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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... Continue Reading →

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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... Continue Reading →

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... Continue Reading →

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... Continue Reading →

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... Continue Reading →

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... Continue Reading →

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... Continue Reading →

Spring 17 Reports & Dashboards Updates in Lightning Experience

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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.1
  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.2
  3. View Dashboards as Other Users: View dashboard as Me | A Specific User | Logged In User3
  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... Continue Reading →

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

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