Advanced reports, snapshots and dynamic dashboards
Choose the right advanced reporting tool for a requirement: custom report types and lookup fields, reporting snapshot mapping and its running user, summary formulas and charts, bucket columns, joined reports, cross filters, dynamic dashboards and dashboard filters, with the limits that decide exam scenarios.
Given a scenario, determine the appropriate analytic tools to meet complex reporting requirements (custom report types, reporting snapshots, complex charting, custom summary formulas, bucketing, joined reports, cross filters, dynamic dashboards, dashboard filters).
~8 min read · 12 practice questions ·
What the exam expects
- Design a custom report type, including related objects and fields added via lookup.
- Set up a reporting snapshot (source report, target object, mapping, running user, schedule) and diagnose blank fields, failed runs and missing rows.
- Write summary formulas (PREVGROUPVAL, PARENTGROUPVAL) and know when they can't filter, group or chart.
- Choose between bucket columns, formula fields, joined reports and cross filters given their limits.
- Configure dynamic dashboards and dashboard filters, and explain edition limits and owner-field filter restrictions.
Key terms: custom report type (the objects and fields a report can use); reporting snapshot (scheduled load of report results into a custom object); summary formula (calculation on grouped totals); bucket column (report-only categories); cross filter (WITH/WITHOUT on a child object); dynamic dashboard (each viewer sees only their data).
Key facts
- Detail
- 2,000 maximum
- Detail
- Dropped from mapping; run succeeds
- Detail
- Run fails
- Detail
- At least one grouping
- Detail
- Chart shows no results
- Detail
- Default 1, maximum 12
- Detail
- Up to 3 extra measures; a column measure can plot as a line on a second axis
- Detail
- Compares five snapshot dates; reporting snapshots load a custom object instead
- Detail
- Not available in joined reports
- Detail
- 5 per report; only in that report
- Detail
- Up to 5 blocks; no buckets or cross filters
- Detail
- 3 per report, 5 subfilters each; no filter logic
- Detail
- 5 Enterprise, 10 Unlimited/Performance, 3 Developer
- Detail
- 5 per dashboard, 50 values each
Sources for this section (9)
- Limitshelp.salesforce.com (opens in a new tab)
- Map Reporting Snapshot Fieldshelp.salesforce.com (opens in a new tab)
- Summary Formula Tipshelp.salesforce.com (opens in a new tab)
- Add a Summary Formula Columnhelp.salesforce.com (opens in a new tab)
- Formula Operators and Functionshelp.salesforce.com (opens in a new tab)
- Combination Chartshelp.salesforce.com (opens in a new tab)
- Historical Changeshelp.salesforce.com (opens in a new tab)
- Joined Report Limitshelp.salesforce.com (opens in a new tab)
- Dynamic Dashboardshelp.salesforce.com (opens in a new tab)
- Why must a report be grouped before you can add a summary formula column?
- When does a reporting snapshot run fail rather than drop a field?
- Which two report features can't be added to a joined report?
- When can't you add a filter to a dashboard at all?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Platform Administrator II pack
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- All 29 lessons of the Platform Administrator II guide, with reading progress
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