SFDC Report: Getting more
In my previous post SFDC Reports: Analyze Data with Reports , we are getting started with SFDC reports.
We created a simple tabular report to analyze the quantity of item for each
merchandise in our warehouse app. Now we see some more features with report and
analyze the data with different ways.
Get More Information Out of Your Report
The report builder gives you a lot of ways to view your
data. Viewing data in groups usually helps make sense of what you’re looking
In this case, grouping by item, price, or total units sold
can be helpful.
First we’ll turn our simple tabular report into a slightly
fancier summary report, and then we’ll give it a grouping.
The default format is tabular, but we want a
summary report. Click Tabular Format
and choose Summary instead.
Find and drag the Price field to your report.
Click next to Price, click Summarize this
Field, select Average, and then
Click next to Quantity, click Summarize
this Field, select Sum, and then
Select the Merchandise
Name field (either from Fields or Preview panel) and drag it to the area
labeled Drop a field here to create a
grouping. This aggregates data by the unique merchandise item.
The report is now grouped by merchandise, and it includes
the sum of quantity and the average price for each level.
Add Buckets to Your Report
First, create a bucket field based on Quantity with ranges
for small, medium, and large. You'll use the bucket field to create the grouping.
Click on Quantity
and click Bucket this Field.
Enter a bucket field name, Quantity Range.
Define ranges as Small (500), Medium (between
500–1000), and Large (greater than 1000).
Grab the Quantity
Range bucket field that's already on the report and make it the first-level
grouping by dragging it onto the drop zone above Merchandise Name.
Now the report shows data grouped in two levels—first, by quantity range (small, medium or
large), and second, by merchandise name.
Show Your Report Data as a Chart
It’s often a good idea to give users a visual way to
understand the data in your report. Let's add a combination chart to our report
In the Preview
pane, click Add Chart to create a
chart to represent your data. In the Chart Editor that appears, click the vertical bar chart.
In the Y-Axis
drop-down list, leave Sum of Quantity
In the X-Axis
drop-down list, select Merchandise:
Merchandise Name. Notice the bucket field, Quantity Range, is also available, as there are two groupings.
In the Display
drop-down list, select Line.
In the Value
drop-down list, select Average Price.
The combination chart shows merchandise in stock (bars)
against average price (line).
Embed the Report Chart in a Record Page
There are many ways to share reports once you’ve created
them. One of the best is to embed the report’s chart on a record detail page, where
users can see it as they do their work: no need to jump over to the Reports
click Create > Objects, then
Under the Page
Layouts related list, click Edit
next to Merchandise Layout.
Charts in the palette
Drag the Section
element onto the preview pane and place it above the Mobile Cards area. Enter Charts
for the section name, and select 1-column for the layout.
In the Quick Find box, type the name of the
report and click to find and select the report chart. (You can add two if you
want.) You can browse up to 200 recently viewed reports. But you only see
reports that already have charts.
Drag the Merchandise
In Stock report chart onto the layout.
and go look at a merchandise record. It will look something like:
Now users can quickly see how much merchandise is in stock,
without leaving their record detail page! Notice that, by default, the chart is
automatically filtered to show data that’s relevant to the particular record
type you’re looking at. You can set different filters back on the page layout.
Just click on the chart to customize it.
**This document is referred from salesforce help tutorials