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Reports & Dashboards - Superbadge : Contacts without Hobbies
Hi All,
Maybe I am missing something but I am going around in cirlces with the Contacts without Hobbies report. I have:
1. Created a custom report type to get Contacts without hobbies
2. Created an Account Value bucket field
3. Create a % Open Opps Formula
4. Added First Name, Last Name, Total Opp Value, Open Opp Value, Phone, Email, %Open Opps to the report
5. Summarised by Account Value then Account
And im still getting an error:
Challenge Not yet complete... here's what's wrong: The 'Contacts Without Hobbies' report is not configured correctly.
I have added screenshots of all the pieces - hoping someone else has hit this issue
Maybe I am missing something but I am going around in cirlces with the Contacts without Hobbies report. I have:
1. Created a custom report type to get Contacts without hobbies
2. Created an Account Value bucket field
3. Create a % Open Opps Formula
4. Added First Name, Last Name, Total Opp Value, Open Opp Value, Phone, Email, %Open Opps to the report
5. Summarised by Account Value then Account
And im still getting an error:
Challenge Not yet complete... here's what's wrong: The 'Contacts Without Hobbies' report is not configured correctly.
I have added screenshots of all the pieces - hoping someone else has hit this issue
So I got there in the end - here are my tips
1. Don't use a custom report type, use Account & Contacts
2. I didn't need to limit the data set to the records imported
3. % of Open Opps can simply be Open Ops / Total Ops
4. Don't worry about "Error's" in the % of Open Opps field it will still pass if some rows display "Error"
5. Summary report by Account Value then Account Name
6. You should have also created two roll up fields on Account to summarise the Opp data as per the instructions
My version that worked
All Answers
here are my inputs for the said points.
1. I didn't create the custom record type and used the existing Accounts and Contacts report type itself.
3. % Open Opps is %age of Open Oppty value v/s Total Oppty value - could you revisit the formula.
Hope this helps.
So I got there in the end - here are my tips
1. Don't use a custom report type, use Account & Contacts
2. I didn't need to limit the data set to the records imported
3. % of Open Opps can simply be Open Ops / Total Ops
4. Don't worry about "Error's" in the % of Open Opps field it will still pass if some rows display "Error"
5. Summary report by Account Value then Account Name
6. You should have also created two roll up fields on Account to summarise the Opp data as per the instructions
My version that worked
The 'Contacts Without Hobbies' report is not configured correctly.
Also, recreate the one and still get error. Any one can suggest more??
Thanks,
Andy
Thanks a lot! And I may have a good sleep after fix this one! :)
I am stuck with the error "The 'Contacts Without Hobbies' report is not configured correctly". Please find below the report that I have created:
- used Accounts & Contacts report type
- % Open Opps = Account.Open_Opp_Value__c:SUM/Account.Total_Opp__c:SUM (format - percent and decimal places - 0)
- Summary report - first by Account Value and second by Account Name
- cross filter applied - Contacts without contact hobbies
Any help is greatly appreciated!Tried changing to 1-High, 2-Med, 3-Low - I am still gettting the same error.
The 'Contacts Without Hobbies' report is not configured correctly.
Also, recreate that one again and still get error. Any one can suggest more?? any help ??
Thanks,
Rakesh
I don't seem to see the field required - Account Value (needs to be created on report)...would you want to re-check the requirement.
It is 2 Med , I saw that your report says "2 Mid" instead of "2 Med" for the Account Value.
The 'Contacts Without Hobbies' report is not configured correctly.
everything is same as above mentioned details.
Is there some other trick regarding the name, the developer name, the names of the custom fields on the Account? The name of the bucket or formula field? Sort order? What the heck is the secret? I create reports almost every day, this isn't hard, it must be the way the validator is working that is causing the problem!!
MASSIVE SPOILER ALERT
The below is designed to help people who are genuinely stuck on this challenge that need to cross check their work - please don't use this to cheat.
1. Report Type (OOTB Report Type)
2. Report Properties
3. Report Fields & Format (and possibly order)
4. Report Grouping and Sorting
5. % Open Opps Report Formula Field
Continued on next post...
The below is designed to help people who are genuinely stuck on this challenge that need to cross check their work - please don't use this to cheat.
6. Open Opp Value Bucket Field
7. Account Roll Up Field - Open Opp Value
8. Account Roll Up Field - Total Opp Value
I tried with these values 3-Low", "2-Med", "1-High" but still getting the same error.
Thank for any kind of help.
Regards,
Rakesh
Please see below my org snapshot. these are exject same as your snapshot and still i am getting the same error
Challenge Not yet complete... here's what's wrong:
The 'Contacts Without Hobbies' report is not configured correctly.
Your setup (to me ) looks perfect - the one thing that is different is the API (Unique Name) of the report. The problem here is that its very difficult to validate that because you can't reuse report unique names (event after you hard delete the report). Assuming the validation bot hasn't changed and invalidated my setup this is the only thing I can think of. Problem is there is a stack of work to get back to this point :(
@Jim - what is your report unique name? Is it possible you could be experiencing the same thing (p.s. I also had my formula checking for Errors - trying to be smart and all)
It's worth also highlighting Annis's response above worth trying that before you go to the trouble of trying to address the report unique name - or ofcourse your could try and reach out with @trailhead on twitter to see if they can confirm that its the unique name that is causing the issue.
**Annis's Comment**
Hi Jim, Changing the sort order of 'Open Opp Value' and rename the formula field on report to 'Open Opps' solved my issue.
