using CRM Analytics for Android
- Log In from CRM Analytics for iOS
- Extend Analytics
- Use the Metadata API for CRM Analytics Assets and User XMD
- Monitor and Troubleshoot Templated App Installations
- Learn How to Use CRM Analytics for iOS
- Package CRM Analytics Assets in Managed Packages
- Distribute CRM Analytics Assets Through AppExchange
- Requirements and Limits for CRM Analytics for Android
- Switch between Apps
- Tips for Migrating CRM Analytics Assets with an Ant Script
- Return to the Initial View
- Learn Your Way Around CRM Analytics for Android
- Share a Visualization
- Limitations of CRM Analytics on Android Devices
- Customize CRM Analytics for iOS using Mobile SDK
- Two Approaches for Importing Data
- View Your Data in a Lens
- CRM Analytics Packaging Considerations
- View Data in a Dashboard
- Customize Onboarding with In-Dashboard Instructional Content
- Limitations of CRM Analytics on iPhone® and iPad®
- Access Data When You’re Offline
- Log In from CRM Analytics for Android
- Access Insights from the Analytics Mobile App
- Distribute Analytics Assets
- Access Dashboards on Record Page Tabs
- Add Your Data
- Filter Your Data
- Explore Your Data
- Change the Sort Order
- Group Your Data into Categories
- Change the Chart Type
- Change Measures
- Which Analytics Mobile Experience Do I Use?
- Download CRM Analytics for Mobile
- Access Dashboards on a Lightning Page
- CRM Analytics Limits
- Learn How to Use CRM Analytics for Android
- Set Up and Manage CRM Analytics on Mobile
- Access Dashboards Instantly as Navigation Items
- Access Dashboards on Record Layouts
- Access Dashboards from a Record with Actions, Buttons, and Links
- Integrate Dashboards Into Your Mobile Users’ Workflow
- Notifications
- CRM Analytics Mobile Beta Testing
- Watch CRM Analytics Learning Days Webinars
- Take Tips from Trailblazers
- Window Functions for Formulas
- Pre-Pull Data for Recipes with Data Sync
- Restore a Previous Version of a Recipe
- CRM Analytics Limitations
- sfdcRegister Parameters
- Learn CRM Analytics Through Video
- sfdcRegister Transformation
- Update Node: Swap Column Values
- Transformations for Data Prep Recipes
- Split Transformation: Break Up Column Values
- Upgrade or Edit Formulas for Converted Recipes
- Bucket Transformations: Categorize Column Values
- Time Series Forecasting Transformation: Forecast Measures
- Flatten Transformation: Flatten Hierarchies
- Date and Time Transformations: Calculate on Date Fields
- Predict Missing Values Transformation: Fill In Missing Values
- Formula Transformation: Create a Calculated Column Based on an...
- Edit Attributes Transformation: Change the Column Names and Value...
- Categorize Date Column Values into Buckets
- Detect Sentiment Transformation: Determine the Sentiment of Text
- Categorize Dimension Column Values into Buckets
- Drop Columns Transformation: Drop Columns from the Recipe
- Measure to Dimension Transformation: Convert the Column Type
- Extract Transformation: Get a Date Component
- Cluster Transformation: Segment Your Data
- Discovery Predict Transformation: Get Einstein Discovery Predictions
- Categorize Measure Column Values into Buckets
- Recipe Output to .csv
- String Functions for Unconverted Formulas
- Revert a Data Prep Recipe to Data Prep Classic
- Dimension to Measure Transformation: Convert the Column Type
- String Functions for Formulas
- Transform Node: Transform the Data Before Loading It Into a Target
- Notation for String Formulas
- Format Dates Transformation: Standardize the Date Format in a Column
- Reserved Keywords in Formulas
- Dimension to Date Transformation: Convert the Column Type
- Nodes for Data Prep Recipes
- Keyboard Shortcuts for Building Data Prep Recipes
- Preview Results in a Data Prep Recipe
- Numeric Operators and Functions for Formulas
- Output Node: Write Recipe Results to a Dataset or External System
- Numeric Operators and Functions for Unconverted Formulas
- Use a Join Node on the Add Input Data Screen (Salesforce Objects Only)
- Multivalue Functions for Formulas
- Delete a Recipe
- Pull Data Directly into Recipes
- Date Difference
- Use a Join Node in the Recipe Canvas
- Date Functions for Formulas
- Filter Node: Filter Rows
- Open and Edit a Recipe
- Create a Recipe with Data Prep
- Join Node: Add Related Columns of Data to the Recipe
- Join Operations
- Install the CRM Analytics Connector for Excel
- Learning Resources
- Profile Columns to Understand Data in a Data Prep Recipe
- Learn CRM Analytics with In-App Examples
- Learn Best Practices from the Experts
- Find the Right Learning Resource for Each Step of the CRM Analytics...
