Evan Ponter
MVP | CGL | Independent Consultant
Baltimore, Maryland, United States
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Evan Ponter is a Salesforce MVP and 12x Certified Salesforce Application Architect from Baltimore, MD. He has presented on report and flow topics at over 50 Salesforce events around the world as well as countless community group meetings. Evan is an active contributor in OhanaSlack, co-author of ReportForce.blog, co-leader of the Salesforce Admin Group in Baltimore, an organizer of MidAtlantic Dreamin’, and engages with select clients as an independent Salesforce consultant.
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Approach Reporting Like Never Before: The Ultimate Guide to Report Types
Whether you are just starting your Salesforce journey or you are a seasoned pro, this session is guaranteed to change your approach to reporting. Imagine having one “deluxe” custom report type per object to address a majority of report requests - pulling in up to 1,000 fields from up to 60 related objects with ease. Imagine instantly knowing which report type to choose in order to get the data you need without any trial and error. Imagine how much time and effort you can save when you have a complete understanding of what Salesforce is capable of in the reporting realm. During this session, you will learn how easy it is to demystify the inner workings of report types, consolidate the litany of overwhelming report type clutter, and empower yourself with a revolutionary paradigm that frees you to confidently query for conclusions. Rejoice as you reimagine designing, building, and running reports - you’ll wonder how you ever did it before.
Count the Number of Date Groups in a Report
If you've ever needed to calculate the average number of records per day, per week, per month, or per any time frame, you've likely struggled with counting the number of date groups in a report dynamically. This easy, no-code solution empowers admins to solve for this common request with a formula field on the object and a summary formula in the report. Now all of those "average" calculations can be represented in reports, graphed on charts, and shown over time. We'll cover all the basics and moving parts so you can implement this solution immediately.
A Time Stone for Your Report and Dashboard Filters
Dashboard filters allow any running user to change the parameters for the data being visualized. With a limit of three dashboard filters, it sometimes takes a little creativity (or help from Dr. Strange) to provide all the flexibility required. Using a formula field as the basis, a single dashboard filter can be used to control the time frame to meet hundreds of requirements. Users can toggle between whole time frames, multiple time frames, and even complex year-to-date, quarter-to-date, and month-to-date options - all from a single dashboard filter that lets you travel through time at the click of a button. Say goodbye to all those individual checkbox fields keeping track of “x-to-date” calculations - this solution will dissect the configuration that provides the ultimate flexibility for filtering the time frame in a report or dashboard.
Evan Ponter
MVP | CGL | Independent Consultant
Baltimore, Maryland, United States
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