Dashboard Dōjō – Formulas for Reporting Part I

Formulas solve all kinds of challenges in reporting in Salesforce. Salesforce provides three kinds of Formulas directly in the Lightning Report Builder – Row Level, Summary and Cross Block Formulas. We also have the ability to create Custom Formula Fields on the...

Dashboard Dōjō – Deep Dive on Joined Reports

In this Dōjō session we used our Dev Orgs to try out, hands-on, Salesforce Joined Reports. David started by defining uses cases for Joined Reports, then sharing 10 tips, then stepping through examples of how to create blocks, add a Scatter Plot Chart and take...