- Get Started, Educate Yourself, and Stay Informed in the Learning...
- Access Assistance When and Where You Need It
- Data Preview Sampling
- Copy and Paste a Recipe
- Create Datasets Programmatically from CSV Files Using the External...
- Customize CRM Analytics Dashboards using JSON
- update Transformation
- Configure the Dataflow Through the Definition File
- update Parameters
- Transformations for CRM Analytics Dataflows
- Understand What Happens When You Enable Data Sync and Connections
- Investigate Unsuccessful Salesforce Output Connector Runs
- Should I Use Data Prep Classic or Data Prep?
- Create Datasets from Uploaded CSV Files
- sliceDataset Transformation
- sliceDataset Parameters
- Handle Text Values
- Schedule, Run, and Monitor Data Sync
- Overriding Metadata Generated by a Transformation
- Troubleshoot Canceled Data Sync, Recipe, and Dataflow Runs Due to...
- Monitor an External Data Upload
- System Columns in Datasets
- Detect Sentiment Model Card
- Handle Custom Time Zone Values
- Filtering Records Extracted from a Salesforce Object
- Schedule Data Sync to Run Automatically
- Structured Filter in sfdcDigest Transformation
- sfdcDigest Parameters
- computeExpression Parameters
- Run Data Sync Manually
- computeExpression Transformation
- Advanced Filter in sfdcDigest Transformation
- Unsupported Salesforce Objects and Fields in CRM Analytics
- Overriding Salesforce Field Metadata
- Run Data Sync and Recipes to Create and Refresh Datasets
- Considerations When Using CRM Analytics Templated Apps with Data Sync
- Clean and Prepare Data Intelligently with Column Profiles and Smart...
- Connect and Reorganize Nodes or Branches in a Recipe
- Salesforce Big Object Support in CRM Analytics
- sfdcDigest Transformation
- Data Type Conversion Transformations: Convert Column Types
- Data Sync Limits and Considerations
- Append Node: Stack Rows from Different Sets of Data
- Aggregate Node: Roll Up Data to a Higher Level
- edgemart Parameters
- filter Expression Syntax
- Set Recipe Notifications
- Aggregate Node
- Aggregate Node: Hierarchical Aggregation
- Run Data Sync to Synchronize Source Data in CRM Analytics
- Input Node: Add Data to the Recipe
- Schedule Smarter with Priority Scheduling
- Run a Recipe Manually
- filter Parameters
- Additional Functions for Formulas
- Handle Null Numeric Values
- Enable Null Measure Handling in Orgs Created Before Spring ’17
- Add or Subtract Days or Months
- Rules for Automatic Generation of a Metadata File
- Other Ways to Integrate Data
- Manage Datasets
- Plan for Your Data Integration Project
- Monitor a Recipe Job
- Output Connectors
- prediction Transformation
- Run a Dataflow
- Why Should I Use Recipes Instead of Dataflows?
