Salesforce Certified Platform Administrator free question 7 / 10 · Domain 6: Data and Analytics Management
A sales operations analyst wants to see, for each account, the number and amount of opportunities and the number of cases side by side in a single report. Which way of building it matches Salesforce Help?
- Build a joined report with Opportunities and Cases blocks, grouping the Opportunities block by Account Name and the Cases block by Account Owner
- Build a joined report with an Opportunities block and a Cases block, and group by Account Name, a field common to both
- Build a joined report with Opportunities and Cases blocks, adding to each block a row-level formula that ties the two blocks together by account name
- Build a report on the standard Opportunities report type, add case counts and case fields as columns, and group by Account Name
Show the answer and explanation
Answer: B
Why this is correct
Help on how joined reports work says a joined report can contain data from multiple standard or custom report types, as long as the report types have a relationship with the same object. Its example adds a Cases report type to an Opportunities report type, which both relate to accounts. Groupings apply across all blocks, and you can group the blocks by common fields that all the report types share.
Why the other options are wrong
"Build a report on the standard Opportunities report type, add case counts and case fields as columns, and group by Account Name" … A report type decides which records and fields a report can show. The Opportunities report type gives you opportunity records and fields such as amount, stage, and opportunity owner, so case counts and case fields can't be added as columns.
"Build a joined report with Opportunities and Cases blocks, grouping the Opportunities block by Account Name and the Cases block by Account Owner" … In a joined report, groupings apply across all the blocks of the report instead of block by block. You can't group each block by a different field.
"Build a joined report with Opportunities and Cases blocks, adding to each block a row-level formula that ties the two blocks together by account name" … Row-level formulas aren't supported in joined reports; to convert a report with a row-level formula into a joined report, you first remove the row-level formula. The blocks are tied together through common fields.
Key point
A joined report can have up to five blocks, and each block can have its own standard and summary fields, standard and cross-block summary formulas, filters, and sorting. Grouping is limited to three levels, as in summary reports, and charts can be added. Each joined report has a principal report type, by default the first one added, and it determines how common fields are named. A joined report is based on an outer join, so a row in a source block appears in the joined report even without matching data in other blocks.