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LinThawLinThaw 

Lightning Experience Reports & Dashboards Specialist Challenge Error

Hi there,

I got following error on Step 5.

The formula for the 'Adjusted Expected Revenue' column doesn't meet the business requirements.

Anyone passed this step?
Please give some advise for this formula.
Thanks in advance.

Regards,
LinThaw
Best Answer chosen by LinThaw
JamesDotyJamesDoty
IF(Account.Number_of_SolarBots__c:SUM > 0, EXP_AMOUNT:SUM * 1.1, EXP_AMOUNT:SUM)

Worked in the formula for the Executive report. 

The key thing is... don't forget to change the type to Currency.
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All Answers

WDCi NatWDCi Nat
Hi LinThaw,

I'm getting the same error and I've tried a million different formulas.  I'm going to reply here instead of creating my own post in case someone has the answer and can help us both at the same time.  Sorry I can't reply with the answer :(

I don't think that the criteria isn't entirely clear.  In the introduction, it says "...opportunities are 10% more likely to close successfully if the customer has at least one SolarBot", which I interpret as 10% higher probability (e.g. Qualifying Opportunity 10%, will calculate Amount x 20%), which would require a formula of PROBABILITY:AVG+10%

Then the criteria list says "...should show a currency value 10% higher at the Subtotal and Total levels if the account has at least one SolarBot, and the original value if not", which could be interpreted as 10% more value (e.g. Qualifying Opportunity Amount of $100,000 will calculate at $20,000), which would require a formula of AMOUNT:SUM+10%

I've actually tried both ways and had the same "The formula for the 'Adjusted Expected Revenue' column doesn't meet the business requirements" error message.

I currently have "IF(Account.Number_of_SolarBots__c:SUM != 0, (AMOUNT:SUM*(PROBABILITY:AVG * 1 + 0.10)),EXP_AMOUNT:SUM)" as my formula and it is calculating correctly at the Subtotal Level (by Stage) and Grand Total Level.  For example, as you can see, 10% probability current shows $41,005.60, Adjusted is $82,011.20 (which is 20% of the total Amount of $410,056)
LEX Screenshot


So what's wrong with my formula?  

The criteria list requirement says:
"The report includes a new column, Adjusted Expected Revenue, that shows what happens to expected revenue if the analyst is correct. This column should show a currency value 10% higher at the Subtotal and Total levels if the account has at least one SolarBot, and the original value if not. Don’t create any new fields."
And my formula:
- shows a currency value
- shows 10% higher value at Subtotal and Total
- shows the original value if there's no SolarBot

I did wonder if the Closed Lost and Closed Won Opportunities were affecting it, but the criteria specifically says "All opportunities for all time should be included" so I'm guessing they do want them all included, even if it skews the results?

And, I also noticed that the Subtotal and Total will actually calculate the totals and completely ignore the criteria, even though, when I group by Opportunity, the Adjusted Expected Revenue values are 0!!  I searched and found multiple ideas-to-vote:
- https://success.salesforce.com/ideaView?id=08730000000BpPYAA0
- https://success.salesforce.com/ideaview?id=08730000000Bq9DAAS
But, clearly there must be a way to do this as the challenge requires it.  And the error message I'm getting advises that the column formula being the problem so there must be a way but I just can't find it for the life of me.

HELP!!

Cheers, Nat
LinThawLinThaw
Thanks Nat, I hope we can find solution.
JamesDotyJamesDoty
@WDCi Nat

The instructions are contradictory in saying "...opportunities are 10% more likely to close successfully if the customer has at least one SolarBot" compared with "...should show a currency value 10% higher at the Subtotal and Total levels if the account has at least one SolarBot, and the original value if not." 

I intrepretted that by ignoring the first part and creating the formula from the second part. What I have for Adjusted Expected Revenue is:
IF(Account.Number_of_SolarBots__c:SUM > 0, EXP_AMOUNT:SUM * 1.1, EXP_AMOUNT:SUM)

What group row and group columns do you have setup?

My thought is that because it wants to know if an ACCOUNT has at least one SolarBot, it should be grouped by Account and then by Opportunity:Stage. That doesn't clear the formula problem but it might influence the formula results, thus the challenge's outcome.