- flatten Parameters
- Schedule a Recipe to Run Automatically
- edgemart Transformation
- dim2mea Transformation
- Ways to Get Data from Data Sources Into Datasets
- digest Parameters
- Monitor a Data Sync Job
- Handle Missing Values
- export Transformation
- Create Datasets Directly from Microsoft Excel Spreadsheets
- flatten Transformation
- digest Transformation
- delta Transformation
- Restore a Previous Version of a Dataflow
- delta Parameters
- Schedule a Dataflow to Run Automatically
- Design Datasets with Dataflows and the Dataset Builder
- Enable Data Sync and Connections
- Considerations for Date Columns
- Get Started with Data Integration
- filter Transformation
- dim2mea Parameters
- export Parameters
- Dataset Capacity and Limits
- Dataset Security
- Design Complex Datasets with Dataflow Editor
- Range Limits for Numeric Values
- Denormalized Data
- Dataflow Conversion Mapping
- Restore a Dataset Version
- Handle Date Values
- Considerations for Numeric Values
- Columns and Rows in Datasets
- Date Formats and Fiscal Dates for Source Data
- Edit Nodes in the Dataflow
- Monitor a Dataflow Job
- Apply Extended Metadata to Change the Formatting of a Dataset
- Set Dataflow Notifications
- Reserved Dataset Field Names
- Transform Fields in a Recipe
- Run a Dataflow Manually
- Save a Recipe
- Column Types in Datasets
- upper Function
- Navigate and Edit Recipe Steps
- Dataflow Conversion to Recipe
- Run a Recipe
- Considerations When Using Joins
- Predict Missing Values in Dimension Columns
- Convert a Dimension Field Type to Date
- Create a Recipe with Data Prep Classic
- Navigate Columns in a Recipe
- Manage Recipes
- Plan the Dataflow
- replace Function
- ltrim Function
- Full Outer Join
- substr Function
- lower Function
- rtrim Function
- concat Function
- trim Function
- title Function
- log Function
- round Function
- About Datasets
- floor Function
- abs Function
- String Functions for Formula Fields
- power Function
- Set Data Sync Notifications
- Data Prep Date Configuration
- trunc Function
- sqrt Function
- Numeric Functions for Formula Fields
- Clean, Transform, and Load Data with Data Prep
- Add a Formula Field in a Recipe
- Bucket a Dimension Field in a Recipe
- Bucket a Date Field in a Recipe
- Convert a Dimension Field Type to Measure
- Add Rows in a Recipe with Append
- Bucket a Measure Field in a Recipe
- exp Function
- Add a Filter in a Recipe
- Add More Data in a Recipe
- Aggregate and Group Data to a Different Grain
- ceil Function
- Convert Field Types in a Recipe
- Data Prep Access Based on Your User Type
- Convert a Measure Field Type to Dimension
- Standardize Date Formats
- Set Up the Preview in a Recipe
- Guidelines for Formatting Dates
- Inherit Custom Fiscal Years from Salesforce
- Data Manager
- Best Practices When Building Recipes
- Custom Fiscal Years Inheritance Troubleshooting and Considerations
- Set a Source Time Zone for .CSV Data
- Considerations When Creating or Updating Dataflows with Data Sync
- Clean, Transform, and Load Data with Data Prep Classic
- Limitations When Using Data Prep
- Integrate and Prepare Data for Analysis
- Move Salesforce Objects Between Local Connections
- Filter Local Data Synced to CRM Analytics
- SAP HANA Cloud Connection
- Considerations Before Integrating Data into Datasets
- Connect to Local Salesforce Data
- Add and Remove Local Salesforce Objects and Fields from Data Sync
- Teradata Connection (Pilot)
- How CRM Analytics and Salesforce Data Pipelines Work Together
- Tableau Online Connection
- Zendesk Connection
- Sync Out for Snowflake
- Snowflake Connection
- Share Dashboards, Widgets, and Lenses
- SAP HANA Connection
- Salesforce Connectors
- Heroku Postgres Connection
- Tableau Online Output Connection
- Pilot and Beta Connectors
- Google Cloud Spanner Connection
- Monitor Important Metrics with the CRM Analytics Watchlist
- Salesforce External Connection
- Add and Remove Remote Objects and Fields from Data Sync
- Set Up Permissions for the Sales Analytics
- Create Another Salesforce Local Data Connection
- Salesforce Connector for Local Salesforce Data Considerations
- Create a Collection
- Connect to Remote Data Outside of Your Salesforce Org
- Set Up Permissions for the Service Analytics
- Preserve and Share CRM Analytics Dashboard Views in a Collection
- Amazon Redshift Connection
- augment Parameters
- Microsoft Azure Synapse Analytics Connection
- Edit Collections
- Microsoft Dynamics 365 Sales Connection
- Application Connectors
- Amazon RDS Connection
- Learn What You Can Do with CRM Analytics
- Verify the Incremental Sync Settings for Salesforce Data
- augment Transformation
- Share a Collection
- Amazon S3 Output Connection
- Oracle Eloqua Connection
- Save a Visualization
- Explore Multiple Datasets with a Single Query
- Filter and Selection Syntax for Embedded Dashboards
- Object Store and No SQL Connectors
- Snowflake Output Connection
- Take Control of Your Salesforce Experience with CRM Analytics Custom...
