Friday, May 13, 2016

Salesforce Interview Questions-Reports & Dashboards Part-2

6. What is a Custom Report Type?
Custom report types allow you to build a framework in the report wizard, from which users can create and customize reports. You build custom report types off of the relationships (master-detail and lookup) between objects so that you can:
  • Choose which standard and custom objects to display to users creating and customizing reports
  • Define the relationships between objects displayed to users creating and customizing reports
  • Select which objects' fields can be used as columns in reports
Note that the visibility of custom report types in the report wizard is controlled by users' access to the objects in the report type.
You may define which related records from other objects are returned in report results by choosing a relationship to another object.
You can associate up to four objects to a custom report type.

7. What is difference between custom report types and standard report types?
Standard report types are report types which salesforce create itself when we create objects and relationship between them.
Custom report types allow admin to specify what all fields will be available to user while creating a report. Also its provide functionality to associate up to 4 objects.

8. How access to reports and dashboard is controlled in Salesforce?
Access to reports and dashboards are controlled by folder in which they are stored. If user has access to folder then they can run reports present in that folder.
In reports data displayed is as per running user's security access. Reports can be run on both standard and custom objects.
Reports data is always generated in real time. When a report is saved, reports configuration parameters are stored but the generated data is not stored.

9. What is analytical snapshot?
Analytical snapshot allows reports run at scheduled time to be stored as objects. Analytical snapshots are used to perform trend analysis. As an example if we want to view how monthly sales are growing, fields in a report with sales figure can be stored in a custom object every month using Analytical snapshot. Data in this custom object can then be used to perform trend analysis.
Analytical snapshot are available from the Data Management menu option. Source report in Analytical snapshot can be of the type Tabular or Summary.
Setup Analytical reports require a four step process
  • Select source report
  • Select custom object
  • Map source report fields to custom object fields
  • Schedule the frequency for taking the snapshots
10. What is dashboard?
Dashboards are graphical representation of reports. Dashboards can be generated for summary or matrix reports (and not for tabular reports). Dashboards display data as per last time report was run.
A dashboard can have upto 20 components.

11. Is it possible that data you see on dashboard and data you see on report after drilling down the report on dashboard are different?
When a user views the drill-down report for a dashboard component, running user's access permissions determine what data is displayed on the drilldown report. Hence it is possible that data in the drill down report does not match the cumulative dashboard data.
Remember report runs based on current or logged in user and display real time data but dashboard store the information from reports when you refresh dashboard. In order to see real time data on dashboard, refresh the dashboard.
Also dashboard can run based on logged in user or specified user but reports always runs based on logged in user.

12. What are different chart types available for dashboards?
  • Vertical column
  • Horizontal bar
  • Line
  • Donut
  • Funnel
  • Pie
Funnel is used to show proportion of values against each other.
Pie is used to demonstrate proportion of single value against total.
Donut is used to demonstrate proportion of single value against total and also show the total value.

13. What are limitations of salesforce reports?
  • Support for trend analysis in Salesforce is fairly limited.
  • User Interface of Salesforce reports and dashboards is fixed. Salesforce does not support pixel perfect report.
  • Salesforce reports do not support importing data from other sources
  • When displaying objects and their children, Salesforce does not support reporting on objects that do not have any children.
  • If an object has two different related lists, then Salesforce reporting does not support displaying both these related lists together.

Reports & Dashboards-Part 1


  1. Tks very much for your post.

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