Data Enhancements, Sharing, and Analysis18% of the exam
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.
View and build reports and dashboards using Data 360.
~7 min read · 14 practice questions ·
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
Standard report sources
- Detail
- One DMO, semantic model or calculated insight
Custom report limit
- Detail
- Up to four related DMOs
Custom report type category
- Detail
- Data Cloud
CI report minimum
- Detail
- One non-text aggregate measure and one dimension
CI report format
- Detail
- Summary only; no grand totals or row count
CI report formulas
- Detail
- No row-level or summary formulas
Over five dimensions
- Detail
- Needs an aggregatable measure; five dimensions maximum
CI dashboard components
- Detail
- No tabular, metric or gauge
Mixed dashboards
- Detail
- Data 360 and CRM reports on one dashboard
Tableau access
- Detail
- Data space aware via the Data 360 OAuth login
Sources for this section (4)
- Discover Reporting for Data 360trailhead.salesforce.com (opens in a new tab)
- Build a Custom Data 360 Reporttrailhead.salesforce.com (opens in a new tab)
- Considerations for Data 360 Reports on Calculated Insightshelp.salesforce.com (opens in a new tab)
- Use Tableau with Salesforce Datatrailhead.salesforce.com (opens in a new tab)
- 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?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Data 360 Consultant pack
- Core concepts
- Exam traps
- Worked scenario
The pack includes:
- All 22 lessons of the Data 360 Consultant guide, with reading progress
- Interactive decision walks and step-by-step sequence steppers
- Inline practice questions and one-click topic practice (14 questions for this lesson)
- An official source cited for every claim
- An AI tutor that answers from the guide
- Unlimited timed practice exams