Good luck, and please post if you figure this out.
JamesDotyJamesDoty
IF(Account.Number_of_SolarBots__c:SUM > 0, EXP_AMOUNT:SUM * 1.1, EXP_AMOUNT:SUM)

Worked in the formula for the Executive report. 

The key thing is... don't forget to change the type to Currency.
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This was selected as the best answer
WDCi NatWDCi Nat
Thanks @JamesDoty,

I changed my formula to yours and that worked!!  Hooray!! 

I had already had it set to Currency, and the rows/columns were set as per the instructions (Group Rows = Stage, Columns = Opportunity Name, Account Name, Type, Probability, Amount, Expected Revenue, New Adjusted Revenue), and the graph was as per instructions too (Column by Stage with Y-Axis showing Expected and Adjusted Revenues side by side)  So, it seems that it was just that my formula had "!= 0" instead of ">" and I was looking at "AMOUNT:SUM" instead of "EXP_AMOUNT:SUM" for the new amount :(

Thank you so much for your help on that @JamesDoty!!

And @LinThaw, hopefully that helps solves your problem?  Maybe you could mark JamesDoty's post as the best answer so others can benfit from it too?

Cheers, Nat
LinThawLinThaw
Thanks,

But I got following error, when run with JamesDoty's formula.

Challenge Not yet complete... here's what's wrong: 
There was an unexpected error while verifying this challenge. Usually this is due to some pre-existing configuration or code in the challenge Org. We recommend using a new Developer Edition (DE) to check this challenge. If you're using a new DE and seeing this error, please post to the developer forums and reference error id: LVMDKMLU


Any idea?

Regards,
LinThaw
JamesDotyJamesDoty
@LinThaw

Check the debug log in the Developer Console for any clues as to what threw the error. Also, you might try creating a new Trailhead Playground and see if that solves it. Worst case, if it's an internal error, you may have to talk to support. I found this answer regarding the last option: https://success.salesforce.com/answers?id=9063A000000pJmyQAE

Hopefully this helps.
LinThawLinThaw
@JamesDoty

How to solve about this?
The graph shows the original and adjusted expected revenues next to each other by stage, with stage at the bottom.

I think it give that error.

Regards,
LinThaw
JamesDotyJamesDoty
@LinThaw

For the graph, it's just a vertical bar chart. If it won't let you put both measures side-by-side, then you need to verify they are both set to Currency format.
LinThawLinThaw
Thanks JamesDoty,
I added vertical bar chart!
Then it passed now.
LinThawLinThaw
Hi JamesDoty and Nat

I got following error in challenge 6.
how about your chart setting?

Challenge Not yet complete... here's what's wrong: 
We can’t find the requested graph type associated with the 'Top Case Drivers by SolarBot Ownership' report. Or the setting isn't selected to show the proportions between values in each grouping and each grouping's total.


Regards,
LinThaw
WDCi NatWDCi Nat
Sorry LinThaw, 
I haven't been able to pass Challenge 6 :(  I'm stuck on the 'Temperature to kWh Research' report.

I keep getting the error message: "We can’t find the additional analysis by model being performed on the 'Temperature to kWh Research' report. Remember that you can organize data horizontally and vertically at the same time." despite my graph showing the details they asked for:
- The graph should show the four temperature range categories from coolest to hottest, again broken down by model, and the average number of kilowatt hours. Place categories on the X axis, with count on the Y axis

I have the X Axis showing Temperature Range (Low->Medium->High->Very High)
I have the X Axis also broken down by Model
I have the Average number of Kilowatt Hours on 1 Axis
I have the Average Panel Temprature on the second Axis

Report

I've tried lots of different combinations and nothing seems to be working :(
 
LinThawLinThaw
Hi Nat,
I hope you already find solution.

