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Day 9 | Salesforce Bootcamp 2023 | Report Type | Custom Object Report | Joined Report | Bucket Field
Skill Horizon NextGen
1:12:55
Overview
This video is the ninth day of a Salesforce Bootcamp, focusing on reports and dashboards. The session covers creating custom report types, building reports on custom objects like 'student' and 'instructor', and understanding the nuances of primary and related objects. It demonstrates how to create tabular, summary, and matrix reports using custom report types. The instructor also explains joined reports, which allow combining data from multiple report types, and introduces bucket fields for categorizing data within reports based on picklist or numeric values. Finally, the session touches upon row-level formulas for calculations within reports and scoping rules for filtering data in list views and reports. The importance of practice exercises and seeking clarification for doubts is emphasized throughout.
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Chapters
- •Welcome and overview of Day 9 topics: report types, custom object reports, joined reports, and bucket fields.
- •Clarification on a previous exercise issue regarding 'case status'.
- •Understanding what a report type is: a template defining available fields and records for a report.
- •Report types are essential before selecting a report format (tabular, summary, matrix, joined).
- •Custom report types are necessary for custom objects that don't have standard report types.
- •Enabling reports for custom objects in Object Manager is a prerequisite.
- •Navigate to Setup > Analytics > Reports and Dashboards > Report Types to create a new custom report type.
- •Define primary object, report type label, name, description, and category.
- •Specify relationships with secondary and tertiary objects (up to four objects total).
- •Choose between 'A records must have at least one related B record' or 'A records may or may not have related B records'.
- •After creating a custom report type, reports can be built using it, similar to standard report types.
- •Demonstration of creating a tabular report on the custom 'student' report type.
- •Adding and removing fields, applying filters (Show Me, Date filters), and saving reports in folders.
- •Assignment: Create instructor report type and tabular/summary/matrix reports on instructors.
- •Cloning existing reports (e.g., tabular) to create new formats (e.g., summary) and adding charts.
- •Scoping rules allow filtering records based on user or record criteria.
- •Available for custom objects and some standard objects (Account, Case, Contact, Event, Lead, Opportunity, Task).
- •Up to two active rules can be created per object.
- •Rules can be applied in List Views and Reports via the 'Filter by Scope' option.
- •Demonstration of creating a scoping rule for the Account object.
- •Joined reports allow combining data from multiple report types (blocks) into a single report.
- •Select 'Joined Report' as the report format.
- •Add multiple blocks, each based on a different report type (e.g., Accounts and Opportunities).
- •Blocks can be renamed, and columns can be added or removed.
- •Filters can be applied independently to each block; custom filters apply across all blocks.
- •Bucket fields allow categorizing report data without creating new fields on the object.
- •Can be created for picklist or numeric fields.
- •For picklist fields, define custom buckets (e.g., 'Open Opportunities', 'Closed Opportunities').
- •For numeric fields, define ranges (e.g., Low, Medium, High based on amount).
- •Bucket fields can be used for grouping in summary reports.
- •Row-level formulas are similar to formula fields but exist only within the report.
- •Created via 'Add Row-Level Formula' option in the report builder.
- •Formulas can use fields from the report's objects and standard functions.
- •The output is a new column within the report (e.g., 'Double Amount').
- •Summarization options (Sum, Average, Max, Min, Median) are available for numeric formula columns.
Key Takeaways
- 1Custom report types are essential for reporting on custom objects and for creating complex reports involving multiple objects.
- 2Joined reports are powerful for comparing data from different but related objects within a single view.
- 3Bucket fields provide a flexible way to categorize and group data based on custom logic without altering object structures.
- 4Row-level formulas enable on-the-fly calculations within reports, enhancing data analysis capabilities.
- 5Scoping rules offer advanced filtering options for list views and reports, improving data visibility and relevance.
- 6Understanding the relationship between objects is crucial when designing report types and joined reports.
- 7Practice is key to mastering report creation, especially with custom report types, bucket fields, and row-level formulas.