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Superbadge Lightning Experience Rollout Specialist
Hello,
I started this new superbadge yesterday and I am wondering if there is an issue with step 7: Set up reporting for sales managers in Lightning Experience.
I believed to have done everything right () report was created, added to Account, Dashboard was created. But I received the following error:
ERROR: The Opportunities Pipeline report must:
1. Display data for all time,
2. Show opportunities by stage,
3. Contain a funnel chart,
4. Provide the information required by the dashboard.
I am trying to understand it, but the requirements and point 4 in the error message makes it a little unspecific (I can dismiss error 1,2,3 easily)... What information do they want to show on the Dashboard? I created all 3 charts but I guess I am not displaying the correct metrics...
I started this new superbadge yesterday and I am wondering if there is an issue with step 7: Set up reporting for sales managers in Lightning Experience.
I believed to have done everything right () report was created, added to Account, Dashboard was created. But I received the following error:
ERROR: The Opportunities Pipeline report must:
1. Display data for all time,
2. Show opportunities by stage,
3. Contain a funnel chart,
4. Provide the information required by the dashboard.
I am trying to understand it, but the requirements and point 4 in the error message makes it a little unspecific (I can dismiss error 1,2,3 easily)... What information do they want to show on the Dashboard? I created all 3 charts but I guess I am not displaying the correct metrics...
Report Type: Opportunities
Show: All Opportunities
Date Field: Closed Date, All Time
No Filters
Group by: Stage, Probability, Type
Summarized fields: Amount
Not sure if this is correct, since I'm getting the error about the dashboards now, but its a start
All Answers
Michele, how were you able to achieve this? Here's what I have on my report:
1. Report Type: Opportunities.
2. Show: all Opportunities
3. Date field: Close Date, All time
4. No filters
5. Group by : Stage (Wondering if I need to group by Type as well)
6. Summarized fields: Amount, Expected Revenue, Probability.
Report Type: Opportunities
Show: All Opportunities
Date Field: Closed Date, All Time
No Filters
Group by: Stage, Probability, Type
Summarized fields: Amount
Not sure if this is correct, since I'm getting the error about the dashboards now, but its a start
Michele, Thank you so much. Your answer fixed my issue hope I can help yours.
Try to add a grouping to the Horizontal bar chart and group by probability. Also, make sure to add the report to all Lightnig Pages for account ( I had 2).
The Opportunities Pipeline report must: 1. Display data for all time, 2. Show opportunities by stage, 3. Contain a funnel chart, 4. Provide the information required by the dashboard." error. What am I missing?
I am getting 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: GZTJFOVO
Please find attachment regarding error
I get an error on the 7th challenge after subscribing John Wiseman to the Opportunities Pipeline report. The error message is:
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: GGVHNVGE
Could anyone help me with that?
Did you get the answer? I am stuck at the same.
Nothing that would help me pass the challenge.
I've managed to pass the challenge by creating a new dashboard folder, naming it "Public Dashboard", then saving the dashboard specified in the challenge in that new folder.
I am facing an issue with step 8. Would like someone to help me out with this.
I am not able to clearly get the app requirements.
I understand i need to create a lightning app, but what all items need to go into the app?
Also a default home page is required but i don't get how to set up the last two requirements for the home page.
Bit confused. Require a little help to understand the requirement and setup the app. :)
Thanks @Carl.
Getting this error message after creating the report and dashboard components. Has anyone seen a similar error before? From what I can tell, everything is configured according to the requirements.
Getting this error message after creating the report and dashboard components. Has anyone seen a similar error before? From what I can tell, everything is configured according to the requirements.
After the creation of the report and dashboard, I got the following error message:
"There was an unhandled exception. Please reference ID: TZHVSYFQ. Error: Faraday::ClientError. Message: BAD_REQUEST: Specify a valid value for the source parameter."
I have followed all tips posted in this page.
Any idea?
There was an unhandled exception. Please reference ID: JYSIYCWP. Error: Faraday::ClientError. Message: BAD_REQUEST: Specify a valid value for the source parameter.
The Opportunities Pipeline report must: 1. Display data for all time, 2. Show opportunities by stage, 3. Contain a funnel chart, 4. Provide the information required by the dashboard.".
The Sales Operation dashboard isn't configured according to the requirements. 1. The Bar chart, Gauge and Donut must measure Sum of Amount and must be named correctly. 2. The filter must be named Stage value. 3. The dashboard should run as the logged in user.
Still got this error @_@
i started the superbadge Lightning Experience Rollout Specialist, every things was fine until i had this error message:
Please! can you help me, what should i do
restart from the begining?....
This makes no sense. I'm getting:
Challenge Not yet complete... here's what's wrong:
The Account record page must include the required chart with the correct label. Confirm the Opportunities Pipeline report's unique name includes the word "pipeline".
The API name of my Opportunities Pipeline Report is Opportunities_Pipeline. I've tried adding additional characters in front and back between underscores while always maintaining that it had the word pipeline in it. I still can't clear this error.
