Slaesforce FAQ

how to report year over year growth in salesforce lightning

by Prof. Fabian Rempel Published 2 years ago Updated 2 years ago
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Option 1) Use standard report filters 1) Add 2 report filters with the criteria for the current 'Year to Date' Date equal to THIS YEAR Date less or equal to TODAY 2) Add 2 report filters with the criteria for the previous 'Year to Date'

Part of a video titled How to Create a Growth Report in Salesforce Lightning
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So first we're going to go to our reports tab. And then click on new report. The report type that weMoreSo first we're going to go to our reports tab. And then click on new report. The report type that we're going to use is opportunities i'm going to clean up some stuff on the side.

Full Answer

How do I create a year over year report in Salesforce lightning?

Calculate Year-over-Year (YoY) or Quarter-over-Quarter (QoQ) in...From 'Reports,' click New Report.Select the 'Opportunities' report type, then click Create.If in Classic, set the report as Matrix Format.Drag Opportunity Owner as the primary 'Row Summary'More items...

What is YTD in Salesforce?

Year to Date Formula for a YTD | Salesforce Trailblazer Community.

How do I create a month over month report in Salesforce?

0:091:11How to Group By Month in Salesforce Reports - YouTubeYouTubeStart of suggested clipEnd of suggested clipReport. And the most important thing that you need to do is to group rows by the date field that youMoreReport. And the most important thing that you need to do is to group rows by the date field that you want to use. So i'm just going to use close date.

How do I create a sales report in Salesforce lightning?

0:253:49How to Build a Report in Lightning Experience | Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd click new report then choose report type be sure to choose the right report type because itMoreAnd click new report then choose report type be sure to choose the right report type because it determines which records your report returns like accounts or opportunities.

How do I use Prevgroupval?

Using the PREVGROUPVAL() function in Summary report Let's create a Summary report: Use the Opportunity report type. Group by Stage and Close Date (Group Dates by Calendar Month). Add the summary formula and name it Prev Month Won with this formula: PREVGROUPVAL(AMOUNT:SUM, CLOSE_DATE).

How do I add a filter to my dashboard in Salesforce?

Edit a dashboard, and then click + Filter in Lightning Experience or Add Filter in Salesforce Classic. ) to see them. Give the filter a display name or label to identify it. If the filter has many equivalent fields, consider using a name that works for all components.

How do I create a growth report in Salesforce?

0:083:41How to Create a Growth Report in Salesforce Lightning - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo first we're going to go to our reports tab. And then click on new report. The report type that weMoreSo first we're going to go to our reports tab. And then click on new report. The report type that we're going to use is opportunities i'm going to clean up some stuff on the side.

What is Salesforce Prevgroupval?

PREVGROUPVAL() lets you compare a specified grouping against a previous grouping in the report builder, making it a powerful tool for calculating how values change over time. PREVGROUPVAL() is most useful for evaluating report data that you've grouped by a date field, such as Close Month or Created Date.

What is reporting Snapshot in Salesforce?

A reporting snapshot lets you report on historical data. Authorized users can save tabular or summary report results to fields on a custom object, then map those fields to corresponding fields on a target object. They can then schedule when to run the report to load the custom object's fields with the report's data.

How do I create a pipeline report in Salesforce lightning?

2:183:25How to Build a Pipeline Report in Salesforce - Concept CRM - YouTubeYouTubeStart of suggested clipEnd of suggested clipWhat I'm going to do is create a stack column report and furthermore I don't need these details so IMoreWhat I'm going to do is create a stack column report and furthermore I don't need these details so I'm gonna hide the detail. Rows. Now whenever I save. And run this report.

What are the different types of reports in Salesforce?

Types of Salesforce Reports There are four types of reports that you can create in Salesforce: Tabular, Summary, Matrix and Joined. Each one is best suited to show different types of data, depending on what you want out of a report.

How do I create a dynamic dashboard in Salesforce lightning?

To create or edit a Salesforce Dynamic Dashboard, navigate to the Dashboards tab, click New Dashboard to create or click on an existing dashboard to edit. First, when building a new dashboard, name it, add a description if you'd like, and select the right folder for proper organization.

Is the current month the focal point?

Sometimes the current month is the focal point. Other times the current year to date is desired. Often there is a desire to compare the current year to date (or fiscal year to date) to the same time frame during the previous year.

Can you use a formula field in a report filter?

The best part is, it only consumes a single dashboard filter. The other two dashboard filters can be utilized for other filtering needs. You can also make use the formula field in report filters to easily add FYTD, QTD, or MTD filters.

Can you build a dashboard with a report?

Instead, you can build a single dashboard along with the necessary source reports and allow the running user to choose their time frame with the ease and simplicity of selecting an option from a drop down menu.

Alekhya Mandadi Follow

One of the things that admins and consultants (myself included) dread is reporting in Salesforce because end users are used to seeing reports they are always used to seeing them and want to replicate the same when they move from legacy systems or excels to Salesforce.

The Data Model & Use Case Explanation

I've created some test data in my dev org. (Here's how you can create your own dev org: https://developer.salesforce.com/signup)

Report Creation

I loaded a bunch of data into my project object to run my report. I created a report by clicking on reports tab > create new report > Projects with Accounts

Reporting Formulae

Now let's start building our report formulae. First, let's see the YoY variance. So, the question that we are asking if what's the YoY project revenue variance for all the accounts? This will give us an understanding of which accounts project revenue is increasing/decreasing.

Alekhya Mandadi

Want to know how to do some Year-over-year financial reporting using Salesforce? I had fun doing this reporting challenge using Salesforce. Also, thanks to Matt Lincoln for motivating to write this one. :) #salesforce #reporting

Matt Lincoln

Fantastic article Alekhya Mandadi! đź‘Ź This would also be useful for month-on-month Lead Generation reporting in Salesforce. It's a great example of why you don't always need to click the Export button to do data analysis outside of Salesforce!

Alekhya Mandadi

Thank you Matt. :) You motivated to write about this when I mentioned in a tweet a month or so ago about doing some neat reporting natively in Salesforce. Thanks for making me realize the worthiness of sharing this information. And that's another cool use case using this kind of technique. I love our Salesforce community!! :)

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Create A Formula Field

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A text-based custom formula field defined on the object itself is the key to this configuration. This will reference one of your date fields in order to perform various calculations and return a text string. Each calculation in that text string is determining how offset the date value is from the current date. This text string res…
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Wait, What’s Going on in there?

  • If you are panicking because of the length, it’s really just a bunch of small, simple calculations strung together. Check out the slide deck below for a breakdown of the logic using pictures. You’ll also want to reference the function documentationto understand how each part is calculated. Here’s an example string based on “today” being July 31, 2019 and the date value on the record …
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Putting This to Use

  • You’ll get the best experience from this solution by employing it on a dashboard. First create the source report you need in order to show the KPI (or multiple KPIs) that you are interested in. But be sure to leave the time frame set to “All Time” for the date field being used in your relative time periods formula. Or you may have a situation where...
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Conclusion

  • With so much flexibility in the dashboard filter settings, you can dial this solution in to solve a myriad of configurations. The best part is, it only consumes a single dashboard filter. The other two dashboard filters can be utilized for other filtering needs. You can also make use the formula field in report filters to easily add FYTD, QTD, or MTD filters. Just ensure the formula field contai…
See more on reportforce.blog

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