Hands-on Training: Extend Reports w/ Buckets, Cross-Filters & Joined Formats (1)
Hands-on Training: Extend Reports w/ Buckets, Cross-Filters & Joined Formats (1)
Bucket fields, cross-filters, and the joined format are three sophisticated reporting tools that put even more analytical power at your fingertips, right within the report builder itself. Join us to learn how to add bucket fields to categorize records on the fly, without the need for custom fields, and how to apply cross-filters to filter records by their related records, without the need for custom report types. You'll also learn how to build joined reports to combine multiple views of data on a single report, without the need for Excel. To get the most out of this session, you should be familiar with building reports, and have an understanding of report types, and Salesforce objects and their relationships.