Can you provide me the steps where is the problem because i am stucking with same issue. @kieren i have DM you the credentials. Please provide help.
Thanks !!
Rakesh
Again a big Thanks to @Kieren because she avail Jeff Douglas, Trailhead Developer Advocate (and amazing person who creates all the challenge code) on google hangout to resolve my issue.
A Message to all friends please don't afraid with these issue because there are too many peoples here to help us. continue learning and badge earning........ :-)
I am having a problem with this, I have tried various ways, is there anyone that can help?
There are no other accounts as I created a new org for this badge,
Thank you
I have taken the field out and also renamed the field:
It still doesn't work?
thank you Jim, I have tripple checked and started again to see if that helped! @Kieren are you able to help me?
Thanks
@trailhead Please update the the superbadge and provide clear requirement including API name requirements. This is the only report that has been an issue on this badge. I have reviewed every thread and cannot identify a single problem with my setup.
Beyond frustrating.
The % Open Opps field on the report should display the percentage of the
value of the account's open opportunities
to a combined total value of closed won and open opportunities.
If there are no open opportunities, then show 0%.
3 Low (<=$100,000)
2 Med (>$100,000 to <=$200,000)
1 High (>$200,000)
Once I changed to values below everything passed.
3 Low
2 Med
1 High
I do think this could be clarified in the instructions!
Where is my typo? (I tried % Open Opps and Open Opps, double checked bucket fields, calculated % Open Opps by Account.NumberOfOpenOpps/Account.NumberOfAllOpps). Which of the requirements did I miss?
Turns out, in my case it were the Account Custom Field API Fieldnames. They should be Account.Open_Opp_Value__c
When I created them in a new Org, I copied the label from the Trailhead and hit Tab as usual. But in W17 camelCase is used, so API Fieldname was set to Account.OpenOppValue__c
:(((
The Trailhead team are now aware of this and are working on sorting it out! Great work Ch. Szandor Knapp!
Note that because you can't have two elements with the same API name, we generally don't use that for testing. And we for sure don't use that in this superbadge. We use your label name and report name. So ensure you don't have more than one report with the same name (not API name) and that will help ensure we're testing the right element (e.g., report).
We know the superbadges are challenging, but they are that way by design to show true mastery of turning business requirements into a Salesforce solution. My best advice is to look really closely at the naming in the requirements. If it says the name of the field is "New Rad Field" then name it exactly that. Somtimes it's hard to see an errant extra space a missing "-" if you've been looking at it for a while. So if in doubt, start from scratch.
Hope this helps and happy trailblazing!
New report has automatic underscoring
Custom field on standard object has automatic underscoring
New custom object has auto underscoring
New custom field on custom object has auto underscoring
This may have caused some confusion, but the custom fields that come with the DE are set up with camel case, but we don't use them in any of our challenges, and it has no effect on new custom fields.
pls see below:
New Custom Account Field:
Inciently, I just started the Lightning Component Trailhead and had to create a Custom Object Camping Item. Got created as CampingItem__c by same usage of tab.
Make sure you end up with underscores rather than Camel case as it does now for custom field API names.
As of today, if you have camel case for your custom fields, it would not pass.
I've tried everything in this rather long post and yet still can't get it to work. I'll start again to see what I might have missed.
Kudo's to everyone who has offered their help and guidance to all of us struggling to get this to work as it should.
- Removed the dash from the bucket values ("1 High" instead of "1-High")
- Removed the grouping on Account Value and placed on the report as a column after last name.
Theses came from this Success Community post: https://success.salesforce.com/0D53A00002mRV4tRegarding the API name being unique, I am getting this message: "The 'Lightning Hobbies by Contact' report does not appear to be in the 'Executive Reports' folder." but I have 2 of them in the same folder, just different API names:
No matter how many times I change the API to be unique, still getting the error message on the superbadge challenge.
I have follwed the steps in the challenge and am still experiencing issues. I deleted all the exising contact information from my existing trailhead do you think this caused the problem. The error is The 'Contacts Without Hobbies' report is not configured correctly.'
Its starting to get very fustrasting as as far as I am aware I have followed all the steps and am at a total loss any help will be greatly sppreciated
Yesterday, I got the same error and today I passed this challenge. just want to note for someone who are doing:
1. Create 1 report type for 3 reports:
2. Add Cross Filter: "with" for Lightning Hobbies by Contact, Contacts by Hobby,Contacts by Hobby and Rating Report.
3. and "without" for Contacts Without Hobbies
4. For Lighting Report, remember add Hobby Category filter and Locked by user edited:
And now, ready to check the challenge.
Cheers!
Once I did that, I passed that error (on to my next error)
CC @theRealKaren
I am stuck at getting the right list. It should be easy but I can't make the "Contact without hobbies" part. I have either the information on contacts' hobbies, or informations on contacts' opportunities, but Ican't get both of them on a single report.
I must have done something wrong but I can't figure where.
Can anyone help me on this?
Thank you in advance,
Thomas
Pls verify if you are using out of the box report type - "Account and Contacts" itself and not any custom report type.
Thank you
Yes indeed, I chose the report type "Contacts & Accounts" within the "Accounts & Contacts" folder. I went through many different report types but nothing works for me. Maybe I did an error when I created the database.
anyone can help me on this?
I am still stuck on the report "Contacts without hobbies". I just crerrated my third playground from scratch and still don't see opportunities showing up in my fields list. So I can't filter with opportunities after filtering contacts without hobbies.
Please help me!!!