At the bottom of the report, there is drill down picklist and button. Select checkbox (for this example: Opportunity Owner) then select a value to drill down (example: Industry from Account object) and click Drill Down button. It will run the report with filtered by the Opportunity Owner and group by Industry.
Full Answer
What is a drill-down report?
Drill-down reports provide you with a more granular view of the data by assuming a hierarchical relationship between different data levels and allowing access to more detailed data overviews from a single, comprehensive one. A drill-down report has a digital format and can be created in applications.
How to create a Salesforce report?
Step 1. Create a New Salesforce Report To find a Salesforce report, you need to look at your horizontal navigation bar for the “Reports” object. Click “New Report”, and you’ll see this window. Step 2. Choose a Salesforce Report Type
How to delete a report in Salesforce?
To delete the Salesforce report from the Reports tab you need to go to the “Reports” at the Navigation Bar. Then click the Arrow Down button next to the report you want to delete and choose “Delete”.
What should you include in a drill-through report?
“One of the most common things we include in our drill-through reports are heat maps and other visual reports that give us details about why something works better than something else,” shares Sasha Matviienko of Citadel.
How do I drill down a report in Salesforce?
To drill down into a report:Run a report that includes at least one-row grouping.On the report run page, select checkboxes for the particular values that you want to drill in to. ... Click Drill Down. ... The primary row group for your report is preselected in the Group by field. ... Click Apply.
How do you add drill down in a report?
Turn on drill-down for a chartEdit your report.Select a chart.On the right, in the properties panel, select the SETUP tab.Under Dimension, turn on Drill down.Add dimensions to the chart. Each dimension you add becomes another level of detail you can drill into.Select the Default drill down level.
What is drill down in report?
Drill down is a capability that takes the user from a more general view of the data to a more specific one at the click of a mouse. For example, a drill down report that shows sales revenue by state can allow the user to select a state, click on it and see sales revenue by county or city within that state.
What is difference between drill down and drill through report?
What Is Drill Through? A drill through is an analytical feature that allows you to visualize additional, more detailed information about a specific KPI in a report. The difference with a drill down is that in a drill though report the new data is opened in a pop-up and not on the same chart.
How do you conduct a drill down analysis?
In other words, drill-down analysis means to get detailed data on a summary of information emphasizing on a specific thing. With business intelligence, drill-down is performed by choosing and querying data with as little as a click on the mouse and gain insights on the underlying data.
How do you drill down?
2:036:10Power BI Drill Through and Drill Down Must Know Game ChangerYouTubeStart of suggested clipEnd of suggested clipSo in this is a preview feature that was put out in may so to use this you need to go to yourMoreSo in this is a preview feature that was put out in may so to use this you need to go to your options and settings. And go to the options. And then under preview.
How do you create a drill-down report in report Builder?
2:4313:09SSRS Tutorial 19- Create Multi Group Drilldown report with ... - YouTubeYouTubeStart of suggested clipEnd of suggested clipWe are creating empty reporter. Let's call this one multi grow drill down add now empty report isMoreWe are creating empty reporter. Let's call this one multi grow drill down add now empty report is created up the very first thing we need to do we need to create a reference to the data source.
Which report allows you to drill-down reports?
Yellowfin has drill down functionality available for its reports and charts. This provides you with the option to drill down logical hierarchies within your data, viewing data from different angles and levels.
Why and where drill-down report is used?
A drill-down report allows the user to navigate the data from a comprehensive view of the data to a more detailed one. It assumes a hierarchical relationship between data. Therefore, the user can be taken to a more granular level of the data by clicking a specific visualization element on the web report.
What is the use of drill down?
Drill down is an analytics capability that allows users to instantly shift from an overview of data to a more detailed and granular view within the same dataset they are analyzing by clicking on a metric in a dashboard or report.
What is drill down and roll up?
A drill- down operation decomposes data from the fact to lower levels of a defined hierarchy, then increasing data details. Inversely, a roll-up operation aggregates data from the fact to upper levels of a defined hierarchy, then summarizing data [5].
What is another word for drill down?
What is another word for drill down?scrutiniseUKscrutinizeUSexamine closelygo over with a fine-tooth combput under a microscopeexamineinvestigatestudyexplorereview96 more rows
Thursday, September 18, 2014
For many Salesforce admin using report for their daily work, sometimes we just ignore items in the report, but it is very useful to help our work.
Salesforce: Report Drill Down and more ..
For many Salesforce admin using report for their daily work, sometimes we just ignore items in the report, but it is very useful to help our work.
How to delete a report in Salesforce?
To delete from the Reports tab, To delete from the report’s run page. To delete the Salesforce report from the Reports tab you need to go to the “Report s” at the Navigation Bar. Then click the Arrow Down button next to the report you want to delete and choose “Delete”.
How to export a Salesforce report?
Choose the Report to Export. To select the Salesforce report to export: Click on the “Reports” at the Navigation Bar, Click the “Arrow Down” button next to the report you want to export, Choose “Export”. Choose the Salesforce report to export. Step 2.
Why do we need Salesforce reports?
Among the reasons why you may need Salesforce reports is when you need to export the data to Excel or to build the dashboards. Also, due to the Salesforce report, you can make a data analysis based on your client’s requirements.
What is Salesforce standard report type?
Salesforce standard report type is a predefined standard report type that cannot be customized. For example, “Accounts and Contacts” report type. Salesforce standard report type. Salesforce custom report type is added by an administrator and specified which objects and fields are included in the report.
How to simplify search in Salesforce?
To simplify your search, you can start typing in some keywords. For example, if you want a report on your deals, you can click and type in “Deals”, and you will see the suitable results to that. Select a Salesforce report type with the help of keywords. Step 3.
When will Salesforce be updated?
June 26, 2020. Updated on October 1, 2020. Salesforce offers you a powerful reporting tool that helps to understand your data. In this post, we’ll show how to create Salesforce reports, export them to Excel, subscribe to Salesforce reports, and place them to the dashboard.
Set Up the Report
Ada Balewa is a product support specialist at Ursa Major Solar, a company that sells solar panels. Ursa Major has experienced extraordinary growth since its founding a few years ago, but lately Ada has been worried about the company’s long-term ability to maintain its high quality of service for their customers.
Customize the Report
Now, let’s customize the report so that it returns the exact data that Ada needs: a report that’s grouped by status and includes a chart to visualize the data.
Verify Step
You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.