by David Carnes | Jul 13, 2022 | Recordings
In this Dōjō session we talked about reporting features introduced in Salesforce’s Summer ’22 release , such as: Unified Experience for Analytics Home (Beta) Find the Best Report Type Hidden Report Types Multiline Inline Report Editing Median as a Summary...
by David Carnes | Jun 8, 2022 | Recordings
Ezra Kenigsberg joined the dojo today to share ideas and experiences working with Salesforce data and analytics for the past 15+...
by David Carnes | Mar 23, 2022 | Recordings
In this session we did examples of Row-Level and Summary Formulas and talked about the importance of Operators and Functions. We played with CASE(), DATE(), DATEVALUE() and WEEKDAY() Functions in the first example. Then HOUR() and TIMEVALUE() Functions in the second...
by David Carnes | Feb 23, 2022 | Recordings
In this session we dug into formulas for sales reporting, using examples of Row-Level, Summary, and Cross Block Formulas. You can see examples of PREVGROUPVAL() and PARENTGROUPVAL() functions in action!...
by David Carnes | Nov 10, 2021 | Recordings
In this session we discussed Reporting on Time in Salesforce. We covered Data Types, Formula Fields, Report Types, Historical Trend Reports, Reporting Snapshots, general trending, and so on. ...