- Focus on Selected Data
- Embed Dashboards in Lightning Pages
- NetSuite Connection
- Google Analytics Connection
- Google Analytics Core Reporting v4 Connection
- Hubspot Connection (Beta)
- Prerequisites for Einstein Discovery in Tableau
- Return to a Previous View by Using History
- Azure Data Lake Output Connection (Beta)
- New Connector Version Upgrades and Considerations
- Maximize Win Rate Model Template
- CRM Analytics Distribution and Packaging
- Salesforce Output Connection
- Analytics Mulesoft Microsoft SQL Connector
- Unify and Manage Your Analytics
- Salesforce Marketing Cloud OAuth 2.0 Connection
- Analytics Mulesoft MySQL Connector
- Collections of Data in CRM Analytics
- Add the Action to the CRM Analytics Dataset Field
- append Parameters
- Analytics Mulesoft Connectors
- Get Predictions in Tableau Dashboards
- Window Functions Available in the Compare Table
- Jumpstart Solutions with Model Templates
- Use Text Clustering to Analyze Unstructured Data
- Column Properties
- View and Configure Dataset Columns
- Converse with Your Data
- Select a Dataset
- Maximize Customer Revenue Model Template
- Database Connectors
- Get Predictions in Tableau
- Analytics Mulesoft Oracle Connector
- Customer 360 Global Profile Data Connection (Beta)
- Google BigQuery Standard SQL Connection
- Curate and Share Insights with Collections
- Configure Model
- Navigate a Model
- Select Data Options
- Configure Projected Predictions
- Special Cases for Matching Records with the augment Transformation
- Google BigQuery for Legacy SQL Connection
- Favorite Your Analytics
- Add, Remove, and Manage the Objects and Fields That Sync to CRM...
- Configure Number Variables
- Embed and Customize CRM Analytics
- append Transformation
- Microsoft Azure SQL Database Connection
- Remove Items from a Collection
- computeRelative Parameters
- Export and Share Insights
- Arrange Items in a Collection
- Amazon S3 Connection
- Explore Data Insights
- Find Analytics and Insights
- Connect and Sync Your Data to CRM Analytics
- Pin and Hide a Collection
- Marketo Connection (Beta)
- Open a Model
- Add Items to a Collection
- Learn About CRM Analytics Platform Licenses and Permission Sets
- Complete Setting up the CRM Analytics Platform
- Set Up Salesforce Permissions for the Event Monitoring Analytics App
- computeRelative Transformation
- Control Who Sees What in an App with Asset Visibility
- Set Up the CRM Analytics Platform
- Add Collections to Lightning Pages
- Learn About Internal Analytics Users
- Use Raw Field Names in Explorer Formulas
- View the Query Behind Your Lens
- Manage the View of Data in a Values Table
- Analytics Glossary
- Data Prep Terminology for Einstein Discovery
- External Data
- Table Properties
- Format Numbers
- Handle Quality Alerts
- Basic CRM Analytics Platform Setup
- Advanced CRM Analytics Platform Setup
- Get Predictions in CRM Analytics Recipes
- When to Use CRM Analytics Direct Data for Snowflake
- Apply the Action to the Object’s Page Layout
- Create a Live Connection to Snowflake
- Change the Chart Scale
- Considerations When Viewing Dashboards in a Mobile Web Browser
- Add Custom Formulas to Columns
- Get Predictions in Tableau Calculated Fields
- Data Exploration Concepts
- Get Predictions and Improvements with Einstein Prediction Service
- Exploring and Visualizing Your Data Interactively
- Navigate Compare Table Columns
- Learn to Explore Data
- Explore Data Directly in Snowflake
- Use Experience Builder to Embed CRM Analytics Dashboards in...