<Challenge 6 : Update existing reports>
- Accounts Without SolarBot Opportunities Report
  Group By BillingState
- SolarBot Warranty Call Sheet Report
  Add Filter Warranty Expiration less than or equal NEXT 45 DAYS and
  Billing State/Province contains CA, NV, UT
- Top Case Drivers by SolarBot Ownership Report
  Group Solarbot ownership row and Case reason as column
  Use stacked chart, Sum of Open and check stack to 100%.
- SolarBot Status Averages Report
  Sort by Status Date weekly and add Line chart, Y axis with Average of Panel Temperature and Kilowatt Hours.
  Edit existing SolarBot Record Page name to SolarBot Status Page With Chart
  and add report and set Filter to SolarBot Id for individual.
- Temperature to kWh Research Report
  Group by row (Temperature Range) and Group by column (SolarBot Model)
  Average (Kilowatt Hours) and Average (Panel Temperature)
  Add Horizontal Bar, Y-Axis (Temperature Range, SolarBot Model) and  X-Axis (Average Kilowatt Hours)

Regards,
LinThaw
WDCi NatWDCi Nat
I haven't been able to go back and work on this, LinThaw, sorry.  I still hope to get in and finish it so will try as soon as I can!!
Karthika Nair 15Karthika Nair 15
hello All,
I am stuck at step 6, I am facing an issue with the report "Top Case Drivers by Solarbot Ownership".
Below is the updated report: 
I am getting the error "Challenge Not yet complete... here's what's wrong: 
We can’t find the new requested fields on the 'Top Case Drivers by SolarBot Ownership' report.
" please help!!
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LinThawLinThaw
Hi Karthika,
please check this fields.
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Karthika Nair 15Karthika Nair 15
Thanks LinThaw 
Artur KoriakaArtur Koriaka
Hi LinThaw , 

I have a question about "<Challenge 6 : Update existing reports>"

I am getting the same error "We can't find a graph displaying the requested data on the 'SolarBot Status Averages' report."

Can you send a screenshot where you added the graph ? 

Thanks,
​Arthur
 
Artur KoriakaArtur Koriaka
I got it .. Thx 
swapnil shikha 13swapnil shikha 13
@LinThaw 
I am doing Lightning Experience Report And Dashboard Specialist Superbadge and running also in this Error:

Challenge Not yet complete... here's what's wrong:
There was an unexpected error while verifying this challenge.Usually this is due to some pre-existing configuration or code in the challenge Org. We recommend using a new Developer Edition (DE) to check this challenge. If you're using a new DE and seeing this error, please post to the developer forums and reference error id: MKLJSSIZ

Curious tested it in two Playgrounds and one DE.
It only came up when I store the Report Top Case Drivers by SolarBot Ownership in Folder SolarBot Support Reports.
I just use the Standard Report without any changes or additions to Rows, Columns or Filters.
Report Type is also Standard Cases.
Tried all kind of Folder Sharing Settings without Results.


When I delete the Report or store it somewhere else I get the Error:

Challenge Not yet complete... here's what's wrong:
We can't find a report with name "Top Case Drivers by SolarBot Ownership" in the correct folder, or it uses an incorrect report type.

I got no Dashboards, no other Reports or additional Folders.

Think that:
Usually this is due to some pre-existing configuration or code in the challenge Org.
is misleading. The DE is Swapnil!

can you please help me ??
LinThawLinThaw
hi swapnil,

please check folder and report type again.
did you create them in classic? or LEX?
please try with LEX.
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Regards,
LinThaw
Alberto MinardiAlberto Minardi
I was getting an error using this formula:
EXP_AMOUNT:SUM * IF(Account.Number_of_SolarBots__c:SUM > 1, 1.1, 1)
This one works
IF(Account.Number_of_SolarBots__c:SUM > 0, EXP_AMOUNT:SUM * 1.1, EXP_AMOUNT:SUM)
although logically they are the same.
Rick Arthur 20Rick Arthur 20
This is driving me crazy!   This is what I've got
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But this is what I am getting back from Challenge #6.  
"Challenge Not yet complete... here's what's wrong: 
We can't find a graph displaying the requested data on the 'SolarBot Status Averages' report."

Any suggestions??  
Thanks,
Rick
MA JURNALYN BOMMADEVARAMA JURNALYN BOMMADEVARA
@Rick Arthur20

Please change the Y axis to 1st AVERAGE KILOWATT HOURS 2nd AVERAGE PANEL TEMPERATURE..Also mark row count, subtotal and grandtotal..And also looks like on your snapshot you are using a summary formula for PERCENT OBSCURED, PANEL TEMPERATURE AND KILOWATT HOUR..should not be a formula, it should be a standard field.. and summarize it as average ( PANEL TEMP AND KILOWATT HOUR)..Make sure STATUS DATE is shoud be group by CALENDAR WEEK..

