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Superbadge: Lightning Experience Specialist Step 9 (Chart)
Hi, I'm starting a specific post for this topic.
I'm getting the following message on step 9.
Challenge Not yet complete... here's what's wrong:
The 'Opp Stage by Adventure' report does not appear to be configured correctly. Make sure it has the correct report type, groupings, filters and chart type.
It is ironic to get to the end and get stuck on charts which I do all the time. :) Ok, here are the instructions:
Give sales reps a visual indicator to compare product performance. First, create a summary report on opportunities named Opp Stage by Adventure. Filter it by Product Date within the past year. For the purpose of this superbadge, assume this date range is 1/1/2026-12/31/2026. Second, add a stacked vertical bar chart of the number of explorers by product name, grouped by stage, to your summary report. Finally, add this chart to your Lightning Adventure Record Page with the label Adventure Stage Comparison. To ensure that this chart isn’t accidentally displayed to customers, add it to a new section called Adventure Comparison.
And, here is what I have.
I have a Summary Report of "Opportunities with Adventures". In the data model, each Opportunnity corresponds to 1 Explorer from what I can tell per the data model. I've grouped the report by adventure and stage. I have not grouped by Explorer (which is a Contact Role on each Opportunity). I have tried that though and still got the same error. Note also that I'm using "Adventure Date" instead of Procuct Date per the instructions since Product has been renamed to Adventure.
In the Lightning Record page for Adventure, I've created a custom tab called "Adventure Comparison" and added in the chart called " Adventure Stage Comparison". I've also tried flipping those names, but I still got the same error.
Any hints would be appreciated. :)
I'm getting the following message on step 9.
Challenge Not yet complete... here's what's wrong:
The 'Opp Stage by Adventure' report does not appear to be configured correctly. Make sure it has the correct report type, groupings, filters and chart type.
It is ironic to get to the end and get stuck on charts which I do all the time. :) Ok, here are the instructions:
Give sales reps a visual indicator to compare product performance. First, create a summary report on opportunities named Opp Stage by Adventure. Filter it by Product Date within the past year. For the purpose of this superbadge, assume this date range is 1/1/2026-12/31/2026. Second, add a stacked vertical bar chart of the number of explorers by product name, grouped by stage, to your summary report. Finally, add this chart to your Lightning Adventure Record Page with the label Adventure Stage Comparison. To ensure that this chart isn’t accidentally displayed to customers, add it to a new section called Adventure Comparison.
And, here is what I have.
I have a Summary Report of "Opportunities with Adventures". In the data model, each Opportunnity corresponds to 1 Explorer from what I can tell per the data model. I've grouped the report by adventure and stage. I have not grouped by Explorer (which is a Contact Role on each Opportunity). I have tried that though and still got the same error. Note also that I'm using "Adventure Date" instead of Procuct Date per the instructions since Product has been renamed to Adventure.
In the Lightning Record page for Adventure, I've created a custom tab called "Adventure Comparison" and added in the chart called " Adventure Stage Comparison". I've also tried flipping those names, but I still got the same error.
Any hints would be appreciated. :)
You need to group by Stage first and then the Adventure Name.
Let me know if that helps. Cheers!
All Answers
You need to group by Stage first and then the Adventure Name.
Let me know if that helps. Cheers!
Congratulations!!!!
Do mark that answer as best solution, so it is useful for others!
Report type - Opportunities with Adventures
Groupings - First by Stage then by Product Name
Filters - Product Date spaning 1/1/2016 to 12/31/2016 and All Opportunities and All Opportunity Status
Chart Type - Vertical stacked in lightning UI X-axis is Stage, Y-axis is Record Count and grouped by Product Name
Couple of things I noticed from your screen shots was the label 'Product Name' instead of 'Adventure Name' and also the 'Product Date' instead of 'Adventure Date'. Can you please let me know how you were able to get those names, I did rename Product to Adventure.
Did exactly as the challenge requirement in Step 9. But still it says "The 'Opp Stage by Adventure' report does not appear to be configured correctly. Make sure it has the correct report type, groupings, filters and chart type."
I'm trying this from past 1 week, Step 9 Report. Please help me on this
Below are the screen shots what i did. Please correct if amy i doing wrong.
I used the report type Opportunities with Adventures.
I had the same issue as you, where everything seemed to be right but it wasn't working. I even created a new Trailhead Playground to see if that would fix it. No luck. Finally, I switched back to my original Playground, opened up my report, changed the Date Field filter from Close Date to Adventure Date, and boom. It worked.
Here's what my report settings look like:
Good luck.
Challenge Not yet complete... here's what's wrong:
The 'Opp Stage by Adventure' report does not appear to be configured correctly. Make sure it has the correct report type, groupings, filters and chart type.
I'm also stuck on this last challenge, with the same old "Challenge Not yet complete... here's what's wrong:
The 'Opp Stage by Adventure' report does not appear to be configured correctly. Make sure it has the correct report type, groupings, filters and chart type.", so frustrating.
I've described my case and tried solutions in a new post, any help would be more than welcome!
https://developer.salesforce.com/forums/ForumsMain?id=9060G0000005n5fQAA
Thanks, Quentin
The 'Opp Stage by Adventure' report does not appear to be configured correctly. Make sure it has the correct report type, groupings, filters and chart type.
Check your grouping: Group by Stage first.
I switched to Salesforce classic version to help you better understand this. Let me know if it helps you.
I'll move to Classic too. Done, but same error after saving it. The data is different for some reason, but I passed the import challenge already
I don't know what changed, but after months of being blocked and not trying anymore, I tried again today and passed... I checked all the parameters, the end date was 12/1 and changed it to 12/31. I thought I already did that before, anyway, that was the last missing part.
Thanks for the heads up, and good luck for your next Trailheads!
Quentin
When you group the Rows/Columns, it will change your report type to a "Matrix Report." Be sure that you change that back to a "Summary Report" as outlined in the requirements doc.
My report type: Opportunities with Adventures
Summary report
Grouped by Stage first, then Adventuure Name
Stacked Vertical bar chart
Named Opp Stage by Adventure
Chart named: Adventure Stage Comparison.
Does anyone see something I have missed?
Can anyone spot any obvious mistakes?
Also, I was using 'Adventure month' to filter dates. Using 'Product date' did the trick!