HELP
Let me return the kindness - the error was "pipeline" not "Pipeline", make the word lower case
Challenge Not yet complete... here's what's wrong:
The Opportunities Pipeline report must: 1. Display data for all time, 2. Show opportunities by stage, 3. Contain a funnel chart, 4. Provide the information required by the dashboard.
Report Group by Stage, Type and Probability and filter date range all time.
I am gettign below error, I have tried atleast 10 times based on above comment.
Challenge Not yet complete... here's what's wrong:
The Sales Operation dashboard isn't configured according to the requirements. 1. The Bar chart, Gauge and Donut must measure Sum of Amount and must be named correctly. 2. The filter must be named Stage value. 3. The dashboard should run as the logged in user.
Close errors
Can someone please help me on this?
Challenge Not yet complete... here's what's wrong:
The Account record page must include the required chart with the correct label. Confirm the Opportunities Pipeline report's unique name includes the word "pipeline".
if you have only this error. Do next, find and open from TAB in menu panel Reports, than click on Opportunities Pipeline than find it property, change text, make words "pipeline" lowcase.
Than Run again re-create report. And if Accounts page already have this Report in Activities, all will be ok.
This is screen from accounts page.
"Challenge Not yet complete... here's what's wrong:
The Sales Operation dashboard isn't configured according to the requirements. 1. The Bar chart, Gauge and Donut must measure Sum of Amount and must be named correctly. 2. The filter must be named Stage value. 3. The dashboard should run as the logged in user."
Thanks, Chandra
Challenge Not yet complete... here's what's wrong:
The Account record page must include the required chart with the correct label. Confirm the Opportunities Pipeline report's unique name includes the word "pipeline".
Close errors
I have completed all the requirement but still, I am getting this error can anyone please explain. HELP ME
Report Group by Stage, Type and Probability and filter date range all time.Sum column Amount and Expected Revenue
yes everything you mentioned is correct and i also did the same but still same error
Here the problem is with the Record Unique name that is "pipeline" lowercase. which I am putting right but still getting the error.
Again same error.
I only have one report with this name
The Account record page must include the required chart with the correct label. Confirm the Opportunities Pipeline report's unique name includes the word "pipeline".
Report Name: Opportunities Pipeline
Report API name: Opportunities_Pipeline (I have also tried with Opportunities_pipeline, but still got this error)
Report component name on account page : Opps by Stage
Hi Nirdesh. I had the same issue. Here are how to fix this issue:
1. I renamed the report like "Opportunities pipeline" and let him generate the unique name (Opportunities_pipeline_UXj )
2. Add it to my Account page and put the label "Opps by Stage".
That fix my problem.
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: KDUXXTXJ
Report name with lowercase "p".
Label and report as suggested.
Report grouping and sum for amount
I'm having similar issues with this challenge. I'm receiving the following error:
I've tried everything I could find on all the forums, then I tried deleting the report and dashboard (hard deleted from the recycle bin) and started over. Still getting this error. Below are screenshots of my report and dashboard. I would really appreciate other eyes on this, because I'm obviously missing something.
Sorry for the small images. Here's a summary of the report:
- Report Folder = Dashboard Reports - a custom folder that is shared with everyone.
- Report Type = Opportunities
- Report Name = Opportunities pipeline (Opportunities_pipeline). Note: I've tried several versions of this name, with lower- and uppercase and with and without underscores or spaces, to no avail.
- Report Filters = Stage, Type, Probability (%)
- Columns = Opportunity Name, Sum of Amount (summary field). Note: I tried adding a summarized column for Expected Revenue, as some others have done, but that didn't help.
- Filters:
- Show Me = All opportunities
- Close Date = All Time
- Opportunity Status = Any
- Probability = All
- Funnel Chart:
- Chart Title = Opps by Stage
- Value = Record Count
- Color By = Stage
- Subscription:
- Weekly
- Mondays
- 8:00am
- Email sent to John Wiseman
- Run Report As = John Wiseman
And here's a summary of the dashboard:- Dashboard Folder = Sales Operations Dashboards - a custom folder that is shared with everyone
- Dashboard Name = Sales Operations
- View Dashboard As = The dashboard viewer
- Filter Name = Stage value and has all 10 stages as their own filter values (except the "All" option)
- Opp Probability by Stage component:
- Horizontal Bar Chart
- Y-Axis = Probability (%), then Group By Stage
- X-Axis = Sum of Amount
- Sort By = Sum of Amount, Descending
- Title = Opp Probability by Stage
- Sum of Opportunity Amount component:
- Gauge
- Measure = Sum of Amount
- Title = Sum of Opportunity Amount
- New and Existing Business component:
- Donut
- Value = Sum of Amount
- Slice By = Type
- Sort By = Sum of Amount, Descending
- Title = New and Existing Business
Thank you!Sheri
This is what i did
Just name the chart on Account Record Page correctly - Label = Opps by Stage
Report Group and columns, Amount is Summarize, and Filters: all
Report chart attributes: