Lightning Experience Reports & Dashboards

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1 Lightning Experience Reports & Dashboards Visualize key business metrics in real-time using Lightning Experience. UNIT I - Getting Started with Reports and Dashboards in Lightning Experience Introduction to Reports and Dashboards Your business has questions. Your Salesforce data has the answers. When you get asked to build a report, the request typically comes in the form of a question. The question might be something like: Which products are my top sellers? Who are my highest value prospects? Which marketing campaigns have been the most successful? How satisfied are my customers? What is a dashboard? A dashboard is a visual display of key metrics and trends for records in your org. The relationship between a dashboard component and report is 1:1; However, you can use the same report in multiple dashboard components on a single dashboard (e.g., use the same report in both a bar chart and pie chart). Multiple dashboard components can be shown together on a single dashboard page layout, creating a powerful visual display and a way to consume multiple reports that often have a common theme, like sales performance, customer support, etc. What is a report type? A report type is like a template which makes reporting easier. The report type determines which fields and records are available for use when creating a report. This is based on the relationships between a primary object and its related objects. 1) A dashboard is: A) A list of records that meet the criteria you define. B) A visual display of key metrics and trends for records in your org. C) A list of key tasks to be completed in your org. D) A view of your computer s memory usage.

2 2) A report type determines: A) Which fields and records are available for use when creating a report? B) Who can access the report? C) The date range used for the report. D) The colors available in a dashboard. UNIT II - Using the Report Builder Here s a handy shortcut. When creating a filter, try dragging a field from the field s pane to the filters pane.

3 1) The report builder is made up of: A) A report panel and a dashboard panel. B) Primary objects and related objects. C) A charts pane and a field s pane. D) A field s pane, filters pane, and preview pane. 2) You can filter the data in a report using: A) Field filters. B) Filter logic. C) Cross filters. D) Row limits. E) All of the above. UNIT III - Using Report Formats Tabular Reports 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. Matrix Reports 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.

4 1) Tabular reports: A) Are more complex than summary and matrix reports. B) Take a bit more time to set up but provide many options for organizing data. C) Are the simplest and fastest way to look at your data. D) Can be used to create groups of data. 2) Matrix reports allow you to: A) Create an ordered set of fields in columns. B) Group records both by row and column to provide the most detailed view of your data. C) Group rows of data, view subtotals, and create charts. D) Wake from your simulated reality and battle sentient machines with Neo. UNIT IV - Visualizing Your Data with the Lightning Dashboard Builder Insert a component onto your dashboard by clicking. When prompted, select a report and chart type for your new component. Each component shows data from one report. After you ve added a component, click on it to resize it, delete it, or change its data-supplying report. Position your components by dragging and dropping them. A responsive grid layout supports components of different sizes in diverse arrangements. Only data that you have permission to view is displayed in your dashboard. If a dashboard viewer has permission to view more or less data, it doesn t matter; they ll see data as though they are you. 1) A report chart allows you to: A) Show and hide dashboards. B) Drag components from the Fields pane to the Preview pane. C) Place a single chart at the top of your report so you can see the chart and report in one view. D) View reports in offline mode. 2) When you add a component onto your dashboard: A) You can resize the component. B) Each component shows data from one report. C) You can position your components by dragging and dropping them. D) Only data that you have permission to view displays in your dashboard. E) All of the above.

5 UNIT V - Extending Reports using the AppExchange Installing an App from the AppExchange When you re building a report or dashboard, a common strategy is to clone an existing report and modify it to meet your needs. But where do you get sample reports and dashboards to modify? Look no further than the AppExchange! When you re building a report or dashboard, a common strategy is to clone an existing report and modify it to meet your needs. On the AppExchange, there are sample report and dashboard packages available from Salesforce Labs. These can be downloaded and installed into your sandbox or production environment. The packages are free and the reports and dashboards can all be cloned and modified to suit your specific needs. From Setup, enter Installed Packages in the Quick Find box, then select Installed Packages. Click the name of your installed package. This will be the same name on the page where you downloaded the package from the AppExchange [1]. The very first thing you need to remember when modifying an existing report is to clone it first. The last thing you want to do is mess up someone else s report! 1) On the AppExchange, you can: A) Download sample reports and then clone and modify them to suit your specific needs. B) Search 'reports and dashboards' to quickly find reports and dashboards packages from Salesforce Labs. C) Browse all free apps using the free apps link. D) All of the above. 2) To find an installed package: A) From Setup, enter Installed Packages in the Quick Find box and select Installed Packages. B) Browse for the package on the reports page. C) Search for the package on the AppExchange. D) Search the Downloads folder in your web browser. 3) When modifying a report or dashboard, the first thing you should do is: A) Enter your password. B) Clone it! C) Warn the owner that you re making changes. D) Click the Run Report button.