Explain what is the difference between Tabular and Matrix report Tabular Report: Tabular. 3) You want to use BIDS to deploy a report to a different server than the one you chose in the Report Wizard. you must create the chart report directly by using the Report Designer. Choose up to 5 request properties to group the data from the Select Column drop-down fields. No, the Report Wizard lets you create only tabular and matrix reports. Grouping Data: You can group the report data into columns for easy comparison. You can add more than one criteria using the icon. Accessibility This unit requires some additional instructions for screen reader users. Finally, select the operator to apply (AND/OR). A matrix aggregates data (such as SALES) along two or more dimensions (such as PRODUCT and SALESPERSON) and displays the results in a grid format. Challenge +500 points Get help with this badge Provide feedback for this badge Format Reports Learning Objectives After completing this unit, you'll be able to: Describe report formats: tabular, summary, and matrix. Select the request property from the Column Name combo box. You can choose the time for a specific period using During drop-down or you can select custom dates using From and To calendar fields.Īdvanced criteria - You can filter the report data based on request properties. Select the period for which you want to generate the report. Click the << button to remove any column from the Display Columns list box.įilter Options: In the filter options section, you can choose to filter the report data based on:ĭate/time criteria - Select the column to apply the date/time filter from the Select Column combo box. Click the > button to move them to the Display Columns list box. Click the > button to move them to Display Columns list box. Select the columns from the Available Columns list box and click > button to move them to Display Columns list box. Introduction to Reports and Dashboards Your business has questions. Explain the difference between a report, dashboard, and report type. The first step to create tabular reports is to select the display columns which need to be displayed in the tabular report. Learning Objectives After completing this unit, you'll be able to: Phrase business needs as answerable reporting questions. Tabular reports are simple reports that allow you to list your data based on certain criteria.Ĭhoose the report type as Tabular Reports. Each report type has to go through various steps before generating it as a customized report. The Create Application Wizard enables the developer to select the report. The main difference between the Create Application Wizard and Create Page Wizard is the amount of customization. Both the Create Application Wizard and Create Page Wizard support the creation of a report and form combination. For summary reports, audit reports default modules will be selected.Ĭlick Proceed to Report Wizard > button. Users click an Edit icon to access the form. Matrix Reports are a step more complicated than Tabular Reports where they can show data in rows and columns. This is applicable only for the tabular and matrix reports. The audit History module will be enabled only for audit reports. To represent Salesforce dashboards we have to use Dashboard components. You can create Tabular Reports, Matrix Reports, Summary Reports, Audit Reports.Ĭhoose the module (Request, TimeSpent, Problem, Change and so on) for which you wish to create the report. Salesforce dashboards are pictorial representation of reports data which can be displayed using Graphs, Bar charts, Pie Charts, Tables, Scatter Chart, Gauges, Metrics, Funnel chart and so on. This is a mandatory field.Ĭhoose the Report Type by selecting the radio buttons. Specify the relevant Report Title in the given text field. Summary Reports:- These reports are used when the requirement. To create your custom reports,Ĭlick New Custom Reportbutton in the reports home page. Tabular Reports:- These kind of reports are used when the requirement is just to view the data. You can group data by multiple fields or expressions in row and column groups.ServiceDesk Plus-MSP enables you to create reports that meet your need if you are unable to find them from the list of out-of-the-box reports already available. Matrix reports display grouped data and summary information. In this article we are going to see how to create a Matrix Report ,
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