Exercise 09: Managing Data

Theory

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
    
    
  • Funnel
    
    
  • Line
    
    
  • Bar Chart
    
    
  • Meter Gauge
    
    
• Tabular Reports display data in rows and columns with color coding
  
  
• Matrix Reports summarize data
  
  

Exercise

This exercise has four parts:

• In Part 1, you create a custom View that shows only Priority 2 orders.
• In Part 2, you generate a Report that includes a pie chart.
• In part 3, you create a Dashboard.
• In Part 4, you export data from an Object to an Excel spreadsheet.

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