Friday, May 13, 2016

Salesforce Interview Questions-Reports & Dashboards Part-1

1. What are different types of reports?
  • Tabular report. This is the most basic report. It displays just the row of records in a table like format with grand total. Tabular reports cannot be used for generating dashboards.
  • Summary report. This is the most commonly type of report. It allows grouping of rows of data. It supports sorting and displaying subtotals. For example in a recruiting app, a summary report could be used to display open positions classified by department name.
  • Matrix report. This is the most complex report format. Matrix report summarize information in a grid format. Matrix reports allows records to be grouped by both columns and rows.
  • Joined Reports: Joined reports let you create multiple report blocks that provide different views of your data. Each block acts like a “sub-report,” with its own fields, columns, sorting, and filtering. A joined report can even contain data from different report types.
2. What all reports can be used to generate dashboards?
Summary and Matrix reports

3. What all things are not supported in joined reports?
The following items aren’t supported in joined reports, and aren’t converted:
  • Bucket fields
  • Cross filters
  • The Rows to Display filter
4. What are bucket fields?
Bucketing lets you quickly categorize report records without creating a formula or a custom field. For example, create a bucket field named Size based on the # Employees field. Then, create buckets that group records into “Large,” “Medium,” or “Small” ranges that you define. Bucket fields can be used like any other field to sort, filter, and group your report.
You can add up to five bucket fields per report, each with up to 20 buckets. Only numeric, picklist and text field can be used for bucketing. Other data types are not supported.

5. Can we create a formula type in reports?
Formula are not available in tabular reports but available for other report types.
Formula can be only in number, currency and percent format.

                                                                                Reports & Dashboards-Part 2


  1. I would like to thank you for the efforts you have made in writing this blog

  2. Thanks for sharing useful info!
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