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SFDC n12 Visualforce reports help
Hi,
I am new to visualforce reports, I have the following requirement of developing a visualforce report for which i need help
Report - Total Exceptions ($50000 Threshold per Region)
This report displays the sum of the Total $ value for the exceptions of type ‘Exception Adjustment’ and ‘Business Relationship Adjustment’ where the ADR month (MM/YYYY) matches the specified ADR month (MM/YYYY)
The report is grouped by RBC. (RBC is derived from the RBC of the RVP approver associated with the exception). The data is sorted by RBC (alphabetical ascending)
The report includes the following columns of data (column name indicated in bold):
Region – RBC + ‘ / ‘ + Last Name of RVP for the RBC
Total Exceptions – Total $ value for all exceptions for the requested ADR month (MM/YYYY)
There is a final summary row with ‘Total RVP Approvals’ and the sum of all the $ values listed for the regions
. Total Exceptions ($50,000 threshold per Region):
Region Total Exceptions
Central / Kolski $196K
Northeast / Walters $71K
Pacific West Coast / Wrate $7K
Southeast / Timmerman $176K
West / Kimmel $93K
Total RVP Approvals $543K
Help me how to do it please
Thanks in Advance
I am new to visualforce reports, I have the following requirement of developing a visualforce report for which i need help
Report - Total Exceptions ($50000 Threshold per Region)
This report displays the sum of the Total $ value for the exceptions of type ‘Exception Adjustment’ and ‘Business Relationship Adjustment’ where the ADR month (MM/YYYY) matches the specified ADR month (MM/YYYY)
The report is grouped by RBC. (RBC is derived from the RBC of the RVP approver associated with the exception). The data is sorted by RBC (alphabetical ascending)
The report includes the following columns of data (column name indicated in bold):
Region – RBC + ‘ / ‘ + Last Name of RVP for the RBC
Total Exceptions – Total $ value for all exceptions for the requested ADR month (MM/YYYY)
There is a final summary row with ‘Total RVP Approvals’ and the sum of all the $ values listed for the regions
. Total Exceptions ($50,000 threshold per Region):
Region Total Exceptions
Central / Kolski $196K
Northeast / Walters $71K
Pacific West Coast / Wrate $7K
Southeast / Timmerman $176K
West / Kimmel $93K
Total RVP Approvals $543K
Help me how to do it please
Thanks in Advance
Hi, are you just trying to create this report with standard Salesforce reporting? Without getting in to a lot of details about your specific example, you should review the below resources. Reporting, especially grouping & summarizing is pretty straightforward, but without detailing out your data model it is hard to answer your quetion.
Resources:
Salesforce Analytics Workbook (big help) (http://www.salesforce.com/us/developer/docs/workbook_analytics/workbook_analytics.pdf)
YouTube: Getting Started with Reporting (https://www.youtube.com/watch?v=0CMX96wMrWs)
Best,
Jason