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| Creating a custom report type... |
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| Custom report type |
I wanted to create the 6 source reports for the Reports & Dashboards Specialist Superbadge, so I started by setting up the custom report type required for the "Contacts by Hobbies and Ratings" and "Contacts Without Hobbies" reports. Don't start by doing this!
Read the requirements slowly for the "Contacts Without Hobbies" report, and you will see three new fields that need to be created. Create the fields - then create the custom report type. If you, like me, skipped directly to the custom report, you will
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| Adding fields to the custom report |
1) edit the "field layout properties"
2) drag and drop the new fields to the "Accounts" section.
You do not have to create all of the reports before starting on dashboards, but I found it quicker to get into the "reports" groove and knock all of them out instead of bouncing from topic to topic.
Hint: For the "% Open Opps" field, it is a little tricky to avoid #ERROR messages because not all accounts have closed/won opportunities. For a easy work around, reference Common Formula Errors from help.Salesforce.com. The trick is to use an IF statement with NULL as a return value.
Report: Contacts by Hobbies and Ratings
I used a technique with this report that was quite handy with the remaining 5 reports required to pass Challenge #2: Add the required fields to the report, for example: "Hobby: Hobbies Name." Next, bucket the field to create the required grouping. Then remove the original field from the report, leaving the bucket with the correct header. Be very careful with syntax. I originally titled the "Hobby Type" bucket as "Hobby Types." I had to rename in order to pass Challenge 5.
Report: Contacts Without Hobbies
This report took the most amount of time to craft, primarily due to the "Account Value" field and the necessity to exclude any contacts that have shared hobby preferences. I used the Open Opp Value field and bucketed it, using the name "Account Value" and the stated categories. Excluding hobbies was tricky since new hobbies could be added at anytime. I added a cross-object filter so only contacts without hobbies were included.
Report: Remaining Opportunity Reports
Remember to use the opportunity date range from the "pre-work and notes section"!
In order to group the close dates by month, select "group by this date" then click on "group dates by" and select month.
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| help.Salesforce.com Combination Chart Examples |
Two tricky items:
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| Setting a row limit |
- To plot the additional values/line on the "Closed Won Opportunities - Number of deals and amount" chart, reference this article from help.Salesforce.com.
- The "Account Value- Top 10 states" tabular report will need a row limit added as well as dashboard settings. Reference: Use a Tabular Report in a Dashboard
- Whew! Done!
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| Me on vacation! |
Greetings!
ReplyDeleteCan you please share "How are you calculating % Open Opp"
Sure! This field is a little tricky because accounts without opportunities need to be excluded. I used:
ReplyDeleteIF( Total_Opp_Value__c > 0,( Open_Opp_Value__c / Total_Opp_Value__c), null)
Greetings!
ReplyDeleteI made it through challenge 1 but I think my customer objects must have some error in them. I cannot get any of the hobby reports to populate any data.
I was able to load the data in step one without adding the extra columns. Should I go back and do that? Any ideas?
Odd! There should be data in the reports. Did you install the unmanaged package into your org? The package creates the two custom objects plus the fields. You should not have to make any structural changes in Salesforce in order to complete step 1.
DeleteThe opportunity close dates for reporting purposes are 1/1/2020 - 6/30/2020. This could be the reason that you are not seeing data.
If you are using the correct opportunity close dates, I would spot check my data in Salesforce. Pick an opportunity, make sure that it is associated with the correct account. Select a contact, ensure that the contact has the correct hobbies.
Does this help?
sir what should be the name for challenge 5
ReplyDeleteI do not understand the question. Can you rephrase?
DeleteHi there. I'm stuck! When building the custom report type, Contact Hobbies doesn't show up on the picklist after i enter account as the primary object (A) and contacts as B. Do you know why this might be happening and how I can fix it?
ReplyDeleteOdd! You should be able to add "Contact Hobbies" as "C."
DeleteI'll assume that you started by installing the unmanaged package into your org vs. creating the Contact Hobbies object & relationship by hand?
Hello,
ReplyDeleteI am completely stuck on this Challenge. are you able to make a video of it?
Thanks,
Hello! I am happy to assist with specific questions, but I do not post walkthroughs. (I think it takes away from the fun of the challenge.) Are you having trouble creating a specific report? The custom report type? Let's talk!
DeleteHi, I'm Lauren. I'm on Challenge #2 and get this error: "Challenge Not yet complete... here's what's wrong: The 'Sales Manager' dashboard does not have the correct headers and titles for the chart components." I checked all my headers and titles and they match exactly what is in the requirements. Any idea what I can check next?
ReplyDeleteHi there Lauren! That's a tough one because the "checker" for this challenge is extremely picky on syntax. Two quick things to check:
Delete1) Was the dashboard refreshed before checking the challenge?
2) Is the Sales Manager dashboard in classic?
There is likely some tiny typo in the naming of the charts... If you want to email a screenshot to me, I'll give it a quick once over. (rebecca@capstorm.com)
I am facing a problem in report and dashboard suberbadge challenge 2.
ReplyDeleteChallenge Not yet complete... here's what's wrong:
The 'SolarBot High-Case Candidates' report isn't lumped correctly or doesn't prioritize the list correctly.
How are you organizing the report? There should be 2 row groupings. 1 filter. On the top bar where the fields are listed, you should see two "up" arrows and "one" down arrow.
Delete