Tuesday, August 30, 2011

Hands On: Transform your Reports

admin@df11transformA064.com
df2011

-- Counting Records with the Power of One
-- Grouping on reports is inaccurate because it uses rows instead of actual values
-- Great use of a numeric value to get a true measure of reporting
-- New report builder makes it easy to work with formula fields in reports
-- Bucketing uses If Then Else...statements in reports


These formulas are for copying and pasting during the exercises.

 

Exercise 2: Group Records with Bucketing

IF(CONTAINS(TEXT(Product__c), "Printer"), "Printer",

IF(CONTAINS(TEXT(Product__c), "Laptop"), "Laptop",

IF(CONTAINS(TEXT(Product__c), "Desktop"), "Desktop", "Service Agreement")))

 

Exercise 3: Report on Different Time Frames

((YEAR(CloseDate) - YEAR(TODAY())) * 12) + (MONTH(CloseDate) - MONTH(TODAY()))

No comments:

Post a Comment

Note: Only a member of this blog may post a comment.