Search icon CANCEL
Arrow left icon
Explore Products
Best Sellers
New Releases
Books
Videos
Audiobooks
Learning Hub
Conferences
Free Learning
Arrow right icon
Arrow up icon
GO TO TOP
Salesforce Lightning Reporting and Dashboards

You're reading from   Salesforce Lightning Reporting and Dashboards Create, customize, and manage your Salesforce reports and dashboards in depth with Lightning Experience

Arrow left icon
Product type Paperback
Published in Aug 2017
Publisher Packt
ISBN-13 9781788297387
Length 402 pages
Edition 1st Edition
Concepts
Arrow right icon
Author (1):
Arrow left icon
Johan Yu Johan Yu
Author Profile Icon Johan Yu
Johan Yu
Arrow right icon
View More author details
Toc

Table of Contents (13) Chapters Close

Preface 1. Fundamentals of Salesforce Reports and Dashboards FREE CHAPTER 2. Concepts and Permissions in Reports and Dashboards 3. Implementing Security in Reports and Dashboards 4. Creating and Managing Reports 5. Understanding Report Types 6. Advanced Report Configuration 7. Adding Charts in Reports and Pages 8. Working with Reports 9. Building Dashboards in Lightning Experience 10. Learning Advanced Dashboard Configuration 11. Advanced Tips and Tricks for Reports and Dashboards 12. Dashboards and Reports in the Salesforce1 Mobile App

Summary

In this chapter, we became more familiar with components when working with reports on the Salesforce platform. We explored the different types of report formats and looked at the uniqueness of each type of format. We saw how easy it is to add filters to a report. To customize the reports further, we can include Filter Logic, Cross Filter, and Row Limit for a Tabular report.

Although we kept made many passing references to dashboards many times in this chapter, we did not discuss them in detail. Dashboards will be discussed in depth in Chapter 9, Building Dashboards in Lightning Experience onward. This chapter is completely focussed on reporting only.

In the next chapter, we will discuss report types in detail, look at why the report type is so important, and also look at how to create a report, as you have read about report types so many times in this chapter.

...
lock icon The rest of the chapter is locked
Register for a free Packt account to unlock a world of extra content!
A free Packt account unlocks extra newsletters, articles, discounted offers, and much more. Start advancing your knowledge today.
Unlock this book and the full library FREE for 7 days
Get unlimited access to 7000+ expert-authored eBooks and videos courses covering every tech area you can think of
Renews at $19.99/month. Cancel anytime