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| Ice Cream time! |
My mom did something incredible today. She took me and my brother on a walk- a normal afternoon activity- but added a surprise stop at the ice cream store. It was wonderful! A whole ice cream sandwich just for me. After the walk, I received a rather vigorous scrubbing then off to a "nap" for trailhead time!
Sales Reports Tips:
Accounts Without SolarBot Opportunities
Picking the correct report type was tricky- for me at least. Perhaps you are a reporting genius and picked the correct report the first time! I started by thinking "which report will include the opportunities?" and tried report type 'Opportunity' then 'Opportunities with Products'. Nope! The problem with this approach: Some accounts may not have any opportunities! These accounts have potential for SolarBots even though they do not have any opportunities currently. Instead try a report type that starts with the primary object... then include the secondary object. How? Read this article.
SolarBot High-Case Candidates
Organizing the report can be tricky: "prioritize the list by the highest number of cases."
A hint- use record count!
SolarBot Warranty Call Sheet
Having trouble keeping "users from adjusting the criteria that determines which accounts are showng"? Think- How do you determine what data is shown on a report? Columns, of course, but you can also add these nifty items that allow you to select things like "my accounts" vs. "all accounts" and "last activity." Confused? This article should help: Filter Report Data
Support Reports Tips:
Top Case Drivers by SolarBot Ownership
Read the instructions carefully for this report... It's not terribly difficult, but there are lots of little quirks. If you are having trouble eliminating the record totals, check out the "switch" style options at the bottom of the report creation page.
SolarBot Status Averages
There are multiple entries on each date for percent obscured, temperature, and kilowatt hours. If only there was a simple way to group this data....
R&D Report:
If you get this error message, double check to make sure that you are not including extra information- like a sum of the column plus the average!
Hello, may I ask you for a bit of help with #2? This is what I get right after creating and saving 'SolarBot Warranty Call Sheet' report:
ReplyDeleteChallenge Not yet complete... here's what's wrong:
We can’t find a report with name 'SolarBot Warranty Call Sheet' in the correct folder, or it uses an incorrect report type.
I suppose report type here should be Accounts with SolarBots, but it doesn't work. Tried Accounts type just out of curiosity, filtered by number of SolarBots, still no luck...
Thanks!
Egor
The report type "Accounts with SolarBots" is correct.
DeleteI'll assume that you have the report saved in the correct folder :)
Something to check- go to the report, "edit", the little arrow next to "save" - select "properties". Is the Report Unique Name: SolarBot_Warranty_Call_Sheet ? The challenge checking mechanism will frequently look for the API name (aka Unique Name) instead of the given Report Name.
If the report unique name is incorrect.... delete the report that has the correct API name but is the wrong report. (Or fix it report that has the correct API name to match the challenge requirements.) If the report has already been deleted- flip to classic and empty the recycling bin. The API name will be available for re-use after 24 hours.
Makes sense?
Best of luck Egor! Feel free to leave another comment if you are still stuck!
Thank you! Somehow I got a copy of a report with correct API name pattern saved to Private Reports and forgotten there. Deleted that one and got the report finally validated.
DeleteSeems like it is important for checking mechanism to not have any properly API-named reports in incorrect folders.
Good! Glad that you passed!
Delete"Challenge Not yet complete... here's what's wrong:
DeleteThe 'Accounts Without SolarBot Opportunities' report doesn't include the correct collection of accounts, or it shows the wrong information about them."
This is really frustating,even after doing all the steps correctly, creating the Report multiple times by saving as & deleting the Old Reports i keep getting these error msg ..Please Help me i am really stuck i wanted to wrap this Super Badge!!!
Challenge Not yet complete... here's what's wrong:
ReplyDeleteThe 'SolarBot Warranty Call Sheet' report doesn't include the correct collection of accounts.
Can't figure this one out
My bet would be a filter is off. There should be 5 total filters with conditional logic.
DeleteI have two of the filters locked.
Hi, I keep getting this error message:
ReplyDeleteChallenge Not yet complete... here's what's wrong:
The 'Temperature to kWh Research' report isn't organized correctly, or the report doesn't display the lowest temperature range first.
This is what my report shows:
BucketTemperature RangeSorted by Temperature Range, A-to-ZAscending
Average Panel Temperature
Average Kilowatt Hours
Low
59
2.90
Medium
73
3.38
High
88
2.58
Very High
97
1.51
hmmm It is a little difficult to tell what you have by this comment. If you would like to email a screenshot, I am happy to take a look rebecca@capstorm.com
DeleteI"m having an issue with this step as well...I have both Kilowatt hours and panel temps summarized as average and not sum...but I'm still getting the " The 'Temperature to kWh Research' report shows more information than the two averages requested. Don't create new fields or columns." error.
ReplyDeleteYou should have 1 row grouping, 1 column grouping, and 3 columns.
DeleteDo you have more than this?
I can't get this error to go away, The 'Temperature to kWh Research' report shows more information than the two averages requested. Don't create new fields or columns. In the outline I have temperature range grouped in column rows and then "killowatt hours" and "panel temperature" in the bottom columns section. Both of those are set to average. I don't get what I'm doing wrong.
DeleteI cannot seem to fix this error, can you please help?
ReplyDeleteThe 'Top Case Drivers by SolarBot Ownership' report doesn't display data aggregated first by SolarBot Ownership then by Case Reason.
I have tried grouping rows first by ownership, then by reason. I have also tried grouping rows by ownership and columns by reason, and vice versa.