- Embed Einstein Predictions in Tableau Flows
- Add a Analytics Dashboard to a Visualforce Page
- Limits and Considerations for Decision Optimization (Beta)
- Collaborate on CRM Analytics Dashboards in Experience Cloud Sites...
- Create the Salesforce Action and Add It to an Object
- Unified Analytics Experiences
- Browsing Analytics Home
- Use Navigation Breadcrumbs in Analytics Home
- Favorite Your Reports and Dashboards
- Stay Organized with Collections
- Create Reports and Dashboards in Analytics Home
- Create a Custom Report Type for Approval History
- Preparing Sales Leaders to Report on Forecasts
- Filter Operators Reference
- Get the Information You Need from the Reports Tab List View in...
- Viewer Access to Report and Dashboard Folders
- Editor Access to Report and Dashboard Folders
- Manager Access to Report and Dashboard Folders
- Compare Access Levels for Report and Dashboard Folders
- Enhanced Folder Sharing for Reports and Dashboards
- Access to Report Folders
- User Permissions for Sharing Reports and Dashboards
- Share a Report or Dashboard Folder in Salesforce Classic
- Share a Report or Dashboard Folder with an Individual User in...
- Share a Report or Dashboard with a Group in Salesforce Classic
- Share a Report or Dashboard by Role in Salesforce Classic
- Move a Report or Dashboard Between Folders in Salesforce Classic
- Exploration Process
- Data Collections
- What Is a Dashboard?
- Key Elements of a CRM Analytics Dashboard
- What’s the Difference Between Analytics Tab and Analytics Studio?
- Smart Recommendations
- Find Dashboards and Datasets by Field Using Semantic Search
- Get Data Answers While You Search with Ask Data for Salesforce
- Considerations When Opening a Dashboard View
- Collaborate with Dashboard Annotations
- Present Live, Interactive Dashboards
- Configure Publishing Settings in Tableau (Beta)
- Let Users Publish Tableau Content (Beta)
- Add Tableau View to a Dashboard (Beta)
- Download CRM Analytics Images and Export Filtered Data
- Create PDF Files and Print Your Dashboards
- Take Action on Multiple Records with Mass Action Links
- Generate Unique CRM Analytics Dashboard Layouts for Different Devices
- Launch CRM Analytics Assets with URLs
- Open Salesforce Records in New Browser Tabs
- CRM Analytics Encryption
- CRM Analytics Query Limits
- Salesforce External
- Salesforce Marketing Cloud OAuth 2.0
- Tableau Online
- Google Analytics
- Google Analytics Core Reporting v4
- Microsoft Dynamics 365 Sales
- Oracle Eloqua
- Amazon Redshift
- Google BigQuery
- Google BigQuery Standard SQL
- Google Cloud Spanner
- Heroku Postgres
- Microsoft Azure Synapse Analytics
- Microsoft Azure SQL Database
- SAP HANA Cloud
- Design a Simple Dataset with Dataset Builder
- Upload a CSV File to Create a Dataset
- Data Template Features
- Create Data Assets from a Data Template
- Choose the Default Dataset Columns That Appear in a Table
- Change the Labels and Colors of Dataset Dimension Values
- Delete a Dataset
- Setup Overview
- Tips and Limitations
- Build a Query
- Launch Explorations for Data Cloud with a Single Click
- When to Use Direct Data for Snowflake
- Tips and Considerations
- When to Use Direct Data for Google BigQuery
- Create a Live Connection to Google BigQuery
- Explore Data Directly in Google BigQuery
- Drill Deeper Into Data
- Return to Previous Views
- Limit the Size of Your Query Results
- Clip a Lens to a Dashboard
- Create a Model from a Lens
- Edit Values Table
- Navigate Compare Table
- Organize and Summarize Data in a Pivot Table
- Create Calculated Columns
- Window Functions
- Column Names in Formulas
- Use a Suggested Chart to Display Results
- Format Numbers in Charts to Your Liking
- Show Each Measure on a Separate Set of Axes
- Conditional Formatting Considerations
- Set Up Complex Conditional Formatting
- Set a Custom Domain to Focus the Results
- Fill the Area Between Lines
- Use Dashed Lines for Effect
- Handle Missing Values in Line Charts
