by David Carnes | Mar 23, 2022 | Recordings
In this session we did examples of Row-Level and Summary Formulas and talked about the importance of Operators and Functions. We played with CASE(), DATE(), DATEVALUE() and WEEKDAY() Functions in the first example. Then HOUR() and TIMEVALUE() Functions in the second...
by David Carnes | Feb 23, 2022 | Recordings
In this session we dug into formulas for sales reporting, using examples of Row-Level, Summary, and Cross Block Formulas. You can see examples of PREVGROUPVAL() and PARENTGROUPVAL() functions in action!...
by David Carnes | Jan 26, 2022 | Recordings
Our second session of 2022 was focused on Reporting Snapshots. We asked participants to set up a dev org and try setting up the foundation for a Reporting Snapshot....
by David Carnes | Apr 22, 2021 | Recordings
In this second Digging in to Report Types session we did hands-on exercises with Standard and Custom Report Types. You can see the recording of the first Digging in to Report Types...
by David Carnes | Mar 4, 2021 | Recordings
Formulas solve all kinds of challenges in reporting in Salesforce! Salesforce provides three kinds of Formulas directly in the Lightning Report Builder – Row Level, Summary and Cross Block Formulas. This session focused on use cases for each of these types of...
