Matrix Reports in Salesforce | How to Create a Matrix Report in Salesforce

Matrix Reports in Salesforce | How to Create a Matrix Report in Salesforce | Salesforce Reporting

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2 жыл бұрын

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Пікірлер: 21

@salesforceemily 2 жыл бұрын

Not the Tutorial you're looking for? Let me know!

@Masterazeri 2 жыл бұрын

SO what is the difference between MATRIX and TABULAR reports? They are kind of both same.

@Raushan_guptaa 6 ай бұрын

I can't see in group column Rating option in report type account

@pauladw198 Жыл бұрын

thanks Emily, the reports are important part of admin's live but l always tell my users that l am definitely not an expert and l like to just get into works, toggle filters, move groups, until report starts showing me data l want to see hahah l can never just create a matrix from the top of my head :D

@renatahdo 2 жыл бұрын

Thank you so much for the nice tutorial! You saved me!

@salesforceemily 2 жыл бұрын

Glad I could help!

@BugsbunnyEh 2 жыл бұрын

Nice vid

@rahuljayshree4998 2 жыл бұрын

Excellently explained Loved it..!!!

@salesforceemily 2 жыл бұрын

Thanks Rahul!

@rahuljayshree4998 2 жыл бұрын

@@salesforceemily ma'am can you make video on Catalyst developer plus course Module : Apex specialist superbadge

@salesforceemily 2 жыл бұрын

Hey Rahul. Unfortunately one of Salesforces terms of service is to not do walk throughs or tutorials of Superbadges. Or else I could lose my certifications. However, I could make some videos on the underlying concepts.

@jessicalascola7133 Жыл бұрын

Is there a way to change the record count in the report to percentage? For example, I am trying to see percentage based on the stage of the opportunities - sorted by sales person. I cant seem to figure out how to change that in the matrix.

@user-mk6qh5dp2v 9 ай бұрын

Can we sort details rows by create date?

@GabiRuska Жыл бұрын

Is there any video that shows us how to build a report with all current customers in the company?

@sharmilanaidu7951 Жыл бұрын

How do you create a report /dashboard for Sales that shows Actual Sales Vs Budget on a monthly and quarterly basis. Pls advise.

@salesforceemily Жыл бұрын

You would create multiple reports probably one for monthly sales and another for quarterly. Then do the same for the budget (I am not sure what object you are pulling that from) and bring those together into a dashboard.