- Add Multiple Reference Lines to Charts
- Annotate Data Points with Tooltips and Markers
- Compare Results for Different Groups with Trellis
- Add Icons to CRM Analytics Charts
- Calendar Heat Map Charts
- Combo Charts
- Create a Horizontal Dot Plot
- Gauge Charts
- Bullet Charts
- Country Codes and Names
- Bubble Map Charts
- Geo Map Charts
- Create a Custom Map
- Edit and Delete a Custom Map
- Matrix Charts
- Origami Charts
- Parallel Coordinates Charts
- Pyramid Charts
- Radar Charts
- Rating Charts
- Sankey Charts
- Timeline Charts
- Create a Time Bar Chart
- Create a Time Combo Chart
- Treemap Charts
- Waterfall Charts
- Clone a Lens
- Dashboard Properties
- Smart Dashboards
- Best Practices for Building Your Own CRM Analytics Dashboard
- Dashboard Components Best Practices and Considerations
- Create and Reuse Dashboard Components
- Edit Dashboard Components
- Preview and Save Dashboard Components
- Delete Dashboard Components
- Manage Global Filters in Dashboard Components
- Manage Datasets in Dashboard Components
- Add Lightning Web Components to the Dashboard
- Add Lightning Reports to Your Dashboards with Direct Report Queries
- Considerations for Direct Report Queries
- Use a Parameter to Update a Component with User Inputs
- Use a Parameter to Update a Component with Dashboard Queries
- Manage Parameters
- Create a Repeater Widget
- Change the Layout and Style of a Repeater Widget
- Use One-Click Actions from Repeater Widgets
- Add Style to Your Toggles with the Repeater Widget
- Highlight Repeater Widget Content with Conditional Formatting
- Delete a Repeater Widget
- Repeater Widget Considerations
- Create an Input Widget
- Change the Layout and Style of an Input Widget
- Add the Input Widget to a Formula Query
- Add the Input Widget to a SAQL Query
- Create Dashboard Pages
- Add Number Widgets to Include Key Metrics
- Project the Same Query Results Differently in Charts and Tables
- Add a Global Filter Panel Widget to Filter Data from the Dashboard
- Add a Date Widget to Filter Dashboard Results Based on a Date
- Add a List Widget to Filter Dashboard Results Based on a Dimension
- Add a Range Widget to Filter Dashboard Results Based on a Measure
- Add a Toggle Widget to Filter Dashboard Results Based on a Dimension
- Add a Table Widget to Show Record Details and Create Calculated...
- Add a Container Widget to Create Sections in the Dashboard
- Add an Image Widget to Display Graphics in the Dashboard
- Enrich Your Data with Dashboard Text
- Add a Navigation Widget to Access Dashboard Pages
- Add a Link Widget to Link to Other Assets
- Widget Properties for Analytics Dashboard
- Manage Widgets on a Page
- Queries and Custom Queries
- Tips for Salesforce Direct Data Queries
- Tips for Working with SAQL Queries in the Query Editor
- Create a Custom Query with User-Defined Values
- Find a Query
- Clone a Query
- Modify the Query Results Based on the Dashboard Viewer
- Optimize a Query
- Considerations for Queries with Multiple Datasets
- Troubleshoot Unexpected Query Results
- Query Properties for Analytics Dashboard
- Configure Cross-Dataset Faceting with Connected Data Sources
- Configure Faceting on Related Salesforce Objects
- Considerations for Connected Data Sources
- Faceting Queries with Multiple Datasets
- Dynamically Modify the Query, Initial Selection, and Widgets with...
- Configure a Widget Interaction
- Configure a Start a Flow Action (Beta)
- Dynamically Set Initial Selections Based on the Dashboard Viewer
- Set Initial Global Filters in the Dashboard
- Layout Properties for Analytics Dashboard
- Rules for Choosing a Layout for a Device
- Optimize Dashboard Performance
- Keyboard Shortcuts for Building CRM Analytics Dashboards and Lenses
- Restore a Previous Version of a Dashboard
- Add Yourself to the List of Dashboard Publishers
- Collaborate on and Publish a Draft Version of a Dashboard
- Control How Filtering Works in Embedded Dashboards
- Use Visualforce to Embed CRM Analytics Dashboards in Experience...
