In this blog, we’ll take a look at some of the changes to our Reports and Tableau CRM.
Edit Multiple Fields Inline on the Report Run Page
Just when you thought editing inline editing for reports couldn’t get any better it just did!
In the latest release you can now edit multiple fields and records?without needing to re-run your report. The benefits are huge with time saving and brings a greater correlation between list views and reports.
Another awesome feature of inline editing is that?fields will display as ‘Pending’ if they are related to a field that has been updated. For example, you are editing and making a change to a field that will impact upon other fields, those other fields will be marked as ‘Pending’ until your changes are saved. This provides the user with greater clarity or related fields and a useful insight.
Easily Find the Right Report Type for New Reports (Beta)
When asked the question “Why Salesforce?”, one of the primary attributes is the analytics and report building functions available within Salesforce. Fundamentally we are looking to establish a single point of truth that then allows us to give accurate and actionable insights into our company.
That is why knowledge of the report builder and how to use it is such a key training point for our end users. The first step of which (Choose Report Type), can lead to confusion though – especially when you’re working with multiple custom objects and custom report types. What if you just want to create a similar report to the one you created last week but can’t remember which type you chose? What if you aren’t sure which objects the report type refers to or the fields it has available?
Well with the Spring ‘22 release, Salesforce have introduced a Beta function that looks at making this decision-making process easier.
Once enabled you’ll be shown your recently viewed report types when creating a report.
But more than this – you’ll also be able to view details of available report types such as who created it, the object it uses, and the fields available.
All in all, making the first step in creating a report much easier and helping ensure users select the right report types when looking to build reports
Spring ’22 Tableau CRM
Once again, the guys at Tableau CRM have made it so difficult to focus on just one feature from this latest release and we’re so excited to see what our customers have to say about this one. I think there are two (out of several) features that I think could be an absolute game changer when it comes your data analysis capabilities in Tableau CRM.
Configure your fiscal year in Data Prep:
Once again, a lot of work has gone into powering up Recipes and Data Prep. In the Spring ’22 Release you can now consider setting a fiscal month offset for every dataset as history! After enabling Fiscal Year Configuration in Data Prep Settings in Setup, you can define the fiscal year in Data Prep and it will be automatically applied to your Data Prep data. The best part is that this will not impact your entire Salesforce org. However, this is not available for all orgs. If you have a custom fiscal year set in your company profile, then unfortunately this doesn’t apply to you. But watch this space!
Date and Time Data in your local time zone:
I can already sense the relief and joy coming from your Tableau CRM admins and data analysts on this one. In this release, you can now analyse data in your dashboards in a time zone that makes the most sense for your business. Traditionally when you view any time-sensitive data, such as close or creation dates, everything was in the GMT time zone which was great for some customers but confusing for the rest. You can now set a single custom time zone to make sure that your time sensitive data is more relevant to you and your audience.
To set this up go to Analytics Settings and enable Single Custom Time Zone and select which time zone to set. You will need to refresh your datasets to reflect the change and any new dashboards will show data in your custom time zone. Please keep in mind that any existing dashboards will continue to report data in GMT.
To learn more, contact us!