View source for Exercise 09: Managing Data

==Introduction==
===Data Display Options===
:* Views and Reports organize data to be displayed
:* Views and Reports can be also displayed as Widgets on a Dashboard

'''Views'''
:* Find “records of interest” and present them on screen
:* Present data of one Object in a list format
:* Typically used to navigate to particular records
:* Default Views and custom Views

'''Reports'''
:* Provide high-level perspective operations
:* List records, make graphs, calculate summaries (max, min, sum, avg)
:* Add formula fields
:* Example: (numberField=1) if checkbox_flag=true, else (numberField=0)
:* Can then total the number of checkboxes and get sum or average
:* Can also be used to drill down to a particular record (like a View)
:* Can display joined data of related Objects using Database Views

===Custom Views===
:* You can edit/configure default Views for an Object
:* You can also add custom Views for an Object
:* Specify:
:** Fields to be displayed
:** Field column order
:** Optional filter(s) by date or field value
:* Provide a View name when saving
:* Determine visibility

===Report Features - Overview===
:* Organize Reports into report folders
:* Group data by rows and columns
:* Computation functions
:* Color Coding
:* Chart data in many graphic styles
:* Email Reports to individuals or teams
:* Display Reports as a widget on the Dashboard
:* Export Reports to PDF or CSV file
:* Excel Print (.xlsx)
:* HTML Print (browser window, use “Save As” to store)
:* Create ad hoc Computed Fields (in each record) and Summary Computed Fields (to summarize a column of data)
:* Report Schedules: run one or more Reports at a specific time
:* Join & present data of multiple Objects via Database Views

===Structures that can be Used in Reports===
:* Chart formats:
:** Pie<br>[[File:Pie.png|100px]]<br>
:** Funnel<br>[[File:Funnel.png|100px]]<br>
:** Line<br>[[File:Line.png|100px]]<br>
:** Bar Chart<br>[[File:Bar_Chart.png|300px]]<br>
:** Meter Gauge<br>[[File:Meter_Guage.png|300px]]<br>
:* Tabular Reports display data in rows and columns with color coding<br>[[File:Tabular_Reports.png|500px]]<br>
:* Matrix Reports summarize data<br>[[File:Matrix_Report.png|500px]]<br>

===Reports and Database Views===
'''Joining Data of Related Objects'''
:* A database join combines two or more tables to create a new, virtual table
:* In the AgileApps platform, that goal is achieved using a Database View
:** A Database View lets you define a complex data model by specifying a join across related Objects<br><br>[[File:Database_Views.png|800px]]<br><br>
:* A Database View can be used as the basis for a Report

===Organizing and Scheduling Reports===

:* Reports can be organized into Report Folders
:** Permissions can be set up for a specific Report
:* You can additionally define Report Schedules to schedule Reports to run
:* Report will be sent by mail
:* Specify:
:** Print Format
:** Recipients email addresses 
:** Scheduling details
:*** Run Date
:*** Recurrence
:*** Run Time
:*** Stop Data
[[File:New_Report_Schedule.png|800px]]

===Dashboards===
:* Application comes with an “Application Home Page” Dashboard
:* You can 
:** Create new Dashboards with one up to three columns
:** Add/remove/customize Widgets to/from/on existing Dashboards
:* Widget displays
:** View
:** Report
:** HTML
:** Page

===Managing Views, Reports, and Dashboards===
:* Regular users can create Views, Reports, and assemble Dashboards
:* Administrators
:** Have global access to all Views (record lists) and Reports defined across the Tenant
:** Can fix a View or Report created by any User
:** Modify or remove a View or Report created by someone who is no longer with the organization
:** '''Configuration''' > '''Administration''' > '''Access Management''' > '''Manage Views and Reports'''
[[File:Views_and_Reports.png|600px]]

===Further Administration Options===
:* Data Management
:** Manage large amounts of data in one step
:** Merging Case data for one Case record 
:* Account Management
:** Manage your company’s account
:* Monitoring
:** Monitor operations that are running in the background

===Administration - Data Management Categories===
[[File:Data_Management.png|800px]]

===Importing Data: Records with Lookup Fields===
# Upload the lookup target records (for example, Accounts)
# Upload records with lookup fields (for example, Cases)
# For each lookup field:
## Select the data column that has a lookup value to use
## The select a “foreign key” field to “Match by” 
[[fILE:Custom_Fields.png|500px]]
:* With those settings, the account name stored in the CSV file is compared to the Account Name field in the Accounts records
:** The first matching record becomes the target of the Lookup field
:** Can also match using:
:*** The record ID field (for exported data that contains it)
:*** The “record identifier” defined for the target Object

===Merging Data===
:* While viewing a Case, in the Actions list, a user can:
:# Select Merge
:#* Operation exists only for the Cases Object
:# Choose a target record to merge with
:* Result:
:** The current record is moved to the recycle bin
:** The target record appears in the user’s display, with its fields unchanged 
:** Summary and description from the original record are added to the target-record’s activity history
:** The original record’s activity history and files are added
:** Tasks from the original case are added to the target record (The target record’s owner becomes the owner of the tasks)
:** Processes from the original case are transferred to the target record

==Exercise==
This exercise has four parts:
:* In Part 1, [[Part 1: Create a custom View|you create a custom View that shows only Priority 2 orders.]]
:* In Part 2, [[Part 2: Generate a Report using a Pie Chart|you generate a Report that includes a pie chart.]]
:* In part 3, [[Part 3: Create a Dashboard|you create a Dashboard.]]
:* In Part 4, [[Part 4: Export Data|you export data from an Object to an Excel spreadsheet.]]

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