Practice Reports and Dashboards with the Salesforce.com Analytics Workbook

Salesforce.com Analytics WorkbookWe’ve long seen that practice is the key to improving one’s skills at Reports and Dashboards in Salesforce.com.  To that end, we were pleased to discover a new self-paced training guide from Salesforce’s Quick Tutorials series tucked away on page 65 of the Winter ’12 Release Notes.  It is called “Analytics Workbook – Get the Most Out of Your Salesforce Data” and you can download it here.  With it, in a step-by-step format, you’ll practice creating Summary Reports, Matrix Reports, Combination Charts, Custom Table Components, Custom Summary Formulas, and more.  Most impressive with the tutorials is how they step into intermediate and advanced topics pretty quickly, making the Workbook useful for even long-tenured admins.  In particular I appreciated the PARENTGROUPVAL() summary function- woohoo!  Enjoy!

fast-track your mission critical project

start here

November 20, 2011

David Carnes - Founder & CEO

about the author

David Carnes

David is OpFocus’ Founder and CEO. He is a frequent speaker at Salesforce and Salesforce community events around the world, and is a Salesforce MVP.  For four years, David hosted Dashboard Dōjō, which provides recordings of more than forty free training sessions on Salesforce reports and dashboards. After being approached by O’Reilly Media, he wrote the book Mastering Salesforce Reports and Dashboards.

In his early career, David worked in IT and operations for software companies, developing an interest in CRM, marketing automation, and analytics while building out systems, processes, data, and reporting for the business teams he supported. He earned a Masters in Software Engineering and credits a Harvard summer class in database management for opening his eyes to what systems and data could do to support operations. In founding OpFocus in 2006 David took another step toward focusing on business operations, seizing on Salesforce’s vision and never looking back.