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John Holstein
Challenge Using Report Formats - When is matrix report not a matrix report?
I am a newbie and stuck on this challenge in the Basic Reporting Section "Using Report Formats" I am stuck and need help.
Here is the link I am working on. https://na3.salesforce.com/00O50000004rixg/e?retURL=%2F00O50000004rixg
The challenge is as follows:
My steps are as follows:
1. I grouped the Lead Source and the Rating which made it a summary format
2. I then changed it to the matrix report setting and moved "Rating" to the Column Header and moved "Lead Source" to the row header.
Then I saved my file.
Screen Shot of summary
Screen Shot of Detail
Additional detail : I deleted my first try which I guess now was a mistake. I am now just renaming the file with a number at the end as suggested. So I am at "Matrix of Leads2" for my submission name. Not sure if this is the issue as it maybe trying to look for "Matrix of Leads" and seeing my first file. I am stuck and I cannot figure out what obvious thing I am missing? Any help is appreciated.
Thanks
Here is the link I am working on. https://na3.salesforce.com/00O50000004rixg/e?retURL=%2F00O50000004rixg
The challenge is as follows:
My steps are as follows:
1. I grouped the Lead Source and the Rating which made it a summary format
2. I then changed it to the matrix report setting and moved "Rating" to the Column Header and moved "Lead Source" to the row header.
Then I saved my file.
Screen Shot of summary
Screen Shot of Detail
Additional detail : I deleted my first try which I guess now was a mistake. I am now just renaming the file with a number at the end as suggested. So I am at "Matrix of Leads2" for my submission name. Not sure if this is the issue as it maybe trying to look for "Matrix of Leads" and seeing my first file. I am stuck and I cannot figure out what obvious thing I am missing? Any help is appreciated.
Thanks
All Answers
Report is perfect, kindly rename it to Matrix of Leads, recheck the challenge (based on my experience chanllenge verifies the name of the report upfront and then the format).
Hope that helps.
You can always change the unique name as well; try chaning the first report if it is still avaiable if not while you are saving the second report with name = Matrix of Leads, change the unique name to Matrix_ofLeads (removing the prefix of underscore)....let me know if that helps.
Great day.
i got this error i tried so many times still i am getting same error
The 'Matrix of Leads' report is not a matrix report,
and i tried that way also changing the name that one also not worked for me .
please help me
Do you happen to have multiple reports with same name?
Can you verify the API names (for exmp if you initial created the report with name as "Matrix of Lead" without the "s" after which you added "s" then also API name would remain as "matrix_of_lead" but challenge would be trying to find "matrix_of_leads").
If this doesnt help..pls post report snapshot..
Thank you