# Data 360 reports, dashboards and Tableau

*Data 360 Consultant Study Guide · Data Enhancements, Sharing, and Analysis · Last updated October 16, 2026 · https://www.certifyforce.com/study-guide/data-360-consultant/data-enhancements-sharing-and-analysis/data-360-reports-dashboards-and-tableau*

Standard versus custom Data 360 reports, the fixed rules of calculated insight reports and their charts (dimensions, aggregatable and non-aggregatable measures, no details or formulas), mixing Data 360 and CRM reports on one dashboard, and when Tableau is the better tool.

- Certification: Salesforce Data 360 Consultant
- Exam section: Data Enhancements, Sharing, and Analysis
- Study guide: https://www.certifyforce.com/study-guide/data-360-consultant

**Official exam objective:**

> View and build reports and dashboards using Data 360.

## What the exam expects

- Choose a standard or custom Data 360 report from the number of sources a requirement needs.
- Predict what a calculated insight report can and can't do: required measures and dimensions, non-aggregatable measures, five-dimension rules, no details view, totals, formulas or Details Only export.
- Predict chart and dashboard component behavior for calculated insight reports.
- Combine Data 360 and CRM reports on one Lightning dashboard, and recommend Tableau for cross-source analytics.

Key terms: **standard report** (one DMO, semantic model or calculated insight), **custom report** (up to four related DMOs through a custom report type), **measure** (aggregate in a calculated insight report), **dimension** (grouping), **non-aggregatable measure** (a metric that can't be rolled up further across dimensions).

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Standard report sources | One DMO, semantic model or calculated insight | [Discover Reporting for Data 360](https://trailhead.salesforce.com/content/learn/modules/introduction-to-data-cloud-reports/discover-reporting-for-data-cloud) |
| Custom report limit | Up to four related DMOs | [Discover Reporting for Data 360](https://trailhead.salesforce.com/content/learn/modules/introduction-to-data-cloud-reports/discover-reporting-for-data-cloud) |
| Custom report type category | Data Cloud | [Build a Custom Data 360 Report](https://trailhead.salesforce.com/content/learn/modules/introduction-to-data-cloud-reports/build-a-custom-data-cloud-report) |
| CI report minimum | One non-text aggregate measure and one dimension | [Considerations for Data 360 Reports on Calculated Insights](https://help.salesforce.com/s/articleView?id=sf.rd_dc_reports_calculated_insights_limits.htm&language=en_US&type=5) |
| CI report format | Summary only; no grand totals or row count | [Considerations for Data 360 Reports on Calculated Insights](https://help.salesforce.com/s/articleView?id=sf.rd_dc_reports_calculated_insights_limits.htm&language=en_US&type=5) |
| CI report formulas | No row-level or summary formulas | [Considerations for Data 360 Reports on Calculated Insights](https://help.salesforce.com/s/articleView?id=sf.rd_dc_reports_calculated_insights_limits.htm&language=en_US&type=5) |
| Over five dimensions | Needs an aggregatable measure; five dimensions maximum | [Considerations for Data 360 Reports on Calculated Insights](https://help.salesforce.com/s/articleView?id=sf.rd_dc_reports_calculated_insights_limits.htm&language=en_US&type=5) |
| CI dashboard components | No tabular, metric or gauge | [Considerations for Data 360 Reports on Calculated Insights](https://help.salesforce.com/s/articleView?id=sf.rd_dc_reports_calculated_insights_limits.htm&language=en_US&type=5) |
| Mixed dashboards | Data 360 and CRM reports on one dashboard | [Discover Reporting for Data 360](https://trailhead.salesforce.com/content/learn/modules/introduction-to-data-cloud-reports/discover-reporting-for-data-cloud) |
| Tableau access | Data space aware via the Data 360 OAuth login | [Use Tableau with Salesforce Data](https://trailhead.salesforce.com/content/learn/modules/salesforce-data-analysis-in-tableau-quick-look/use-tableau-with-salesforce-data) |

## Check yourself

- Why can't an analyst add a margin-percentage formula to a calculated insight report?
- When does a non-aggregatable measure become selectable in a calculated insight report?
- Which report type covers a semantic model used alone?
- Why recommend Tableau over a Data 360 dashboard for blended enterprise analytics?

## Sources

- [Considerations for Data 360 Reports on Calculated Insights](https://help.salesforce.com/s/articleView?id=sf.rd_dc_reports_calculated_insights_limits.htm&language=en_US&type=5)
- [Discover Reporting for Data 360](https://trailhead.salesforce.com/content/learn/modules/introduction-to-data-cloud-reports/discover-reporting-for-data-cloud)
- [Build a Custom Data 360 Report](https://trailhead.salesforce.com/content/learn/modules/introduction-to-data-cloud-reports/build-a-custom-data-cloud-report)
- [Use Tableau with Salesforce Data](https://trailhead.salesforce.com/content/learn/modules/salesforce-data-analysis-in-tableau-quick-look/use-tableau-with-salesforce-data)
- [Build a Segment and Report](https://trailhead.salesforce.com/content/learn/projects/explore-data-cloud-core-functionality/build-a-segment-and-report)
- [Query Editor](https://help.salesforce.com/s/articleView?id=data.c360_a_query_editor.htm&language=en_US&type=5)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 14 linked practice questions, and unlimited timed mock exams are included with the Data 360 Consultant pack (USD $19): https://www.certifyforce.com/practice-exams