Reports & Dashboards for Lightning Experience | Filter Your Report | Trailhead / Salesforce

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  • Опубліковано 18 вер 2024
  • Reports & Dashboards for Lightning Experience | Filter Your Report | Trailhead / Salesforce
    Trailmix 1 - Fundamentals of Salesforce
    Create a Report with Filter Logic
    Create an Opportunities report.
    Set the following standard filter:
    Date: Close Date
    Range: All Time
    Verify that the following fields are included:
    Amount
    Probability
    Stage
    Set up the following filters in this order:
    Amount: Greater than 100,000
    Probability: Greater than 50
    Stage: Contains Closed
    Add the following filter logic:
    (1 OR 2) AND NOT 3
    Save the report.
    Report name: Opportunities to Work
    #salesforceadmin
    #salesforcedeveloper
    #trailhead
    #salesforce
    #salesforcetrailhead
    Disclaimer -
    This Video for education purposes

КОМЕНТАРІ • 46

  • @VijayMohate-ej1pq
    @VijayMohate-ej1pq 3 місяці тому

    THANK YOU

  • @tiagotorrestorres6970
    @tiagotorrestorres6970 10 місяців тому

    Omg, thanks bro. I was spending time with this exercise.

  • @anjunarnoli93750
    @anjunarnoli93750 Рік тому +2

    Thanks...

  • @user-uv3nf5xx8d
    @user-uv3nf5xx8d Рік тому

    Thank you for valuable information

  • @samiralbrecht8966
    @samiralbrecht8966 Рік тому +2

    I had the same Error. It´s also important to setup the language in englisch (United States) to have $ as currency

    • @UmeshLadOfficial
      @UmeshLadOfficial  Рік тому

      click setup and quick find search company information and edit , change Currency Locale select english (india) IND and save ,check

  • @asifshaikbasha1418
    @asifshaikbasha1418 Рік тому +1

    🎉

  • @ikramcircet
    @ikramcircet 10 місяців тому

    merciii

  • @kevingreen1280
    @kevingreen1280 Рік тому +3

    I keep gettinng error (We couldn’t find the Greater than 100000 Amount filter on the Opportunities to Work report). Any suggestions?

    • @UmeshLadOfficial
      @UmeshLadOfficial  Рік тому

      proper filters in this order:
      Amount: Greater than 100,000
      Probability: Greater than 50
      Stage: Contains Closed

    • @farheensadat1442
      @farheensadat1442 Рік тому +2

      I have practice more than 6 times still in Amount getting error

    • @sanaaboualila6317
      @sanaaboualila6317 Рік тому

      @@farheensadat1442 me too i have the same error

    • @marcoshernandez6902
      @marcoshernandez6902 Рік тому

      I am getting the same error. I did exactly what he did on the video and the error continues showing up

    • @shajjj455
      @shajjj455 Рік тому

      Create new playground then itl work

  • @soubhikacharya3080
    @soubhikacharya3080 Рік тому +1

    Can you make a solution video on Create Reports with the Report Builder Because it is giving error in state/province field

    • @UmeshLadOfficial
      @UmeshLadOfficial  Рік тому

      add clumns search state/province
      Create Reports with the Report Builder video link ua-cam.com/video/hMwMQAw1WuI/v-deo.html

  • @shakeebmohammed5711
    @shakeebmohammed5711 Рік тому +1

    3 is not a valid filter .i am getting this error can you help me ?
    ?

    • @UmeshLadOfficial
      @UmeshLadOfficial  Рік тому

      proper filters in this order:
      Amount: Greater than 100,000
      Probability: Greater than 50
      Stage: Contains Closed
      filter logic:
      (1 OR 2) AND NOT 3

  • @joeperez9688
    @joeperez9688 Рік тому

    We couldn’t find the Greater than 100000 Amount filter on the Opportunities to Work report.

    • @SanjayKamatham
      @SanjayKamatham 11 місяців тому

      Same problem

    • @youssefgadelrab2957
      @youssefgadelrab2957 11 місяців тому

      GUYS!!! Regarding this Problem "We couldn’t find the Greater than 100000 Amount filter on the Opportunities to Work report." I find a solution, I created a new playground created the report as the steps then went to setup and changed from "user" -> "User" -> "Edit" on my user lang and locale to English united states, then went to "Company Info" -> "Edit" -> "Default Locale" + Language + Currency Locale to English united states (Make sure to not activate multiple currencies) Hope this do it for you as it did for me

  • @ceciliabrillante
    @ceciliabrillante 11 місяців тому

    We couldn’t find the Greater than 100000 Amount filter on the Opportunities to Work report. 😪😪😪

    • @youssefgadelrab2957
      @youssefgadelrab2957 11 місяців тому

      GUYS!!! Regarding this Problem "We couldn’t find the Greater than 100000 Amount filter on the Opportunities to Work report." I find a solution, I created a new playground created the report as the steps then went to setup and changed from "user" -> "User" -> "Edit" on my user lang and locale to English united states, then went to "Company Info" -> "Edit" -> "Default Locale" + Language + Currency Locale to English united states (Make sure to not activate multiple currencies) Hope this do it for you as it did for me

  • @penganilikhitha
    @penganilikhitha 11 місяців тому

    Hlo sir rating option is not shown what to do

  • @youssefgadelrab2957
    @youssefgadelrab2957 11 місяців тому

    GUYS!!! Regarding this Problem "We couldn’t find the Greater than 100000 Amount filter on the Opportunities to Work report." I find a solution, I created a new playground created the report as the steps then went to setup and changed from "user" -> "User" -> "Edit" on my user lang and locale to English united states, then went to "Company Info" -> "Edit" -> "Default Locale" + Language + Currency Locale to English united states (Make sure to not activate multiple currencies) Hope this do it for you as it did for me

    • @pabloxoc6646
      @pabloxoc6646 11 місяців тому

      Thanks @youssefgadelrab2957

    • @kelvimoreira2012
      @kelvimoreira2012 11 місяців тому

      Could you help me? I couldn't solve it.

    • @youssefgadelrab2957
      @youssefgadelrab2957 11 місяців тому

      @@kelvimoreira2012 yeah of course tell me what message appears

  • @luanagiacomin6223
    @luanagiacomin6223 Рік тому

    I try to do it more then 5 times and with a new Playground. Dind't work. What can I do? We couldn’t find the Greater than 100000 Amount filter on the Opportunities to Work report. It's killing me

    • @luanagiacomin6223
      @luanagiacomin6223 Рік тому +1

      I saw know that the currency is €, but I don't know how to put in $. Can u help me please?

    • @UmeshLadOfficial
      @UmeshLadOfficial  11 місяців тому +1

      click setup and quick find search company information and edit , change Currency Locale select english (india) IND and save ,

    • @luanagiacomin6223
      @luanagiacomin6223 11 місяців тому

      @@UmeshLadOfficial thanks!

    • @kelvimoreira2012
      @kelvimoreira2012 11 місяців тому +1

      Hello everything is fine? Did I finish? because mine is the same way and I've tried several times and I can't do it. Did you find any solution?

    • @insomaniac_
      @insomaniac_ 11 місяців тому +1

      @@kelvimoreira2012 still showing error to me