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!

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November 20, 2011

David Carnes - Founder & CEO

about the author

David Carnes

David’s role as Chairman & Chief Digital Evangelist is centered around driving meaningful client engagement and business development. The key to this is serving as an advisor to OpFocus’ SaaS clients as they scale their revenue operations and embrace digital transformation.

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 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.

David is a frequent speaker at Salesforce and Salesforce community events around the world, mentors through the Trailblazer Mentorship Program hosts Dashboard Dōjō, and serves as a Platform Champion and a Pi-TaP board member. Due to his involvement in the trailblazer community, David’s recently been awarded the position of Salesforce MVP!