Ultimate Salesforce Reports: bars with a cumulative line in one report chart

The need to represent data visually using line chart showing cumulative values on top of a bar chart showing discrete values is almost universal. This can be easily verified by the amount of questions on the success community and the...

Custom dynamic “date range filters” in Salesforce reports

**Introduction** This post is about overcoming one of the limitations of Salesforce report builder: Filtering data based on dynamic date ranges e.g. last 200 days or next 3 weeks and not just the following available options: **Note** # To appreciate...

Complex Salesforce Reports: Compare ‘moving averages’ with ‘current month’ value

**Introduction** This one is another use of the almighty Custom summary formula (CSF) in Salesforce reports. Use them - they don't bite! **Note** To appreciate the solution, I hereby request all my readers to try to solve/create the report (described...

Email scheduled reports only if not empty (and other advanced conditions) Part-2

The topic has 3 posts, of which this is called post 2 or part 2. 1. Part 1: This post covers sending email with a link to the report only if the total number of records are NOT zero i.e. not...

Unlocking ‘Report and Dashboard’ sharing

The knowledge of reports and dashboard sharing is a must for all admins who want to show and enable the right reports for their users. Below you will find a table that I use as a guide to setup the sharing model...

Rollup fields for lookup relationships

**Introduction**   One of the questions that is asked almost every 3rd Day (my random estimation) has a solution that lies in having roll-up fields for lookup relationships. There is an awesome app from Andrew Fawcett (at https://github.com/afawcett/declarative-lookup-rollup-summaries) that you...

Caution with CASE statements in a Salesforce formula

The bold statement: CASE formula always calculates all values (including else) even if a condition has already been met. Use case: Create a formula field to calculate the 1st day of next month from closedate (for simplification lets assume all months have...

Spring 17 Reports & Dashboards Updates in Lightning Experience

sfdcFanBoy

In this post, I’m highlighting all the new features introduced into Reports & Dashboards specially for Lightning Experience with Spring 17 release. There are quite a few updates to Lightning though few are old and existing in Classic Salesforce.

1. Subscribe to Reports: Receive Emails. Limit of Up to 5 Reports.
2. Filter Reports via URL Parameters: Use &fv0=Accepted at the end of URL to filter records which are in Accepted status in a report where the first filter (fv0) is the status.  fv stands for filter value. (zero) indicates that it is the first filter in the report.  You can use &fv1, &fv2 for further filters in the reports.  Standard, cross, and row limit filters don’t count when listing filters.
3. View Dashboards as Other Users: View dashboard as Me | A Specific User | Logged In User
4. Share Dashboard charts in Chatter: Select Enable Dashboard Component Snapshots from the Reports…

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Email scheduled reports only if not empty (and other advanced conditions) Part-1

**Introduction** A common user requirement and indeed a basic one is to send an email of a scheduled report to the users only if the report is NOT empty. To some extend this is now possible using the Salesforce standard...

Protected: Possibly an issue: upload file with READ only access to object

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