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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

Advanced Report Configuration

You learned about report types in detail in Chapter 5, Understanding Report Types. In that chapter, we introduced what a report type is and why the report type is so important for building reports. We also discussed the report type category, standard report type, custom report type and ended with a hands-on exercise to create a custom report type, extend a custom report type, and apply it by creating a new report.

In this chapter, we will onto bucket fields and custom summary formula. It is not like a report type, where you have to select a report type when creating a report, but bucket fields and custom summary formulas are optional; you may use or not use them. But in many scenarios, we can take advantage of these features to build an advanced report, such as to show the growth trends month-by-month in percentages using a custom summary formula...

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