Hope this helps!
Marc-Antoine ClaustreMarc-Antoine Claustre
While using the formula suggested by LinThaw, I passed eh challenge, but with my version of the formula :
IF(Account.Number_of_SolarBots__c:SUM > 0,EXP_AMOUNT:SUM + EXP_AMOUNT:SUM * 10/100,EXP_AMOUNT:SUM)
..well it was not. While both have precisely the same result. That's a pitty to check the formula itself, it would be more accurate the check for the result only.

In addition, using this formula without grouping by account give in incorrect result : the 'Account.Number_of_SolarBots__c:SUM' is summarize by stage, and not by account. So it is alway true, at least when at least 1 opportunity in the stage group have at least one Solarbot.

While grouping by account, I obtained an error ("incorrect grouping...").

 
karunakaran vkarunakaran v
Challenge Not yet complete... here's what's wrong: 
We can’t find a report with name “Top Case Drivers by SolarBot Ownership” in the correct folder, or it uses an incorrect report type.
can anyone share the challenge 3 photo 
thanks in advance
Parag SharmaParag Sharma
Hello All,

Could someone help me to solve the Error in Lightning Reports and Dashboards Specialist Superbadge --> Challenge 6.
I am facing issue with error --> Challenge Not yet complete... here's what's wrong:
We can't find a graph displaying the requested data on the 'SolarBot Status Averages' report.

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I tried to create new Record Page SolarBot as mentioned in screenshot.

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Also Changed respective changes into Preciously created Report --> SolarBot Status Averages.

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I am stuck with this error and not able to move ahead by resolving this.

Thanks in advance and Appreciate much if someone could help.
Guillermo Owen KankGuillermo Owen Kank
Hi @Parag Sharma, 
          I changed the chart to line , attached the images
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Holly munnHolly munn
I have tried the solutions in the stream above but still getting the following error:Challenget not yet complete...We can’t find the correct fields on the 'SolarBot Loyalty Revenue' report, or data isn't organized by Stage.
Can anyone help? I've done the step by step and have the correct Grouping ( only Stage) as well as Detail Rows. My formula shows as valid. Screenshots of what I have entered below:
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User-added imageUser-added imageUser-added image
 
AVINASH NAIR 7AVINASH NAIR 7
Hi @karunakaran v,

I hope you have selected the report type of Top Case Drivers by SolarBot Ownership as cases and saved it in SolarBot Supports Reports. Ensure this is done and I am sure you won't get the same error again.
AVINASH NAIR 7AVINASH NAIR 7
Hi @Holly munn,
 So In your Summary Level Formula Column, you have named the column as Adjusted Expected Revenue Amount; 
instead it should only be Adjusted Expected Revenue.
I guess it's not working because of this minor mistake.

And If it again doesnt work, then try this formula once :
IF(Account.Number_of_SolarBots__c:SUM>0, EXP_AMOUNT:SUM*1.1, EXP_AMOUNT:SUM)

Also Ensure your appropriate toggle buttons are turned on.

Hope this helps:)
 
Sagar07Sagar07
I am getting error in Challenge No 6 Lightning Experience Reports & Dashboards Specialist Superbage 
Challenge Not yet complete... here's what's wrong:
We can’t find the requested graph type associated with the 'Top Case Drivers by SolarBot Ownership' report. Or the setting isn't selected to show the proportions between values in each grouping and each grouping's total.
Please Help Me
Dhananjay DhatrakDhananjay Dhatrak
If i use formula--> IF((Account.Number_of_SolarBots__c:SUM)>0, EXP_AMOUNT:SUM *(1+0.1), EXP_AMOUNT:SUM) for Adjusted Expected Revenue then its giving me an error-doesn't meet the business requirements. But if i use--> IF(Account.Number_of_SolarBots__c:SUM > 0, EXP_AMOUNT:SUM * 1.1, EXP_AMOUNT:SUM) then it works. Dont get why it is not working with first summary formula.