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Salesforce Lightning Reporting and Dashboards

You're reading from   Salesforce Lightning Reporting and Dashboards Create, customize, and manage your Salesforce reports and dashboards in depth with Lightning Experience

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Product type Paperback
Published in Aug 2017
Publisher Packt
ISBN-13 9781788297387
Length 402 pages
Edition 1st Edition
Concepts
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Author (1):
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Johan Yu Johan Yu
Author Profile Icon Johan Yu
Johan Yu
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Table of Contents (13) Chapters Close

Preface 1. Fundamentals of Salesforce Reports and Dashboards FREE CHAPTER 2. Concepts and Permissions in Reports and Dashboards 3. Implementing Security in Reports and Dashboards 4. Creating and Managing Reports 5. Understanding Report Types 6. Advanced Report Configuration 7. Adding Charts in Reports and Pages 8. Working with Reports 9. Building Dashboards in Lightning Experience 10. Learning Advanced Dashboard Configuration 11. Advanced Tips and Tricks for Reports and Dashboards 12. Dashboards and Reports in the Salesforce1 Mobile App

Summary

In this chapter, we explored the bucket fields and Custom Summary Formulas in detail. With the bucket field, we can categorize data for report purpose, and nothing needs to be done on the field in the object. This will eliminate the admin right to create a custom field, and if that field only serves for one or two reports. However, bucket fields are not used to replace formula fields; you can't have a formula calculation in the bucket field; you can have it to group values into a bucket.

Bucket fields only work for certain field types, and different field types will have different ways configured for the bucket value; you can use the range for currency, number, and percentage but not for others.

The Custom Summary Formula is not the same as a custom formula field. You can't retrieve a value from another object using a Custom Summary Formula, and a Custom Summary...

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