2021 Salesforce MVP David Carnes joins the Dublin, IE Administrators to share his passion for Reports & Dashboards.
About this event
Whether you're an administrator, architect, business analyst, developer or IT leader if you are looking to improve your Reports & Dashboards knowledge, this is the session for you!
David will take us beyond the basics of Salesforce Reports & Dashboards, starting with a quick look at settings and permissions.
Next he'll play with emojis to highlight picklist data using Row Level Formulas, and then talk about the power of combining Summary Formulas with PrevGroupVal() Function to analyze month over month trends.
For fun he'll use a Cross Block Formula on a Joined Report to project sales based on historical win rate.
Then he'll demonstrate the power of Dashboard Filters in drilling into the data and embed a Dashboard into a Homepage.
We'll wrap up this session with a quick look at Summer '21 enhancements including inline editing of Report Results and the ability to download an image of a Dashboard, and leave plenty of time for Q&A.