by David Carnes | Apr 12, 2023 | Recordings
The idea for this Dōjō session came from an operating partner at a private equity firm who reached out with a reporting question. His goal was to create a market analysis report which he could use as the standard across the portfolio. We started with a mock up in...
by David Carnes | Mar 15, 2023 | Recordings
In this Dōjō session we stepped through the 4 Report Formats, discussed the types of Filters, talked about Summaries and Conditional Highlighting, introduced Report Formulas and dabbled in...
by David Carnes | Jan 20, 2021 | Recordings
In this Dōjō session we used our Dev Orgs to try out, hands-on, Salesforce Joined Reports. David started by defining uses cases for Joined Reports, then sharing 10 tips, then stepping through examples of how to create blocks, add a Scatter Plot Chart and take...
