Workbook Analytics
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To download this implementation guide, click the download button below.
If you need more information about the implementation guide, you can read the Table of Contents below.
About the Reporting Workbook
Tutorial Getting Started with a Simple Dashboard and Report
Tutorial Creating Combination Charts and Custom Table Components
Step Create the Sales Manager Leader Board Report
Step Add a Combination Chart on the Report
Step Create the Top Five Salespeople Custom Table Component
Step Add the Combination Chart to the Dashboard
Step Create a Neglected Accounts Report With Cross Filters
Summary
Tutorial Creating a Matrix Report with Custom Summary Formulas
Step Create the Revenue Trend by Type Matrix Report
Step Create a Formula Using the PARENTGROUPVAL Summary Function
Step Create a Formula Using the PREVGROUPVAL Summary Function
Step Add a Cumulative Line Chart Component to the Dashboard
Step Add a Bucket Field and Show It as a Pie Chart
Summary
Tutorial Creating a Joined Report with Custom Summary Formulas
Tutorial Creating a Pipeline Push Report
Step Create a Simple Historical Report
Step Find Deals that Have Been Pushed Out
Summary
Tutorial Sharing and Collaboration
Step Create a Shared Dashboard Folder
Step Embed a Chart in a Record
Step Turn on Feed Tracking for Reports and Dashboards
Step Follow Your Favorite Dashboards and Get Alerts on Components
Summary
Step Run a Report Synchronously
Step Run a Report Asynchronously
Step Filter Report Data
Step Find Show and Refresh Dashboards
Summary
Final Summary
