Blockers with “Reports & Dashboards for Lightning Experience” Module
Visualize key Business Metrics
Hello, fellow Trailblazers, if you are following any of the following trails then you must complete the “Reports & Dashboards for Lightning Experience” Module.
In case, if you’re stuck with this module in any of these Trails and want to attain the above badge, then this blog is definitely for you. So, without wasting any time further let’s begin…
This module contains 5 different units, in which 1 has a quiz and 4 has hands-on exercises. So let’s see these units one-by-one.
Unit 1- Introduction to Reports and Dashboards in Lightning Experience
To clear the quiz in this unit, all that you need to know is -
A dashboard is a visual display of key metrics and trends for records in your org.
A report type determines, which fields or records are available for use when creating a report.
[NOTE- Now before starting the hands-on exercises from the next unit, create a new trailhead playground for this module]
Unit 2- Create Reports with a Report Builder
Now, in this module, we need to create a report that shows all web leads. The report should be as explained below-
Report Name: Web Leads
Report Type: Leads
Standard Filters:
* Date- Created Date
* Range- All timeFields: Lead Owner, Lead Source and Rating
Field Filter: [Lead Source: Web]
Now, to complete this hands-on exercise you need to follow the given steps.
Step 1- Click on App Launcher and select the Reports Tab, or click on the Sales app and then click on Reports Tab.
Step 2- Click on the “New Report” button and then choose the “Leads” report type from the “Choose Report Type” modal and click the “Continue” button.
Step 3- Turn on the toggle button “Update Preview Automatically”. Though this step is optional, it is really helpful to preview the effect of current settings.
Step 4- From the columns section on the left remove all those fields that you don’t want to appear on the report. Keep only those fields that are mentioned in the challenge and remove the rest. As per the challenge we need to have these 3 fields only- Lead Owner, Lead Source and Rating.
Step- 5 From the filters section on the left side of the screen choose the Create Date filter and choose the Range for it as “All Time”.
Step-6 From the same filters section add a new filter for the Lead Source field and mention “Web” as the value for this field.
and that’s it in this exercise, and generally, we rarely get any blocker in this unit but there is still one minor mistake that we commit and, i.e. testing the challenge without saving the report. The challenge asks us to give a name to a report, for which saving the report is essential. Hence before checking this challenge make sure that you have already saved the Report with the name “Web Leads”.
Unit 3- Format Reports
In this unit, we have to create a report (Summary Report) in which records will be shown by categorizing them into groups. We’ll continue this unit in the same Trailhead Playground that was created in the previous unit. The Summary report should have the following characteristics.
Report Name: Case Status
Report Type: Cases
Fields: Case Owner, Subject, Account Name
Standard Filters:
* Date: Opened Date
* Range: All TimeGroup by: Status
To complete this unit and to overcome the blockers please follow the given steps.
Step 1- Open the Reports Tab as mentioned in the previous unit.
Step 2- Click on the “New Report” button, Select the Cases report type and click on the Continue button.
Step 3- From the “Columns” under the outline section close the fields that are not required for this report. We need only, Case Owner, Subject and Account Name fields.
Step 4- Make sure in the Filters section the range should be All Time for the Opened Date field as shown below.
Step 5- Now from the Outline section, under the Groups option choose the status field to group the report with the Status field.
Now it will show the summary report as like below-
Save the report with the specified name in the Challenge and Check the challenge. Hurray! we cleared the 3rd unit as well. So let’s move on to the fourth one.
Unit 4- Visualize Your Data with the Lightning Dashboard Builder
Now, as the name suggests, we are not only going to create a new Report in this unit, but we are also going to create a new dashboard here. So let’s begin…
For completing the challenge in this unit you have to create a Report and a Dashboard with the following characteristics.
== Report ==
Name: Opportunity Stages
Type: Opportunities
Fields: Opportunity Name, Opportunity Owner
Standard Filter: [Date: Close Date; Range: All Time]
Group By: Stage
== Dashboard ==
Name: Big Deals
Component: {
Report: Opportunity Stages,
Title: Opportunity Stages,
Display as: Donut Chart
}
Now, the first part of it is quite simple and we have already discussed that in the previous unit itself.
For creating a dashboard please follow the given steps.
Step 1- Just like you have opened the Reports tab, in the same way, we can open a Dashboard tab as well.
Step 2- From the Dashboard tab, click on the “New Dashboard” button, in the “New Dashboard” modal give the name of the Dashboard and click on create.
Step 3- Once you’re on the Dashboard Builder field click on the component button to add a new component in the modal.
Step 4- From the select report, modal click on the “Opportunity Stage” option and then click select.
Step 5- From the Add Components modal, select the “Display as” option as “Donut Chart”.
Step 6- Scroll down and verify that the Chart Title is “Opportunity Stages”.
and that’s it. Yes, we have completed this unit as well. The common mistakes that we usually commit here are not setting the Title of the chart and selecting the wrong report type.
And that’s how we completed our fourth unit of the module and now we are ready to tackle the last unit and earn that Badge.
Unit 5- Extend Your Reporting Strategy
In this unit, we have to install a package and then copy a Dashboard from an existing dashboard provided by the installed package. In case if you are facing any issue in Installing a Package then you can go through this link.
[NOTE: Make sure to use the same Trailhead Playground that you have created for this module.]
For installing the package-
Go to App Launcher and open the “Playground Starter” app.
Click on the “Install a Package” tab.
Paste the package id: 04t500000000YYSAA2 in the text box and click on Install.
On the new tab keep the settings as shown below and click on Install.
It will take some time, and then it will show a screen as shown below if it gets installed successfully. It will also send you mail on your registered email id about the installation success.
Now, we need to clone a Dashboard from one of the dashboards that get installed with the package. We will clone “1-Account, Contact & Opportunity Data Quality” Dashboard. For cloning a new dashboard from this dashboard, please follow the given steps-
Step 1- Open the Dashboard tabs, either directly or from Sales app.
Step 2- Click on the All Dashboards options on the left panel and click on “1-Account, Contact & Opportunity Data Quality” Dashboard.
Step 3- From the quick actions for the dashboard click on the button menu and then click on save as to create a clone of the dashboard.
Step 4- Provide the name as given in the challenge for the cloned Dashboard in the Save As modal and click on Create.
Step 5- Click on the Edit quick Action and confirm for the edit in the given confirmation modal.
Step 6- Click on the “Filter” button to add a filter to the Dashboard.
Step 7- From the Add Filter modal choose “Billing City” as the Filter Field and provide “San Francisco” as the value for the filter and click Apply, and then click on “Add” button.
Step 8- Click on save & done and now check the challenge.
Congratulations! on attaining a new Badge.
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