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.
David Carnes is Chairman & Chief Evangelist at OpFocus, Inc. David has been teaching and consulting on the Salesforce platform since 2005. He hosts Dashboard Dōjō, a free monthly training open to all in the Salesforce community. David is a Platform Champion and recent addition to the Salesforce MVP program. You can learn more about him and his work at his website www.dashboarddojo.com