Something went wrong while executing the Extract_Opportunity node: Error during local fetch: Replicated dataset was not found. Verify that the replication dataflow for object 'Opportunity' completed successfully
Any advice would be greatly appreciated!
Ensure that the specified object is included in Data Sync and that Data Sync has run successfully.
Check Data Sync Contents
1. In Data Manager, access the Connect page.
2. Ensure the object exists in the Connected Datasets list.
Run Data Sync
1. After confirming the object exists, click Run Data Sync.
2. Confirm that Data Sync completes successfully.
After Data Sync (including the specified object) has completed, manually run the Dataflow
As per this API, it is designed by Salesforce to return up to the first 2,000 report rows only.
*** in this example I'm testing up to a 5 Tier Account Hierarchy (Compiled size: 342 characters) ***
IF(NOT(ISBLANK(Parent.Parent.Parent.Parent.Parent.Name)), Parent.Parent.Parent.Parent.Parent.Name, IF(NOT(ISBLANK(Parent.Parent.Parent.Parent.Name)), Parent.Parent.Parent.Parent.Name, IF(NOT(ISBLANK(Parent.Parent.Parent.Name)), Parent.Parent.Parent.Name, IF(NOT(ISBLANK(Parent.Parent.Name)), Parent.Parent.Name, IF(NOT(ISBLANK(Parent.Name)),Parent.Name, Name)))))
HYPERLINK('/' + IF(NOT(ISBLANK(Parent.Parent.Parent.Parent.Parent.Name)), Parent.Parent.Parent.Parent.Parent.Id, IF(NOT(ISBLANK(Parent.Parent.Parent.Parent.Name)), Parent.Parent.Parent.Parent.Id, IF(NOT(ISBLANK(Parent.Parent.Parent.Name)), Parent.Parent.Parent.Id, IF(NOT(ISBLANK(Parent.Parent.Name)), Parent.Parent.Id, IF(NOT(ISBLANK(Parent.Name)),Parent.Id, Id))))), IF(NOT(ISBLANK(Parent.Parent.Parent.Parent.Parent.Name)), Parent.Parent.Parent.Parent.Parent.Name, IF(NOT(ISBLANK(Parent.Parent.Parent.Parent.Name)), Parent.Parent.Parent.Parent.Name, IF(NOT(ISBLANK(Parent.Parent.Parent.Name)), Parent.Parent.Parent.Name, IF(NOT(ISBLANK(Parent.Parent.Name)), Parent.Parent.Name, IF(NOT(ISBLANK(Parent.Name)),Parent.Name, Name))))))
how do I get a report that shows what is our month over month movement of deals between sales stages
This can be interpreted a few ways depending on how detailed you're looking to get. The simplest type of report is a Month Over Month report that shows the total number of opportunities in each stage each month. For this report, you could group your rows by Stage and then the Columns by Close Date, setting it to group dates by Calendar Month. You could then create a formula that would look something like this:
RowCount - PREVGROUPVAL(RowCount, CLOSE_DATE)This formula would basically highlight how many more (or less) opportunities there are in that stage for a given month compared to the previous month. However, a limitation with this type of report is it doesn't capture historical data. For example, if an Opportunity was in a stage of Negotiation last month, but this month it has moved to Closed Won, it would only count in your report as a Closed Won opportunity because the report would only show you each Opportunity based on where it currently is.
This is where Historical Trending can come into play. These are a special type of report that shows how you're Opportunities have been trending over time. I would consider looking at the Opportunity Trends report type, as this can give you historical trends up to 4 months at a time, and you can see how your Opportunities are moving between stages. That said, there are some limitations with this report type, so there may be some challenges trying to group everything month over month by stage, but it's worth looking into.
The final option is what's called a reporting snapshot. This essentially takes a snapshot of your Opportunity data at a specified interval, such as monthly, and stores this data in a custom object. This can lead to some very powerful reporting as you can get an exact idea of how many Opportunities you had in each stage for a given month, and compare that to the next month. Unfortunately, I don't think you can enable this for past Opportunity data, so this would only start capturing snapshots once the functionality is turned on.
How can I add a text component to my Lightning dashboard, or even just expose the description to the end user? I want to share some broader context relevant to the entire dashboard, and add a filepath and/or URL that they can go to for more detail.
I'm pretty sure this is doable in Classic (since I belive you can add all sorts of things to dashboards like VF) but I am specifically asking about Lightning since I have made a big push for new SFDC users to get started there and don't want to force people to switch back and forth.
The link Dnyaneshwar shared only applied to Einstein (Analytics Cloud) not standard dashboards.
I would try the following approach - I've not actually done this, just an idea:
Create a custom object: Dashboard Text
Leave the Name as a Text value (not autonumber)
Add fields to the Dashboard Text object called: Note & link
Create records for this object like:
Sales Dashboard Text Widget
Enter the desired note & filepath and/or URL
Create a report that filters so it only returns values with the name 'Sales Dashboard Text Widget'
Add a list component with the Note & Filepath Fields, using the above report for the source. Since it will only have the one record on it, should function as your 'Text description' widget.
You will need a formula field on the object to do the same as date fields cannot be used in bucket fields.
Create a custom formula field on the Object, formula return type Text and the formula is
IF(ISBLANK(Date_Field__c), "Not Built", "Built")Group your report by the custom formula field.
I searched the idea exchange and it seems this functionality was delivered....
You can create custom report type as follows, Create a report based on this report type add filter condition on report last run or created date etc.
Drack the component name and report name in the report, Identify the Dashboard component along with report then delete dashbaord first and then delete reports.
May help this..!
This is not right, and not how it is in my production org but I can't find how to change this in the DB component settings, the report chart settings, or the reports and dashboards settings in setup.
How do I make the bars originate from the left like it should be?
Given all your Sum of Amount are a negative number salesforce dislays it as such with the intent of shifting the 0 further to the left given there are som records with positive numbers. This can not be changed and is more to do with the data itself rather then salesforce reports
Challenge Not yet complete... here's what's wrong:
We can’t find your solution for users to report on custom objects named “SolarBots and Status Data,” or it's not stored in the correct place.
Since I've created the report, this implies it's not in the right place. I searched for categories in Setup's Quick Find & also as a record type when creating a new report, to no avail.
What am I missing?
Sounds like it's a reference to creating a new report type.
When you are creating a new report type, you can choose which category to consider this type of report. You'll want to use this picklist:
Then, when a user creates a new report, they are prompted to first choose a report type (sort of like a template, I guess). They would then be able to find the report type you created under the corresponding 'category' on the left.
Hope that helps clear things up. Good luck!