- Take Action in Salesforce from Experience Cloud Sites
- Best Practices for CRM Analytics for Experience Cloud
- Add a Dashboard to a Visualforce Page
- Embed CRM Analytics Dashboards in Salesforce Classic Pages
- Allow Trusted Sites for Embedded Dashboards
- Define Action Behavior with Apex Controller Class and Methods
- Create a Visualforce Page That Executes the Action
- Assign Bulk Action to Table Widget
- Configure Mass Quick Actions on Multiple Salesforce Records from CRM...
- App-Level Sharing
- Create an App
- Set Up Navigation Through Your App
- Share an App
- Delete an App
- Reconfigure a CRM Analytics App
- Upgrade a CRM Analytics App
- Auto-Install Usage
- Auto-Installed Apps
- Auto-Install Requests
- B2B Marketing Analytics App
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- About Models
- Overview Tab for Numeric Use Cases
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- Learning Resources for Tableau Integrations
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- Select a Model (Beta)
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Before adding a summary formula to your report, be sure to group report data. Summary formula columns require at least 1 group.
Required Editions and User Permissions
Summary formula columns are available in both Lightning Experience and Salesforce Classic. They use the same formula language, so the summary formulas you add in Lightning Experience work in Salesforce Classic, and vice versa.
The steps for adding a summary formula column are a little different depending on whether you’re using Lightning Experience or Salesforce Classic. Follow the instructions based on whether you’re using the Lightning Experience or the Salesforce Classic report builder.
- Edit or create a report.
- If necessary, group report data. From the Groups section, select a field from the Add group... lookup menu under GROUP ROWS.
Alternatively, from the Fields pane, under Summary Formulas, click + Create Formula .
- Enter a name for the summary formula column.
- Choose the Formula Output Type.
- Enter a summary formula. For example: IF(AMOUNT:SUM < 1000000, AMOUNT:SUM * (1 - 0.15), AMOUNT:SUM * (1 - 0.20))
- To see if your formula contains errors, click Check Syntax . Resolve any errors.
- Optionally, enter a description for the formula.
- If applicable, choose the number of decimal points.
- Optionally, click FORMAT to choose how to format results, how many decimal points to show, and to change where the formula gets applied.
- Click Apply .
- Click Save .
- If necessary, group report data. Change the format to Summary , Matrix , or Joined , find the field you want to group by, and drop it into the grouping field.
- From the Fields pane, in the Formulas folder, click Add Formula .
- Enter a name for your formula column. The label must be unique. Optionally, enter a description.
- From the Format dropdown list, select the appropriate data type for your formula based on the output of your calculation.
- From the Decimal Places dropdown, select the number of decimal places to display for currency, number, or percent data types. This setting is ignored for currency fields in multicurrency organizations. Instead, the Decimal Places for your currency setting apply.
- Set the Where will this formula be displayed? option. The formula calculation displays in the report at the level you select. To display the formula calculation at every level, including the Grand Total, select All summary levels .
- Select one of the fields listed in the Summary Fields dropdown list. This field’s value is used in your formula.
- To add operators (like > or <) to your formula, click Operators .
- Select the function category (All, Logical, Math, or Summary), choose the function you want to use in your formula, and click Insert .
- Repeat these steps as necessary.
- To see if your formula contains errors, click Check Syntax . If there are errors, the cursor highlights them.
The summary formula column appears in your report.
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Salesforce Lightning Reporting and Dashboards by Johan Yu
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Creating a Summary report
We will not go through each step to create a report, as it has been covered in detail in earlier chapters. This report needs to be in a Summary format--group by Stage , add the Amount column, and summarize it with Sum . See the next screenshot, and make sure you get a similar one.
You can store the report in any folder as long as the running user is able to access the report. But, as a good practice, create a new report folder purposely only for Reporting Snapshot .
