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Reports & Dashboards Specialist Superbadge- 4


Walking practice

Tonight is my final evening with the Reports and Dashboards Specialist Superbadge!  There are only 2 challenges left, and I hope to finish quickly in order to reserve a few hours to practice walking.  I have been standing for a while, but it is time to let go of the crib rail and take a step.  It would be embarrassing to practice and fall in front of Mom, as I am certain that she will take a video.

Challenge 5: Create contact and hobby reports
Refer to "Reports & Dashboards Specialist Superbadge - 2" if you are just joining me.  I was in the "report mood," so I configured all of the reports on night two, including the three that required a custom report type.

Challenge 6: Reports and dashboards security
I did not remember how to share a dashboard, so this article from help.Salesforce.com was useful.  Next...

  1. Moved the reports / dashboards into the specified folders.
  2. Created the Exec R&D public group 
  3. Introduced myself to Camila Martinez 
  4. Shared the executive reports / dashboards folders accordingly.
I'm off to practice walking!  Since today's blog is shorter than usual, please enjoy a few vacation photos. 

Beach with mom

My family

Completed Superbadge! 


Comments

  1. Thanks for all your help!!! Just earned my first Superbadge

    ReplyDelete
  2. Thanks a lot for all your help. Just earned my first superbadge and surely it wont be possible without your help. It really test your knowledge about salesforce.
    I would certainly tell your Mom that she is going have a very smart and helpful baby.

    ReplyDelete
    Replies
    1. Thank you Hasan! Congratulations! I'll make sure to pass your comments to my mom. Maybe she will be so proud that she gives me a cookie.

      Delete
  3. Hello,

    I am stuck in challenge 4 Reports and Dashboards superbadge. I am getting error "Challenge Not yet complete... here's what's wrong:
    The 'Marketing Manager' dashboard does not have the correct headers and titles for the chart components.".

    Please help me out.

    ReplyDelete
    Replies
    1. Hi Rishikesh! I am happy to help! The error message is pretty self-explanatory. The Trailhead checker for this challenge is very particular regarding the the names of the dashboard components. I would first check to make sure that your names match the ones on the instructions. For example: Contact Hobbies - header, Type (with account rating) - title. Another easy oops: Account Value - header, Top 10 states - title. If you would include additional details in the comments with the headers/titles of your chart components, I am happy to check them.

      Delete
    2. Hello,

      I am not able to group 'Rating' into Hot, cold and warm in the report and dashboard, eventually getting the following error in the challenge. Can anyone let me know how to group them in column grouping?

      Thanks

      Delete
    3. Try a bucket field for the rating with a matrix report type. If you get stuck, just leave another comment :)

      Delete

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