SFDC Report: Getting more with Reports

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 at.

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.

1.    Click Customize.

2.    The default format is tabular, but we want a summary report. Click Tabular Format and choose Summary instead.

3.   Find and drag the Price field to your report.

4.    Click next to Price, click Summarize this Field, select Average, and then click Apply.

5.    Click next to Quantity, click Summarize this Field, select Sum, and then click Apply.

6.    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.

1.    Click on Quantity and click Bucket this Field.

2.    Enter a bucket field name, Quantity Range.

3.    Define ranges as Small (500), Medium (between 500–1000), and Large (greater than 1000).

SFDC Report: Getting more with Reports


4.    Click OK.

5.    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.

SFDC Report: Getting more with Reports


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 now.

1.       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.

2.       In the Y-Axis drop-down list, leave Sum of Quantity selected.

3.       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.

4.       Select Plot additional values.

5.       In the Display drop-down list, select Line.

6.       Select Use second axis.

7.       In the Value drop-down list, select Average Price.

8.       Click OK, then Save.

The combination chart shows merchandise in stock (bars) against average price (line).

SFDC Report: Getting more with Reports


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 tab.

1.       From Setup, click Create > Objects, then choose Merchandise.

2.       Under the Page Layouts related list, click Edit next to Merchandise Layout.

3.       Click Report Charts in the palette

SFDC Report: Getting more with Reports


4.     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.

5.    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.

6.   Drag the Merchandise In Stock report chart onto the layout.

7.     Click Save and go look at a merchandise record. It will look something like:

SFDC Report: Getting more with Reports


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

Last updated:9/7/2019 12:15:29 AM
Mayank Tripathi

Mayank Tripathi

I basically work on Java based web applications and passionate about learning new skills. Also love to play with JQuery and HTML5.And, enjoy building simple android apps . But I am still a rookie though !!


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