Let us name this report as Opportunity by Stage (for Snapshot) :
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- Salesforce Administration
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- Enabling Caching and Automcomplete at Salesforce login
- Overview of ERP and CRM
- What is Cloud Computing
- Why Salesforce CRM is #1 on Demand
- Understanding the Sales Process
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- Understanding Salesforce.com application
- How to create an App in SFDC?
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- Creating fields using different field types in Salesforce.com
- Overview on Salesforce Object Relationships
- How to create Master Detail relationship in SFDC?
- Cannot create Master Detail Relationship?
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- How to create Many to Many Relationship in Salesforce?
- What is Schema Builder
- What is a Formula Filed?
- What are Cross Object Formulas?
- What are Validation Rules?
- Roll up Summary Fields
- Field Dependencies
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- How to create Summary reports?
- How to create matrix reports?
- Salesforce Dashboards
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Summarize your Salesforce Report Data | Summary reports
Summary reports are similar to Tabular Reports but these reports allows grouping of rows data. Rows data can be grouped up to four levels.
- Summary Report is the second Salesforce report format which allows users to group rows data which supports sorting and display subtotals.
- Summary reports displays subtotals based on Value of a field.
Creating Summary reports in Salesforce.com.
Summary reports in Salesforce.com are similar to Tabular reports. To create Summary reports login Salesforce and navigate to Reports | Create new Report .
In this Salesforce Training tutorial we are going to create Summary reports for the object Opportunities.
How to add Summary fields to preview pane ?
As shown above we have to add Summary fields to the fields pane follow the steps given below.
- Drag Opportunity Name, Type, Lead Source, Amount, Probability, closed data from field pane to grouping section of the preview pane.
- Wait for the loading dialog to complete.
- Select Summary format.
- In filter section area, select show all opportunities and select range as all time.
- Now go to Stage field on the column and select Group by this field.
Now the report will appear as shown below.
We have grouped rows data based on opportunity Stage. Drag and drop Stage field to group rows data. Salesforce Summary reports can have up to four grouping levels. Summary field is the currency field used to SUM, AVERAGE, MIN or Max for a number and to group levels including grand total levels for reports.
- We have grouped data by another field by Closed data .
How to add summary field to a report?
- Now pop up menu will be displayed.
What is Conditional Highlighting in Salesforce reports?
Conditional Highlighting is a powerful way to show values in report within given limits. We can specify colours for different ranges of values in reports using conditional highlighting.
- Click on show drop down and select Conditional Highlighting .
The color to show data for low breakpoint and high break point must be defined as shown below.
- Now click on Run report.
Now above settings will produce a report result as shown.
- To click on Run Report and Summary report will be displayed as given below.
- Finally click on Save button.
- To edit Salesforce report click on customize button.
In this Salesforce tutorial we have learned about creating Summary reports, and Conditional Highlighting in Salesforce reports. In our upcoming Salesforce training we learn about creating Matrix reports in Salesforce.com.
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Summarize a Field · Click the arrow to the right of the column you want to group by. · Select Summarize this Field. Create a Summary Report · Check the
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Links:Live Salesforce Training - https://courses.mikewheelermedia.com/live?utm_medium=youtube&utm_campaign=summary-reportSalesforce
Summary reports are the most popular report type in Salesforce, and for good reason. They enable you to analyze data grouped in rows, add easy-
With data summaries, Lance can create an opportunity pipeline report and summarize the Amount and the Expected Revenue columns to find the average and sum.
Required Editions and User Permissions · On the Analytics tab, select Create | Report, or on the Reports tab, click New Report. · Choose a report type, and click
Describe report formats: tabular, summary, and matrix. Create a matrix report. Note. Accessibility. This unit requires some additional
Required Editions and User Permissions · Edit or create a report. · If necessary, group report data. · From the Columns section, click · Enter a name for the
This report needs to be in a Summary format--group by Stage, add the Amount column, and summarize it with Sum. See the next screenshot, and make sure you get a
To create Summary reports login Salesforce and navigate toReports | Create new Report. Summary reports in Salesforce. In this Salesforce Training tutorial we
Summary – As soon as you add a grouping, you will turn the report into a summary report. Summary reports are probably the most commonly used and