Do you have 2 row groupings? (That's what you need)
DeleteI'm hoping you can help me with this because I've been stuck for two days on step 6. This is the error I'm getting: "Challenge Not yet complete... here's what's wrong: We can't find a graph displaying the requested data on the 'SolarBot Status Averages' report."
ReplyDeleteThe only change I made to the report after the last step was to group the Status Date by week.
However, I have a line graph with:
Chart Title: Weekly Panel Temperature and kWh
X-Axis: Status Date (grouped by calendar week)
Y-Axis: Average Panel Temperature (which is a summary formula column)
Measure: Average Kilowatt Hours (also a summary formula column)
I can't figure out why it thinks the graph doesn't show the requested date. Here's what the section calls for: "Second, they want a graph for this report called Weekly Panel Temperature and kWh that shows average panel temperature and average kilowatt hours as lines over time."
I appreciate any help you can give!
Amy
Wrong Y axis
DeleteHi,
ReplyDeleteThere is this error in step 3 , which I am not able to resolve:
Challenge Not yet complete... here's what's wrong:
We can’t find the categorization called 'SolarBot Ownership', or the categorization is based on an incorrect field, or the category settings are incorrect on the 'Top Case Drivers by SolarBot Ownership' report.
My bucket column conditions are:
*Field
Number of SolarBots
*Bucket Name
SolarBot Ownership
Range
Bucket
<=0
No SolarBots
> 0 to 3
Some SolarBots
>3
Several SolarBots
The rows are then grouped by 'SolarBot Ownership' and 'Case Reason' fields
Atlast, I've saved the report in 'Status Reports' folder, which is a sub-folder of 'Support Team'.
Can you please help me to figure out where am I going wrong?
Double check the save location. Everything else looks perfect.
Delete
DeleteYeah, it worked. Thank you
I am stuck on this part and have been for days. I am getting the message:
ReplyDelete"Challenge Not yet complete... here's what's wrong: We can’t find a report with name 'Temperature to kWh Research' using the correct report type."
Now I accidentally did the Executives section first then went back to complete this portion and when I check the properties of the report the unique id says: "Temperature_to_kWh_Research_CrA," could the _CrA be causing this error or am I just having a major brain fart?
Can you point me in the right direction here?
Please help
The good news- It is likely not the Unique ID causing this issue. (The process to assign a unique API name to a report has changed since the writing of this article.)
DeleteThe most likely scenario is that your report type is incorrec.t
Here's a hint: Something and Something Data.
I hope this helps!
Challenge Not yet complete... here's what's wrong:
ReplyDeleteWe can’t find a report with name “Accounts Without SolarBot Opportunities” in the correct folder, or it uses an incorrect report type.
When I try to create the report, in the Standard report type I see only Contacts and Accounts, I don't see a separate Accounts Report Type. What do I need to do? Can you please help.
Hi, I'm stuck at steps 3, may I get a little help here?
ReplyDeleteI keep getting below error:
Challenge Not yet complete... here's what's wrong:
The 'Accounts Without SolarBot Opportunities' report doesn't include the correct collection of accounts.
I tried cross filter, then tried narrow down customer type, but still get the same error, also tried changing my accounts, my team's account etc.
What else I am missing? >.<
Challenge Not yet complete... here's what's wrong:
ReplyDeleteWe can’t find the categorization called 'Temperature Range', or the categorization is based on an incorrect field, or the category settings are incorrect on the 'Temperature to kWh Research' report.
Stuck om step 5,
did all the steps correctly...plz help
I am having trouble creating the STANDARD report type called Solarbot Accounts. I only see the option to create a Custom report type. How do I creat the report type for Solarbot Accounts?
ReplyDeleteChallenge Not yet complete... here's what's wrong:
ReplyDeleteWe can’t find the updated organization by state for the 'Accounts Without SolarBot Opportunities' report.
Did you solve this?
Deletehello, there! i've been trying very hard for the past week to resolve the following issues: "Challenge Not yet complete... here's what's wrong:
ReplyDeleteThe 'SolarBot High-Case Candidates' report doesn't include the correct collection of accounts or shows the wrong information about them."
I have done everything right and I really do not see what else to do. I even contacted trailhead help but they said there is no bug or any error.
Grouped rows by: account name (sort by record count, descending), phone (sort by record count/phone, ascending/descending)
Fields: subject, open, close [also tried using just status field instead of open, close. also tried status, open, close fields together].
Filters: default filters, number of solarbots = 0
Total no. of records = 26
Please help! I am so tired and done with this report.
Did you solve this? I have the same issue
DeleteChallenge Not yet complete... here's what's wrong:
ReplyDeleteThe 'Accounts Without SolarBot Opportunities' report doesn't include the correct collection of accounts, or it shows the wrong information about them.
THis is really frustating man even after doing everything correctly, I tried to save as the Report again & deleted the earlier ones stil this msg keeps popping up, Dont understand whats wrong also thr are No duplicates I have cleared my Recycle BIn as well!!!
Please Suggest, I really wanted to Complete ths Super Badge!!!
Hello, please help me!. I am stuck on this error The 'SolarBot Status Averages' report doesn't show the correct fields. challenge 4 Create reports for the Support Team
ReplyDeleteHi, Getting this error, "The 'Temperature to kWh Research' report shows more information than the two averages requested. You may need to remove your column grouping to see the Subtotals toggle." Even after setting the Kilowatt hours and Panel temperature as average. Please help me out.
ReplyDelete