Objectives of this section
How can it be ensured that a dashboard is not accessed by someone not authorised?
Store the dashboard in a folder that is accessible only by the appropriate users.
What are the different types of reports?
Tabular, Summary, Matrix and Joined
Which dashboard component(s) can be used to display a grand total?
Gauge and Metric
Which report formats support custom summary formulas?
Summary, Matrix and Joined Report
What customization options are available in reports?
Define Filters, Define & Name Ranges in ‘Bucket’ fields, Summarize Number and Currency fields, Conditional Highlighting of summarized values, Custom Summary Formulas
What are the different dashboard components types?
Chart, gauge, metric, table and Visualforce
Why would a custom report type be created?
To specify the types of related records included (with or without) and add additional fields e.g. fields related to a lookup
How many levels can a custom report type have?
4 levels – a primary object and 3 related objects
After adding a group to a report in Lightning Experience, what can be shown or hidden from the bottom of the preview pane?
After adding a group, it is possible to show or hide detail rows, subtotals, and a grand total by toggling switches at the bottom of the preview pane.
What are some of the capabilities that are available on the joined report run page in Lightning Experience?
Adding a chart, editing filters, adding the report to a dashboard, and sorting columns and groups
What are the different levels of access available for sharing a report or dashboard folder?
Viewer, Editor and Manager
Which report format can be used to display a Sales Rep Performance Scorecard?
Which report format does not support bucket fields and cross filters?
What impact does the sharing model have when running reports?
Security and sharing model settings are applied when running a report so users will only see data they have access to.
What data will a dashboard display?
A dashboard will display data a user has access to if defined as ‘dynamic’, or run as a ‘running user’ to display data that user has access to.
When are dashboards refreshed?
Manually or scheduled to refresh daily, weekly or monthly
What relationships are possible when creating custom report types?
‘With’ related records and ‘with or without’ related records
Are standard report types defined as ‘with’ or ‘without’ related records?
‘With’ related records
Which dashboard component in Lightning Experience can show up to 200 records and 10 columns from any field in a source report’s report type?
In Lightning Experience, what is required for using a joined report as the data source for a dashboard component?
A chart must be added to the joined report.