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While Doing trailhead :- Lightning Experience Reports & Dashboards Specialist
Below is my screenshot of the report
This is how my report looks like
Can Anyone help in resolving this ?
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Here are all(start to end) steps of doing this trailhead challenge:-
=>Set Up a new Trailhead Playground for this superbadge. It will help you reduce a lot of configuration issues.
=>Don’t forget to add a Value (SolarBot) into Opportunity type (Picklist Value). It is the one of the key filter value in Reports.
=>Make sure all Public Groups created properly (better to copy/paste the names from the superbadge details to avoid silly mistakes).
=>The most important thing is some of the terminologies used not match the name as it appears in the UI (For Example, Solution=Report Type, Categories=Bucket Field and etc).
Step 1:
=>SolarBot report folders use the naming convention SolarBot [team/group] Reports.([team/group replaced by Executive, Sales, Support, R&D]
=>Report Location and Report Type are very Important. Tip: Collect all SolarBot information, whether or not they have related SolarBot Status records
=>Pay attention when Moving reports from existing folder to New Folders
Get some practice for Editing Report type page layout to remove particular fields Tip: Create a dummy report type page layout and move unwanted field into that, Finally delete the page layout
Step 2:
=>Accounts Without SolarBot Opportunities: Create a Cross Filter as below
-Account without Opportunity
-Opportunity type = Solarbot
=>SolarBot High-Case Candidates: Use Summary field(Number of SolarBots on Account Object) which already created for you(Number of SolarBots=0)
=>SolarBot Warranty Call Sheet: Pick only Warranty Expired Accounts(Under Warranty?=False)
Step 3:
=>Top Case Drivers by SolarBot Ownership
-Report Type is Case(Standard)
-Row Summary field is: SOLARBOT OWNERSHIP
Column Summary Field is: CASE REASON
-SolarBot Status Averages
--Report Type is SolarBot and Status Date(Custom which you have created)
Step 4:
=>Temperature to kWh Research
-Make sure the Bucket field value ranges are correct
-Group by Temperature Range (Bucket field)
-Remove Details, Subtotal, Grand Total
Step 5:
=>SolarBot Loyalty Revenue: The formula is very Important
-Tip: IF the Sum of Number_of_SolarBots__c < 1 the Adjusted Expected Revenue is Just Sum of Expected Amount only otherwise The Adjusted Expected Revenue is Expected Amount + Expected Amount *10%
-The main conditions is the opportunity having Solarbot or not
Chart is: Vertical Bar type
Step 6:
=>Sales Report Modifications
-Add Billing state field and group it
-Use Relative Date Filter for “Next 45 days”
=>Support Report Modifications
-Add Phone field and pick the chart type as Horizontal Stack bar (tick the 100%) for the first report
-Change data by week instead of by day and Pick the Chart as Line type for the second report
=>R&D Report Modifications
-Compare average kWh and average panel temperature by SolarBot model on another axis
-Place categories on the X-axis, with count on the Y axis
-Pick the Chart as Vertical bar type
Step 7:
=>SolarBot Pipeline by Stage
-Report: SolarBot Loyalty Revenue
-Component Type: Vertical Bar
-Tip: Max Groups Displayed = 9
=>Case Drivers and SolarBot Ownership
-Report: Top Case Drivers by SolarBot Ownership
-Component Type: Vertical Sack Bar
-Tip: Stack to 100%
=>Temperature and Kilowatt Hour Relationship
-Report: Temperature to kWh Research
-Component Type: Line Type
-Tip: X Axis=Temperature Range and SolarBot Model; Y Axis=Average KiloWatt Hours
=>SolarBot Evangelism Countdown
-Report: Accounts without SolarBot Opportunities
-Component Type: Gauge Type
-Tip: Careful the Segment Range Setting
=>Opportunity Overview
-Report: SolarBot Loyalty Revenue
-Component Type: Lightning Table
-Tip: Set Prospecting first on the list stage opportunities
Step 8:
=>Color Scheme
-Set the Dashboard Theme as Dark Except Opportunity Overview component
-Pick “Sunrise” as Dashboard Palette
=>Marquis Accounts
-Create a Dashboard Filter and name it as Marquis Accounts
-Add 2 mentioned Account
-Pick account name in 1st and 5th component in instead of primary partner
=>SolarBot App Page: Add this dashboard into SolarBot App Page
=>Schedule the Report: Schedule this report to you for every Tuesday 9 a.m
I hope you find the above solution helpful. If it does, please mark as Best Answer to help others too.
Thanks and Regards,
Deepali Kulshrestha
Challenge Not yet complete... here's what's wrong:
We can’t find the updated organization by state for the 'Accounts Without SolarBot Opportunities' report.
please help me